diff --git a/content/applications/marketing/email_marketing/unsubscriptions.rst b/content/applications/marketing/email_marketing/unsubscriptions.rst index 739d002a2..475f047d9 100644 --- a/content/applications/marketing/email_marketing/unsubscriptions.rst +++ b/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` diff --git a/content/applications/marketing/email_marketing/unsubscriptions/blacklist-feature.png b/content/applications/marketing/email_marketing/unsubscriptions/blacklist-feature.png index 1b9bcf4fd..63005d79a 100644 Binary files a/content/applications/marketing/email_marketing/unsubscriptions/blacklist-feature.png and b/content/applications/marketing/email_marketing/unsubscriptions/blacklist-feature.png differ diff --git a/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-contact-form.png b/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-contact-form.png index c4574c288..825decc6b 100644 Binary files a/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-contact-form.png and b/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-contact-form.png differ diff --git a/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-email-addresses.png b/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-email-addresses.png index 5fed45ee0..50500c13b 100644 Binary files a/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-email-addresses.png and b/content/applications/marketing/email_marketing/unsubscriptions/blacklisted-email-addresses.png differ diff --git a/content/applications/marketing/email_marketing/unsubscriptions/mailing-subscriptions-blocklist-question.png b/content/applications/marketing/email_marketing/unsubscriptions/mailing-subscriptions-blocklist-question.png new file mode 100644 index 000000000..67235fc8b Binary files /dev/null and b/content/applications/marketing/email_marketing/unsubscriptions/mailing-subscriptions-blocklist-question.png differ diff --git a/content/applications/marketing/email_marketing/unsubscriptions/mailing-subscriptions-page.png b/content/applications/marketing/email_marketing/unsubscriptions/mailing-subscriptions-page.png new file mode 100644 index 000000000..6d27dfac1 Binary files /dev/null and b/content/applications/marketing/email_marketing/unsubscriptions/mailing-subscriptions-page.png differ diff --git a/content/applications/marketing/email_marketing/unsubscriptions/manage3.png b/content/applications/marketing/email_marketing/unsubscriptions/manage3.png deleted file mode 100644 index 7457c8f2a..000000000 Binary files a/content/applications/marketing/email_marketing/unsubscriptions/manage3.png and /dev/null differ diff --git a/content/applications/marketing/email_marketing/unsubscriptions/unblacklist-popup.png b/content/applications/marketing/email_marketing/unsubscriptions/unblacklist-popup.png index 4779dc4dc..2b00b5a93 100644 Binary files a/content/applications/marketing/email_marketing/unsubscriptions/unblacklist-popup.png and b/content/applications/marketing/email_marketing/unsubscriptions/unblacklist-popup.png differ