diff --git a/content/applications/marketing/email_marketing.rst b/content/applications/marketing/email_marketing.rst index 5850133e5..04bdc5a9e 100644 --- a/content/applications/marketing/email_marketing.rst +++ b/content/applications/marketing/email_marketing.rst @@ -1,165 +1,289 @@ :show-content: -:show-toc: =============== -Email marketing +Email Marketing =============== -Emails are an effective, fully-customizable form of communication that are able to reach any target -audience - large or small. The success of an email is easily measurable, especially when a creative -call-to-action is involved. - -Odoo *Email Marketing* provides professional-grade email design tools, templates, and features, -designed to simplify the otherwise complex process required to create engaging emails, build -successful campaigns, and track their overall effectiveness in a single application. +The Odoo *Email Marketing* app provides drag-and-drop design tools, pre-built templates, and other +interactive features to create engaging email campaigns. The *Email Marketing* app also provides| +detailed reporting metrics to track the campaigns' overall effectiveness. .. seealso:: - - :doc:`email_marketing/mailing_lists` - - :doc:`email_marketing/unsubscriptions` - - :doc:`email_marketing/lost_leads_email` + `Odoo Tutorial: Email Marketing + `_ + +.. cards:: + + .. card:: Mailing lists + :target: email_marketing/mailing_lists + + Silo contacts into specific mailing lists. + + .. card:: Manage unsubscriptions (Blacklist) + :target: email_marketing/unsubscriptions + :large: + + Allow recipients to unsubscribe from future mailings, and blacklist themselves from future + mailings. + + .. card:: Lost leads reactivation email + :target: email_marketing/lost_leads_email + + Target lost leads with Email Marketing. Email marketing dashboard ========================= -To get started, click on the :menuselection:`Email Marketing` app icon, located on the main Odoo -dashboard, which leads to the main :guilabel:`Email Marketing` dashboard (in the default kanban -view). +After installing the application, click the :menuselection:`Email Marketing` app icon from the main +Odoo dashboard. Doing so reveals the main :guilabel:`Mailings` dashboard in the default list view. -To see all the mailings in the database, remove the default :guilabel:`My Mailings` filter from the -search bar. - -.. image:: email_marketing/dashboard.png +.. image:: email_marketing/mailings-dashboard.png :align: center :alt: View of the main dashboard of the Odoo Email Marketing application. -.. note:: - In the search bar, by default, the filter: :guilabel:`My Mailings` is present. That means the - only information being seen (at that time) on the :guilabel:`Email Marketing` dashboard are - emails that the current user has created, sent, or is responsible for. +In the search bar, the default filter of :guilabel:`My Mailings` is present to show all the mailings +related to the current user. To remove that filter, click the :guilabel:`✖️ (remove)` icon next to +the filter in the search bar. Doing so reveals all the mailings in the database. - This filter can be removed by clicking the :guilabel:`X` next to :guilabel:`My Mailings` in the - search bar. Doing so, reveals all the information for every email in the database. +The information on the :guilabel:`Mailings` dashboard has four different view options, located in +the upper-right corner as individual icons. -Default kanban view and stages ------------------------------- +The view options, from left-to-right, are: -The four kanban columns each represent the various stages of emails that have been built or sent -within the *Email Marketing* application. +- :ref:`List ` (default view) +- :ref:`Kanban ` +- :ref:`Calendar ` +- :ref:`Graph ` -The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, :guilabel:`Sent`. +.. _email_marketing/list-view: -- :guilabel:`Draft`: means the email is still being written/created. -- :guilabel:`In Queue`: means the email is scheduled, and sent at a later date. -- :guilabel:`Sending`: means the email is currently being sent to its recipients. -- :guilabel:`Sent`: means the email has already been sent to its recipients. +List view +--------- -In each stage, there are drag-and-drop cards representing the email campaigns that have been -created, and the stage they are in represents the current status of that mailing. +The list view, represented by the :guilabel:`☰ (horizontal lines)` icon in the upper-right corner, +is the default view of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app. -Each mailing block on the :guilabel:`Email Marketing` dashboard provides key information related to -that specific email. +While in list view, there are columns dedicated to different aspects of information related to the +listed emails. Those columns are as follows: -When the cursor hovers over the upper-right corner of an email campaign card, three vertical dots -(:guilabel:`⋮`) appear. When clicked, a mini drop-down menu reveals the option to color-code the -email :guilabel:`Delete` the email altogether, or :guilabel:`Archive` the message for potential -future use. +- :guilabel:`Date`: the date the email was sent. +- :guilabel:`Subject`: the subject of the email. +- :guilabel:`Responsible`: the user who created the email, or the user who has been assigned to the + email. +- :guilabel:`Sent`: how many times the email has been sent. +- :guilabel:`Delivered (%)`: percentage of sent emails that have been successfully delivered. +- :guilabel:`Opened (%)`: percentage of sent emails that have been opened by the recipients. +- :guilabel:`Clicked (%)`: percentage of sent emails that have been clicked by the recipients. +- :guilabel:`Replied (%)`: percentage of sent emails that have been replied to by the recipients. +- :guilabel:`Status`: the status of the email (:guilabel:`Draft`, :guilabel:`In Queue`, or + :guilabel:`Sent`). + +To add or remove columns, click the :guilabel:`Additional Options (two horizontal lines with dots)` +icon, located to the far-right of the column titles in list view. Doing so reveals a drop-down menu +of additional column options. + +.. _email_marketing/kanban-view: + +Kanban view +----------- + +The Kanban view, represented by the :guilabel:`(inverted bar graph)` icon, can be accessed in the +upper-right corner of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app. + +.. image:: email_marketing/kanban-view.png + :align: center + :alt: Kanban view of the main dashboard of the Odoo Email Marketing application. + +While in Kanban view, the email information is displayed in the various stages. + +The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, and :guilabel:`Sent`. + +- :guilabel:`Draft`: the email is still being written/created. +- :guilabel:`In Queue`: the email