diff --git a/content/applications/marketing/email_marketing/mailing_lists.rst b/content/applications/marketing/email_marketing/mailing_lists.rst index 6f403388c..aa7e91612 100644 --- a/content/applications/marketing/email_marketing/mailing_lists.rst +++ b/content/applications/marketing/email_marketing/mailing_lists.rst @@ -2,135 +2,223 @@ Mailing lists ============= -Mailing lists are important for a number of reasons. Mailing lists can provide valuable leads for -sales teams, communicate with focus groups participants, contact consumers directly for useful -feedback, and more. +Mailing lists in Odoo are used for both pre and post sales communications in the *Email Marketing* +application. They provide sales teams with qualified lead lists, focus group participants, or +current customers that fulfill specific criteria. + +Mailing lists can be generated in Odoo, and exported as a downloadable file, or into the +*Knowledge*, *Dashboards*, or *Spreadsheets* applications, or imported via copy/paste or file +upload. Create mailing lists ==================== -To create a mailing list in the *Email Marketing* application, navigate to :menuselection:`Mailing -lists --> Mailing lists --> Create`. Clicking :guilabel:`Create` reveals a pop-up window. +To create a mailing list in the *Email Marketing* application, navigate to :menuselection:`Email +Marketing app --> Mailing Lists --> Mailing Lists --> New`. -.. image:: mailing_lists/new-mailing-list-popup.png +Clicking :guilabel:`New` reveals a blank mailing list form. + +.. image:: mailing_lists/new-mailing-list-form.png :align: center - :alt: View of the mailing list pop-up in the Odoo Email Marketing application. + :alt: View of the mailing list form in the Odoo Email Marketing application. -In the pop-up, name the mailing list and designate if the mailing list should be public with the -:guilabel:`Is Public` checkbox. +On the form, type a name in the :guilabel:`Mailing List` field at the top. -The :guilabel:`Is Public` option allows the mailing list to be accessible by recipients in the -unsubscription page, making it possible for them to update their subscription preferences. +If the mailing list should be accessible by recipients from the subscription management page, +allowing them to update their preferences, tick the box next to :guilabel:`Show In Preferences`. -After those options have been configured, click :guilabel:`Create` to create the mailing list, which -Odoo automatically adds to the :guilabel:`Mailing Lists` page. +In the upper-left corner of the mailing list form, there are two buttons: :guilabel:`Send Mailing` +and :guilabel:`Send SMS`. -Add contacts to a mailing list -============================== +.. important:: + The :guilabel:`Send SMS` button **only** appears if the *SMS Marketing* application is installed. -After a mailing list has been created (and added to the :guilabel:`Mailing Lists` dashboard), click -on the desired mailing list to add contacts to the list. +Clicking :guilabel:`Send Mailing` reveals a separate page with a blank email template form, which +can be filled out by following steps explained in the :doc:`Email Marketing doc +<../email_marketing>`. -Clicking the desired mailing list reveals a separate :guilabel:`Mailing List Contacts` page, in -which contacts can be added to this specific list by clicking :guilabel:`Create`, and adding contact -information directly on a separate contact detail form. +Clicking :guilabel:`Send SMS` reveals a separate page with a blank SMS template form, which can be +filled out by following steps explained in the :doc:`SMS essentials doc +<../sms_marketing/essentials/sms_essentials>`. -Or, while in the :menuselection:`Email Marketing` application, navigate to :menuselection:`Mailing -Lists --> Mailing List Contacts`. Doing so reveals a separate page with all the mailing list -contacts in the database. +At the top of the mailing list form is a series of smart buttons that display a variety of metrics +related to the specific mailing list. When any of the smart buttons are clicked, a separate page is +revealed, showcasing detailed analytics related to that particular statistic. -From here, click :guilabel:`Create`, and add a contact with the same previous steps. Or, click the -:guilabel:`Import` icon (to the right of the :guilabel:`Create` button) to import contacts into the -database. +The smart buttons available on a mailing list form are: -Once contacts are in the database, click into the desired contact's detail form, and add the -preferred mailing list in the :guilabel:`Mailing List` tab (at the bottom of the contact detail -form), by clicking :guilabel:`Add a line`, and selecting the desired mailing list. Multiple mailing -lists can be added to a single contact's detail form. +- :guilabel:`Recipients`: how many people are subscribed to the mailing list +- :guilabel:`Mailings`: how many mailings have been sent using this mailing list +- :guilabel:`% Bounce`: percentage of mailings related to this mailing list that have been bounced + back +- :guilabel:`% Opt-out`: percentage of recipients that have opted-out of mailings from this mailing + list +- :guilabel:`% Blacklist`: percentage of recipients that have blacklisted themselves from the + mailing list altogether -.. image:: mailing_lists/contact-form-mailing-list-tab.png +Once all the configurations on the mailing list form are complete, Odoo automatically adds the new +mailing list to the :guilabel:`Mailing List` page in the *Email Marketing* app +(:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`). + +Add contacts to mailing list +============================ + +In Odoo *Email Marketing*, there are a few different ways to add contacts to a mailing list. + +From the :guilabel:`Mailing Lists` page (:menuselection:`Email Marketing --> Mailing Lists --> +Mailing Lists`), click the :guilabel:`Total Contacts` link on the line of the desired mailing list +to which contacts should be added. + +Doing so reveals a separate :guilabel:`Mailing List Contacts` page for that specific mailing list, +where contacts can be created or imported, and then added to the specific mailing list. + +This same page can also be accessed by clicking the desired mailing list from the :guilabel:`Mailing +Lists` page, and then clicking the :guilabel:`Recipients` smart button on the mailing list form. + +Doing so *also* reveals a separate :guilabel:`Mailing List Contacts` page for that specific mailing +list, where contacts can be created or imported, and then added to the specific mailing list. + +Contacts can also be directly imported to a specific mailing list from the :guilabel:`Mailing Lists` +page, by clicking :guilabel:`Import Contacts` to the far-right of the desired mailing list. + +.. image:: mailing_lists/import-contacts-button.png :align: center - :alt: View of a contact detail form with mailing list tab in Odoo Email Marketing. + :alt: The import contacts button of a mailing list line in Odoo Email Marketing. -Create new mailing list from contact detail form ------------------------------------------------- +Doing so reveals an :guilabel:`Import Mailing Contacts` pop-up form. -To create a mailing list from a contact detail form, click :guilabel:`Add a line`, and type in the -name of a new mailing list in the empty field that appears. Then, select either :guilabel:`Create` -or :guilabel:`Create and Edit...`. - -.. image:: mailing_lists/new-list-dropdown-create-options.png +.. image:: mailing_lists/import-mailing-contacts-popup.png :align: center - :alt: View of the new mailing list drop-down on contact form in Odoo Email Marketing. + :alt: The import mailing contacts pop-up form that appears in Odoo Email Marketing. -The :guilabel:`Create` option quickly creates the mailing list to the contact detail form, and the -list can be configured at a later date. The :guilabel:`Create and Edit...` option creates the -mailing list, and reveals a pop-up window, in which the new mailing list can be configured right -away. +Here, the desired mailing list is auto-populated in the :guilabel:`Import contacts in` field. +Beneath that, write or paste email addresses in the :guilabel:`Contact List` field. -.. image:: mailing_lists/create-and-edit-mailing-list-popup.png +The option to import a country, company name, and more is available, via the :guilabel:`Upload a +file` link at the bottom of the pop-up form. + +When all contacts and configurations are complete, click :guilabel:`Import`. + +To add contacts to a specific mailing list from a master list of all mailing list contacts in the +database, navigate to :menuselection:`Email Marketing app --> Mailing Lists --> Mailing List +Contacts`. Doing so reveals the :guilabel:`Mailing List Contacts` page, featuring a list of all +contacts associated with every mailing list. + +.. image:: mailing_lists/mailing-list-page.png :align: center - :alt: View of the create and edit mailing list pop-up in Odoo Email Marketing. + :alt: The Mailing List page in the Odoo Email Marketing application. -Link a mailing list to website (Newsletter blocks) -================================================== +The default :guilabel:`Exclude Blacklisted Emails` filter appears in the search bar. -When a mailing list is created in the database, Odoo provides the option to directly link the -mailing list on the Odoo-built website (created via Odoo's :guilabel:`Website` application). +From the :guilabel:`Mailing List Contacts` page, contacts can be created and/or imported, and then +added to a mailing list. -To link a mailing list to a website, navigate to the front-end of the website, and enter -:guilabel:`Edit` mode by clicking :guilabel:`Edit` in the upper-right corner. When clicked, Odoo -reveals a right-sidebar, filled with drag-and-drop *Building Blocks* that are packed with various -features, options, and design elements. +To add an existing contact to a mailing list, select the desired contact from the list on the +:guilabel:`Mailing List Contacts` page to reveal their contact form. -Then, to add a *subscription field* for a specific mailing list onto a website, drag-and-drop any of -the :guilabel:`Newsletter` options (:guilabel:`Newsletter Block`, :guilabel:`Newsletter Popup`, or -:guilabel:`Newsletter`). +At the bottom of their contact form, click :guilabel:`Add a line` under the :guilabel:`Mailing List` +column, locate the desired mailing list from the drop-down menu, and select it. + +.. image:: mailing_lists/contact-form-mailing-list-add.png + :align: center + :alt: The Add a line for mailing lists on a standard contact form in Odoo Email Marketing. .. tip:: - To quickly locate the :guilabel:`Newsletter` building block options (while in :guilabel:`Edit` - mode on the front-end of the website), type `Newsletter` into the search bar, located in the - right sidebar, under the :guilabel:`Blocks` tab, and Odoo reveals the three different - :guilabel:`Newsletter` block options. + A mailing list can be created directly from a contact form, by typing the name of the new mailing + list in the :guilabel:`Mailing List` field. Then, after a new mailing list name has been entered, + two options appear on the drop-down menu beneath the new mailing list name. - .. image:: mailing_lists/newsletter-block-search.png - :align: center - :alt: View of how to quickly search for Newsletter blocks in the Odoo Website application. + From this drop-down menu, select :guilabel:`Create` to create the mailing list and edit it later, + or select :guilabel:`Create and edit...` to create and edit the new mailing list right away. -When a :guilabel:`Newsletter` block is dragged onto the body of the website, Odoo reveals a pop-up -window, in which the desired mailing list is selected from a drop-down menu (and linked) to this -block on the website. +To remove a contact from a mailing list that the contact has been added to, enable the +:guilabel:`Opt Out` checkbox. If the :guilabel:`Opt Out` checkbox is ticked, the ability to add a +:guilabel:`Reason` why the contact opted-out is also available. -.. image:: mailing_lists/add-mailing-list-popup-website.png +When/if a contact *has* opted-out of a mailing list, the date they activated their opt-out appears +in the :guilabel:`Unsubscription Date` column on their contact form. + +Lastly, the initial :guilabel:`Subscription Date` can be seen, as well. This field is auto-populated +with the date and time their subscription to the mailing list has been saved. + +Multiple mailing lists can be added to a single contact form. + +To delete any mailing list from a contact form, simply click the :guilabel:`🗑️ (trash can)` icon. + +Link mailing list to website +============================ + +When a mailing list is created in the database, Odoo provides the option to directly link the +mailing list to the Odoo-built website (created via the Odoo *Website* application). + +To link a mailing list to a website, navigate to the front-end of the website, which can be +accomplished in a variety of ways throughout the database. The most direct way to get to the +front-end of the website is to simply open the :menuselection:`Website` application from the main +Odoo dashboard. + +Doing so reveals the designated homepage of the Odoo-built website for the database. + +From the front-end of