[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
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@ -25,7 +25,7 @@ elettronica sono i seguenti:
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di posta elettronica certificata sono fornite dal tuo fornitore o dal
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Ministero. Lo stesso server deve essere configurato come server che
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gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
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puo’ consultare la relativa :doc:`guida <../../../discuss/advanced/email_servers>`.
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puo’ consultare la relativa :doc:`guida <../../../email_communication/advanced/email_servers>`.
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- Indirizzo PEC dell’ Azienda, tale indirizzo deve essere lo stesso
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registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
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@ -8,4 +8,3 @@ Discuss
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:titlesonly:
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discuss/overview
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discuss/advanced
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12
email_communication.rst
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:banner: banners/email_communication.png
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===================
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Email Communication
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===================
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.. toctree::
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:titlesonly:
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email_communication/overview
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email_communication/
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email_communication/
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@ -31,11 +31,6 @@ unlike `Odoo Online <https://www.odoo.com/trial>`__ & `Odoo.sh <https://www.odoo
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You will find here below some useful
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information on how to integrate your own email solution with Odoo.
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.. note:: Office 365 email servers don't allow easily to send external emails
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from hosts like Odoo.
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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>`__
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to make it work.
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How to manage outbound messages
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===============================
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As a system admin, go to :menuselection:`Settings --> General Settings`
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9
email_communication/overview.rst
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/get_helped
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86
email_communication/overview/get_helped.rst
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==============================
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How to solve issue with emails
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==============================
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Here is a list of non exhaustive reason that can explain why your emails have not been sent:
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You reached your daily limit
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============================
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Odoo is limitating the number of emails that can be sent daily, by default:
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- 200 for the SaaS database and our Cloud Platform Odoo.sh,
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- 50 for the trials.
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As a solution, you can either ask the support to increase your daily limit (depending on few parameters it will or not be accepted).
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Or use your own outgoing email server which has less restrictions and will be more configurable according to your needs.
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Consider reading our documentation regarding the configuration of the outgoing email servers:
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* :doc:`../../email_communication/advanced/email_servers`
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It's interesting to note that the counter is the same for all the database and it can increase very quickly.
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For example, if a customer responds on an invoice to which 10 people are followers (internal users, other employees of the same customer, etc.),
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a copy of his message is automatically redirected to 10 people, generating 10 outgoing emails.
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If you wish to receive your emails in Odoo, there is a setting that can be set on your profile:
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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.
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.. image:: media/user_pref_handle_notifications.png
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:align: center
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:alt: user preferences handle notifications.
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The envelop is red in the chatter
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=================================
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As a first step of investigation it might be interesting to check if you have no SMTP error message.
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To do so, you can go to :menuselection:`Settings --> Technical --> Emails`.
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Click on a red email and select the tab `Failure Reason`.
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.. image:: media/failure_reason.png
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:align: center
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:alt: failure reason email tab and explanations.
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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.
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.. note::
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To enable the developper mode and see the Technical menu, please see the following explanation
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:doc:`../../../general/developer_mode/activate`
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My outgoing email server is not properly configured
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===================================================
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If you choose to use your own email server, you will have to set it up.
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It may happen that some errors occur in the setup. To check it, go in :menuselection:`Settings --> Technical --> Outgoing Mail Server`.
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.. image:: media/setting_outgoing_mail_server.png
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:align: center
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:alt: setting up an outgoing email server.
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Emails providers might have their own limitation, here is a few example of existing ones:
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- Gmail accounts have a limitation of 500 mails per day.
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- 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.
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- Office 365 email servers don't allow easily to send external emails from hosts like Odoo.
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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>`
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to make it work.
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.. note::
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Please find more information on our page regarding outgoing emails servers:
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:doc: `../advanced/email_servers`
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My email is not going out and there is a red envelop
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====================================================
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It might happen that some emails are not going out properly and Odoo has no power on this.
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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.
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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`
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For now, Odoo is not always capable of providing the information on the reason it failed.
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The technology of the mails is old and extensible, the different providers implement a personalized policy of the mails.
