[IMP] email marketing: updated unsubscription/blacklist doc for 17

closes odoo/documentation#8341

X-original-commit: 3e4463c978
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/marketing/email_marketing/unsubscriptions.rst

@@ -1,66 +1,122 @@
 ==================================
-Manage unsubscriptions (Blacklist)
+Manage unsubscriptions (blacklist)
 ==================================
 
 Providing recipients with the power to unsubscribe from mailing lists is not only a smart business
-practice, it's often a legal requirement. By allowing recipients to unsubscribe from a mailing list
-establishes a sense of trust with an audience, and helps companies appear genuine (and not spammy).
+practice, it's often a legal requirement. Allowing recipients to unsubscribe from a mailing list
+establishes a sense of trust and control with an audience. It also helps companies appear more
+genuine, and less *spammy*.
 
-Enable the Blacklist feature
-============================
+Unsubscribe and blacklist
+=========================
 
-First, the *Blacklist* feature must be enabled. To do that, navigate to :menuselection:`Email
-Marketing app --> Configuration --> Settings`, enable to :guilabel:`Blacklist Options when
-Unsubscribing`, and click :guilabel:`Save`.
+In addition to having the option to unsubscribe from specific mailing lists, the recipient can also
+*blacklist* themselves during the unsubscription process, meaning they will not receive *any* more
+marketing emails from the Odoo database.
+
+In order to provide recipients with the ability to blacklist themselves, a specific feature **must**
+be enabled in the *Email Marketing* application.
+
+Navigate to :menuselection:`Email Marketing app --> Configuration --> Settings`, and tick the
+checkbox next to the :guilabel:`Blacklist Option when Unsubscribing` feature. Then, click
+:guilabel:`Save` in the upper-left corner of the :guilabel:`Settings` page.
 
 .. image:: unsubscriptions/blacklist-feature.png
    :align: center
    :alt: View of the blacklist feature in the Settings page of the Odoo Email Marketing app.
 
-With that feature activated, an *Unsubscribe* link appears in mailings. If a recipient clicks that
-link, Odoo reveals a :guilabel:`Unsubscriptions` page, where they can directly manage their
-subscriptions.
+Unsubscribe
+-----------
+
+By default, an *Unsubscribe* link appears at the bottom of all mailing templates.
+
+.. warning::
+   The *Unsubscribe* link does **not** appear by default if the *Start From Scratch* template is
+   used to create a mailing. The user **must** manually add the specific unsubscribe link
+   `/unsubscribe_from_list` in the body of the email, or use a block from the *Footers* section of
+   the email builder, which includes the unsubscribe link.
+
+If a recipient clicks the *Unsubscribe* link in a mailing, Odoo instantly unsubscribes them from the
+mailing list, presents them with a :guilabel:`Mailing Subscriptions` page where they can directly
+manage their subscriptions, and informs them that they've been :guilabel:`Successfully
+Unsubscribed`.
+
+.. image:: unsubscriptions/mailing-subscriptions-page.png
+   :align: center
+   :alt: The Mailng Subscriptions page that appears when 'Unsubscribe' link in mailing is clicked.
+
+Beneath that, Odoo asks the former subscriber to :guilabel:`Please let us know why you updated your
+subscription`, and the user can proceed to choose the appropriate opt-out reason from a series of
+options presented to them.
 
 .. note::
-   With a test mailing, clicking the :guilabel:`Unsubscribe` link reveals an error page (*error 403
-   - Access Denied*). To make sure the link is working properly, create the mailing, and only send
-   it to a personal email.
+   The opt-out answer options can be created and modified by navigating to :menuselection:`Email
+   Marketing app --> Configuration --> Optout Reasons`.
+
+Once they've chosen the appropriate opt-out reason from the options presented to them, they can
+click the :guilabel:`Send` button. Odoo then logs their reasoning for unsubscribing in the *Email
+Marketing* app for future analysis.
 