is scheduled to be sent at a later date. +- :guilabel:`Sending`: the email is currently being sent to its recipients. +- :guilabel:`Sent`: the email has already been sent to its recipients. + +In each stage, there are drag-and-drop cards representing the emails that have been created/sent, +and the stage they are in represents the current status of that mailing. + +Each card on the :guilabel:`Mailings` dashboard provides key information related to that specific +email. + +When the cursor hovers over the upper-right corner of an email campaign card, a :guilabel:`⋮ (three +vertical dots)` icon appears. When clicked, a mini drop-down menu reveals the option to color-code +the email, :guilabel:`Delete` the email, or :guilabel:`Archive` the message for potential future +use. .. image:: email_marketing/three-dot-dropdown.png :align: center :alt: View of the three-dot drop-down menu on the Odoo Email Marketing dashboard. -In the upper-right corner of the main :guilabel:`Email Marketing` dashboard, there are other view -options to choose from: :guilabel:`List` and :guilabel:`Graph`. +.. _email_marketing/calendar-view: -List view ---------- +Calendar view +------------- -The :guilabel:`List` view (represented by the :guilabel:`☰ (three vertical lines)` icon) provides -the same key information, but in a classic list format. +The calendar view, represented by a :guilabel:`📆 (calendar)` icon, can be accessed in the +upper-right corner of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app. -.. image:: email_marketing/list-view.png +While in calendar view, a monthly calendar (by default), shows when the mailings have been sent or +are scheduled to be sent. + +.. image:: email_marketing/calendar-view.png :align: center - :alt: How the List view appears in the Odoo Email Marketing application. + :alt: Calendar view of the mailings dashboard in the Email Marketing application. + +The current date is represented by a :guilabel:`🔴 (red circle)` icon over the date on the calendar. + +To the right of the calendar, the options to filter the results by :guilabel:`Responsible` and/or +:guilabel:`Status` are available, via checkboxes. + +.. tip:: + To hide the right sidebar, click the :guilabel:`(panel-right)` icon, located above the sidebar. + +In the top-left corner, above the calendar, the option to change the time period being displayed is +available via a drop-down menu, which shows :guilabel:`Month`, by default. When clicked, the +drop-down menu that appears reveals the options: :guilabel:`Day`, :guilabel:`Week`, +:guilabel:`Month` (default), :guilabel:`Year`, and :guilabel:`Show weekends` (selected by default). + +Clicking any of those options changes the calendar display to reflect that desired amount of time. + +Clicking either :guilabel:`⬅️ (left arrow)` icon or :guilabel:`➡️ (right arrow)` icon changes the +calendar to a previous or future time, depending on what is clicked, based on the chosen amount of +time being represented. + +To jump back to the current date, click the :guilabel:`Today` button. + +.. _email_marketing/graph-view: Graph view ---------- -The :guilabel:`Graph` view (represented by the :guilabel:`📊 (bar graph)` icon) provides the same -key information, but in a variety of customizable graph (and chart) layouts. +The graph view, represented by a :guilabel:`(line graph)` icon, can be accessed in the upper-right +corner of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app. + +While in graph view, the status of the emails on the :guilabel:`Mailings` page is represented in a +bar graph, but other graph view options can be implemented, if needed. .. image:: email_marketing/graph-view.png :align: center :alt: How the Graph view appears in the Odoo Email Marketing application. -In the upper-left corner, there is a :guilabel:`Measures` menu, providing even more filter options -to further customize the graph views. +In the upper-left corner, above the graph, there is a :guilabel:`Measures` drop-down menu. When +clicked, different filter options become available to further customize the graph views. -Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage`, :guilabel:`Color Index`, -and :guilabel:`Count` (which is selected, by default). +Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage` and :guilabel:`Count` +(default). -Filters, Group By, and Favorites search options ------------------------------------------------ +To the right of the :guilabel:`Measures` drop-down menu is an :guilabel:`Insert in Spreadsheet` +button, if the *Documents* application is installed. When clicked, a pop-up window appears, in which +the ability to add the graph to a spreadsheet or dashboard becomes available. -Regardless of the view chosen for the :guilabel:`Email Marketing` dashboard, the -:guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are always available. +Beside the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button are +different graph view options. From left-to-right, those graph view options are: :guilabel:`(bar +chart)` (default), :guilabel:`(line chart)`, and :guilabel:`(pie chart)`. + +.. note:: + Each graph view option provides its own series of additional view options, which appear to the + right of the selected graph view option. + +Search options +-------------- + +Regardless of the view chosen for the :guilabel:`Mailings` dashboard in the :guilabel:`Email +Marketing` app, the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are +always available to further customize the information being displayed. + +To access those options, click the :guilabel:`(downward arrow)` icon, located to the right of the +search bar. Doing so reveals a drop-down mega menu featuring those filtering and grouping options. + +.. image:: email_marketing/search-mega-menu.png + :align: center + :alt: The drop-down mega menu of search options the Odoo Email Marketing application. These options provide various ways to specify and organize the information seen on the -:guilabel:`Email Marketing` dashboard. +:guilabel:`Mailings` dashboard. .. tabs:: .. tab:: Filters - This drop-down menu provides different ways to filter email campaigns on the dashboard. The - options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and - :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an - additional drop-down menu, with three customizable fields to fill in, in order to retrieve - results that fit more specific criteria. + This section of the drop-down mega menu provides different ways to filter email results being + shown on the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app. .. image:: email_marketing/filters-dropdown.png + :align: center :alt: View of filters drop-down menu options on the Odoo Email Marketing dashboard. + The options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`A/B