[ADD] Email_marketing: new doc

* [ADD] email_marketing: documentation

* [IMP] email_marketing: improved toctree

Co-authored-by: KBR <57449423+kbr-odoo@users.noreply.github.com>
Co-authored-by: Julien B.  <37931357+jubodoo@users.noreply.github.com>
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fsm
planning
general
email_marketing

10
email_marketing.rst Normal file
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:banner: banners/email_marketing.png
================
Email Marketing
================
.. toctree::
:titlesonly:
email_marketing/overview

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========
Overview
========
.. toctree::
:titlesonly:
overview/send_emails
overview/mailing_lists
overview/manage_unsubscriptions

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=======================
Work with Mailing Lists
=======================
Mailing lists could be a goldmine for your companys marketing department as they can provide leads
for sales, focus groups for testing new products, and consumers to provide feedback on satisfaction,
for example.
Create Mailing lists
=====================
Go to :menuselection:`Mailing lists --> Mailing lists --> Create`. Enable the option *Is Public* to
make the list visible for users when unsubscribing.
.. image:: media/mailing1.png
:align: center
:alt: Mailing lists in Odoo Email Marketing
Once your mailing list is created, you can manually add contacts clicking on *Create*. *Import* a
list of contacts if you have it from a previous tool.
Linking a mailing list to my website
-------------------------------------
| Create a mailing list called Newsletter, as you use this strategy to advertise and communicate new
ideas to subscribers interested in listening.
| Go to your *Website*, add a *Newsletter* block and choose the respective mailing list.
.. image:: media/mailing2.png
:align: center
:alt: Mailing lists in Odoo Email Marketing
Check all the contacts of your mailing list(s)
----------------------------------------------
Under :menuselection:`Mailing Lists --> Mailing List Contacts` see a list of all contacts under all
your mailing lists, and the ones you individually created here.
.. image:: media/mailing3.png
:align: center
:alt: Mailing lists in Odoo Email Marketing
Open a contact to see or add different mailing lists to which the contact is or will be part of.
.. image:: media/mailing4.png
:align: center
:height: 400
:alt: Mailing lists in Odoo Email Marketing
.. seealso::
- :doc:`send_emails`

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====================================
Manage Unsubscriptions and Blacklist
====================================
It is best practice, and legally required, to allow recipients to unsubscribe from mailing lists
as you do not want your audience to think that your company is using any tactics that are dishonest
or spammy.
Enable the Blacklist feature
============================
Go to :menuselection:`Configuration --> Settings` and enable the option *Blacklist Option when
unsubscribing*.
.. image:: media/manage1.png
:align: center
:alt: Blacklist in Odoo Email Marketing
Now, once the user clicks on the *Unsubscribe* link on your email, he will be redirected to the
following page:
.. image:: media/manage2.png
:align: center
:height: 350
:alt: Blacklist in Odoo Email Marketing
In addition to having the option of unsubscribing from specific mailing lists, the user can also
blacklist himself, meaning that he will not receive *any* more emails from you.
.. note::
The mailing list has to be configured as *Public* in order to be visible for users.
| Under :menuselection:`Configuration --> Blacklist`, blacklisted email addresses will be shown.
| When opening the record, as a *Log note*, a description-history is kept.
.. image:: media/manage3.png
:align: center
:alt: Blacklist in Odoo Email Marketing
.. seealso::
- :doc:`send_emails`
- :doc:`mailing_lists`

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==========================================
Send Emails Marketing and Manage Campaigns
==========================================
Emails allow you to effectively, and at a low cost, reach a large number of consumers while being
able to customize your message in a way that resonates with them. It is measurable, and a
call-to-action oriented channel.
Choose the right target and create the message
==============================================
| Go to :menuselection:`Mailings --> Create`.
| Choosing *Contacts*, for example, as *Recipients*, will allow you to add specifications to match
just certain contacts, filtering your target.
.. image:: media/sendemails1.png
:align: center
:alt: Send mass mailing in Odoo Email Marketing
.. 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
Support. To contact Support, `click here <https://www.odoo.com/help>`_.
Under *Mail Body*, choose a layout and make the modifications needed by dragging, dropping and
double-clicking on content. Note that it is possible to start from scratch selecting the *blank*
template option.
.. image:: media/sendemails2.png
:align: center
:alt: Send mass mailing in Odoo Email Marketing
| Under *Settings*, you can assign someone else as the responsible sender if you do not want it to
be you. To do so, change the email address used as the sender (*Send From*).
| With the *Reply To* radio button, you can also choose to gather answers either on the respective
recipients records or on a specific email address. Note that this option is not available if you
target mailing contacts, a mailing list or contacts as recipients.
.. image:: media/sendemails3.png
:align: center
:height: 400
:alt: Send mass mailing in Odoo Email Marketing
Test, send or schedule a mailing
================================
.. image:: media/sendemails4.png
:align: center
:height: 350
:alt: Send mass mailing in Odoo Email Marketing
| *Save*: the work will be allocated in the *draft* column in the kanban view. Modifications can be
made while being in this stage. The option *Discard* will delete the email.
| Click on *Test* and send your message to one, or even multiple, test contacts to avoid errors.
| *Send* will trigger the email with the next run and put the work on the *queue* column in the
kanban view.
| *Schedule* allows you to choose a date and time and will put the email in the *queue* column in
the kanban view.
.. note::
The daily limit is applied for *all emails* sent, in other words, throughout all applications.
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 will need to force that by opening the email and
clicking on *Retry*.
Manage campaigns
================
| Go to :menuselection:`Configuration --> Settings` and enable *Mailing Campaigns*.
| The campaign option is effective as it allows you to organize your marketing efforts and have a
centralized view of its metrics.
| Go to *Campaign* and click on *Create* to start one.
.. image:: media/sendemails5.png
:align: center
:height: 300
:alt: manage campaigns in Odoo Email Marketing
.. note::
If you use the SMS and Social Marketing applications, as well as the Push Notification feature,
you will see the option to create content for those channels. You will also see the *Campaign*
menu within those applications. All of this is possible because the applications work integrated.
.. seealso::
- :doc:`../../discuss/email_servers`