[ADD] email marketing: essentials, mailing lists, unsubscriptions

closes odoo/documentation#5390

X-original-commit: 56a291831a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/marketing.rst

@@ -7,6 +7,7 @@ Marketing
 
 .. toctree::
 
+   marketing/email_marketing
    marketing/marketing_automation
    marketing/sms_marketing
    marketing/events

content/applications/marketing/email_marketing.rst

@@ -0,0 +1,436 @@
+:show-content:
+:show-toc:
+
+===============
+Email marketing
+===============
+
+Emails are an effective, fully-customizable form of communication that are able to reach any target
+audience - large or small. The success of an email is easily measurable, especially when a creative
+call-to-action is involved.
+
+Odoo *Email Marketing* provides professional-grade email design tools, templates, and features,
+designed to simplify the otherwise complex process required to create engaging emails, build
+successful campaigns, and track their overall effectiveness in a single application.
+
+.. seealso::
+   - :doc:`/applications/marketing/email_marketing/mailing_lists`
+   - :doc:`/applications/marketing/email_marketing/unsubscriptions`
+
+Email marketing dashboard
+=========================
+
+To get started, click on the :menuselection:`Email Marketing` app icon, located on the main Odoo
+dashboard, which leads to the main :guilabel:`Email Marketing` dashboard (in the default kanban
+view).
+
+To see all the mailings in the database, remove the default :guilabel:`My Mailings` filter from the
+search bar.
+
+.. image:: email_marketing/dashboard.png
+   :align: center
+   :alt: View of the main dashboard of the Odoo Email Marketing application.
+
+.. note::
+   In the search bar, by default, the filter: :guilabel:`My Mailings` is present. That means the
+   only information being seen (at that time) on the :guilabel:`Email Marketing` dashboard are
+   emails that the current user has created, sent, or is responsible for.
+
+   This filter can be removed by clicking the :guilabel:`X` next to :guilabel:`My Mailings` in the
+   search bar. Doing so, reveals all the information for every email in the database.
+
+Default kanban view and stages
+------------------------------
+
+The four kanban columns each represent the various stages of emails that have been built or sent
+within the *Email Marketing* application.
+
+The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, :guilabel:`Sent`.
+
+- :guilabel:`Draft`: means the email is still being written/created.
+- :guilabel:`In Queue`: means the email is scheduled, and sent at a later date.
+- :guilabel:`Sending`: means the email is currently being sent to its recipients.
+- :guilabel:`Sent`: means the email has already been sent to its recipients.
+
+In each stage, there are drag-and-drop cards representing the email campaigns that have been
+created, and the stage they are in represents the current status of that mailing.
+
+Each mailing block on the :guilabel:`Email Marketing` dashboard provides key information related to
+that specific email.
+
+When the cursor hovers over the upper-right corner of an email campaign card, three vertical dots
+(:guilabel:`⋮`) appear. When clicked, a mini drop-down menu reveals the option to color-code the
+email :guilabel:`Delete` the email altogether, or :guilabel:`Archive` the message for potential
+future use.
+
+.. image:: email_marketing/three-dot-dropdown.png
+   :align: center
+   :alt: View of the three-dot drop-down menu on the Odoo Email Marketing dashboard.
+
+In the upper-right corner of the main :guilabel:`Email Marketing` dashboard, there are other view
+options to choose from: :guilabel:`List` and :guilabel:`Graph`.
+
+List view
+---------
+
+The :guilabel:`List` view (represented by the :guilabel:`☰ (three vertical lines)` icon) provides
+the same key information, but in a classic list format.
+
+.. image:: email_marketing/list-view.png
+   :align: center
+   :alt: How the List view appears in the Odoo Email Marketing application.
+
+Graph view
+----------
+
+The :guilabel:`Graph` view (represented by the :guilabel:`📊 (bar graph)` icon) provides the same
+key information, but in a variety of customizable graph (and chart) layouts.
+
+.. image:: email_marketing/graph-view.png
+   :align: center
+   :alt: How the Graph view appears in the Odoo Email Marketing application.
+
+In the upper-left corner, there is a :guilabel:`Measures`  menu, providing even more filter options
+to further customize the graph views.
+
+Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage`, :guilabel:`Color Index`,
+and :guilabel:`Count` (which is selected, by default).
+
+Filters, Group By, and Favorites search options
+-----------------------------------------------
+
+Regardless of the view chosen for the :guilabel:`Email Marketing` dashboard, the
+:guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are always available.
+
+These options provide various ways to specify and organize the information seen on the
+:guilabel:`Email Marketing` dashboard.
+
+.. tabs::
+
+   .. tab:: Filters
+
+      This drop-down menu provides different ways to filter email campaigns on the dashboard. The
+      options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and
+      :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an