Tests`, + :guilabel:`A/B Tests to review`, :guilabel:`Archived`, and :guilabel:`Add Custom Filter`. + + If :guilabel:`Add Custom Filter` is selected, Odoo reveals a pop-up window, with three + customizable fields to fill in, in order to create custom filter rules for Odoo to use to + retrieve results that fit more specific criteria. + + .. image:: email_marketing/add-custom-filter-popup.png + :align: center + :alt: Add custom filter pop-up window that appears in Odoo Email Marketing app. + .. tab:: Group By - This drop-down menu provides additional ways to organize the data on the dashboard by grouping - them in specific ways. Using this drop-down menu, the data can be grouped by the messages' - :guilabel:`Status`, or who it was :guilabel:`Sent By`. + This section of the drop-down mega menu provides different ways to group email results being + shown on the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app. + + .. image:: email_marketing/group-by-dropdown.png + :align: center + :alt: View of the Group By drop-down menu on the Odoo Email Marketing application. + + Using this section, the data can be grouped by the messages' :guilabel:`Status`, or who it was + :guilabel:`Sent By`. There is also the option to group the data by :guilabel:`Sent Period`, which has its own sub-menu of options to choose from. The :guilabel:`Sent Period` options are :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`. If none of the above :guilabel:`Group By` options deliver the desired results, click - :guilabel:`Add Custom Group` at the bottom of the drop-down menu. Doing so reveals a new - field, wherein custom criteria can be selected and applied, thus delivering any grouping of - data that may be desired. - - .. image:: email_marketing/group-by-dropdown.png - :alt: View of the Group By drop-down menu on the Odoo Email Marketing application. + :guilabel:`Add Custom Group` at the bottom of the :guilabel:`Group By` section. Doing so + reveals a drop-down menu, wherein custom criteria can be selected and applied, thus delivering + any grouping of data that may be desired. .. tab:: Favorites - This drop-down menu provides different ways to incorporate past search filters and other - record-related options to customize the dashboard. The options are: :guilabel:`Save current - search`, :guilabel:`Import records`, :guilabel:`Add to my dashboard`, and :guilabel:`Add to - Google Spreadsheet`. + This section provides the opportunity to save custom filters and/or groupings for future use. + To utilize this section, click the :guilabel:`Save current search` field, which reveals + additional fields. .. image:: email_marketing/favorites-dropdown.png + :align: center :alt: View of the Favorites drop-down menu on the Odoo Email Marketing application. + Give the favorited filter/grouping a title on the blank line above the checkboxes for + :guilabel:`Default filter` and :guilabel:`Shared`. + + Ticking the box for :guilabel:`Default filter` makes this favorited filter/grouping the + default option. Ticking the box for :guilabel:`Shared` allows other users to see and use this + favorited filter/grouping. + + When all desired options are configured, click :guilabel:`Save` to save the filter/grouping in + the :guilabel:`Favorites` section of the mega drop-down menu. + Settings ======== -To view (and modify) the *Email Marketing* settings, navigate to :menuselection:`Email Marketing -application --> Configuration --> Settings`. +To view and modify the *Email Marketing* settings, navigate to :menuselection:`Email Marketing app +--> Configuration --> Settings`. -.. image:: email_marketing/settings-page.png +.. image:: email_marketing/configuration-settings.png + :align: center + :alt: View of the Configuration menu with Settings page in the Odoo Email Marketing application. + +On the :guilabel:`Settings` page, there are four features available. + +.. image:: email_marketing/settings.png :align: center :alt: View of the Settings page in the Odoo Email Marketing application. -On this :guilabel:`Settings` page, there are three features available. The features are: -:guilabel:`Mailing Campaigns`, :guilabel:`Blacklist Option when Unsubscribing`, and -:guilabel:`Dedicated Server`. +The features are: - :guilabel:`Mailing Campaigns`: enables the option to manage mass mailing campaigns. - :guilabel:`Blacklist Option when Unsubscribing`: allows recipients to blacklist themselves from @@ -167,6 +291,8 @@ On this :guilabel:`Settings` page, there are three features available. The featu - :guilabel:`Dedicated Server`: provides the option to utilize a separate, dedicated server for mailings. When enabled, Odoo reveals a new field (and link), in which the specific server configurations must be entered, in order for it to connect properly to Odoo. +- :guilabel:`24H Stat Mailing Reports`: allows users to check how well mailings have performed a day + after it has been sent. .. _email_marketing/create_email: @@ -174,87 +300,123 @@ Create an email =============== To create an email, open the :menuselection:`Email Marketing` application, and click the -:guilabel:`Create` button in the upper-left corner. +:guilabel:`New` button in the upper-left corner of the :guilabel:`Mailings` dashboard page. -Clicking :guilabel:`Create` reveals a blank email detail form. +Clicking :guilabel:`New` reveals a blank email form. .. image:: email_marketing/blank-email-detail-form.png :align: center :alt: View of a blank email detail form in Odoo Email Marketing application. +On the email form, there are fields for the :ref:`Subject ` and +:ref:`Recipients ` of the email. + +Beneath that, there are three tabs: :ref:`Mail Body `, :ref:`A/B Tests +`, and :ref:`Settings `. + +.. _email_marketing/subject: + +Subject +------- + First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is visible in the -recipients' inbox, allowing them to get quickly see what the message is about. +recipients' inbox, allowing them to quickly see what the message is about. .. note:: - The :guilabel:`Subject` field is mandatory. An email can not be sent without a + The :guilabel:`Subject` field is mandatory. An email can **not** be sent without a :guilabel:`Subject`. -.. tip:: - The :guilabel:`☺ (smiley face)` icon at the end of the :guilabel:`Subject` field (and - :guilabel:`Preview Text` field) represents emojis. Click that :guilabel:`☺ (smiley face)` icon to - reveal a menu of emojis that can be used in either field. +The :guilabel:`(smiley face with a plus sign)` icon at the end of the :guilabel:`Subject` field +represents emojis that can be added to the :guilabel:`Subject` field. Clicking that icon reveals a +pop-up menu of emojis that can be used. -Next, there is the option to enter some :guilabel:`Preview Text`. This text is a catchy preview -sentence that encourages recipients to open the message. In