[ADD] website: mail groups

task-2845181

X-original-commit: 632039fa74

content/applications/websites/website.rst

@@ -26,3 +26,4 @@ convert visitors into leads or revenues.
    website/pages
    website/configuration
    website/reporting
+   website/mail_groups

content/applications/websites/website/mail_groups.rst

@@ -0,0 +1,131 @@
+===========
+Mail groups
+===========
+
+The **mail groups** feature allows website visitors to have a public discussion by email. They can
+join a group to receive emails from other group members (i.e., website users who have subscribed to
+the group) and send new ones to all group members.
+
+To activate the feature, :ref:`install <general/install>` the :guilabel:`Website Mail Group`
+(`website_mail_group`) module.
+
+.. note::
+   The **mail groups** feature is not to be confused with the
+   :doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing app.
+
+.. _website/mailing_lists/configure_groups:
+
+Configuring mail groups
+=======================
+
+To configure mail groups, proceed as follows:
+
+#. Configure a custom email alias domain by accessing the **General settings**, scrolling down to
+   the :guilabel:`Discuss` section, enabling the :guilabel:`Custom Email Server` feature, and
+   entering the :guilabel:`Alias domain` (e.g., `@mycompany.com`).
+#. Go to :menuselection:`Website --> Configuration --> Mailing Lists`, then click :guilabel:`New`.
+#. Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a :guilabel:`Description`.
+#. Enable :guilabel:`Moderate this group` and specify the :guilabel:`Moderators` if you wish to
+   :ref:`moderate messages <website/mailing_lists/moderate>` from this group. Alternatively, if the
+   group is not moderated, you can define :guilabel:`Responsible Users` who can manage the messages
+   in the group.
+#. In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:
+
+   - :guilabel:`Everyone`: to make the mail group public so anyone can subscribe to it;
+   - :guilabel:`Members only`: to only allow users defined as members to subscribe to the mail group;
+   - :guilabel:`Selected group of users`: to only allow users from the :guilabel:`Authorized group`
+     to subscribe to the mail group.
+
+#. If the mail group is moderated, you can automatically notify authors when their message is
+   pending moderation by enabling :guilabel:`Automatic notification` in the :guilabel:`Notify
+   Members` tab and writing the :guilabel:`Notification message`.
+#. If you wish to send out guidelines to new subscribers, enable :guilabel:`Send guidelines to new
+   subscribers` and write them in the :guilabel:`Guidelines` tab. This is particularly useful when
+   the mail group is moderated.
+
+Using mail groups
+=================
+
+Subscribing/unsubscribing
+-------------------------
+
+Based on the :ref:`configuration of the mail group <website/mailing_lists/configure_groups>`,
+users can subscribe to and unsubscribe from mail groups from the website page (`/groups` by default).
+
+.. image:: mail_groups/mail-group-page.png
+   :alt: Mail group web page.
+
+Internal users can also do this from :menuselection:`Website --> Configuration --> Mailing Lists`,
+using the :guilabel:`Join` and :guilabel:`Leave` buttons.
+
+Sending messages
+----------------
+
+To send messages to a mail group, website users can email the :ref:`mail group's email address
+<website/mailing_lists/configure_groups>`. Internal users can also create messages directly from
+Odoo. To do so, go to :menuselection:`Website --> Configuration --> Mailing Lists`, select the mail
+group, click the :guilabel:`Emails` smart button, and click :guilabel:`New`. Then, fill in the
+fields and click :guilabel:`Send`.
+
+.. tip::
+   - The list of messages can also be accessed by selecting the group from the `/groups` website
+     page.
+   - Group members can also unsubscribe from the group, access the mail group page, and send emails
+     to the group using the URLs in the footer of any group email they have received.
+
+     .. image:: mail_groups/mail-group-URLs.png
+        :alt: URLs in the footer of a group email.
+
+.. _website/mailing_lists/moderate:
+
+Moderating mail group messages
+==============================
+
+If the :guilabel:`Moderate this group` feature has been enabled for the
+:ref:`mail group <website/mailing_lists/configure_groups>`, one of the :guilabel:`Moderators` must
+approve the group's messages before they are dispatched to the other members.
+
+To moderate messages, go to :menuselection:`Website --> Configuration --> Mailing Lists`, select the
+mail group, and click the :guilabel:`To review` smart button. You can moderate messages using the
+buttons at the end of the message line or select a message to view its content and moderate it
+accordingly.
+
+   .. image:: mail_groups/mail-group-moderation.png
+      :alt: Moderation buttons in the message line.
+
+The following actions are available:
+
+- :guilabel:`Accept`: to accept the email and send it to the mail group members.
+- :guilabel:`Reject`: to reject the email. In the pop-up window that opens, click
+  :guilabel:`Reject Silently` to reject the email without notifying the author, or specify an
+  explanation for rejecting the message, then click :guilabel:`Send & Reject` to reject the message
+  and send the explanation to the author.
+- :guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept all of their emails. As
+  a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for the author's
+  email address with the status :guilabel:`Always allow`.
+- :guilabel:`Ban`: to blacklist the author, i.e. automatically discard all their emails. In the
+  pop-up window that opens, click :guilabel:`Ban` to ban the author without notifying them, or
+  specify an explanation, then click :guilabel:`Send & Ban` to ban the author and send them the
+  explanation. As a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for
+  the author's email address with the status :guilabel:`Permanent ban`.
+
+.. note::
+   Messages can also be moderated from the group's list of messages. Go to :menuselection:`Website
+   --> Groups --> Mailing List Groups`, select the mail group and click the :guilabel:`Emails` smart
+   button.
+
+.. _website/mailing_lists/moderation_rules:
+
+Whitelisting/Blacklisting authors
+=================================
+
+You can whitelist or blacklist an author either directly :ref:`from a mail group message
+<website/mailing_lists/moderate>`, or by creating a moderation rule. To do so, go to
+:menuselection:`Website --> Configuration --> Moderation Rules` and click :guilabel:`New`. Then,
+select the :guilabel:`Group`, specify the author's :guilabel:`Email` and set the :guilabel:`Status`
+field.
+
+.. tip::
+   You can also access the mail group's moderation rules by going to :menuselection:`Website -->
+   Configuration --> Mailing Lists`, selecting the group, then clicking the :guilabel:`Moderations`
+   smart button.