[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
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fsm
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planning
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planning
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general
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general
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email_marketing
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email_marketing.rst
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:banner: banners/email_marketing.png
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================
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Email Marketing
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================
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.. toctree::
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:titlesonly:
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email_marketing/overview
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email_marketing/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/send_emails
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overview/mailing_lists
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overview/manage_unsubscriptions
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email_marketing/overview/mailing_lists.rst
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=======================
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Work with Mailing Lists
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=======================
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Mailing lists could be a goldmine for your company’s marketing department as they can provide leads
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for sales, focus groups for testing new products, and consumers to provide feedback on satisfaction,
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for example.
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Create Mailing lists
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=====================
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Go to :menuselection:`Mailing lists --> Mailing lists --> Create`. Enable the option *Is Public* to
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make the list visible for users when unsubscribing.
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.. image:: media/mailing1.png
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:align: center
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:alt: Mailing lists in Odoo Email Marketing
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Once your mailing list is created, you can manually add contacts clicking on *Create*. *Import* a
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list of contacts if you have it from a previous tool.
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Linking a mailing list to my website
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-------------------------------------
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| Create a mailing list called Newsletter, as you use this strategy to advertise and communicate new
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ideas to subscribers interested in listening.
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| Go to your *Website*, add a *Newsletter* block and choose the respective mailing list.
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.. image:: media/mailing2.png
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:align: center
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:alt: Mailing lists in Odoo Email Marketing
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Check all the contacts of your mailing list(s)
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----------------------------------------------
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Under :menuselection:`Mailing Lists --> Mailing List Contacts` see a list of all contacts under all
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your mailing lists, and the ones you individually created here.
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.. image:: media/mailing3.png
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:align: center
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:alt: Mailing lists in Odoo Email Marketing
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Open a contact to see or add different mailing lists to which the contact is or will be part of.
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.. image:: media/mailing4.png
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:align: center
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:height: 400
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:alt: Mailing lists in Odoo Email Marketing
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.. seealso::
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- :doc:`send_emails`
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email_marketing/overview/manage_unsubscriptions.rst
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====================================
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Manage Unsubscriptions and Blacklist
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====================================
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It is best practice, and legally required, to allow recipients to unsubscribe from mailing lists
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as you do not want your audience to think that your company is using any tactics that are dishonest
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or spammy.
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Enable the Blacklist feature
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============================
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Go to :menuselection:`Configuration --> Settings` and enable the option *Blacklist Option when
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unsubscribing*.
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.. image:: media/manage1.png
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:align: center
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:alt: Blacklist in Odoo Email Marketing
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Now, once the user clicks on the *Unsubscribe* link on your email, he will be redirected to the
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following page:
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.. image:: media/manage2.png
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:align: center
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:height: 350
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:alt: Blacklist in Odoo Email Marketing
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In addition to having the option of unsubscribing from specific mailing lists, the user can also
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blacklist himself, meaning that he will not receive *any* more emails from you.
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.. note::
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The mailing list has to be configured as *Public* in order to be visible for users.
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| Under :menuselection:`Configuration --> Blacklist`, blacklisted email addresses will be shown.
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| When opening the record, as a *Log note*, a description-history is kept.
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.. image:: media/manage3.png
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:align: center
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:alt: Blacklist in Odoo Email Marketing
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.. seealso::
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- :doc:`send_emails`
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- :doc:`mailing_lists`
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email_marketing/overview/media/sendemails1.png
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email_marketing/overview/send_emails.rst
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==========================================
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Send Emails Marketing and Manage Campaigns
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==========================================
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Emails allow you to effectively, and at a low cost, reach a large number of consumers while being
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able to customize your message in a way that resonates with them. It is measurable, and a
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call-to-action oriented channel.
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Choose the right target and create the message
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==============================================
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| Go to :menuselection:`Mailings --> Create`.
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| Choosing *Contacts*, for example, as *Recipients*, will allow you to add specifications to match
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just certain contacts, filtering your target.
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.. image:: media/sendemails1.png
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:align: center
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:alt: Send mass mailing in Odoo Email Marketing
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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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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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double-clicking on content. Note that it is possible to start from scratch selecting the *blank*
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template option.
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.. image:: media/sendemails2.png
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:align: center
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:alt: Send mass mailing in Odoo Email Marketing
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| Under *Settings*, you can assign someone else as the responsible sender if you do not want it to
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be you. To do so, change the email address used as the sender (*Send From*).
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| With the *Reply To* radio button, you can also choose to gather answers either on the respective
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recipients’ records or on a specific email address. Note that this option is not available if you
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target mailing contacts, a mailing list or contacts as recipients.
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.. image:: media/sendemails3.png
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:align: center
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:height: 400
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:alt: Send mass mailing in Odoo Email Marketing
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Test, send or schedule a mailing
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================================
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.. image:: media/sendemails4.png
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:align: center
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:height: 350
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:alt: Send mass mailing in Odoo Email Marketing
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| *Save*: the work will be allocated in the *draft* column in the kanban view. Modifications can be
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made while being in this stage. The option *Discard* will delete the email.
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| Click on *Test* and send your message to one, or even multiple, test contacts to avoid errors.
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| *Send* will trigger the email with the next run and put the work on the *queue* column in the
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kanban view.
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| *Schedule* allows you to choose a date and time and will put the email in the *queue* column in
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the kanban view.
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.. note::
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The daily limit is applied for *all emails* sent, in other words, throughout all applications.
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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 will need to force that by opening the email and
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clicking on *Retry*.
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Manage campaigns
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================
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| Go to :menuselection:`Configuration --> Settings` and enable *Mailing Campaigns*.
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| The campaign option is effective as it allows you to organize your marketing efforts and have a
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centralized view of its metrics.
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| Go to *Campaign* and click on *Create* to start one.
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.. image:: media/sendemails5.png
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:align: center
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:height: 300
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:alt: manage campaigns in Odoo Email Marketing
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.. note::
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If you use the SMS and Social Marketing applications, as well as the Push Notification feature,
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you will see the option to create content for those channels. You will also see the *Campaign*
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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/email_servers`
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