most inboxes, this is displayed next to -the subject. +Beside the :guilabel:`(smiley face with a plus sign)` icon at the end of the :guilabel:`Subject` +field is an empty :guilabel:`(star)` icon. When clicked, the :guilabel:`(star)` icon turns gold, and +the email is saved as a template in the :guilabel:`Mail Body` tab, which can be used again in the +future. -.. tip:: - Keep the :guilabel:`Preview Text` empty to show the first characters of the email content, - instead. +.. _email_marketing/recipients: Recipients ---------- -After that, it's time to choose the recipients of this email, which can be completed in the -:guilabel:`Recipients` field. +Beneath the :guilabel:`Subject` field on the email form is the :guilabel:`Recipients` field. In this +field, select the recipients of the email. By default, the :guilabel:`Mailing List` option is +selected, but clicking the field reveals a drop-down menu of other recipient options. + +With the default :guilabel:`Mailing List` option selected, a specific mailing list **must** be +chosen from the adjacent :guilabel:`Select mailing lists` field drop-down menu. + +.. tip:: + More than one mailing list can be chosen from the :guilabel:`Select mailing lists` field. + +Odoo then sends the email to contacts on that specific mailing list(s). + +.. seealso:: + :doc:`email_marketing/mailing_lists` + +When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed. +Each option provides different ways Odoo can create a target audience for the email. .. image:: email_marketing/recipients-dropdown.png :align: center :alt: View of recipients drop-down menu in the Odoo Email Marketing application. -The default option is :guilabel:`Mailing List`. If :guilabel:`Mailing List` option is selected, a -specific :guilabel:`Mailing List` needs to be chosen from the adjacent :guilabel:`Select mailing -lists` field drop-down menu. - -Then, Odoo will only send this email to contacts on that specific mailing list. - -.. seealso:: - :doc:`/applications/marketing/email_marketing/mailing_lists` - -When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed. -Each option provides different ways Odoo can create a target audience for the email. - Those options (excluding the default :guilabel:`Mailing List`) provide the option to create a more -specified recipient filter, in an equation-like format. +specified recipient filter, in an equation-like format, which appears beneath the +:guilabel:`Recipients` field. -The :guilabel:`Recipients` field options are as follows: +The :guilabel:`Recipients` field options, other than the default :guilabel:`Mailing List` option, +are as follows: -- :guilabel:`Applicant`: filter focuses on specific job applicants in the database. -- :guilabel:`Contact`: filter focuses on specific contacts in the database. -- :guilabel:`Event Registration`: filter focuses on people in the database who purchased event - registrations. -- :guilabel:`Event Track`: filter focuses on people in the database who hosted a specific talk - (track) at an event. -- :guilabel:`Lead/Opportunity`: filter focuses on leads or opportunities in the database. -- :guilabel:`Mailing Contact`: filter focuses on specific mailing contacts in the database. -- :guilabel:`Sales Order`: filter focuses on a specific sales orders in the database. +- :guilabel:`Contact`: ties specifically to the *Contacts* app, and includes all the contacts + entered in the database. +- :guilabel:`Event Registration`: ties specifically to the *Events* app, and provides opportunities + to interact with event registrants, in order to communicate important information about the + event(s), or nurture other valuable actions, such as post-event surveys, purchases, etc. +- :guilabel:`Lead/Opportunity`: ties specifically to records in the *CRM* application, which opens + up a number of opportunities to influence sales or purchase decisions. +- :guilabel:`Mailing Contact`: ties specifically to the *Email Marketing* app, and focuses on + specific mailing contacts that have been entered in that specific application, and are related to + a specific mailing list. These contacts are also unique because they do *not* have their own + contact card in the *Contacts* application. This list can be accessed by navigating to + :menuselection:`Email Marketing app --> Mailing Lists --> Mailing List Contacts`. +- :guilabel:`Sales Order`: ties specifically to the *Sales* app, and focuses on a specific sales + orders in the database. -If the specified recipient fields don't automatically reveal themselves, simply click the -:guilabel:`Add Filter` button beneath the :guilabel:`Recipients` field, and Odoo reveals the -necessary equation fields to further drill down the target recipients for this mailing. +Add recipient filter +~~~~~~~~~~~~~~~~~~~~ -Add a recipient filter ----------------------- +To add a more specific recipient filter to any :guilabel:`Recipient` option, select any recipient +option (other than :guilabel:`Mailing List`), and click the :guilabel:`Modify filter (right-facing +arrow)` icon beneath the :guilabel:`Recipient` field to reveal three subsequent filter rule fields, +formatted like an equation. -To add a more specified recipient filter, select any recipient option (other than :guilabel:`Mailing -List`), and clicking :guilabel:`Add Filter`, if needed, to reveal three fields, formatted like an -equation. +It is highly recommended that users implement detailed targeting criteria for the +:guilabel:`Recipients` field. Typically, a single line of targeting logic is not sufficient enough +for an email campaign. -To reveal the sub-menu options, click each field, and make the desired selections, until the -preferred configuration has been achieved. The number of :guilabel:`Records` that match the rule(s) -are indicated to the right of the :guilabel:`Recipients` field, in green. +While the :guilabel:`Mailing List` option is adequate for the :guilabel:`Recipients` field, the +:guilabel:`Lead/Opportunity` and :guilabel:`Event Registration` options provide far more detailed +targeting criteria, which can be added on top of those seed sources. -.. image:: email_marketing/add-filter-button.png +.. example:: + For example, with the :guilabel:`Lead/Opportunity` option chosen in the :guilabel:`Recipients` + field, users can add various custom criteria related to :guilabel:`Created on` dates, + :guilabel:`Stages`, :guilabel:`Tags`, :guilabel:`Lost Reasons`, :guilabel:`Sales Teams`, + :guilabel:`Active` statuses, :guilabel:`Country`, and so much more. + + .. image:: email_marketing/detailed-filter-records.png + :align: center + :alt: View of how recipient filters can be customized in Odoo Email Marketing. + +To reveal the sub-menu options within the filter rule fields, click each field, and make the desired +selections, until the preferred