/[drupal]/contributions/modules/views_mail/README.txt
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revision 1.1, Tue Jun 5 22:46:12 2007 UTC revision 1.1.2.1, Sun Jun 15 07:30:05 2008 UTC
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1  // $Id: README.txt,v 1.24 2007/04/26 16:43:31 somebodysysop and KarenS Exp $  // $Id: README.txt,v 2.00 2008/06/09 16:43:31 somebodysysop and KarenS Exp $
2    
3  views_mail  views_mail
4    
# Line 49  Make sure you have installed the require Line 49  Make sure you have installed the require
49  Gunzip and untar the Views Mail tarball and place it into your modules  Gunzip and untar the Views Mail tarball and place it into your modules
50  folder. Navigate to Admin->Modules and click on Views Mail to intstall.  folder. Navigate to Admin->Modules and click on Views Mail to intstall.
51    
52  Simplenws Settings  Access Control Permissions
53  ------------------  --------------------------
54    Assign the user you wish to be able to configure Views Mail the 'administer views mail'
55    permission.
56    
57    In order to unsubscribe from a newsletter sent by Views Mail, the anonymous user role
58    must have the 'subscribe to newsletters' permission in Simplenews.
59    
60    In order to create a newsletter, the role must have the "create newsletter" permission
61    in Simplenews.
62    
63    If you wish a role to be able to send *any* Views Mail newsletter, assign it the
64    'send views mail' permission.
65    
66    If you wish a role to send only Views Mail newsletters that are created by the user,
67    then assign it only the 'send own views mail' permission.
68    
69    Simplenews Settings
70    -------------------
71  Admin-> Content Managment -> Newsletters -> Newsletters Tab -> Add Newsletter Link  Admin-> Content Managment -> Newsletters -> Newsletters Tab -> Add Newsletter Link
72    
73  Add a Newsletter type that you will use for creating newsletter issues that  Add a Newsletter type that you will use for creating newsletter issues that
74  will be used with Views Mail.  will be used with Views Mail.  This will be referred to as your Views Mail
75    newsletter type.
76    
77  Views Mail Settings  Views Mail Settings
78  -------------------  -------------------
# Line 65  Default Newsletter: Line 83  Default Newsletter:
83          Select the default newsletter type which will contain the          Select the default newsletter type which will contain the
84          newsletter issues you will send with Views Mail.  This          newsletter issues you will send with Views Mail.  This
85          default newsletter type should have been created in the          default newsletter type should have been created in the
86          Simplenews Settings step above.          Simplenews Settings step above.  It is your default "Views Mail
87            newsletter type".
88    
89  Force group e-mail opt-in:  Force group e-mail opt-in:
90    
# Line 76  Force group e-mail opt-in: Line 95  Force group e-mail opt-in:
95          screen.  User can uncheck the option after          screen.  User can uncheck the option after
96          registration is completed.          registration is completed.
97    
98    Format the subject line of emails?
99    
100        When a newsletter is created, the subject line of the resulting email
101        will be prepended with the name of the newsletter group. Simplenews
102        does this by default.  Uncheck this box if you want the subject of
103        the email to only contain the title of the saved newsletter.
104    
105    Create Views Mail link?
106    
107        When you create a Views Mail newsletter, do you wish
108        to display a link on the bottom of this newsletter
109        which will take you to the Views Mail view you have created?
110    
111    Views Mail link URL:
112    
113        Enter the URL to the Views Mail view you have created.
114        Do NOT include the ending '/'. Examples:
115    
116          myviewsmailview
117          og/emailmembersbyrole
118          http://mywebsite.org/viewsmailview
119    
120            Note that you need to have already created this view in order
121            to have the view URL.
122    
123    Views Mail link title:
124    
125        Enter the title of the link.
126    
127  Subscribe all new signups to newsletter:  Subscribe all new signups to newsletter:
128    
129          Enter here a newsletter id if          Enter here a newsletter id if
# Line 93  Test Settings Line 141  Test Settings
141          "Email test mode" -     Click this on if you want to run          "Email test mode" -     Click this on if you want to run
142          in test mode (i.e., no actual emails sent).          in test mode (i.e., no actual emails sent).
143    
144    Views Mail Views
145    ----------------
146    Admin -> Site Building - > Views - > Default Views
147    
148    Views Mail creates a default view:
149    
150      View Name : ViewsMailOptOut
151      View Title: Views Mail Opt Out
152    
153    This is a view of users who have opted out of Views Mail by clicking on
154    the "unsubscribe" link in a newsletter they have received.
155    
156    This view comes from the "views_mail_optout" table which contains only two
157    columns:
158    
159      Email address of user who has opted out
160      Node ID of newsletter from which the user clicked on unsubscribe link
161    
162    Any email address on this list will NOT be sent a newsletter via Views Mail
163    until it is removed this list.  See http://drupal.org/node/270450 for more
164    details.