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10
email_communication/overview/get_started.rst
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=================================
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Communicating with your customers
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=================================
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Pourquoi on vous amène ici, ce à quoi on va répondre dans les différents menus
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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
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A partir du moment ou tu utilise ton outgoing ou un nom de domaine => ce a quoi vous devez faire attention SPF / DKIM / DMARC
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En fonction de si vous utiliser un nom de serveur et ou un nom de domaine, vous aurez des configuraiton differentes à faire.
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email_communication/overview/media/failure_reason.png
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@ -19,7 +19,7 @@ Choose the right target and create the message
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.. note::
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With a trial databases, you have a limit of 50 emails per day; on Odoo SH Cloud
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Platform the limit is 200. There is a possibility to increase these numbers by contacting Odoo
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Platform and SaaS the limit is 200. There is a possibility to increase these numbers by contacting Odoo
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Support. To contact Support, `click here <https://www.odoo.com/help>`_.
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Under *Mail Body*, choose a layout and make the modifications needed by dragging, dropping and
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@ -62,6 +62,7 @@ Test, send or schedule a mailing
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Therefore, if at the end of the day you have remaining ones to be sent, note that they *will not*
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be sent automatically the next day. You need to force that by opening the email and
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clicking on *Retry*.
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A solution can be to use an outgoing email servers, see :doc:`../../email_communication/advanced/email_servers`
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Manage campaigns
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================
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@ -82,6 +83,6 @@ Manage campaigns
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menu within those applications. All of this is possible because the applications work integrated.
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.. seealso::
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- :doc:`../../discuss/advanced/email_servers`
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- :doc:`../../email_communication/advanced/email_servers`
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- :doc:`../../social_marketing/overview/campaigns`
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@ -86,4 +86,4 @@ the Kanban view.
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.. seealso::
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- :doc:`sla`
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- :doc:`../advanced/close_tickets`
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- :doc:`../../discuss/advanced/email_servers`
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- :doc:`../../email_communication/advanced/email_servers`
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@ -12,7 +12,7 @@ Set up an incoming email server
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| On the *Settings* application, enable *External Email Servers* and define the incoming email
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alias you would like to use.
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| **For more information**: :doc:`../../discuss/advanced/email_servers`
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| **For more information**: :doc:`../../email_communication/advanced/email_servers`
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Configure the email alias in your project
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-----------------------------------------
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@ -172,3 +172,5 @@ discuss/email_servers.rst discuss/advanced/email_servers.rst # (#6
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discuss/plan_activities.rst discuss/overview/plan_activities.rst # (#655)
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discuss/team_communication.rst discuss/overview/team_communication.rst # (#655)
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discuss/overview.rst discuss/overview/get_started.rst # (#655)
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discuss/advanced/email_servers.rst email_communication/advanced/email_servers.rst #removing discuss advanced and creating a new folder email communication
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@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
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.. seealso::
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- :doc:`../../social_marketing/overview/campaigns`
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- :doc:`../../discuss/advanced/email_template`
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- :doc:`../../email_communication/advanced/email_template`
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@ -47,7 +47,7 @@ For every Trigger option, **conditions** can be applied, such as:
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- *Create New Record*: a new record with new values is created.
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- *Update a Record*: updates the record that triggered the action.
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- *Execute several actions*: defines an action that triggers other server actions.
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- *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent.
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- *Send Email*: an automatic :doc:`email <../../email_communication/advanced/email_template>` is sent.
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- *Add Followers*: :doc:`followers <../../project/tasks/collaborate>` are notified of changes in
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the task.
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- *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*.
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@ -81,6 +81,15 @@ We can now apply the redirection from your domain name's manager account:
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- `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/10/how-can-i-set-up-a-cname-record-for-my-domain>`__
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- `OVH <https://www.ovh.co.uk/g1519.exchange_20132016_how_to_add_a_cname_record>`__
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Impact on email deliverability
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==============================
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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.
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Consider reading our documentation regarding SPF, DKIM and DMARC
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* :doc:`../../email_communication/advanced/email_servers`
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How to enable SSL (HTTPS) for my Odoo instance
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==============================================
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@ -117,7 +126,7 @@ Google indexes your website under both names. This is a limitation of the Odoo c
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.. seealso::
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* :doc:`../../discuss/advanced/email_servers`
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* :doc:`../../email_communication/advanced/email_servers`
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