+      additional drop-down menu, with three customizable fields to fill in, in order to retrieve
+      results that fit more specific criteria.
+
+      .. image:: email_marketing/filters-dropdown.png
+         :alt: View of filters drop-down menu options on the Odoo Email Marketing dashboard.
+
+   .. tab:: Group By
+
+      This drop-down menu provides different ways to filter email information on the dashboard. The
+      options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and
+      :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an
+      additional drop-down menu, with three customizable fields to fill in, and Odoo reveals the
+      appropriate results that fit that specific criteria.
+
+      .. image:: email_marketing/group-by-dropdown.png
+         :alt: View of the Group By drop-down menu on the Odoo Email Marketing application.
+
+   .. tab:: Favorites
+
+      This drop-down menu provides different ways to incorporate past search filters and other
+      record-related options to customize the dashboard. The options are: :guilabel:`Save current
+      search`, :guilabel:`Import records`, :guilabel:`Add to my dashboard`, and :guilabel:`Add to
+      Google Spreadsheet`.
+
+      .. image:: email_marketing/favorites-dropdown.png
+         :alt: View of the Favorites drop-down menu on the Odoo Email Marketing application.
+
+Settings
+========
+
+To view (and modify) the *Email Marketing* settings, navigate to :menuselection:`Email Marketing
+application --> Configuration --> Settings`.
+
+.. image:: email_marketing/settings-page.png
+   :align: center
+   :alt: View of the Settings page in the Odoo Email Marketing application.
+
+On this :guilabel:`Settings` page, there are three features available. The features are:
+:guilabel:`Mailing Campaigns`, :guilabel:`Blacklist Option when Unsubscribing`, and
+:guilabel:`Dedicated Server`.
+
+- :guilabel:`Mailing Campaigns`: enables the option to manage mass mailing campaigns.
+- :guilabel:`Blacklist Option when Unsubscribing`: allows recipients to blacklist themselves from
+  future mailings during the unsubscribing process.
+- :guilabel:`Dedicated Server`: provides the option to utilize a separate, dedicated server for
+  mailings. When enabled, Odoo reveals a new field (and link), in which the specific server
+  configurations must be entered, in order for it to connect properly to Odoo.
+
+Create an email
+===============
+
+To create an email, open the :menuselection:`Email Marketing` application, and click the
+:guilabel:`Create` button in the upper-left corner.
+
+Clicking :guilabel:`Create` reveals a blank email detail form.
+
+.. image:: email_marketing/blank-email-detail-form.png
+   :align: center
+   :alt: View of a blank email detail form in Odoo Email Marketing application.
+
+First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is visible in the
+recipients' inbox, allowing them to get quickly see what the message is about.
+
+.. note::
+   The :guilabel:`Subject` field is mandatory. An email can not be sent without a
+   :guilabel:`Subject`.
+
+.. tip::
+   The :guilabel:`☺ (smiley face)` icon at the end of the :guilabel:`Subject` field (and
+   :guilabel:`Preview Text` field) represents emojis. Click that :guilabel:`☺ (smiley face)` icon to
+   reveal a menu of emojis that can be used in either field.
+
+Next, there is the option to enter some :guilabel:`Preview Text`. This text is a catchy preview
+sentence that encourages recipients to open the message. In most inboxes, this is displayed next to
+the subject.
+
+.. tip::
+   Keep the :guilabel:`Preview Text` empty to show the first characters of the email content,
+   instead.
+
+Recipients
+----------
+
+After that, it's time to choose the recipients of this email, which can be completed in the
+:guilabel:`Recipients` field.
+
+.. image:: email_marketing/recipients-dropdown.png
+   :align: center
+   :alt: View of recipients drop-down menu in the Odoo Email Marketing application.
+
+The default option is :guilabel:`Mailing List`. If :guilabel:`Mailing List` option is selected, a
+specific :guilabel:`Mailing List` needs to be chosen from the adjacent :guilabel:`Select mailing
+lists` field drop-down menu.
+
+Then, Odoo will only send this email to contacts on that specific mailing list.
+
+.. seealso::
+   :doc:`/applications/marketing/email_marketing/mailing_lists`
+
+When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed.
+Each option provides different ways Odoo can create a target audience for the email.
+
+Those options (excluding the default :guilabel:`Mailing List`) provide the option to create a more
+specified recipient filter, in an equation-like format.
+
+The :guilabel:`Recipients` field options are as follows:
+
+- :guilabel:`Applicant`: filter focuses on specific job applicants in the database.
+- :guilabel:`Contact`: filter focuses on specific contacts in the database.
+- :guilabel:`Event Registration`: filter focuses on people in the database who purchased event
+  registrations.
+- :guilabel:`Event Track`: filter focuses on people in the database who hosted a specific talk
+  (track) at an event.
+- :guilabel:`Lead/Opportunity`: filter focuses on leads or opportunities in the database.
+- :guilabel:`Mailing Contact`: filter focuses on specific mailing contacts in the database.
