diff --git a/content/applications/marketing.rst b/content/applications/marketing.rst index 1c9c01802..a988820fd 100644 --- a/content/applications/marketing.rst +++ b/content/applications/marketing.rst @@ -7,6 +7,7 @@ Marketing .. toctree:: + marketing/email_marketing marketing/marketing_automation marketing/sms_marketing marketing/events diff --git a/content/applications/marketing/email_marketing.rst b/content/applications/marketing/email_marketing.rst new file mode 100644 index 000000000..170bdc0c2 --- /dev/null +++ b/content/applications/marketing/email_marketing.rst @@ -0,0 +1,436 @@ +:show-content: +:show-toc: + +=============== +Email marketing +=============== + +Emails are an effective, fully-customizable form of communication that are able to reach any target +audience - large or small. The success of an email is easily measurable, especially when a creative +call-to-action is involved. + +Odoo *Email Marketing* provides professional-grade email design tools, templates, and features, +designed to simplify the otherwise complex process required to create engaging emails, build +successful campaigns, and track their overall effectiveness in a single application. + +.. seealso:: + - :doc:`/applications/marketing/email_marketing/mailing_lists` + - :doc:`/applications/marketing/email_marketing/unsubscriptions` + +Email marketing dashboard +========================= + +To get started, click on the :menuselection:`Email Marketing` app icon, located on the main Odoo +dashboard, which leads to the main :guilabel:`Email Marketing` dashboard (in the default kanban +view). + +To see all the mailings in the database, remove the default :guilabel:`My Mailings` filter from the +search bar. + +.. image:: email_marketing/dashboard.png + :align: center + :alt: View of the main dashboard of the Odoo Email Marketing application. + +.. note:: + In the search bar, by default, the filter: :guilabel:`My Mailings` is present. That means the + only information being seen (at that time) on the :guilabel:`Email Marketing` dashboard are + emails that the current user has created, sent, or is responsible for. + + This filter can be removed by clicking the :guilabel:`X` next to :guilabel:`My Mailings` in the + search bar. Doing so, reveals all the information for every email in the database. + +Default kanban view and stages +------------------------------ + +The four kanban columns each represent the various stages of emails that have been built or sent +within the *Email Marketing* application. + +The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, :guilabel:`Sent`. + +- :guilabel:`Draft`: means the email is still being written/created. +- :guilabel:`In Queue`: means the email is scheduled, and sent at a later date. +- :guilabel:`Sending`: means the email is currently being sent to its recipients. +- :guilabel:`Sent`: means the email has already been sent to its recipients. + +In each stage, there are drag-and-drop cards representing the email campaigns that have been +created, and the stage they are in represents the current status of that mailing. + +Each mailing block on the :guilabel:`Email Marketing` dashboard provides key information related to +that specific email. + +When the cursor hovers over the upper-right corner of an email campaign card, three vertical dots +(:guilabel:`⋮`) appear. When clicked, a mini drop-down menu reveals the option to color-code the +email :guilabel:`Delete` the email altogether, or :guilabel:`Archive` the message for potential +future use. + +.. image:: email_marketing/three-dot-dropdown.png + :align: center + :alt: View of the three-dot drop-down menu on the Odoo Email Marketing dashboard. + +In the upper-right corner of the main :guilabel:`Email Marketing` dashboard, there are other view +options to choose from: :guilabel:`List` and :guilabel:`Graph`. + +List view +--------- + +The :guilabel:`List` view (represented by the :guilabel:`☰ (three vertical lines)` icon) provides +the same key information, but in a classic list format. + +.. image:: email_marketing/list-view.png + :align: center + :alt: How the List view appears in the Odoo Email Marketing application. + +Graph view +---------- + +The :guilabel:`Graph` view (represented by the :guilabel:`📊 (bar graph)` icon) provides the same +key information, but in a variety of customizable graph (and chart) layouts. + +.. image:: email_marketing/graph-view.png + :align: center + :alt: How the Graph view appears in the Odoo