[IMP] mailing: clarification for support question

This is a long term project, following the recurring question we currently face at the support func & tech

Done in the commit:

1/ Modify the references to discuss/advanced/ to match a newly created folder
specific for email communication (more generic and not specifically linked to the discuss app).

2/ Creation of the new folder under 'Practical Information' in the documentation/user (bottom of the page)
that will handle of the mechanism around emails, including (none exhaustive list):

- email_communication/get_helped.rst > A file that is providing reason why the emails might not be properly sent + contact the support and what to tell them. in order to have the quickest and  best answer.

- email_communication/get_started.rst > A small introduction of the content of this section Email communication

- email_communication/advanced/mail_servers.rst > An explanation on how to use an outgoing mail server in Odoo.

- email_communication/advanced/

- ...

task-1925363
This commit is contained in:
Baptiste Vergote 2020-09-18 11:29:22 +02:00 committed by Richard Mathot
parent 24f84244e9
commit 871c0ee760
No known key found for this signature in database
GPG Key ID: A7A432464AA3F482
28 changed files with 137 additions and 14 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 944 KiB

View File

@ -25,7 +25,7 @@ elettronica sono i seguenti:
di posta elettronica certificata sono fornite dal tuo fornitore o dal
Ministero. Lo stesso server deve essere configurato come server che
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
puo consultare la relativa :doc:`guida <../../../discuss/advanced/email_servers>`.
puo consultare la relativa :doc:`guida <../../../email_communication/advanced/email_servers>`.
- Indirizzo PEC dell Azienda, tale indirizzo deve essere lo stesso
registrato presso lAgenzia delle Entrate per lutilizzo dei servizi

View File

@ -8,4 +8,3 @@ Discuss
:titlesonly:
discuss/overview
discuss/advanced

12
email_communication.rst Normal file
View File

@ -0,0 +1,12 @@
:banner: banners/email_communication.png
===================
Email Communication
===================
.. toctree::
:titlesonly:
email_communication/overview
email_communication/
email_communication/

View File

@ -31,11 +31,6 @@ unlike `Odoo Online <https://www.odoo.com/trial>`__ & `Odoo.sh <https://www.odoo
You will find here below some useful
information on how to integrate your own email solution with Odoo.
.. note:: Office 365 email servers don't allow easily to send external emails
from hosts like Odoo.
Refer to the `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4>`__
to make it work.
How to manage outbound messages
===============================
As a system admin, go to :menuselection:`Settings --> General Settings`

View File

Before

Width:  |  Height:  |  Size: 2.6 KiB

After

Width:  |  Height:  |  Size: 2.6 KiB

View File

Before

Width:  |  Height:  |  Size: 33 KiB

After

Width:  |  Height:  |  Size: 33 KiB

View File

Before

Width:  |  Height:  |  Size: 37 KiB

After

Width:  |  Height:  |  Size: 37 KiB

View File

Before

Width:  |  Height:  |  Size: 17 KiB

After

Width:  |  Height:  |  Size: 17 KiB

View File

Before

Width:  |  Height:  |  Size: 43 KiB

After

Width:  |  Height:  |  Size: 43 KiB

View File

Before

Width:  |  Height:  |  Size: 35 KiB

After

Width:  |  Height:  |  Size: 35 KiB

View File

Before

Width:  |  Height:  |  Size: 48 KiB

After

Width:  |  Height:  |  Size: 48 KiB

View File

Before

Width:  |  Height:  |  Size: 58 KiB

After

Width:  |  Height:  |  Size: 58 KiB

View File

@ -0,0 +1,9 @@
========
Overview
========
.. toctree::
:titlesonly:
overview/get_helped

View File

@ -0,0 +1,86 @@
==============================
How to solve issue with emails
==============================
Here is a list of non exhaustive reason that can explain why your emails have not been sent:
You reached your daily limit
============================
Odoo is limitating the number of emails that can be sent daily, by default:
- 200 for the SaaS database and our Cloud Platform Odoo.sh,
- 50 for the trials.
As a solution, you can either ask the support to increase your daily limit (depending on few parameters it will or not be accepted).
Or use your own outgoing email server which has less restrictions and will be more configurable according to your needs.
Consider reading our documentation regarding the configuration of the outgoing email servers:
* :doc:`../../email_communication/advanced/email_servers`
It's interesting to note that the counter is the same for all the database and it can increase very quickly.
For example, if a customer responds on an invoice to which 10 people are followers (internal users, other employees of the same customer, etc.),
a copy of his message is automatically redirected to 10 people, generating 10 outgoing emails.
If you wish to receive your emails in Odoo, there is a setting that can be set on your profile:
go in your profile (by clicking on your user on the top right of the screen) and click on preferences and choose to handle notifications within Odoo and not by emails.
.. image:: media/user_pref_handle_notifications.png
:align: center
:alt: user preferences handle notifications.
The envelop is red in the chatter
=================================
As a first step of investigation it might be interesting to check if you have no SMTP error message.
To do so, you can go to :menuselection:`Settings --> Technical --> Emails`.
Click on a red email and select the tab `Failure Reason`.
.. image:: media/failure_reason.png
:align: center
:alt: failure reason email tab and explanations.
Sometimes, Odoo is not capable of providing the error message. To get more information, you should check with the administrator of the email server or contact the Odoo Support.
.. note::
To enable the developper mode and see the Technical menu, please see the following explanation
:doc:`../../../general/developer_mode/activate`
My outgoing email server is not properly configured
===================================================
If you choose to use your own email server, you will have to set it up.
It may happen that some errors occur in the setup. To check it, go in :menuselection:`Settings --> Technical --> Outgoing Mail Server`.
.. image:: media/setting_outgoing_mail_server.png
:align: center
:alt: setting up an outgoing email server.
Emails providers might have their own limitation, here is a few example of existing ones:
- Gmail accounts have a limitation of 500 mails per day.
- Yahoo is not working properly with Odoo as they defined a blocking DMARC policy few years ago that is not compatible with the way Odoo is working.
- Office 365 email servers don't allow easily to send external emails from hosts like Odoo.
Refer to the `Microsoft's documentation <https://support.office.com/en-us/article/How-to-set-up-a-multifunction-device-or-application-to-send-email-using-Office-365-69f58e99-c550-4274-ad18-c805d654b4c4>`
to make it work.
.. note::
Please find more information on our page regarding outgoing emails servers:
:doc: `../advanced/email_servers`
My email is not going out and there is a red envelop
====================================================
It might happen that some emails are not going out properly and Odoo has no power on this.
For diverses reason, during the transit of the email, an error occurs and a bounce email is sent back to the sender to letting him know that it didn't reach its destination.
In case the email is sent using Odoo, the bounce email should reach the Odoo database and display a red envelop. To be able to investigate, please refer to the subsection `The envelop is red in the chatter`
For now, Odoo is not always capable of providing the information on the reason it failed.
The technology of the mails is old and extensible, the different providers implement a personalized policy of the mails.

