diff --git a/_static/banners/email_communication.png b/_static/banners/email_communication.png new file mode 100644 index 000000000..09b828feb Binary files /dev/null and b/_static/banners/email_communication.png differ diff --git a/accounting/fiscal_localizations/localizations/italy_IT.rst b/accounting/fiscal_localizations/localizations/italy_IT.rst index eea2626c2..56c9743af 100644 --- a/accounting/fiscal_localizations/localizations/italy_IT.rst +++ b/accounting/fiscal_localizations/localizations/italy_IT.rst @@ -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 l’Agenzia delle Entrate per l’utilizzo dei servizi diff --git a/discuss.rst b/discuss.rst index f98f7d809..2b6f2139e 100644 --- a/discuss.rst +++ b/discuss.rst @@ -8,4 +8,3 @@ Discuss :titlesonly: discuss/overview - discuss/advanced \ No newline at end of file diff --git a/email_communication.rst b/email_communication.rst new file mode 100644 index 000000000..8dffe6c39 --- /dev/null +++ b/email_communication.rst @@ -0,0 +1,12 @@ +:banner: banners/email_communication.png + +=================== +Email Communication +=================== + +.. toctree:: + :titlesonly: + + email_communication/overview + email_communication/ + email_communication/ diff --git a/discuss/advanced.rst b/email_communication/advanced.rst similarity index 100% rename from discuss/advanced.rst rename to email_communication/advanced.rst diff --git a/discuss/advanced/email_servers.rst b/email_communication/advanced/email_servers.rst similarity index 95% rename from discuss/advanced/email_servers.rst rename to email_communication/advanced/email_servers.rst index 472484dc0..3734aa7e5 100644 --- a/discuss/advanced/email_servers.rst +++ b/email_communication/advanced/email_servers.rst @@ -31,11 +31,6 @@ unlike `Odoo Online `__ & `Odoo.sh `__ - to make it work. - How to manage outbound messages =============================== As a system admin, go to :menuselection:`Settings --> General Settings` diff --git a/discuss/advanced/email_template.rst b/email_communication/advanced/email_template.rst similarity index 100% rename from discuss/advanced/email_template.rst rename to email_communication/advanced/email_template.rst diff --git a/discuss/advanced/media/alias_domain.png b/email_communication/advanced/media/alias_domain.png similarity index 100% rename from discuss/advanced/media/alias_domain.png rename to email_communication/advanced/media/alias_domain.png diff --git a/discuss/advanced/media/codeview.png b/email_communication/advanced/media/codeview.png similarity index 100% rename from discuss/advanced/media/codeview.png rename to email_communication/advanced/media/codeview.png diff --git a/discuss/advanced/media/incoming_server.png b/email_communication/advanced/media/incoming_server.png similarity index 100% rename from discuss/advanced/media/incoming_server.png rename to email_communication/advanced/media/incoming_server.png diff --git a/discuss/advanced/media/newtemplate.png b/email_communication/advanced/media/newtemplate.png similarity index 100% rename from discuss/advanced/media/newtemplate.png rename to email_communication/advanced/media/newtemplate.png diff --git a/discuss/advanced/media/outgoing_server.png b/email_communication/advanced/media/outgoing_server.png similarity index 100% rename from discuss/advanced/media/outgoing_server.png rename to email_communication/advanced/media/outgoing_server.png diff --git a/discuss/advanced/media/placeholders.png b/email_communication/advanced/media/placeholders.png similarity index 100% rename from discuss/advanced/media/placeholders.png rename to email_communication/advanced/media/placeholders.png diff --git a/discuss/advanced/media/preview.png b/email_communication/advanced/media/preview.png similarity index 100% rename from discuss/advanced/media/preview.png rename to email_communication/advanced/media/preview.png diff --git a/discuss/advanced/media/system_parameters.png b/email_communication/advanced/media/system_parameters.png similarity index 100% rename from discuss/advanced/media/system_parameters.png rename to email_communication/advanced/media/system_parameters.png