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[EPIC] Segmentation of the target audience of the Newsletter (Selective Newsletter) #5028

@isaacmg410

Description

@isaacmg410

Is your feature request related to a problem? Please describe.

There is currently a need to select the sending of newsletters beyond whether users become followers of a participatory process or participation space (gamification). You want to be able to send newsletters according to the participation or the interest of the users.

The idea is to extend the functionality that already begins to have Decidim of selection of interests and Allow newsletters segmented for participants and scopes.

Related with: https://meta.decidim.org/processes/roadmap/f/122/proposals/14210

Describe the solution you'd like

There will be two types of AND segmentation: participatory space / scopes.
Administrators have different permissions: SuperAdmin, and Process Admin (user role of managing a process).

Segmentation for participatory space

It is proposed to be able to segment by participatory space,

  • ParticipatoryProcess
  • Assembly
  • Conference
  • Initiatives
  • Consultations

This will mean that the sending of newsletters can be discriminated according to the participatory space. You can select a process / assembly / consultation/ etc in particular or all, depending on the permissions that the administrator has.

On the other hand, it can be indicated in an AND form if it is sent to Participants (definition of participant decidim) and / or Followers of the participatory space (process / assembly / etc).

Segmentation by scope

It is proposed to be able to segment by scope. Currently, Decidim allows users to select their interests, which are still the scopes that the platform has defined.
This will mean that the admin will be able to send the newsletter to all users interested in a particular field.

Segmentation for the role of the administrator.

  • Admin:
    • View all the participatory spaces.
    • View the scopes.
    • Therefore, you can send to the entire platform or discriminate participatory space + interest /
      participatory space / interest.
  • AdminProcess:
    • View processes, assemblies, consultations, etc. which have been assigned directly.
    • Don't view scopes selector.
  • Admin and AdminProcess, they must be able to send newsletters.

Therefore:

  • An Admin can select any participatory space. In each participatory space type you will have the option to mark All for not going one by one.
  • A process Admin (user role), can only select those spaces (processes/assemblies/...) that you have assigned.
  • Only the Admin can segment by interests/scopes.
  • Within multiselects, there must be the option to select all.
  • The administrator must select all Participatory Spaces or any one in particular. And then choose Follows or Participants (preselected both by default, it will be necessary to validate that at least one of the two is selected, and at the same time there is an email to send.).
  • Users who are not activated receiving newsletters will always be discarded from the delivering newsletter.

Steps

  • Step 1. The admin and the administrator of the process will create the Newsletter as up to now.

  • Step 2. Once the newsletter has been saved, you can:
        - send the Newsletter to all those who have received Newsletters, selecting the "Send to all participants" checkbox by clicking it will hide the multiselect of each type of space and interest.
        - You can send Newsletters to followers of a space and in a particular Interest. The following screen will be shown to select participatory and interesting spaces.
        - The open processes of the closed (past) ones will be distinguished by color or similar.
        - Those open at the beginning and closed to the bottom, those that are in draft do not appear. Sort by date if it is easy if we do not discard it.
       - There will be a select one for each of the Participatory Spaces grouped by type of spaces.
       - Each type of Space will have a select with ALL option to be able to do: all the processes, or all the assemblies.
        - Filter by space and filter by interests are combined with AND because the OR is the same as selecting only for interest.

  • Step 3. Send the newsletter

Screenshots

STEP 1
screenshot-localhost-3000-2019 04 01-09-39-16

STEP 2 "Send to all participants"
screenshot-localhost-3000-2019 04 01-09-40-02

STEP 2 "Selective Newsletter"
screenshot-localhost-3000-2019 04 01-09-41-51

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