flectra/addons/crm/data/mail_template_data.xml

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<?xml version="1.0" encoding="utf-8"?>
<flectra>
<data noupdate="1">
<!-- notify to admin of module installation -->
<record id="mail_template_data_module_install_crm" model="mail.template">
<field name="name">Email send after crm installation.</field>
<field name="subject">Your Flectra CRM application is running smoothly.</field>
<field name="email_from">help@flectrahq.com</field>
<field name="email_to">${user.email|safe}</field>
<field name="lang">${user.lang}</field>
<field name="model_id" ref="base.model_ir_module_module"/>
<field name="auto_delete" eval="True"/>
<field name="scheduled_date">${(datetime.datetime.now() + relativedelta(days=2)).strftime('%Y-%m-%d %H:%M')}</field>
<field name="body_html" ><![CDATA[
<div style="margin: 10px auto;">
% set last_created_team = user.env['crm.team'].search([], order="create_date desc")[0]
<table cellspacing="0" cellpadding="0" style="width:100%;">
<tbody>
<tr>
<td style="padding:2px;width:30%;">
<img src="web/static/src/img/logo.png"/>
</td>
<td style="vertical-align: top; padding: 8px 10px;text-align: left;font-size: 14px;">
<a href="web/login" style="float:right ;margin:15px auto;background: #875A7B;border-radius: 5px;color: #ffffff;font-size: 16px;padding: 10px 20px 10px 20px;text-decoration: none;">Auto Login</a>
</td>
</tr>
</tbody>
</table>
<table style="width:100%;text-align:justify;margin:0 auto;border-collapse:collapse;border-top:1px solid lightgray"">
<tbody>
<tr>
<td style="padding:15px 10px;font-size:20px">
<p style="color:#875A7B;margin:0" >Hooray!</p><br>
<p dir="ltr" style="font-size:15px;margin-top:0pt;margin-bottom:0pt;">
<span>Your Flectra CRM application is up and running.</span></p><br>
<p dir="ltr" style="margin-top:0pt;margin-bottom:8pt;">
<span style="font-size:13px;font-weight:bold; ">Whats next?</span></p>
<ul style="margin-top:0pt;margin-bottom:0pt;font-size:13px;list-style-type:disc;">
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;">
<span>Try creating a lead by sending an email to </span>
<a href="mailto:${last_created_team.alias_id.name_get()[0][1] if last_created_team.alias_id.alias_domain else user.company_id.email}">
<span style="font-weight:bold; text-decoration:underline;">${last_created_team.alias_id.name_get()[0][1] if last_created_team.alias_id.alias_domain else user.company_id.email}</span>
</a>
</p>
</li>
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:8pt;">
<span>Track your opportunities in your sale funnel by simply dragging and dropping the cards from one column to another</span>
</p>
</li>
</ul> <br>
<p dir="ltr" style="font-size:13px;margin-top:0pt;margin-bottom:8pt;">
<span style="font-weight:bold;">Discover the </span>
<span><a href="/web#view_type=list&model=crm.lead&action=crm.crm_lead_all_leads">
<span style="font-weight:bold; text-decoration:underline;">CRM planner</span></a></span>
<span> to activate extra features</span>
<span style="color:#875A7B;margin:0;font-weight:bold">(${user.env['web.planner'].get_planner_progress('planner_crm')}% done)</span>
</p>
<ul style="margin-top:0pt;margin-bottom:0pt;font-size:13px;list-style-type:disc;">
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;">
<span>Automatically assign your leads to your salesmen with the lead scoring, </span>
</p>
</li>
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;">
<span>Keep in touch with your potential client with efficient email campaigns,</span>
</p>
</li>
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;">
<span>Gain high quality insight from surveys,</span>
</p>
</li>
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:0pt;">
<span>Get smart reporting and accurate dashboards,</span>
</p>
</li>
<li dir="ltr">
<p dir="ltr" style="margin-top:0pt;margin-bottom:8pt;">
<span>And much more...</span>
</p>
</li>
</ul>
<br>
<p dir="ltr" style="font-size:13px;line-height:1.3;margin-top:0pt;margin-bottom:8pt;">
<span style="font-weight:bold;">Need Help?</span>
<span style="font-style:italic;">Youre not alone</span>
</p>
<p dir="ltr" style="font-size:13px;margin-top:0pt;margin-bottom:8pt;">
<span>We would be delighted to assist you along the way. Contact us through our
<a href="https://flectrahq.com/flectra-erp-support">support form</a> if you have any question.
You can also discover how to get the best out of Flectra CRM with our </span>
<a target="_blank" href="https://userdoc.flectrahq.com/crm.html">
<span style="text-decoration:underline;">User Documentation</span></a>
</span><span> or with our </span>
<a target="_blank" href="https://doc.flectrahq.com/webservices/flectra.html">
<span style="text-decoration:underline;">API Documentation</span></a>
</p>
<br>
<p dir="ltr" style="font-size:13px;margin-top:0pt;margin-bottom:8pt;"><span>Enjoy your Flectra experience,</span></p>
</td>
</tr>
</tbody>
</table>
<div dir="ltr" style="font-size:13px;margin-top:0pt;margin-bottom:8pt;color:grey">
<span><br/>-- <br/>The Flectra Team<br/>PS: People love Flectra, check </span><a target="_blank" href="https://twitter.com/flectra/favorites"><span style="text-decoration:underline;">what they say about it.</span></a></span>
</div>
</div>]]></field>
</record>
<function
id="mail_template_function_module_install_crm"
model="mail.template"
name="send_mail"
eval="[ref('mail_template_data_module_install_crm'), ref('base.module_crm')]"/>
</data>
</flectra>