configuration has been achieved. + +The number of :guilabel:`records` in the database that match the configured rule(s) are indicated +beneath the configured filter rule(s), in green. + +.. image:: email_marketing/filter-records.png :align: center :alt: View of how recipient filters can be customized in Odoo Email Marketing. @@ -262,182 +424,404 @@ are indicated to the right of the :guilabel:`Recipients` field, in green. Some sub-menu options in the first rule field allow for a second choice to provide even more specificity. -To the right of each rule, are :guilabel:`× (Delete node)`, :guilabel:`＋ (Add node)`, and -:guilabel:`⋯ (Add branch)` icons. +To the right of each rule, there are three additional options, represented by :guilabel:`➕ (plus +sign)`, :guilabel:`(sitemap)`, and :guilabel:`🗑️ (trash)` icons. -The :guilabel:`× (Delete node)` icon deletes a specific node (line) of the rule. The :guilabel:`＋ -(Add node)` icon adds a node (line) to the rule. And, the :guilabel:`⋯ (Add branch)` icon adds a -branch to the node. A branch means two additional, indented sub-nodes are added to the rule, -providing even more specificity to the line above it. +- The :guilabel:`➕ (plus sign)` icon adds a new node (line) to the overall targeting logic. +- The :guilabel:`(sitemap)` icon adds a branch to the node. A branch contains two additional, + indented sub-nodes that are related to that specific rule, providing even more specificity to the + parent line above it. +- The :guilabel:`🗑️ (trash)` icon deletes a specific node (line) in the array of logic. -Mail body tab +.. _email_marketing/mail_body: + +Mail Body tab ------------- -At the bottom of the email form are two tabs: :guilabel:`Mail Body` and :guilabel:`Settings`. Let's -focus on :guilabel:`Mail Body` tab first. - In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose -from. Select the desired template, and modify every element of its design details with Odoo's -drag-and-drop building blocks, located on the right sidebar. Each building block provides unique -features and professional design elements. +from. -.. image:: email_marketing/mail-blocks.png +.. image:: email_marketing/mail-body-templates.png :align: center - :alt: View of the building blocks used to create mailings in Odoo Email Marketing application. + :alt: View of the templates in the Mail Body tab in Odoo Email Marketing application. + +Select the desired template, and proceed to modify every element of its design details with Odoo's +drag-and-drop building blocks, which appear on the right sidebar when a template is chosen. + +.. image:: email_marketing/template-building-blocks.png + :align: center + :alt: View of the building blocks in the Mail Body tab in Odoo Email Marketing application. + +The features on the sidebar used to create and customize emails are separated into three sections: +:guilabel:`Blocks`, :guilabel:`Customize`, and :guilabel:`Design`. + +Each building block provides unique features and professional design elements. To use a building +block, drag-and-drop the desired block element onto the body of the email being built. Once dropped, +various aspects of the building block can be customized. .. tip:: - To build an email from scratch, select the :guilabel:`Plain Text` template, and Odoo provides a - blank email canvas, which can be customized in a number of ways - either by using the front-end - rich text editor that accepts slash (:guilabel:`/`) commands, or with the XML code editor when - :ref:`Developer Mode (debug mode) ` is engaged, and the :guilabel:`` icon is - clicked. + To build an email from the ground up, without any building block elements, select the + :guilabel:`Plain Text` template. When selected, Odoo provides a completely blank email canvas, + which can be customized in a number of way using the front-end rich text editor that accepts + forward slash `/` commands. + + When `/` is typed into the blank body of the email, while using a :guilabel:`Plain Text` + template, a drop-down menu of various design elements appears, which can be used to create the + desired email design. + + .. image:: email_marketing/template-blank-slash.png + :align: center + :alt: View of the rich text editor drop-down in the Odoo Email Marketing application. + +.. _email_marketing/ab_tests: + +A/B Tests tab +------------- + +Initially, when the :guilabel:`A/B Tests` tab is opened on an email form, the only option available +is :guilabel:`Allow A/B Testing`. This is **not** a required option. + +If this option is enabled, recipients are only mailed *once* for the entirety of the campaign. + +This allows the user to send different versions of the same mailing to randomly selected recipients +to gauge the effectiveness of various designs, formats, layouts, content, and so on -- without any +duplicate messages being sent. + +When the checkbox beside :guilabel:`Allow A/B Testing` is ticked, an :guilabel:`on (%)` field +appears, in which the user determines the percentage of the pre-configured recipients that are going +to be sent this current version of the mailing as part of the test. + +.. note:: + The default figure in the :guilabel:`on (%)` field is `10`, but that figure can be changed at any + time. + +Beneath that, two additional fields appear: + +The :guilabel:`Winner Selection` field provides a drop-down menu of options, wherein the user +decides what criteria should be used to determine the "winning" version of the email tests that are +sent. + +The options in the :guilabel:`Winner Selection` field are as follows: + +- :guilabel:`Manual`: allows the user to determine the "winning" version of the mailing. This option + removes the :guilabel:`Send Final On` field. +- :guilabel:`Highest Open Rate` (default): the mailing with the highest open rate is determined to + be the "winning" version. +- :guilabel:`Highest Click Rate`: the mailing with the highest click rate is determined to be the + "winning" version. +- :guilabel:`Highest Reply Rate`: the mailing with the highest reply rate is determined to be the + "winning" version. +- :guilabel:`Leads`: the mailing with the most leads generated is determined to be the "winning" + version. +- :guilabel:`Quotations`: the mailing with the most quotations generated is determined to be the + "winning" version. +- :guilabel:`Revenues`: the mailing with the most revenue generated is determined to be the + "winning" version. + +The :guilabel:`Send Final On` field allows users to choose a date that is used to know *when* Odoo +should determine the "winning" email, and subsequently, send that version of the email to the +remaining recipients. + +.. image:: email_marketing/ab-test-tab.png + :align: center + :alt: View of the A/B Tests tab in Odoo Email Marketing application. + +To the right of those fields is a :guilabel:`Create an Alternative