138 lines
6.3 KiB
Markdown
138 lines
6.3 KiB
Markdown
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# Mail groups
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The **mail groups** feature allows website visitors to have a public discussion by email. They can
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join a group to receive emails from other group members (i.e., website users who have subscribed to
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the group) and send new ones to all group members.
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To activate the feature, {ref}`install <general/install>` the {guilabel}`Website Mail Group`
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(`website_mail_group`) module.
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:::{note}
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The **mail groups** feature is not to be confused with the
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{doc}`../../marketing/email_marketing/mailing_lists` in the Email Marketing app.
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:::
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(website-mailing-lists-configure-groups)=
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## Configuring mail groups
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To configure mail groups, proceed as follows:
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1. Configure a custom email alias domain by accessing the **General settings**, scrolling down to
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the {guilabel}`Discuss` section, enabling the {guilabel}`Custom Email Server` feature, and
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entering the {guilabel}`Alias domain` (e.g., `@mycompany.com`).
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2. Go to {menuselection}`Website --> Configuration --> Mailing Lists`, then click {guilabel}`New`.
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3. Specify a {guilabel}`Group Name`, the {guilabel}`Email Alias`, and a {guilabel}`Description`.
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4. Enable {guilabel}`Moderate this group` and specify the {guilabel}`Moderators` if you wish to
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{ref}`moderate messages <website/mailing_lists/moderate>` from this group. Alternatively, if the
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group is not moderated, you can define {guilabel}`Responsible Users` who can manage the messages
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in the group.
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5. In the {guilabel}`Privacy` tab, define who can subscribe to the mail group:
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- {guilabel}`Everyone`: to make the mail group public so anyone can subscribe to it;
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- {guilabel}`Members only`: to only allow users defined as members to subscribe to the mail group;
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- {guilabel}`Selected group of users`: to only allow users from the {guilabel}`Authorized group`
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to subscribe to the mail group.
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6. If the mail group is moderated, you can automatically notify authors when their message is
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pending moderation by enabling {guilabel}`Automatic notification` in the {guilabel}`Notify
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Members` tab and writing the {guilabel}`Notification message`.
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7. If you wish to send out guidelines to new subscribers, enable {guilabel}`Send guidelines to new
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subscribers` and write them in the {guilabel}`Guidelines` tab. This is particularly useful when
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the mail group is moderated.
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## Using mail groups
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### Subscribing/unsubscribing
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Based on the {ref}`configuration of the mail group <website/mailing_lists/configure_groups>`,
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users can subscribe to and unsubscribe from mail groups from the website page (`/groups` by default).
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```{image} mail_groups/mail-group-page.png
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:alt: Mail group web page.
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```
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Internal users can also do this from {menuselection}`Website --> Configuration --> Mailing Lists`,
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using the {guilabel}`Join` and {guilabel}`Leave` buttons.
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### Sending messages
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To send messages to a mail group, website users can email the {ref}`mail group's email address
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<website/mailing_lists/configure_groups>`. Internal users can also create messages directly from
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Odoo. To do so, go to {menuselection}`Website --> Configuration --> Mailing Lists`, select the mail
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group, click the {guilabel}`Emails` smart button, and click {guilabel}`New`. Then, fill in the
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fields and click {guilabel}`Send`.
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:::{tip}
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- The list of messages can also be accessed by selecting the group from the `/groups` website
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page.
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- Group members can also unsubscribe from the group, access the mail group page, and send emails
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to the group using the URLs in the footer of any group email they have received.
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```{image} mail_groups/mail-group-URLs.png
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:alt: URLs in the footer of a group email.
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```
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:::
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(website-mailing-lists-moderate)=
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## Moderating mail group messages
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If the {guilabel}`Moderate this group` feature has been enabled for the
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{ref}`mail group <website/mailing_lists/configure_groups>`, one of the {guilabel}`Moderators` must
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approve the group's messages before they are dispatched to the other members.
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To moderate messages, go to {menuselection}`Website --> Configuration --> Mailing Lists`, select the
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mail group, and click the {guilabel}`To review` smart button. You can moderate messages using the
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buttons at the end of the message line or select a message to view its content and moderate it
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accordingly.
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> ```{image} mail_groups/mail-group-moderation.png
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> :alt: Moderation buttons in the message line.
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> ```
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The following actions are available:
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- {guilabel}`Accept`: to accept the email and send it to the mail group members.
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- {guilabel}`Reject`: to reject the email. In the pop-up window that opens, click
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{guilabel}`Reject Silently` to reject the email without notifying the author, or specify an
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explanation for rejecting the message, then click {guilabel}`Send & Reject` to reject the message
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and send the explanation to the author.
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- {guilabel}`Whitelist`: to whitelist the author, i.e. automatically accept all of their emails. As
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a result, a {ref}`moderation rule <website/mailing_lists/moderate>` is created for the author's
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email address with the status {guilabel}`Always allow`.
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- {guilabel}`Ban`: to blacklist the author, i.e. automatically discard all their emails. In the
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pop-up window that opens, click {guilabel}`Ban` to ban the author without notifying them, or
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specify an explanation, then click {guilabel}`Send & Ban` to ban the author and send them the
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explanation. As a result, a {ref}`moderation rule <website/mailing_lists/moderate>` is created for
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the author's email address with the status {guilabel}`Permanent ban`.
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:::{note}
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Messages can also be moderated from the group's list of messages. Go to {menuselection}`Website
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--> Groups --> Mailing List Groups`, select the mail group and click the {guilabel}`Emails` smart
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button.
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:::
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(website-mailing-lists-moderation-rules)=
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## Whitelisting/Blacklisting authors
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You can whitelist or blacklist an author either directly {ref}`from a mail group message
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<website/mailing_lists/moderate>`, or by creating a moderation rule. To do so, go to
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{menuselection}`Website --> Configuration --> Moderation Rules` and click {guilabel}`New`. Then,
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select the {guilabel}`Group`, specify the author's {guilabel}`Email` and set the {guilabel}`Status`
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field.
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:::{tip}
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You can also access the mail group's moderation rules by going to {menuselection}`Website -->
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Configuration --> Mailing Lists`, selecting the group, then clicking the {guilabel}`Moderations`
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smart button.
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:::
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