[IMP] email marketing: updated unsubscription/blacklist doc for 17

closes odoo/documentation#7809

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2024-02-22 08:36:37 -08:00
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==================================
Manage unsubscriptions (Blacklist)
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).
practice, it's often a legal requirement. Allowing recipients to unsubscribe from a mailing list
establishes a sense of trust and control with an audience. It also helps companies appear more
genuine, and less *spammy*.
Enable the Blacklist feature
============================
Unsubscribe and blacklist
=========================
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`.
In addition to having the option to unsubscribe from specific mailing lists, the recipient can also
*blacklist* themselves during the unsubscription process, meaning they will not receive *any* more
marketing emails from the Odoo database.
In order to provide recipients with the ability to blacklist themselves, a specific feature **must**
be enabled in the *Email Marketing* application.
Navigate to :menuselection:`Email Marketing app --> Configuration --> Settings`, and tick the
checkbox next to the :guilabel:`Blacklist Option when Unsubscribing` feature. Then, click
:guilabel:`Save` in the upper-left corner of the :guilabel:`Settings` page.
.. 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.
Unsubscribe
-----------
By default, an *Unsubscribe* link appears at the bottom of all mailing templates.
.. warning::
The *Unsubscribe* link does **not** appear by default if the *Start From Scratch* template is
used to create a mailing. The user **must** manually add the specific unsubscribe link
`/unsubscribe_from_list` in the body of the email, or use a block from the *Footers* section of
the email builder, which includes the unsubscribe link.
If a recipient clicks the *Unsubscribe* link in a mailing, Odoo instantly unsubscribes them from the
mailing list, presents them with a :guilabel:`Mailing Subscriptions` page where they can directly
manage their subscriptions, and informs them that they've been :guilabel:`Successfully
Unsubscribed`.
.. image:: unsubscriptions/mailing-subscriptions-page.png
:align: center
:alt: The Mailng Subscriptions page that appears when 'Unsubscribe' link in mailing is clicked.
Beneath that, Odoo asks the former subscriber to :guilabel:`Please let us know why you updated your
subscription`, and the user can proceed to choose the appropriate opt-out reason from a series of
options presented to them.
.. 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.
The opt-out answer options can be created and modified by navigating to :menuselection:`Email
Marketing app --> Configuration --> Optout Reasons`.
Once they've chosen the appropriate opt-out reason from the options presented to them, they can
click the :guilabel:`Send` button. Odoo then logs their reasoning for unsubscribing in the *Email
Marketing* app for future analysis.
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.
For a recipient to remove (i.e. blacklist) themselves from **all** marketing emails during the
unsubscription process, on the :guilabel:`Mailing Subscriptions` page, they must click
:guilabel:`Exclude Me`.
.. note::
The mailing list has to be configured as *Public* in order to be visible for users.
Upon clicking :guilabel:`Exclude Me`, Odoo informs the recipient they have been successfully
blacklisted, with a message reading: :guilabel:`✔️ Email added to our blocklist`.
To view a complete collection of blacklisted email addresses, navigate to :menuselection:`Email
.. image:: unsubscriptions/mailing-subscriptions-blocklist-question.png
:align: center
:alt: The blocklist question on the Mailing Subscriptions page that recipients see.
Beneath that, Odoo asks the former subscriber to :guilabel:`Please let us know why you want to be
added to our blocklist`, and the user can proceed to choose the appropriate reason from a series of
options presented to them.
Once they've chosen the appropriate reason from the options presented to them, they can click the
:guilabel:`Send` button. Odoo then logs their reasoning for blacklisting themselves in the *Email
Marketing* app for future analysis.
Blacklisted email addresses
===========================
To view a complete list of all 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.
When a blacklisted record is selected from this list, Odoo reveals a separate page with the
recipient's contact information, along with the provided :guilabel:`Reason` why they chose to
blacklist themselves.
.. 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).
In the *chatter* of the blacklisted record page, there's a time-stamped message, informing the user
when the recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note).
.. note::
Blacklisted emails are excluded from all marketing mailings, however, these emails can still
receive transactional emails, such as order confirmations, shipping notifications, etc.
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.
To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the upper-left corner of a
blacklisted record's page 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.
When :guilabel:`Unblacklist` is clicked, an :guilabel:`Are you sure you want to unblacklist this
Email Address?` pop-up window appears.
In this pop-up window, the email address of the selected blacklisted record is shown, 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
@ -70,5 +126,5 @@ After filling in the fields, click :guilabel:`Confirm` to officially remove that
from the blacklist.
.. seealso::
- :doc:`/applications/marketing/email_marketing`
- :doc:`/applications/marketing/email_marketing/mailing_lists`
- :doc:`../email_marketing`
- :doc:`mailing_lists`

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