Version` button. When clicked, +Odoo presents a new :guilabel:`Mail Body` tab for the user to create an alternate version of the +email to test. + +.. _email_marketing/settings_tab: Settings tab ------------ -To the right of the :guilabel:`Mail Body` tab is the :guilabel:`Settings` tab. +The options present in the :guilabel:`Settings` tab of the mail form are divided into two sections: +:guilabel:`Email Content` and :guilabel:`Tracking`. .. note:: - The options available in the :guilabel:`Settings` tab will be different, depending on if the - :guilabel:`Mailing Campaigns` feature is activated in the :guilabel:`Settings` page of the - :menuselection:`Email Marketing` application (:menuselection:`Email Marketing --> Configuration - --> Settings`). + The options available in the :guilabel:`Settings` tab vary depending on if the *Mailing + Campaigns* feature is activated in :menuselection:`Email Marketing --> Configuration --> + Settings`. See :ref:`email_marketing/mailing-campaigns` for more information. -Without the :guilabel:`Mailing Campaigns` feature activated, the :guilabel:`Settings` tab on the -email detail form looks like this: +Without the *Mailing Campaigns* feature activated, the :guilabel:`Settings` tab on the email form +only contains the :guilabel:`Preview Text`, :guilabel:`Send From`, :guilabel:`Reply To`, +:guilabel:`Attachments`, and :guilabel:`Responsible` fields. .. image:: email_marketing/settings-without-features.png :align: center - :alt: View of settings tab in Odoo Email Marketing app, without settings activated. + :alt: View of settings tab in Odoo Email Marketing app, without campaign setting activated. -- :guilabel:`Responsible`: choose an employee (in the database) to be responsible for this - particular email. -- :guilabel:`Send From`: designate an email alias that'll display as the sender of this particular +Email content +~~~~~~~~~~~~~ + +- :guilabel:`Preview Text`: allows the user to enter a preview sentence to encourage recipients to + open the email. In most inboxes, this is displayed next to the subject. If left empty, the first + characters of the email content appear, instead. The ability to add an emoji in this field is + available, as well, via the :guilabel:`(smiley face with a plus sign)` icon. +- :guilabel:`Send From`: designate an email alias that displays as the sender of this particular email. -- :guilabel:`Reply To`: designate an email alias to whom all the replies to this particular email - will be sent. -- :guilabel:`Attachments`: if any specific documents are required (or helpful) for this event - invite, they can be sent along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding - the appropriate document(s). +- :guilabel:`Reply To`: designate an email alias to whom all the replies of this particular email + are sent. +- :guilabel:`Attach a file`: if any specific files are required (or helpful) for this email, click + the :guilabel:`Attachments` button, and upload the desired file(s) to the email. -When the :guilabel:`Mailing Campaigns` feature *is* activated, additional :guilabel:`Marketing` -options appear in the :guilabel:`Settings` tab, which look like this: +Tracking +~~~~~~~~ -.. image:: email_marketing/settings-tab-with-settings.png +- :guilabel:`Responsible`: designate a user in the database to be responsible for this particular + email. + +.. note:: + If the *Mailing Campaign* feature *is* activated, an additional :guilabel:`Campaign` field + appears in the :guilabel:`Tracking` section of the :guilabel:`Settings` tab. + + .. image:: email_marketing/settings-tab-with-campaign.png + :align: center + :alt: View of settings tab in Odoo Email Marketing when campaign setting is activated. + + The additional :guilabel:`Campaign` field allows users to attach this particular email to a + mailing campaign, if desired. + + If the desired campaign is not available in the initial drop-down menu, select :guilabel:`Search + More` to reveal a complete list of all mailing campaigns in the database. + + Or, type the name of the desired mailing campaign in the :guilabel:`Campaign` field, until Odoo + reveals the desired campaign in the drop-down menu. Then, select the desired campaign. + +Send, schedule, test +==================== + +Once the mailing is finalized, the following options can be utilized, via buttons located in the +upper-left corner of the email form: :ref:`Send `, :ref:`Schedule +`, and :ref:`Test `. + +.. _email_marketing/send: + +Send +---- + +The :guilabel:`Send` button reveals a :guilabel:`Ready to unleash emails?` pop-up window. + +.. image:: email_marketing/send-popup.png :align: center - :alt: View of settings tab in Odoo Email Marketing when settings are activated. + :alt: View of pop-up window that appears when the send button on an email form is clicked. -The additional features are: :guilabel:`Mailing Campaign`, :guilabel:`Allow A/B Testing`, and -:guilabel:`A/B Testing percentage`. +When the :guilabel:`Send to all` button is clicked, Odoo sends the email to the desired recipients. +Once Odoo has sent the mailing, the status changes to :guilabel:`Sent`. + +.. _email_marketing/schedule: + +Schedule +-------- + +The :guilabel:`Schedule` button reveals a :guilabel:`When do you want to send your mailing?` pop-up +window. + +.. image:: email_marketing/schedule-popup.png + :align: center + :alt: View of pop-up window that appears when the schedule button on an email form is clicked. + +In this pop-up window, click the :guilabel:`Send on` field to reveal a calendar pop-up window. + +.. image:: email_marketing/schedule-popup-calendar.png + :align: center + :alt: View of pop-up window that appears when the schedule button on an email form is clicked. + +From the calendar pop-up window, select the future date and time for Odoo to send this email. Then, +click :guilabel:`✔️ Apply`. When a date and time are chosen, click the :guilabel:`Schedule` button, +and the status of the mailing changes to :guilabel:`In Queue`. + +.. _email_marketing/test: + +Test +---- + +The :guilabel:`Test` button reveals a :guilabel:`Test Mailing` pop-up window. + +.. image:: email_marketing/test-popup.png + :align: center + :alt: View of pop-up window that appears when the test button on an email form is clicked. + +From this pop-up window, enter the email addresses of the contacts to whom Odoo should send this +test email in the :guilabel:`Recipients` field. Multiple contacts can be added in this field, if +desired. + +Once all the desired email addresses have been entered in the :guilabel:`Recipients` field, click +the :guilabel:`Send Test` button. + +.. warning:: + By default, there's a daily limit applied for **all emails** sent throughout **all + applications**. So, if there are remaining emails to be sent after a limit has been reached, + those mailings