+- :guilabel:`Sales Order`: filter focuses on a specific sales orders in the database.
+
+If the specified recipient fields don't automatically reveal themselves, simply click the
+:guilabel:`Add Filter` button beneath the :guilabel:`Recipients` field, and Odoo reveals the
+necessary equation fields to further drill down the target recipients for this mailing.
+
+Add a recipient filter
+----------------------
+
+To add a more specified recipient filter, select any recipient option (other than :guilabel:`Mailing
+List`), and clicking :guilabel:`Add Filter`, if needed, to reveal three fields, formatted like an
+equation.
+
+To reveal the sub-menu options, click each field, and make the desired selections, until the
+preferred configuration has been achieved. The number of :guilabel:`Records` that match the rule(s)
+are indicated to the right of the :guilabel:`Recipients` field, in green.
+
+.. image:: email_marketing/add-filter-button.png
+   :align: center
+   :alt: View of how recipient filters can be customized in Odoo Email Marketing.
+
+.. note::
+   Some sub-menu options in the first rule field allow for a second choice to provide even more
+   specificity.
+
+To the right of each rule, are :guilabel:`× (Delete node)`, :guilabel:`＋ (Add node)`, and
+:guilabel:`⋯ (Add branch)` icons.
+
+The :guilabel:`× (Delete node)` icon deletes a specific node (line) of the rule. The :guilabel:`＋
+(Add node)` icon adds a node (line) to the rule. And, the :guilabel:`⋯ (Add branch)` icon adds a
+branch to the node. A branch means two additional, indented sub-nodes are added to the rule,
+providing even more specificity to the line above it.
+
+Mail body tab
+-------------
+
+At the bottom of the email form are two tabs: :guilabel:`Mail Body` and :guilabel:`Settings`. Let's
+focus on :guilabel:`Mail Body` tab first.
+
+In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose
+from. Select the desired template, and modify every element of its design details with Odoo's
+drag-and-drop building blocks, located on the right sidebar. Each building block provides unique
+features and professional design elements.
+
+.. image:: email_marketing/mail-blocks.png
+   :align: center
+   :alt: View of the building blocks used to create mailings in Odoo Email Marketing application.
+
+.. tip::
+   To build an email from scratch, select the :guilabel:`Plain Text` template, and Odoo provides a
+   blank email canvas, which can be customized in a number of ways - either by using the front-end
+   rich text editor that accepts slash (:guilabel:`/`) commands, or with the XML code editor when
+   :ref:`Developer Mode (debug mode) <developer-mode>` is engaged, and the :guilabel:`</>` icon is
+   clicked.
+
+Settings tab
+------------
+
+To the right of the :guilabel:`Mail Body` tab is the :guilabel:`Settings` tab.
+
+.. note::
+   The options available in the :guilabel:`Settings` tab will be different, depending on if the
+   :guilabel:`Mailing Campaigns` feature is activated in the :guilabel:`Settings` page of the
+   :menuselection:`Email Marketing` application (:menuselection:`Email Marketing --> Configuration
+   --> Settings`).
+
+Without the :guilabel:`Mailing Campaigns` feature activated, the :guilabel:`Settings` tab on the
+email detail form looks like this:
+
+.. image:: email_marketing/settings-without-features.png
+   :align: center
+   :alt: View of settings tab in Odoo Email Marketing app, without settings activated.
+
+- :guilabel:`Responsible`: choose an employee (in the database) to be responsible for this
+  particular email.
+- :guilabel:`Send From`: designate an email alias that'll display as the sender of this particular
+  email.
+- :guilabel:`Reply To`: designate an email alias to whom all the replies to this particular email
+  will be sent.
+- :guilabel:`Attachments`: if any specific documents are required (or helpful) for this event
+  invite, they can be sent along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding
+  the appropriate document(s).
+
+When the :guilabel:`Mailing Campaigns` feature *is* activated, additional :guilabel:`Marketing`
+options appear in the :guilabel:`Settings` tab, which look like this:
+
+.. image:: email_marketing/settings-tab-with-settings.png
+   :align: center
+   :alt: View of settings tab in Odoo Email Marketing when settings are activated.
+
+The additional features are: :guilabel:`Mailing Campaign`, :guilabel:`Allow A/B Testing`, and
+:guilabel:`A/B Testing percentage`.
+
+Mailing campaigns
+=================
+
+The :guilabel:`Mailing Campaign` field provides the option to add this particular email to a
+previously-made email campaign in the database. Click the empty field to reveal a drop-down menu
+containing all previously-made mailing campaigns in the database.
+
+.. image:: email_marketing/mailing-campaign-dropdown.png
+   :align: center
+   :alt: View of a mailing campaign drop-down menu in Odoo Email Marketing application.
+
+If the desired campaign isn't available in the initial drop-down menu, select :guilabel:`Search
+More` to reveal a complete list of all mailing campaigns in the database. Or, type the name of the
+desired mailing campaign in the :guilabel:`Mailing Campaign` field, until Odoo reveals the desired
