diff --git a/_static/banners/email_marketing.png b/_static/banners/email_marketing.png new file mode 100644 index 000000000..10b93ca36 Binary files /dev/null and b/_static/banners/email_marketing.png differ diff --git a/applications.rst b/applications.rst index 8543d52bb..c5c40e92b 100644 --- a/applications.rst +++ b/applications.rst @@ -28,4 +28,4 @@ Applications fsm planning general - + email_marketing diff --git a/email_marketing.rst b/email_marketing.rst new file mode 100644 index 000000000..7508399ba --- /dev/null +++ b/email_marketing.rst @@ -0,0 +1,10 @@ +:banner: banners/email_marketing.png + +================ +Email Marketing +================ + +.. toctree:: + :titlesonly: + + email_marketing/overview \ No newline at end of file diff --git a/email_marketing/overview.rst b/email_marketing/overview.rst new file mode 100644 index 000000000..2aacdf963 --- /dev/null +++ b/email_marketing/overview.rst @@ -0,0 +1,10 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/send_emails + overview/mailing_lists + overview/manage_unsubscriptions diff --git a/email_marketing/overview/mailing_lists.rst b/email_marketing/overview/mailing_lists.rst new file mode 100644 index 000000000..a024f5687 --- /dev/null +++ b/email_marketing/overview/mailing_lists.rst @@ -0,0 +1,54 @@ +======================= +Work with Mailing Lists +======================= +Mailing lists could be a goldmine for your company’s 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` diff --git a/email_marketing/overview/manage_unsubscriptions.rst b/email_marketing/overview/manage_unsubscriptions.rst new file mode 100644 index 000000000..5b54741fb --- /dev/null +++ b/email_marketing/overview/manage_unsubscriptions.rst @@ -0,0 +1,48 @@ +==================================== +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` \ No newline at end of file diff --git a/email_marketing/overview/media/mailing1.png b/email_marketing/overview/media/mailing1.png new file mode 100644 index 000000000..226e25abc Binary files /dev/null and b/email_marketing/overview/media/mailing1.png differ diff --git a/email_marketing/overview/media/mailing2.png b/email_marketing/overview/media/mailing2.png new file mode 100644 index 000000000..450c60063 Binary files /dev/null and b/email_marketing/overview/media/mailing2.png differ diff --git a/email_marketing/overview/media/mailing3.png b/email_marketing/overview/media/mailing3.png new file mode 100644 index 000000000..b4ac5db65 Binary files /dev/null and b/email_marketing/overview/media/mailing3.png differ diff --git a/email_marketing/overview/media/mailing4.png b/email_marketing/overview/media/mailing4.png new file mode 100644 index 000000000..2e7545dbf Binary files /dev/null and b/email_marketing/overview/media/mailing4.png differ diff --git a/email_marketing/overview/media/manage1.png b/email_marketing/overview/media/manage1.png new file mode 100644 index 000000000..f4164b5e8 Binary files /dev/null and b/email_marketing/overview/media/manage1.png differ diff --git a/email_marketing/overview/media/manage2.png b/email_marketing/overview/media/manage2.png new file mode 100644 index 000000000..d307bd8c6 Binary files /dev/null and b/email_marketing/overview/media/manage2.png differ diff --git a/email_marketing/overview/media/manage3.png b/email_marketing/overview/media/manage3.png new file mode 100644 index 000000000..7457c8f2a Binary files /dev/null and b/email_marketing/overview/media/manage3.png differ diff --git a/email_marketing/overview/media/sendemails1.png b/email_marketing/overview/media/sendemails1.png new file mode 100644 index 000000000..df03afdb8 Binary files /dev/null and b/email_marketing/overview/media/sendemails1.png differ diff --git a/email_marketing/overview/media/sendemails2.png b/email_marketing/overview/media/sendemails2.png new file mode 100644 index 000000000..e329b961e Binary files /dev/null and b/email_marketing/overview/media/sendemails2.png differ diff --git a/email_marketing/overview/media/sendemails3.png b/email_marketing/overview/media/sendemails3.png new file mode 100644 index 000000000..d4068969a Binary files /dev/null and b/email_marketing/overview/media/sendemails3.png differ diff --git a/email_marketing/overview/media/sendemails4.png b/email_marketing/overview/media/sendemails4.png new file mode 100644 index 000000000..88cb28cef Binary files /dev/null and b/email_marketing/overview/media/sendemails4.png differ diff --git a/email_marketing/overview/media/sendemails5.png b/email_marketing/overview/media/sendemails5.png new file mode 100644 index 000000000..c5fc015cc Binary files /dev/null and b/email_marketing/overview/media/sendemails5.png differ diff --git a/email_marketing/overview/send_emails.rst b/email_marketing/overview/send_emails.rst new file mode 100644 index 000000000..bc1f4ddcc --- /dev/null +++ b/email_marketing/overview/send_emails.rst @@ -0,0 +1,99 @@ +========================================== +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 `_. + + +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` +