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PURPOSE
Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.
SPECIFICATIONS: LAYOUT
Besides changing the tips, a cleaning of digest layout was performed. Emails
were reported to look not neat in Outlook and somewhat random in mail.com or
gmail.com.
Most recent HTML CSS cannot be used to make HTML emails because each email
provider renders emails its own way. This means a given email may renders
differently in gmail.com and outlook.
The layout of the email was composed of several levels of embedded tables
which means huge maintenance effort. So it was totally rewritten with divs
and CSS, but some properties are not taken into account.
A lot of page component improvements were done. It consisted in replacing most
of the style attribute in tags with CSS classes and ids. This step is
especially useful for tip formatting because before, if a style modification
was needed, it had to be performed on each tip individually.
SPECIFICATIONS: TIPS
“Speed up your workflow with shortcuts”
“Click on an avatar to chat with a user”
“A calculator in Odoo”
“How to ping users in internal notes?”
“Knowledge is power”
LINKS
Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139
X-original-commit: 04aa36da30c107e482935b1673374c9302e4cf6a
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PURPOSE
Make digest email and tips more appealing. The goals of these tips are
* to encourage the adoption of other apps (Did you know ?);
* to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
* to show social proof and increase trust (emphasis on already existing
projects / customers to);
SPECIFICATIONS
Improve existing tips to be more inlined with new digest styling.
Add new tips, notably
* Invite team members;
* Learn about Odoo (eLearning platform);
* allow push notifications;
LINKS
Task ID 2197417
PR odoo/odoo#51619
Co-Authored-By: Elisabeth Dickinson <edi@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
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This commit adds a new digest module allowing to send recurrent digests by
email. Those contain a summary of the activity and display various KPIs
allowing to see the activity at a glance. It is also a great tool to improve
user engagement.
Digest module contain the core implementation of digests emails as well as
first basic KPIs. Future commits will gradually add KPIs in various main
addons.
Digests consist in email templates that have to call some methods on digest
module (compute_kpis, compute_tips, compute_kpis_actions) and render it
accordingly. A default digest is given in data allowing to tune it or to
duplicate and modify it.
Frequency is configurable on the digest; digests can be weekly, monthly or
send every 3 months. New employee users are added to the default widget.
KPIs are computed for each subscribed users so that results match its
groups and related access rights. Default digest therefore work for all users
as displayed results depend on their right without having to define separate
digests just for that purpose.
Implementation is done with Studio in mind. KPIs are computed fields on the
digest model. It means using Studio custom computed fields can be defined
to add customization to the digests, using fields named x_kpi_... .
Digests also holds tips to remind and warn users of features to activate
or configure like mailgateway.
KPIs can be linked to actions so that the section contain a link allowing
to directly jump on a given menu, allowing to directly link reporting
menus for example.
This commit is related Task ID 30655 and PR #18318.
Co-authored-by: Siddharth Gajjar <sga@odoo.com>
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