[RFC] Marketing Automation

[mileo]

Hi,

We are planning to create a module of marketing automation.

Searching on the web we found this JS widget: https://github.com/alyssaxuu/flowy

A javascript library to create pretty flowcharts with ease

Any one knows a similar or a better JS lib?

CC: @hendrixcosta

[angelmoya]

No this way.... but I did a module to creare Marketing Automation with Activities, with three main functionalities:

• mail.activity can be set as date a time.
• mail.activity can be set a auto=true, if is auto=true on datetime activiti will be done atomatically.
• mail.activity can execute a ir.action.server when is done.

This ir.action.server can plan other mail activity... this way you can execute serveral actions to manage automatic workflow for example in leads.

[mileo]

No this way.... but I did a module to creare Marketing Automation with Activities, with three main functionalities:

• mail.activity can be set as date a time.
• mail.activity can be set a auto=true, if is auto=true on datetime activiti will be done atomatically.
• mail.activity can execute a ir.action.server when is done.

This ir.action.server can plan other mail activity... this way you can execute serveral actions to manage automatic workflow for example in leads.

Nice... Can we review the code?

[angelmoya]

OK, I will do a PR this week

[mileo]

OK, I will do a PR this week

Any news?

[bealdav]

Hi @angelmoya Curious to see your code on this topic

[mileo]

@hendrixcosta Push some modules related here: https://github.com/hendrixcosta/social

[angelmoya]

Hi @bealdav @mileo sorry for delay..

I would like to migrame module to latest versión, and improve to do according OCA standars... but I had no chance

This is the module that is working on version 11.0, on a customer without problems for 2 years.

https://github.com/PESOL/social/tree/11.0-ADD_mail_activity_auto

Only one thing to take care, and its that for this customer activities date was changed to datetime.... but the rest would work right.

The module is simple:

• Mail activity has auto and action server field, if auto = True then this activity will be mark as done on date due. And nest proposed activity will be created.
• If auto = True and you have action server related, this action server will be done.

This action server can send emeail or do whatever...

[angelmoya]

Hi, finally I will migrate this module to version 14.0 in next months, and I would like to do in OCA

[sschuetz2bit]

Hi @angelmoya
Whats the status of the migration?

[angelmoya]

Hi @sschuetz2bit sorry, but finally we do not do it...

The main problem is that in previous version we did change activities date to datetime, and we don't want to do it on newest versions.

Then we can automatize activities, but we don't know at what time it will launch, and also we can have a lot of task to launch each day, at same time... so we think that could be better to integrate with queue job, but we ned to develop it.

[sschuetz2bit]

Thanks for the update!

[github-actions]

There hasn't been any activity on this issue in the past 6 months, so it has been marked as stale and it will be closed automatically if no further activity occurs in the next 30 days.
If you want this issue to never become stale, please ask a PSC member to apply the "no stale" label.