165    
166  USING VIEWS_MAIL  USING VIEWS_MAIL
167    ================
168    
169  1. Create the message you wish to send using Simplenews.  1. Create the message you wish to send using Simplenews.
170    
171     Create Content -> Newsletter.       Create Content -> Newsletter issue
172    
173         or
174    
175         Create Newsletter issue
176    
177     Save it as the newsletter type you selected for Views Mail.     Save it as the newsletter type you selected for Views Mail (see "Simplenews Settings"
178       above). This means that on the node submission form in the "Newsletter:" pulldown menu,
179       you select the Views Mail newsletter type you have previously created.
180    
181       If you have not created a Views Mail newsletter type in "Simplenews Settings", you must
182       first do that.  You must also save this newsletter type as the "Default Newsletter"
183       in "Views Mail Settings".
184    
185    
186  2. Go to views and create a view of the users you wish to send the message to.  You can  2. Go to views and create a View of the users you wish to send the message to.  You can
187     add exposed filters if you wish end-users to be able to customize the view.     add exposed filters if you wish end-users to be able to customize the view.
188    
189     Admin -> Views -> Add View.  Don't forget to:     Admin -> Views -> Add View.  Don't forget to:
190    
191     a) Select "Views mail" as the Views Type.     a) Select "Views mail" as the Views Type. "Nodes per Page" should be set to "0"
192          (No Paging).
193     b) Select at least one field that contains the e-mail address you wish the message     b) Select at least one field that contains the e-mail address you wish the message
194        to. Otherwise, the message will be sent to the e-mail address of the node        to. Otherwise, the message will be sent to the e-mail address of the node
195        author.        author.
196     c) Save the view.     c) Save the view. When the view is saved, you can use the URL from this view
197          if you wish to create a Views Mail link (see instructions above).
198    
199  3. Go to the view you created in Step 2. Click on the "Send Mail" link to open the  3. Go to the view you created in Step 2. Click on the "Send Mail" link to open the
200     Views Mail window.  You will see these options for sending your email:     Views Mail window.  You will see these options for sending your email:
201    
202                  Recipient name  :       Select the View field to use for the recipient's name.                  Recipient name  :       Select the View field to use for the recipient's name.
203                  Recipient email :       Select the View field to use for the recipient's email address.                  Recipient email :       Select the View field to use for the recipient's email address.
204                  Subject                 :       Enter the text to be used as the email subject line.                  Subject                 :       This is automatically created from newsletter subject line.
205                  Newsletter to                  Newsletter to
206                    send to this                    send to this
207                    group                 :       Select the Simplenews newsletter you created in Step 1 that                    group                 :       Select the Simplenews newsletter you created in Step 1 that
# Line 135  USING VIEWS_MAIL Line 219  USING VIEWS_MAIL
219    
220  4. Once you have completed entering the "Send Mail" options in the Views Mail window, click  4. Once you have completed entering the "Send Mail" options in the Views Mail window, click
221     on the "Send" button at the bottom of this window.  You will then be given a summary     on the "Send" button at the bottom of this window.  You will then be given a summary
222     view of all the elments you selected in Step 3 for verification.  If all is correct,     view of all the elments you selected in Step 3 for verification.
223    
224       The "Recipient List" is a list of all the email addresses to which Views Mail will
225       attempt to send the selected newsletter.
226    
227       If you see a "Reject List", this contains the email addresses of users from the
228       view who have previously unsubscribed from Views Mail.  Their email addresses
229       are in the "views_mail_optout" table which you can also view using the default
230       "ViewsMailOptOut" view.  Email can not be sent to these addresses until they
231       are removed from this table.
232    
233       If all is correct,
234     then click on "Confirm" to send/schedule the email.  If not, go back and correct.     then click on "Confirm" to send/schedule the email.  If not, go back and correct.
235    
236    
# Line 144  DOCUMENTATION Line 239  DOCUMENTATION
239  There currently is no documentation other then this README.txt file and the original  There currently is no documentation other then this README.txt file and the original
240  discussions we had on creation of the module here: http://drupal.org/node/134931  discussions we had on creation of the module here: http://drupal.org/node/134931
241    
242    You may also wish to review the issue queue here: http://drupal.org/project/issues/views_mail
243    
244  -------------- IMPORTANT --------------------------------------------------  -------------- IMPORTANT --------------------------------------------------
245  -------------- IMPORTANT --------------------------------------------------  -------------- IMPORTANT --------------------------------------------------
246    
# Line 160  must go and submit this page. Line 257  must go and submit this page.
257  - set up userreference and nodereference fields to use the name and email  - set up userreference and nodereference fields to use the name and email
258    of the userreference and nodereference uid    of the userreference and nodereference uid
259  - incorporate Token module to handle substitutions  - incorporate Token module to handle substitutions
260    - figure out how to filter views using views_mail_optout table
261    
262    
263  CREDITS  CREDITS
264    
265  Huge kudos to KarenS for creating this module!  Huge kudos to KarenS for creating the original version of this module!

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