Website, event and CRM integration
Invite leads to event types on website
Website, event and CRM integration
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
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. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Tecnativa
Contributors
- Tecnativa:
- Jairo Llopis
- David Vidal
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/event project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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