Default XCM Profile - Githubissues

systopia / de.systopia.newsletter

CiviCRM Extension to facilitate newsletter signups

GNU Affero General Public License v3.0

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Default XCM Profile #25

Open jojowork opened 8 months ago

jojowork commented 8 months ago

To make it easier to setup Advanced Newsletter Management Profile this extension should bring its own Default XCM Profile. It should be configured on installation of the extension and if no other XCM-Profile with the same Name (eg. Newsletter) exists. It should be selected as a default XCM-Profile in the Default Profile of Advanced Newsletter Management Configuration.

The default configuration could be:

Name: Newsletter
Override Fields: None
Override Details: None
Fill fields: first_name, last_name
Fill Details: E-Mail
Matching-Rules:
- Match Contacts by Contact ID: Yes
- Rule 1: First Name and (any) email
- Rule 2: Email only (any email)

Why would this be useful:

there is no explicit documentation what XCM Profile is recommended
this is kind of the default configuration working for the standard use-case

jensschuppe commented 8 months ago

This would be much easier once systopia/de.systopia.xcm/issues/108 is done (which might take a while though).

This would also avoid naming collisions, as Configuration Profiles are being identified with an ID rather than a name.