are **not** sent automatically the next day. The sending needs to be forced, by + opening the email and clicking :guilabel:`Retry`. + +.. _email_marketing/mailing-campaigns: Mailing campaigns ================= -The :guilabel:`Mailing Campaign` field provides the option to add this particular email to a -previously-made email campaign in the database. Click the empty field to reveal a drop-down menu -containing all previously-made mailing campaigns in the database. +The *Email Marketing* application provides users with the ability to build mailing campaigns. -.. image:: email_marketing/mailing-campaign-dropdown.png +In order to create and customize mailing campaigns, the *Mailing Campaigns* feature **must** be +activated in the *Settings* page of the *Email Marketing* application. To do that, navigate to +:menuselection:`Email Marketing app --> Configuration --> Settings`, tick the box beside +:guilabel:`Mailing Campaigns`, and click the :guilabel:`Save` button. + +.. image:: email_marketing/campaigns-feature.png :align: center - :alt: View of a mailing campaign drop-down menu in Odoo Email Marketing application. + :alt: View of the campaign feature setting in Odoo Email Marketing. -If the desired campaign isn't available in the initial drop-down menu, select :guilabel:`Search -More` to reveal a complete list of all mailing campaigns in the database. Or, type the name of the -desired mailing campaign in the :guilabel:`Mailing Campaign` field, until Odoo reveals the desired -campaign in the drop-down menu. Then, select the desired campaign. +Once the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` menu option +appears in the header. -Create new mailing campaign (from Settings tab) ------------------------------------------------ +When that is clicked, Odoo reveals a separate :guilabel:`Campaigns` page, displaying all the mailing +campaigns in the database, and the current stage they are in, showcased in a default Kanban view. -To create a new campaign from this :guilabel:`Mailing Campaign` field, start typing the name of this -new campaign, and select :guilabel:`Create [Campaign Name]` or :guilabel:`Create and Edit...`. +.. image:: email_marketing/campaigns-page.png + :align: center + :alt: View of the campaign page in Odoo Email Marketing. -Click :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings -in the future. And click :guilabel:`Create and Edit...` to add this new mailing campaign to the -database, and Odoo reveals a pop-up window. +.. note:: + This information can also be viewed in a list, by clicking the :guilabel:`☰ (horizontal lines)` + icon in the upper-right corner. + +Clicking any campaign from the :guilabel:`Campaigns` page reveals that campaign's form. + +There are two different ways to create and customize campaigns in the *Email Marketing* application, +either directly from the :ref:`Campaigns page ` or through the +:ref:`Settings tab ` on an email form. + +.. _email_marketing/campaign-page: + +Create mailing campaign (from campaigns page) +--------------------------------------------- + +When the *Mailing Campaigns* feature is activated, a new *Campaigns* option appears in the header of +the *Email Marketing* application. Campaigns can be created directly on the *Campaigns* page in the +*Email Marketing* app. + +To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> New`. + +Kanban view +~~~~~~~~~~~ + +When the :guilabel:`New` button is clicked in the default Kanban view on the :guilabel:`Campaigns` +page, a Kanban card appears in the :guilabel:`New` stage. + +.. image:: email_marketing/campaigns-kanban-popup.png + :align: center + :alt: View of the campaign pop-up kanban in Odoo Email Marketing. + +New campaign cards can also be made by clicking the :guilabel:`➕ (plus sign)` at the top of any +Kanban stage on the :guilabel:`Campaigns` page. + +When the new campaign Kanban card appears, the options to enter a :guilabel:`Campaign Name`, a +:guilabel:`Responsible`, and :guilabel:`Tags` become readily available. + +To add the campaign to the Kanban stage, click the :guilabel:`Add` button. + +To delete the campaign, click the :guilabel:`🗑️ (trash can)` icon. + +To further customize the campaign, click the :guilabel:`Edit` button, which reveals the campaign +form for additional modifications. + +.. note:: + A :guilabel:`Campaign Name` **must** be entered in the Kanban card, in order for the + :guilabel:`Edit` button to reveal the campaign form for further modifications. + +List view +~~~~~~~~~ + +To enter the list view on the :guilabel:`Campaigns` page, click the :guilabel:`☰ (horizontal lines)` +icon in the upper-right corner. Doing so reveals all campaign information in a list format. + +.. image:: email_marketing/campaign-page-list-view.png + :align: center + :alt: View of the campaign page in list view in Odoo Email Marketing. + +To create a campaign from the :guilabel:`Campaigns` page while in list view, click the +:guilabel:`New` button. Doing so reveals a blank campaign form. + +.. image:: email_marketing/blank-campaign-form.png + :align: center + :alt: View of the blank campaign form in Odoo Email Marketing. + +From this campaign form, a :guilabel:`Campaign Name`, a :guilabel:`Responsible`, and +:guilabel:`Tags` can be added. + +At the top of the form, various metric-related smart buttons can be seen that showcase specific +analytics related to the campaign. Those smart buttons are: :guilabel:`Revenues`, +:guilabel:`Quotations`, :guilabel:`Opportunities`, and :guilabel:`Clicks`. + +.. note:: + Once a :guilabel:`Campaign Name` is entered and saved, additional buttons appear at the top of + the campaign form. + + Those additional buttons are: :guilabel:`Send Mailing` and :guilabel:`Send SMS`. + +Campaign form +------------- + +On the campaign form (after clicking :guilabel:`Edit` from the Kanban card, or selecting an existing +campaign from the :guilabel:`Campaigns` page) there are additional options and metrics available. + +.. image:: email_marketing/campaign-form.png + :align: center + :alt: View of the campaign form in Odoo Email Marketing. + +At the top of the form, various smart buttons can be seen that showcase specific analytics related +to the campaign. Those smart buttons are: :guilabel:`Revenues`, :guilabel:`Quotations`, +:guilabel:`Opportunities`, and :guilabel:`Clicks`. + +There are also buttons to :guilabel:`Send Mailing`, :guilabel:`Send SMS`, :guilabel:`Add Post`, and +:guilabel:`Add Push` (push notification). + +.. note:: + If the :guilabel:`Send Mailing` and :guilabel:`Send SMS` buttons are not readily available, enter + a :guilabel:`Campaign Name`, then save (either manually or automatically). Doing so reveals those + buttons. + +The status of the campaign can be viewed in the upper-right corner of the campaign form, as well. + +.. _email_marketing/campaign-settings: + +Create mailing campaign (from settings tab) +------------------------------------------- + +To create a new campaign from the :guilabel:`Settings` tab of a mailing form, click the +:guilabel:`Campaign` field, and start typing the name of the new campaign. Then, select either +:guilabel:`Create "[Campaign Name]"` or :guilabel:`Create and edit...