diff --git a/content/applications/websites/website.rst b/content/applications/websites/website.rst index 2b4b76eda..eb7ae24a5 100644 --- a/content/applications/websites/website.rst +++ b/content/applications/websites/website.rst @@ -26,3 +26,4 @@ convert visitors into leads or revenues. website/pages website/configuration website/reporting + website/mail_groups diff --git a/content/applications/websites/website/mail_groups.rst b/content/applications/websites/website/mail_groups.rst new file mode 100644 index 000000000..6069285d0 --- /dev/null +++ b/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 ` 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 ` 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 `, +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 +`. 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 `, 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 ` 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 ` 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 +`, 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. diff --git a/content/applications/websites/website/mail_groups/mail-group-URLs.png b/content/applications/websites/website/mail_groups/mail-group-URLs.png new file mode 100644 index 000000000..0fd84d754 Binary files /dev/null and b/content/applications/websites/website/mail_groups/mail-group-URLs.png differ diff --git a/content/applications/websites/website/mail_groups/mail-group-moderation.png b/content/applications/websites/website/mail_groups/mail-group-moderation.png new file mode 100644 index 000000000..f663e350f Binary files /dev/null and b/content/applications/websites/website/mail_groups/mail-group-moderation.png differ diff --git a/content/applications/websites/website/mail_groups/mail-group-page.png b/content/applications/websites/website/mail_groups/mail-group-page.png new file mode 100644 index 000000000..7e34bcbd0 Binary files /dev/null and b/content/applications/websites/website/mail_groups/mail-group-page.png differ