+campaign in the drop-down menu. Then, select the desired campaign.
+
+Create new mailing campaign (from Settings tab)
+-----------------------------------------------
+
+To create a new campaign from this :guilabel:`Mailing Campaign` field, start typing the name of this
+new campaign, and select :guilabel:`Create [Campaign Name]` or :guilabel:`Create and Edit...`.
+
+Click :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings
+in the future. And click :guilabel:`Create and Edit...` to add this new mailing campaign to the
+database, and Odoo reveals a pop-up window.
+
+.. image:: email_marketing/mailing-campaign-popup.png
+   :align: center
+   :alt: View of the email mailing campaign pop-up window in Odoo Email Marketing application.
+
+Here, the new mailing campaign can be further customized. Adjust the :guilabel:`Campaign Name`,
+assign a :guilabel:`Responsible`, and add :guilabel:`Tags`.
+
+The top row of the :guilabel:`Create: Mailing Campaign` pop-up window is filled with analytical
+smart buttons. Each of which displays various metrics related to the campaign. When clicked, Odoo
+reveals a separate, more detailed page with even more in-depth statistics.
+
+The option to instantly a new communication from this pop-up window is available in the upper-left
+corner. The adjustable status bar is located in the upper-right.
+
+When all modifications are ready to be finalized, click :guilabel:`Save`. To delete the entire
+campaign, click :guilabel:`Discard`.
+
+Create new mailing campaign (from Campaigns page)
+-------------------------------------------------
+
+When the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` option
+appears in the header of the *Email Marketing* application. Campaigns can also be created on this
+:guilabel:`Campaigns` page in the *Email Marketing* app.
+
+To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> Create`. When that's
+clicked, a pop-up window appears, in which the :guilabel:`Campaign Name`, :guilabel:`Responsible`,
+and :guilabel:`Tags` can be added directly on the :guilabel:`Campaigns` dashboard.
+
+.. image:: email_marketing/campaigns-page-popup.png
+   :align: center
+   :alt: View of the campaign pop-up window in Odoo Email Marketing.
+
+Click :guilabel:`Add` to add the campaign to the database, and freely edit it later on. Or, click
+:guilabel:`Edit` and Odoo reveals the campaign template form on a separate page, providing the
+opportunity to further edit the campaign, send communications related to the campaign, and analyze
+various metrics related to the campaign, via the smart buttons at the top of the form.
+
+A/B testing
+===========
+
+Back in the :guilabel:`Settings` tab of the mailing, if the :guilabel:`Allow A/B Testing` box is
+checked, recipients are only be mailed to once. This allows different mailings to be sent to
+randomly selected recipients. This tests the overall effectiveness of the mailing, and eliminates
+the need for duplicate messages.
+
+The :guilabel:`A/B Testing percentage` field represents the percentage of contacts in the database
+that this message will be mailed to, as a part of the :guilabel:`A/B Testing`. Enter a number
+between `1-100`. The recipients are randomly chosen.
+
+Send, schedule, or test
+=======================
+
+After finalizing the mailing, Odoo provides the following options in the upper-left corner of the
+email template page. Those options are: :guilabel:`Send`, :guilabel:`Schedule`, and
+:guilabel:`Test`.
+
+While in :guilabel:`Edit` mode, there are also buttons to :guilabel:`Save` or :guilabel:`Discard`
+the mailing, as well.
+
+- :guilabel:`Send` - Click to have Odoo send the email to the desired recipients. When Odoo has sent
+  the mailing, the status changes to *Sent*.
+- :guilabel:`Schedule` - Click to reveal a pop-up window, in which a future date-time is chosen.
+  Odoo sends the mailing to the desired recipients at that specified date-time. When a date-time is
+  chosen, the status of the mailing changes to *In Queue*.
+- :guilabel:`Test` - Click to reveal a pop-up window, in which Odoo allows a sample email to be sent
+  for testing purposes. Enter the desired recipient's email address in the :guilabel:`Recipients`
+  field, and click :guilabel:`Send Sample Mail`.
+- :guilabel:`Save` - Click to save the mailing as a draft, which can be edited (and sent) at a later
+  date. When clicked, the status of the mailing stays as :guilabel:`Draft`.
+- :guilabel:`Discard` - Click to discard any changes that have been made since the last save.
+
+.. tip::
+   When :guilabel:`Save` or :guilabel:`Discard` is selected (while in :guilabel:`Edit` mode), those
+   options are replaced with an :guilabel:`Edit` button and a :guilabel:`Create` button. Click
+   :guilabel:`Edit` to re-enter :guilabel:`Edit` mode. Click :guilabel:`Create` to start creating a
+   new mailing.
+
+.. note::
+   By default, there's a daily limit applied for **all emails** sent throughout *all* applications.
+   So, if there are remaining emails to be sent after a limit has been reached, those mailings *will
+   not* be sent automatically the next day. The sending needs to be forced, by opening the email and
+   clicking :guilabel:`Retry`.
+
+.. toctree::
+   :titlesonly:
+
+   email_marketing/mailing_lists
+   email_marketing/unsubscriptions