View File

@ -0,0 +1,10 @@
=================================
Communicating with your customers
=================================
Pourquoi on vous amène ici, ce à quoi on va répondre dans les différents menus
Odoo est fournit avec une solution qui permet d'envoyer des mails de manière direct => tant que tu as ton adresse mail => odoo prend ton adress mail => ca part
A partir du moment ou tu utilise ton outgoing ou un nom de domaine => ce a quoi vous devez faire attention SPF / DKIM / DMARC
En fonction de si vous utiliser un nom de serveur et ou un nom de domaine, vous aurez des configuraiton differentes à faire.

Binary file not shown.

After

Width:  |  Height:  |  Size: 61 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 44 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 43 KiB

View File

@ -19,7 +19,7 @@ Choose the right target and create the message
.. note::
With a trial databases, you have a limit of 50 emails per day; on Odoo SH Cloud
Platform the limit is 200. There is a possibility to increase these numbers by contacting Odoo
Platform and SaaS the limit is 200. There is a possibility to increase these numbers by contacting Odoo
Support. To contact Support, `click here <https://www.odoo.com/help>`_.
Under *Mail Body*, choose a layout and make the modifications needed by dragging, dropping and
@ -62,6 +62,7 @@ Test, send or schedule a mailing
Therefore, if at the end of the day you have remaining ones to be sent, note that they *will not*
be sent automatically the next day. You need to force that by opening the email and
clicking on *Retry*.
A solution can be to use an outgoing email servers, see :doc:`../../email_communication/advanced/email_servers`
Manage campaigns
================
@ -82,6 +83,6 @@ Manage campaigns
menu within those applications. All of this is possible because the applications work integrated.
.. seealso::
- :doc:`../../discuss/advanced/email_servers`
- :doc:`../../email_communication/advanced/email_servers`
- :doc:`../../social_marketing/overview/campaigns`

View File

@ -86,4 +86,4 @@ the Kanban view.
.. seealso::
- :doc:`sla`
- :doc:`../advanced/close_tickets`
- :doc:`../../discuss/advanced/email_servers`
- :doc:`../../email_communication/advanced/email_servers`

View File

@ -12,7 +12,7 @@ Set up an incoming email server
| On the *Settings* application, enable *External Email Servers* and define the incoming email
alias you would like to use.
| **For more information**: :doc:`../../discuss/advanced/email_servers`
| **For more information**: :doc:`../../email_communication/advanced/email_servers`
Configure the email alias in your project
-----------------------------------------

View File

@ -172,3 +172,5 @@ discuss/email_servers.rst discuss/advanced/email_servers.rst # (#6
discuss/plan_activities.rst discuss/overview/plan_activities.rst # (#655)
discuss/team_communication.rst discuss/overview/team_communication.rst # (#655)
discuss/overview.rst discuss/overview/get_started.rst # (#655)
discuss/advanced/email_servers.rst email_communication/advanced/email_servers.rst #removing discuss advanced and creating a new folder email communication

View File

@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
.. seealso::
- :doc:`../../social_marketing/overview/campaigns`
- :doc:`../../discuss/advanced/email_template`
- :doc:`../../email_communication/advanced/email_template`

View File

@ -47,7 +47,7 @@ For every Trigger option, **conditions** can be applied, such as:
- *Create New Record*: a new record with new values is created.
- *Update a Record*: updates the record that triggered the action.
- *Execute several actions*: defines an action that triggers other server actions.
- *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent.
- *Send Email*: an automatic :doc:`email <../../email_communication/advanced/email_template>` is sent.
- *Add Followers*: :doc:`followers <../../project/tasks/collaborate>` are notified of changes in
the task.
- *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*.

View File

@ -81,6 +81,15 @@ We can now apply the redirection from your domain name's manager account:
- `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/10/how-can-i-set-up-a-cname-record-for-my-domain>`__
- `OVH <https://www.ovh.co.uk/g1519.exchange_20132016_how_to_add_a_cname_record>`__
Impact on email deliverability
==============================
If your domain is configurable and you are using email addresses associate with it, you might need to configure it to avoid your email to be received in spam.
Consider reading our documentation regarding SPF, DKIM and DMARC
* :doc:`../../email_communication/advanced/email_servers`
How to enable SSL (HTTPS) for my Odoo instance
==============================================
@ -117,7 +126,7 @@ Google indexes your website under both names. This is a limitation of the Odoo c
.. seealso::
* :doc:`../../discuss/advanced/email_servers`
* :doc:`../../email_communication/advanced/email_servers`