odoo13-addon-website-event-crm


Nameodoo13-addon-website-event-crm JSON
Version 13.0.1.1.1 PyPI version JSON
download
home_pagehttps://github.com/OCA/event
SummaryInvite leads to event types on website
upload_time2022-06-23 10:03:30
maintainer
docs_urlNone
authorTecnativa, Odoo Community Association (OCA)
requires_python>=3.5
licenseAGPL-3
keywords
VCS
bugtrack_url
requirements No requirements were recorded.
Travis-CI
coveralls test coverage No coveralls.
            ==================================
Website, event and CRM integration
==================================

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
    :target: https://odoo-community.org/page/development-status
    :alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github
    :target: https://github.com/OCA/event/tree/13.0/website_event_crm
    :alt: OCA/event
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/event-13-0/event-13-0-website_event_crm
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/199/13.0
    :alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5| 

This module extends the functionality of website events and CRM to support
inviting customers to register to events of the selected category and to allow
you to have less administrative work to do, mostly if they register by
themselves.

**Table of contents**

.. contents::
   :local:

Installation
============

To install this module, you need to:

#. Install crm_event from https://github.com/OCA/event

Configuration
=============

This module allows you to configure opportunity stages to enable some automations.

To advance automatically to the next stage when the opportunity is invited to view an event category on the website:

#. Go to *CRM > Sales > My pipeline*.

#. Hover over one stage name and click on its cogs icon.

#. Choose *Edit Stage*.

#. Enable *Invite automatically to website event category* if you want that
   opportunities in that stage, which are related to an event category, get
   periodically checked to see if there's a new event published in your website,
   belonging to that category, and, if so, invited to check it out.

#. Enable *Advance stage automatically when inviting to website event category*
   if you want that, when one of the opportunities in that stage is invited to
   check out events published on your website, it advances automatically to the
   next stage.

Important: If you don't want to invite automatically on loop, make sure to
enable both options if you enable the 1st one, and make sure the next stage is
not enabled to autonotify.

To configure the frequency of automated notifications:

#. Go to *Settings > Technical > Automation > Scheduled Actions >
   Notify all opportunities related to event categories*.

#. Edit *Execute Every*.

Important: That only schedules mails, but they will be sent later when the
*Mail: Email Queue Manager* automated action is triggered. You can configure it
the same way.

Usage
=====

To use this module, you need to:

#. Go to *CRM > Sales > My pipeline* and create one opportunity.

#. Assign an event type and a customer to it. The event type must:

   * Have at least one published event.
   * With available seats.
   * Which is upcoming.

#. Click on *Invite to website*. You will see a wizard to send an email to the
   customer, inviting him/her to visit your website and register to an event.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/event/issues/new?body=module:%20website_event_crm%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Tecnativa

Contributors
~~~~~~~~~~~~

* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px
    :target: https://github.com/Yajo
    :alt: Yajo

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-Yajo| 

This module is part of the `OCA/event <https://github.com/OCA/event/tree/13.0/website_event_crm>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.



            

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    "description": "==================================\nWebsite, event and CRM integration\n==================================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n   !! This file is generated by oca-gen-addon-readme !!\n   !! changes will be overwritten.                   !!\n   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n    :target: https://odoo-community.org/page/development-status\n    :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n    :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fevent-lightgray.png?logo=github\n    :target: https://github.com/OCA/event/tree/13.0/website_event_crm\n    :alt: OCA/event\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n    :target: https://translation.odoo-community.org/projects/event-13-0/event-13-0-website_event_crm\n    :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n    :target: https://runbot.odoo-community.org/runbot/199/13.0\n    :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module extends the functionality of website events and CRM to support\ninviting customers to register to events of the selected category and to allow\nyou to have less administrative work to do, mostly if they register by\nthemselves.\n\n**Table of contents**\n\n.. contents::\n   :local:\n\nInstallation\n============\n\nTo install this module, you need to:\n\n#. Install crm_event from https://github.com/OCA/event\n\nConfiguration\n=============\n\nThis module allows you to configure opportunity stages to enable some automations.\n\nTo advance automatically to the next stage when the opportunity is invited to view an event category on the website:\n\n#. Go to *CRM > Sales > My pipeline*.\n\n#. Hover over one stage name and click on its cogs icon.\n\n#. Choose *Edit Stage*.\n\n#. Enable *Invite automatically to website event category* if you want that\n   opportunities in that stage, which are related to an event category, get\n   periodically checked to see if there's a new event published in your website,\n   belonging to that category, and, if so, invited to check it out.\n\n#. 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You will see a wizard to send an email to the\n   customer, inviting him/her to visit your website and register to an event.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/event/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/event/issues/new?body=module:%20website_event_crm%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/)\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n   :alt: Odoo Community Association\n   :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px\n    :target: https://github.com/Yajo\n    :alt: Yajo\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-Yajo| \n\nThis module is part of the `OCA/event <https://github.com/OCA/event/tree/13.0/website_event_crm>`_ project on GitHub.\n\nYou are welcome to contribute. 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