content/applications/marketing/email_marketing/mailing_lists.rst

@@ -0,0 +1,136 @@
+=============
+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.
+
+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.
+
+.. image:: mailing_lists/new-mailing-list-popup.png
+   :align: center
+   :alt: View of the mailing list pop-up 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.
+
+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.
+
+After those options have been configured, click :guilabel:`Create` to create the mailing list, which
+Odoo automatically adds to the :guilabel:`Mailing Lists` page.
+
+Add contacts to a mailing list
+==============================
+
+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 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.
+
+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.
+
+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.
+
+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.
+
+.. image:: mailing_lists/contact-form-mailing-list-tab.png
+   :align: center
+   :alt: View of a contact detail form with mailing list tab in Odoo Email Marketing.
+
+Create new mailing list from contact detail 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
+   :align: center
+   :alt: View of the new mailing list drop-down on contact form 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.
+
+.. image:: mailing_lists/create-and-edit-mailing-list-popup.png
+   :align: center
+   :alt: View of the create and edit mailing list pop-up in Odoo Email Marketing.
+
+Link a mailing list to website (Newsletter blocks)
+==================================================
+
+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).
+
+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.
+
+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`).
+
+.. 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.
+
+   .. image:: mailing_lists/newsletter-block-search.png
+      :align: center
+      :alt: View of how to quickly search for Newsletter blocks in the Odoo Website application.
+
+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.
+
+.. image:: mailing_lists/add-mailing-list-popup-website.png
+   :align: center
+   :alt: View of the add mailing list subscription pop-up on an Odoo Website.
+
+- :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.
+
+  Here's an example of a :guilabel:`Newsletter Block`.
+
+  .. image:: mailing_lists/newsletter-block-sample.png
+     :alt: View of a sample newsletter block in the Odoo Website application.
+
+- :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.
+
+  Here's an example of a :guilabel:`Newsletter Popup`.
+
+  .. image:: mailing_lists/newsletter-popup-sample.png
+     :alt: View of a sample newsletter pop-up sample on an Odoo Website.
+
+- :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).
+
+  Here's an example of a :guilabel:`Newsletter` dynamic block.
+
+  .. image:: mailing_lists/newsletter-footer-block-sample.png
+     :alt: View of a Newsletter dynamic block on an Odoo Website.
+
+.. seealso::
+   - :doc:`/applications/marketing/email_marketing`
+   - :doc:`/applications/marketing/email_marketing/unsubscriptions`