the website, click the :guilabel:`Edit` button in the upper-right corner. When +clicked, Odoo reveals a right-sidebar, filled with drag-and-drop *building blocks*, packed with +various features, options, and design elements. + +Next, in the search bar of the right-sidebar, search for `Newsletter`. The :guilabel:`Newsletter` +selection of building blocks is used to add subscription fields for any mailing list onto the +website. + +.. image:: mailing_lists/newsletter-block-search.png :align: center - :alt: View of the add mailing list subscription pop-up on an Odoo Website. + :alt: View of how to quickly search for Newsletter blocks in the Odoo Website application. -- :guilabel:`Newsletter Block` - Adds a block onto the webpage, providing visitors with the - option to add their email address to this mailing list, and subscribe to future communications. +Doing so reveals the following building block options: :guilabel:`Newsletter Block`, +:guilabel:`Newsletter Popup`, and :guilabel:`Newsletter`. Any of these options can be used to add +subscription fields for a mailing list onto the website. - Here's an example of a :guilabel:`Newsletter Block`. +The :guilabel:`Newsletter Block` option places a customizable block onto the body of the website +where a visitor to enter their email and click a button to subscribe to a designated mailing list. - .. image:: mailing_lists/newsletter-block-sample.png - :alt: View of a sample newsletter block in the Odoo Website application. +.. image:: mailing_lists/newsletter-block-sample.png + :align: center + :alt: Sample of how a newsletter block appears on an Odoo Website. -- :guilabel:`Newsletter Popup` - Tells Odoo to reveal a subscription pop-up window to occur at - a certain part of the webpage. When the visitor scrolls to this predetermined point, a pop-up - subscription window appears, asking for their email address to subscribe to the mailing list. - The pop-up window can be edited further to fit any business needs. +The :guilabel:`Newsletter Popup` option reveals a customizable pop-up window that appears when a +visitor scrolls to the specific section of the webpage on which the building block is placed. When +the visitor reaches the designated section, a pop-up window appears, in which a visitor can enter +their email address, click a button, and subscribe to that predetermined mailing list. - Here's an example of a :guilabel:`Newsletter Popup`. +.. image:: mailing_lists/newsletter-popup-sample.png + :align: center + :alt: Sample of how a newsletter popup block appears on an Odoo Website. - .. image:: mailing_lists/newsletter-popup-sample.png - :alt: View of a sample newsletter pop-up sample on an Odoo Website. +The :guilabel:`Newsletter` option provides the same functionality as the other options. However, it +only consists of a field for the visitor to enter their email address, and a button to subscribe to +the mailing list. -- :guilabel:`Newsletter` - Provides visitors with a simple field to add their email address to the - mailing list, and subscribe to future mailings in the footer (or anywhere else on the page). +It is covertly designed in this fashion to be cleanly implemented into the content of the webpage +and/or footer. - Here's an example of a :guilabel:`Newsletter` dynamic block. +.. image:: mailing_lists/newsletter-sample.png + :align: center + :alt: Sample of how a newsletter block appears on an Odoo Website. - .. image:: mailing_lists/newsletter-footer-block-sample.png - :alt: View of a Newsletter dynamic block on an Odoo Website. +Once the desired newsletter building block is chosen, drag-and-drop it onto the body of the +website. Then, select the newly-placed newsletter building block to reveal its configuration options +on the right-sidebar. + +From there, open the :guilabel:`Newsletter` drop-down menu, and select the specific mailing list +that should be applied to the block. + +.. image:: mailing_lists/newsletter-dropdown-customize-sidebar.png + :align: center + :alt: The newsletter drop-down menu in the customize sidebar that appears in Odoo Website. + +Once the desired configurations and customizations are complete, be sure to click the +:guilabel:`Save` button in the upper-right corner. + +Now, when a visitor enters their email address, and clicks the button to subscribe, they are +instantly subscribed to that pre-configured mailing list. 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