` from the drop-down menu that +appears. + +.. image:: email_marketing/mailing-campaign-settings.png + :align: center + :alt: View of the mailing campaign creation in the Settings tab of an email form. + +Select :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings +in the future. + +Select :guilabel:`Create and Edit...` to add this new mailing campaign to the database, and reveal a +:guilabel:`Create Campaign` pop-up window. .. image:: email_marketing/mailing-campaign-popup.png :align: center :alt: View of the email mailing campaign pop-up window in Odoo Email Marketing application. -Here, the new mailing campaign can be further customized. Adjust the :guilabel:`Campaign Name`, -assign a :guilabel:`Responsible`, and add :guilabel:`Tags`. +Here, the new mailing campaign can be further customized. Users can adjust the :guilabel:`Campaign +Name`, assign a :guilabel:`Responsible`, and add :guilabel:`Tags`. -The top row of the :guilabel:`Create: Mailing Campaign` pop-up window is filled with analytical -smart buttons. Each of which displays various metrics related to the campaign. When clicked, Odoo -reveals a separate, more detailed page with even more in-depth statistics. +Buttons to :guilabel:`Add Post` or :guilabel:`Send Push` (push notifications) are also available. -The option to instantly a new communication from this pop-up window is available in the upper-left -corner. The adjustable status bar is located in the upper-right. +There is also a status located in the upper-right corner of the :guilabel:`Create Campaign` pop-up +window. -When all modifications are ready to be finalized, click :guilabel:`Save`. To delete the entire -campaign, click :guilabel:`Discard`. +When all modifications are ready to be finalized, click :guilabel:`Save & Close`. To delete the +entire campaign, click :guilabel:`Discard`. -Create new mailing campaign (from Campaigns page) -------------------------------------------------- - -When the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` option -appears in the header of the *Email Marketing* application. Campaigns can also be created on this -:guilabel:`Campaigns` page in the *Email Marketing* app. - -To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> Create`. When that's -clicked, a pop-up window appears, in which the :guilabel:`Campaign Name`, :guilabel:`Responsible`, -and :guilabel:`Tags` can be added directly on the :guilabel:`Campaigns` dashboard. - -.. image:: email_marketing/campaigns-page-popup.png - :align: center - :alt: View of the campaign pop-up window in Odoo Email Marketing. - -Click :guilabel:`Add` to add the campaign to the database, and freely edit it later on. Or, click -:guilabel:`Edit` and Odoo reveals the campaign template form on a separate page, providing the -opportunity to further edit the campaign, send communications related to the campaign, and analyze -various metrics related to the campaign, via the smart buttons at the top of the form. - -A/B testing -=========== - -Back in the :guilabel:`Settings` tab of the mailing, if the :guilabel:`Allow A/B Testing` box is -checked, recipients are only be mailed to once. This allows different mailings to be sent to -randomly selected recipients. This tests the overall effectiveness of the mailing, and eliminates -the need for duplicate messages. - -The :guilabel:`A/B Testing percentage` field represents the percentage of contacts in the database -that this message will be mailed to, as a part of the :guilabel:`A/B Testing`. Enter a number -between `1-100`. The recipients are randomly chosen. - -Send, schedule, or test -======================= - -After finalizing the mailing, Odoo provides the following options in the upper-left corner of the -email template page. Those options are: :guilabel:`Send`, :guilabel:`Schedule`, and -:guilabel:`Test`. - -While in :guilabel:`Edit` mode, there are also buttons to :guilabel:`Save` or :guilabel:`Discard` -the mailing, as well. - -- :guilabel:`Send` - Click to have Odoo send the email to the desired recipients. When Odoo has sent - the mailing, the status changes to *Sent*. -- :guilabel:`Schedule` - Click to reveal a pop-up window, in which a future date-time is chosen. - Odoo sends the mailing to the desired recipients at that specified date-time. When a date-time is - chosen, the status of the mailing changes to *In Queue*. -- :guilabel:`Test` - Click to reveal a pop-up window, in which Odoo allows a sample email to be sent - for testing purposes. Enter the desired recipient's email address in the :guilabel:`Recipients` - field, and click :guilabel:`Send Sample Mail`. -- :guilabel:`Save` - Click to save the mailing as a draft, which can be edited (and sent) at a later - date. When clicked, the status of the mailing stays as :guilabel:`Draft`. -- :guilabel:`Discard` - Click to discard any changes that have been made since the last save. - -.. tip:: - When :guilabel:`Save` or :guilabel:`Discard` is selected (while in :guilabel:`Edit` mode), those - options are replaced with an :guilabel:`Edit` button and a :guilabel:`Create` button. Click - :guilabel:`Edit` to re-enter :guilabel:`Edit` mode. Click :guilabel:`Create` to start creating a - new mailing. - -.. note:: - By default, there's a daily limit applied for **all emails** sent throughout *all* applications. - So, if there are remaining emails to be sent after a limit has been reached, those mailings *will - not* be sent automatically the next day. The sending needs to be forced, by opening the email and - clicking :guilabel:`Retry`. +.. seealso:: + - :doc:`email_marketing/mailing_lists` + - :doc:`email_marketing/unsubscriptions` + - :doc:`email_marketing/lost_leads_email` .. toctree:: :titlesonly: diff --git a/content/applications/marketing/email_marketing/ab-test-tab.png b/content/applications/marketing/email_marketing/ab-test-tab.png new file mode 100644 index 000000000..eacec21c2 Binary files /dev/null and b/content/applications/marketing/email_marketing/ab-test-tab.png differ diff --git a/content/applications/marketing/email_marketing/add-custom-filter-popup.png b/content/applications/marketing/email_marketing/add-custom-filter-popup.png new file mode 100644 index 000000000..278d7bbc0 Binary files /dev/null and b/content/applications/marketing/email_marketing/add-custom-filter-popup.png differ diff --git a/content/applications/marketing/email_marketing/add-filter-button.png 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