diff --git a/email_communication/overview.rst b/email_communication/overview.rst new file mode 100644 index 000000000..bfe678dbe --- /dev/null +++ b/email_communication/overview.rst @@ -0,0 +1,9 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/get_helped + diff --git a/email_communication/overview/get_helped.rst b/email_communication/overview/get_helped.rst new file mode 100644 index 000000000..3eddbfb32 --- /dev/null +++ b/email_communication/overview/get_helped.rst @@ -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 ` + 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. \ No newline at end of file diff --git a/email_communication/overview/get_started.rst b/email_communication/overview/get_started.rst new file mode 100644 index 000000000..bd99d3c96 --- /dev/null +++ b/email_communication/overview/get_started.rst @@ -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. diff --git a/email_communication/overview/media/failure_reason.png b/email_communication/overview/media/failure_reason.png new file mode 100644 index 000000000..b3455cd02 Binary files /dev/null and b/email_communication/overview/media/failure_reason.png differ diff --git a/email_communication/overview/media/setting_outgoing_mail_server.png b/email_communication/overview/media/setting_outgoing_mail_server.png new file mode 100644 index 000000000..6d6fde075 Binary files /dev/null and b/email_communication/overview/media/setting_outgoing_mail_server.png differ diff --git a/email_communication/overview/media/user_pref_handle_notifications.png b/email_communication/overview/media/user_pref_handle_notifications.png new file mode 100644 index 000000000..67ebd8c1d Binary files /dev/null and b/email_communication/overview/media/user_pref_handle_notifications.png differ diff --git a/email_marketing/overview/send_emails.rst b/email_marketing/overview/send_emails.rst index 4ef59ef9a..9d80d4ffb 100644 --- a/email_marketing/overview/send_emails.rst +++ b/email_marketing/overview/send_emails.rst @@ -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 `_. 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` diff --git a/helpdesk/overview/receiving_tickets.rst b/helpdesk/overview/receiving_tickets.rst index e5f9e4769..2d91eb5a5 100644 --- a/helpdesk/overview/receiving_tickets.rst +++ b/helpdesk/overview/receiving_tickets.rst @@ -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` diff --git a/project/tasks/email_alias.rst b/project/tasks/email_alias.rst index 36f894f8f..94bca3c3c 100644 --- a/project/tasks/email_alias.rst +++ b/project/tasks/email_alias.rst @@ -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 ----------------------------------------- diff --git a/redirects.txt b/redirects.txt index 94e7f05da..0fac6cbc6 100644 --- a/redirects.txt +++ b/redirects.txt @@ -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 \ No newline at end of file diff --git a/sms_marketing/overview/integrations_and_template.rst b/sms_marketing/overview/integrations_and_template.rst index f0809a930..4ab16b1f2 100644 --- a/sms_marketing/overview/integrations_and_template.rst +++ b/sms_marketing/overview/integrations_and_template.rst @@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`. .. seealso:: - :doc:`../../social_marketing/overview/campaigns` - - :doc:`../../discuss/advanced/email_template` \ No newline at end of file + - :doc:`../../email_communication/advanced/email_template` \ No newline at end of file diff --git a/studio/concepts/understanding_automated_actions.rst b/studio/concepts/understanding_automated_actions.rst index 69ba3c0ad..014e5b380 100644 --- a/studio/concepts/understanding_automated_actions.rst +++ b/studio/concepts/understanding_automated_actions.rst @@ -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*. diff --git a/website/publish/domain_name.rst b/website/publish/domain_name.rst index 34f3c1aad..75295b369 100644 --- a/website/publish/domain_name.rst +++ b/website/publish/domain_name.rst @@ -81,6 +81,15 @@ We can now apply the redirection from your domain name's manager account: - `Namecheap `__ - `OVH `__ +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`