 Blacklist
-=========
+---------
 
-In addition to having the option to *Unsubscribe* from specific mailing lists, the recipient can
-also *Blacklist* themselves, meaning they will not receive *any* more emails.
+For a recipient to remove (i.e. blacklist) themselves from **all** marketing emails during the
+unsubscription process, on the :guilabel:`Mailing Subscriptions` page, they must click
+:guilabel:`Exclude Me`.
 
-.. note::
-   The mailing list has to be configured as *Public* in order to be visible for users.
+Upon clicking :guilabel:`Exclude Me`, Odoo informs the recipient they have been successfully
+blacklisted, with a message reading: :guilabel:`✔️ Email added to our blocklist`.
 
-To view a complete collection of blacklisted email addresses, navigate to :menuselection:`Email
+.. image:: unsubscriptions/mailing-subscriptions-blocklist-question.png
+   :align: center
+   :alt: The blocklist question on the Mailing Subscriptions page that recipients see.
+
+Beneath that, Odoo asks the former subscriber to :guilabel:`Please let us know why you want to be
+added to our blocklist`, and the user can proceed to choose the appropriate reason from a series of
+options presented to them.
+
+Once they've chosen the appropriate reason from the options presented to them, they can click the
+:guilabel:`Send` button. Odoo then logs their reasoning for blacklisting themselves in the *Email
+Marketing* app for future analysis.
+
+Blacklisted email addresses
+===========================
+
+To view a complete list of all blacklisted email addresses, navigate to :menuselection:`Email
 Marketing app --> Configuration --> Blacklisted Email Addresses`.
 
 .. image:: unsubscriptions/blacklisted-email-addresses.png
    :align: center
    :alt: View of the blacklisted email addresses page in Odoo Email Marketing.
 
-When a blacklisted record is selected from this page, Odoo reveals a separate page with that
-blacklisted recipient's contact information.
+When a blacklisted record is selected from this list, Odoo reveals a separate page with the
+recipient's contact information, along with the provided :guilabel:`Reason` why they chose to
+blacklist themselves.
 
 .. image:: unsubscriptions/blacklisted-contact-form.png
    :align: center
    :alt: View of a blacklisted contact detail form in Odoo Email Marketing.
 
-In the :guilabel:`Chatter` of this page, there's a time-stamped message, informing the user when
-that recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note).
+In the *chatter* of the blacklisted record page, there's a time-stamped message, informing the user
+when the recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note).
+
+.. note::
+   Blacklisted emails are excluded from all marketing mailings, however, these emails can still
+   receive transactional emails, such as order confirmations, shipping notifications, etc.
 
 Unblacklist contacts
 ====================
 
-To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the upper-left corner to
-remove the contact from the blacklist, allowing them to receive mailings once again.
+To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the upper-left corner of a
+blacklisted record's page to remove the contact from the blacklist, allowing them to receive
+mailings once again.
 
-When :guilabel:`Unblacklist` is clicked, a pop-up appears. In this pop-up, the specific email
-address is listed, and there's a :guilabel:`Reason` field, in which a reason can be entered,
-explaining why this particular contact was removed from the blacklist.
+When :guilabel:`Unblacklist` is clicked, an :guilabel:`Are you sure you want to unblacklist this
+Email Address?` pop-up window appears.
+
+In this pop-up window, the email address of the selected blacklisted record is shown, and there's a
+:guilabel:`Reason` field, in which a reason can be entered, explaining why this particular contact
+was removed from the blacklist.
 
 .. image:: unsubscriptions/unblacklist-popup.png
    :align: center
@@ -70,5 +126,5 @@ After filling in the fields, click :guilabel:`Confirm` to officially remove that
 from the blacklist.
 
 .. seealso::
-   - :doc:`/applications/marketing/email_marketing`
-   - :doc:`/applications/marketing/email_marketing/mailing_lists`
+   - :doc:`../email_marketing`
+   - :doc:`mailing_lists`