content/applications/marketing/email_marketing/unsubscriptions.rst

@@ -0,0 +1,74 @@
+==================================
+Manage unsubscriptions (Blacklist)
+==================================
+
+Providing recipients with the power to unsubscribe from mailing lists is not only a smart business
+practice, it's often a legal requirement. By allowing recipients to unsubscribe from a mailing list
+establishes a sense of trust with an audience, and helps companies appear genuine (and not spammy).
+
+Enable the Blacklist feature
+============================
+
+First, the *Blacklist* feature must be enabled. To do that, navigate to :menuselection:`Email
+Marketing app --> Configuration --> Settings`, enable to :guilabel:`Blacklist Options when
+Unsubscribing`, and click :guilabel:`Save`.
+
+.. image:: unsubscriptions/blacklist-feature.png
+   :align: center
+   :alt: View of the blacklist feature in the Settings page of the Odoo Email Marketing app.
+
+With that feature activated, an *Unsubscribe* link appears in mailings. If a recipient clicks that
+link, Odoo reveals a :guilabel:`Unsubscriptions` page, where they can directly manage their
+subscriptions.
+
+.. note::
+   With a test mailing, clicking the :guilabel:`Unsubscribe` link reveals an error page (*error 403
+   - Access Denied*). To make sure the link is working properly, create the mailing, and only send
+   it to a personal email.
+
+Blacklist
+=========
+
+In addition to having the option to *Unsubscribe* from specific mailing lists, the recipient can
+also *Blacklist* themselves, meaning they will not receive *any* more emails.
+
+.. note::
+   The mailing list has to be configured as *Public* in order to be visible for users.
+
+To view a complete collection of blacklisted email addresses, navigate to :menuselection:`Email
+Marketing app --> Configuration --> Blacklisted Email Addresses`.
+
+.. image:: unsubscriptions/blacklisted-email-addresses.png
+   :align: center
+   :alt: View of the blacklisted email addresses page in Odoo Email Marketing.
+
+When a blacklisted record is selected from this page, Odoo reveals a separate page with that
+blacklisted recipient's contact information.
+
+.. image:: unsubscriptions/blacklisted-contact-form.png
+   :align: center
+   :alt: View of a blacklisted contact detail form in Odoo Email Marketing.
+
+In the :guilabel:`Chatter` of this page, there's a time-stamped message, informing the user when
+that recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note).
+
+Unblacklist contacts
+====================
+
+To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the upper-left corner to
+remove the contact from the blacklist, allowing them to receive mailings once again.
+
+When :guilabel:`Unblacklist` is clicked, a pop-up appears. In this pop-up, the specific email
+address is listed, and there's a :guilabel:`Reason` field, in which a reason can be entered,
+explaining why this particular contact was removed from the blacklist.
+
+.. image:: unsubscriptions/unblacklist-popup.png
+   :align: center
+   :alt: View of the unblacklist pop-up window in the Odoo Email Marketing application.
+
+After filling in the fields, click :guilabel:`Confirm` to officially remove that particular contact
+from the blacklist.
+
+.. seealso::
+   - :doc:`/applications/marketing/email_marketing`
+   - :doc:`/applications/marketing/email_marketing/mailing_lists`