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Odoo v9 project: How to send customer satisfaction rating email?

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Thomas
on 8/18/16, 8:38 AM 627 views

Hi!

I see that there is an option to request a customer satisfaction rating for projects. I followed this procedure to set it up (only the project part, not the website part): http://odoo-users.readthedocs.io/en/latest/project/advanced/feedback.html


Now my question is: How do I send the template-based rating e-mail?


Best wishes and thanks in advance for any answers!

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Customer Ratings is a super-useful feature on v9e.

We have it working. Mails go out. Clicking on one of the 3 levels applies the rating.

Now..

We want to embed a link to the Task/Issue, so that the user can review it before giving a rating.

Alternatively, we'd like to include in the mail-body details such as Duration (time taken to implement the task), Date-Started/Finished, etc. etc.

Which model/document can be called for embedding these values in the mail-template. These are the available fields out-of-the-box.





















Thank you

Simplify-ERP® – Ashant Chalasani

Hi Ashant!

I am a bit late with giving an answer, but maybe it is still interesting for you or others. You could just add the respective fields in the e-mail template. Go to the Settings module and then to E-Mail templates and either edit the original Customer Satisfaction Rating mail or create a new one. In that mail you can include dynamic placeholders for fields which belong to the project.issue object. This can be e.g. the name (res_name), date of creation (create_date) and so on. Just use the dynamic placeholder generator in the e-mail template edit dialog. Best, Thomas

Thomas
on 4/25/17, 1:49 PM

Thank you Thomas.

Would you know which fields to exactly use (from the "dynamic placeholder")?

Simplify-ERP® - Wapsol GmbH
on 4/26/17, 1:30 AM

Sure. First of all, I am not an odoo expert and the proposed methods might not be the best way to do this. Now, an e-mail template only applies to one specific model, either project.task or project.issue. If you need it for both then I guess you need to create two templates.

Accessing a link to an issue/task only works if the user is logged in to your Odoo environment. If that is the case you can just add: ${object.name} to the e-mail template text and set a hyperlink to the respective view (mark ${object.name} and add link to URL), e.g. https://YOUR-ODOO-DOMAIN.COM/web?debug=#id=${object.id}&view_type=form&model=project.issue&action=280&active_id=5&menu_id=199

In the link, you can see that the issue view is identified by the id number of issue, which can be dynamically set using ...id=${object.id}...

Now, to add some facts about the issue/task to the e-mail just add dynamic placeholders to the e-mail template, like:

${object.create_date}

${object.days_since_creation}

In the e-mail template dialog just go to the tab Dynamic Placeholder Generator, click on Field and then select "Search more" from the drop-down list. This will give you a complete overview of all available fields. Most of them are pretty self-explanatory. By sending an e-mail based on the template all dynamic placeholders will be filled with respect to the concerned project.issue or project.task.

I hope that helps. Best, Thomas

Thomas
on 4/26/17, 4:16 AM

Ooops, I just realized that my answer does not make sense. For the rating to work the object is not project.issue or project.task but Rating. I am not sure if that object has any link to the actual taks or issue triggering the rating. I would try to add all available fields to the mail and sent it to yourself as a test. Then you know what each field does. If that does not do it, then you would need a link from one object to another and I have no idea how to do that.

Thomas
on 4/26/17, 4:22 AM

I just tested this a little bit more: There are actually a few fields available for Rating that link to the task/issue:

- ${object.display_name} or ${object.res_name} both give the name of the task/issue

- ${object.create_date} plots the date of creation in yyyy.mm.dd hh:mm:ss

- ${object.__last_update} and ${object.write_date} both give me the date and time when the task/issue has been moved to the rating stage, so basically the time when the rating e-mail is sent. This is not really the date of the last modification. Maybe the name with a link to the actual task/issue (as described before) is sufficient for you?

Thomas
on 4/27/17, 10:53 AM
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Thomas
On 8/22/16, 11:41 AM

Hi Yenthe!

So after playing around with this a little bit I figured out what the bottleneck is:

The provided solution in Odoo v9 ONLY works if a Customer for a task is set or a Contact for an issue is set. And the customer can only use the reply buttons in the mail if he/she has a login to Odoo. That is a problem for me as our customers do not have an account with our Odoo system.

I guess the problem is with the href links bound to the buttons in the mail, for example <a href="/rating/${object.access_token}/10"></a>. This link takes the user to OurOdooDomain/rating/xyz. If the user is not registered and logged in to our OurOdooDomain an "Error 500: Bad request" exception is thrown. Any ideas on how this could be circumvented? Probably not with this type of link, he? Guess I will have to change the call to action on that button.

If anyone has any ides, I would love to know! Best wishes

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Yenthe

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Yenthe
On 8/19/16, 10:26 AM

Hi Thomas,

You first have to active this setting under Projects > Configuration > Settings. Activate the option "Allow activating customer rating on projects, at issue completion" and save it.
After activating this feature you can go to the settings of a project and you'll see a new checkbox named "Customer satisfaction". If you tick this on the rating e-mails will be sent the moment you set a task to the completed state. 

Regards,
Yenthe

Hi Yenthe! I already did all of that and I have a stage Done with "Is a close stage" marked and the default "Rating project request" template selected as "Rating E-Mail template". However, if I move a task or issue there no e-mail is being sent. So, the question remains. How do I actually send the mail? Do I understand it right that the mail should be sent automatically when a card is moved to the respective rating stage?

Thomas
on 8/19/16, 11:05 AM

@Thomas, that is correct. It should send out the e-mail automatically when moving it to the respective rating stage. Do you have an outgoing e-mailserver and is it active / working? If the answers are yes I'd suggest you to update your Odoo instance to the latest code. If that still doesn't fix it it is time to start debugging.

Yenthe
on 8/22/16, 1:48 AM

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Asked: 8/18/16, 8:38 AM
Seen: 627 times
Last updated: 1/1/17, 7:56 PM