Metadata-Version: 2.1
Name: odoo-addon-website_event_crm_invitation
Version: 17.0.1.0.0.2
Requires-Python: >=3.10
Requires-Dist: odoo-addon-crm_event>=17.0dev,<17.1dev
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Invite leads to event types on website
Home-page: https://github.com/OCA/event
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 5 - Production/Stable

==================================
Website, event and CRM integration
==================================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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    :target: https://github.com/OCA/event/tree/17.0/website_event_crm_invitation
    :alt: OCA/event
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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:

1. 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:

1. Go to *CRM > Sales > My pipeline*.
2. Hover over one stage name and click on its cogs icon.
3. Choose *Edit Stage*.
4. 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.
5. 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:

1. Go to *Settings > Technical > Automation > Scheduled Actions > Notify
   all opportunities related to event categories*.
2. 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:

1. Go to *CRM > Sales > My pipeline* and create one opportunity.
2. 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.

3. 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 to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/event/issues/new?body=module:%20website_event_crm_invitation%0Aversion:%2017.0%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
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Jairo Llopis
  - David Vidal
  - Pilar Vargas

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

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

|maintainer-pilarvargas-tecnativa| 

This module is part of the `OCA/event <https://github.com/OCA/event/tree/17.0/website_event_crm_invitation>`_ project on GitHub.

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