Email Marketing application. + +In the upper-left corner, there is a :guilabel:`Measures` menu, providing even more filter options +to further customize the graph views. + +Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage`, :guilabel:`Color Index`, +and :guilabel:`Count` (which is selected, by default). + +Filters, Group By, and Favorites search options +----------------------------------------------- + +Regardless of the view chosen for the :guilabel:`Email Marketing` dashboard, the +:guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are always available. + +These options provide various ways to specify and organize the information seen on the +:guilabel:`Email Marketing` dashboard. + +.. tabs:: + + .. tab:: Filters + + This drop-down menu provides different ways to filter email campaigns on the dashboard. The + options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and + :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an + additional drop-down menu, with three customizable fields to fill in, in order to retrieve + results that fit more specific criteria. + + .. image:: email_marketing/filters-dropdown.png + :alt: View of filters drop-down menu options on the Odoo Email Marketing dashboard. + + .. tab:: Group By + + This drop-down menu provides different ways to filter email information on the dashboard. The + options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`Archived`, and + :guilabel:`Add Custom Filter`. If :guilabel:`Add Custom Filter` is selected, Odoo reveals an + additional drop-down menu, with three customizable fields to fill in, and Odoo reveals the + appropriate results that fit that specific criteria. + + .. image:: email_marketing/group-by-dropdown.png + :alt: View of the Group By drop-down menu on the Odoo Email Marketing application. + + .. tab:: Favorites + + This drop-down menu provides different ways to incorporate past search filters and other + record-related options to customize the dashboard. The options are: :guilabel:`Save current + search`, :guilabel:`Import records`, :guilabel:`Add to my dashboard`, and :guilabel:`Add to + Google Spreadsheet`. + + .. image:: email_marketing/favorites-dropdown.png + :alt: View of the Favorites drop-down menu on the Odoo Email Marketing application. + +Settings +======== + +To view (and modify) the *Email Marketing* settings, navigate to :menuselection:`Email Marketing +application --> Configuration --> Settings`. + +.. image:: email_marketing/settings-page.png + :align: center + :alt: View of the Settings page in the Odoo Email Marketing application. + +On this :guilabel:`Settings` page, there are three features available. The features are: +:guilabel:`Mailing Campaigns`, :guilabel:`Blacklist Option when Unsubscribing`, and +:guilabel:`Dedicated Server`. + +- :guilabel:`Mailing Campaigns`: enables the option to manage mass mailing campaigns. +- :guilabel:`Blacklist Option when Unsubscribing`: allows recipients to blacklist themselves from + future mailings during the unsubscribing process. +- :guilabel:`Dedicated Server`: provides the option to utilize a separate, dedicated server for + mailings. When enabled, Odoo reveals a new field (and link), in which the specific server + configurations must be entered, in order for it to connect properly to Odoo. + +Create an email +=============== + +To create an email, open the :menuselection:`Email Marketing` application, and click the +:guilabel:`Create` button in the upper-left corner. + +Clicking :guilabel:`Create` reveals a blank email detail form. + +.. image:: email_marketing/blank-email-detail-form.png + :align: center + :alt: View of a blank email detail form in Odoo Email Marketing application. + +First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is visible in the +recipients' inbox, allowing them to get quickly see what the message is about. + +.. note:: + The :guilabel:`Subject` field is mandatory. An email can not be sent without a + :guilabel:`Subject`. + +.. tip:: + The :guilabel:`☺ (smiley face)` icon at the end of the :guilabel:`Subject` field (and + :guilabel:`Preview Text` field) represents emojis. Click that :guilabel:`☺ (smiley face)` icon to + reveal a menu of emojis that can be used in either field. + +Next, there is the option to enter some :guilabel:`Preview Text`. This text is a catchy preview +sentence that encourages recipients to open the message. In most inboxes, this is displayed next to +the subject. + +.. tip:: + Keep the :guilabel:`Preview Text` empty to show the first characters of the email content, + instead. + +Recipients +---------- + +After that, it's time to choose the recipients of this email, which can be completed in the +:guilabel:`Recipients` field. + +.. image:: email_marketing/recipients-dropdown.png + :align: center + :alt: View of recipients drop-down menu in the Odoo Email Marketing application. + +The default option is :guilabel:`Mailing List`. If :guilabel:`Mailing List` option is selected, a +specific :guilabel:`Mailing List` needs to be chosen from the adjacent :guilabel:`Select mailing +lists` field drop-down menu. + +Then, Odoo will only send this email to contacts on that specific mailing list. + +.. seealso:: + :doc:`/applications/marketing/email_marketing/mailing_lists` + +When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed. +Each option provides different ways Odoo can create a target audience for the email. + +Those options (excluding the default :guilabel:`Mailing List`) provide the option to create a more +specified recipient filter, in an equation-like format. + +The :guilabel:`Recipients` field options are as follows: + +- :guilabel:`Applicant`: filter focuses on specific job applicants in the database. +- :guilabel:`Contact`: filter focuses on specific contacts in the database. +- :guilabel:`Event Registration`: filter focuses on people in the database who purchased event + registrations. +- :guilabel:`Event Track`: filter focuses on people in the database who hosted a specific talk + (track) at an event. +- :guilabel:`Lead/Opportunity`: filter focuses on leads or opportunities in the database. +- :guilabel:`Mailing Contact`: filter focuses on specific mailing contacts in the database. +- :guilabel:`Sales Order`: filter focuses on a specific sales orders in the database. + +If the specified recipient fields don't automatically reveal themselves, simply click the +:guilabel:`Add Filter` button beneath the :guilabel:`Recipients` field, and Odoo reveals the +necessary equation fields to further drill down the target recipients for this mailing. + +Add a recipient filter +---------------------- + +To add a more specified recipient filter, select any recipient option (other than :guilabel:`Mailing +List`), and clicking :guilabel:`Add Filter`, if needed, to reveal three fields, formatted like an +equation. + +To reveal the sub-menu options, click each field, and make the desired selections, until the +preferred configuration has been achieved. The number of :guilabel:`Records` that match the rule(s) +are indicated to the right of the :guilabel:`Recipients` field, in green. + +.. image:: email_marketing/add-filter-button.png + :align: center + :alt: View of how recipient filters can be customized in Odoo Email Marketing. + +.. note:: + Some sub-menu options in the first rule field allow for a second choice to provide even more + specificity. + +To the right of each rule, are :guilabel:`× (Delete node)`, :guilabel:`+ (Add node)`, and +:guilabel:`⋯ (Add branch)` icons. + +The :guilabel:`× (Delete node)` icon deletes a specific node (line) of the rule. The :guilabel:`+ +(Add node)` icon adds a node (line) to the rule. And, the :guilabel:`⋯ (Add branch)` icon adds a +branch to the node. A branch means two additional, indented sub-nodes are added to the rule, +providing even more specificity to the line above it. + +Mail body tab +------------- + +At the bottom of the email form are two tabs: :guilabel:`Mail Body` and :guilabel:`Settings`. Let's +focus on :guilabel:`Mail Body` tab first. + +In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose +from. Select the desired template, and modify every element of its design details with Odoo's +drag-and-drop building blocks, located on the right sidebar. Each building block provides unique +features and professional design elements. + +.. image:: email_marketing/mail-blocks.png + :align: center + :alt: View of the building blocks used to create mailings in Odoo Email Marketing application. + +.. tip:: + To build an email from scratch, select the :guilabel:`Plain Text` template, and Odoo provides a + blank email canvas, which can be customized in a number of ways - either by using the front-end + rich text editor that accepts slash (:guilabel:`/`) commands, or with the XML code editor when + :ref:`Developer Mode (debug mode) ` is engaged, and the :guilabel:`` icon is + clicked. + +Settings tab +------------ + +To the right of the :guilabel:`Mail Body` tab is the :guilabel:`Settings` tab. + +.. note:: + The options available in the :guilabel:`Settings` tab will be different, depending on if the + :guilabel:`Mailing Campaigns` feature is activated in the :guilabel:`Settings` page of the + :menuselection:`Email Marketing` application (:menuselection:`Email Marketing --> Configuration + --> Settings`). + +Without the :guilabel:`Mailing Campaigns` feature activated, the :guilabel:`Settings` tab on the +email detail form looks like this: + +.. image:: email_marketing/settings-without-features.png + :align: center + :alt: View of settings tab in Odoo Email Marketing app, without settings activated. + +- :guilabel:`Responsible`: choose an employee (in the database) to be responsible for this + particular email. +- :guilabel:`Send From`: designate an email alias that'll display as the sender of this particular + email. +- :guilabel:`Reply To`: designate an email alias to whom all the replies to this particular email + will be sent. +- :guilabel:`Attachments`: if any specific documents are required (or helpful) for this event + invite, they can be sent along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding + the appropriate document(s). + +When the :guilabel:`Mailing Campaigns` feature *is* activated, additional :guilabel:`Marketing` +options appear in the :guilabel:`Settings` tab, which look like this: + +.. image:: email_marketing/settings-tab-with-settings.png + :align: center + :alt: View of settings tab in Odoo Email Marketing when settings are activated. + +The additional features are: :guilabel:`Mailing Campaign`, :guilabel:`Allow A/B Testing`, and +:guilabel:`A/B Testing percentage`. + +Mailing campaigns +================= + +The :guilabel:`Mailing Campaign` field provides the option to add this particular email to a +previously-made email campaign in the database. Click the empty field to reveal a drop-down menu +containing all previously-made mailing campaigns in the database. + +.. image:: email_marketing/mailing-campaign-dropdown.png + :align: center + :alt: View of a mailing campaign drop-down menu in Odoo Email Marketing application. + +If the desired campaign isn't available in the initial drop-down menu, select :guilabel:`Search +More` to reveal a complete list of all mailing campaigns in the database. Or, type the name of the +desired mailing campaign in the :guilabel:`Mailing Campaign` field, until Odoo reveals the desired +campaign in the drop-down menu. Then, select the desired campaign. + +Create new mailing campaign (from Settings tab) +----------------------------------------------- + +To create a new campaign from this :guilabel:`Mailing Campaign` field, start typing the name of this +new campaign, and select :guilabel:`Create [Campaign Name]` or :guilabel:`Create and Edit...`. + +Click :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings +in the future. And click :guilabel:`Create and Edit...` to add this new mailing campaign to the +database, and Odoo reveals a pop-up window. + +.. image:: email_marketing/mailing-campaign-popup.png + :align: center + :alt: View of the email mailing campaign pop-up window in Odoo Email Marketing application. + +Here, the new mailing campaign can be further customized. Adjust the :guilabel:`Campaign Name`, +assign a :guilabel:`Responsible`, and add :guilabel:`Tags`. + +The top row of the :guilabel:`Create: Mailing Campaign` pop-up window is filled with analytical +smart buttons. Each of which displays various metrics related to the campaign. When clicked, Odoo +reveals a separate, more detailed page with even more in-depth statistics. + +The option to instantly a new communication from this pop-up window is available in the upper-left +corner. The adjustable status bar is located in the upper-right. + +When all modifications are ready to be finalized, click :guilabel:`Save`. To delete the entire +campaign, click :guilabel:`Discard`. + +Create new mailing campaign (from Campaigns page) +------------------------------------------------- + +When the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` option +appears in the header of the *Email Marketing* application. Campaigns can also be created on this +:guilabel:`Campaigns` page in the *Email Marketing* app. + +To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> Create`. When that's +clicked, a pop-up window appears, in which the :guilabel:`Campaign Name`, :guilabel:`Responsible`, +and :guilabel:`Tags` can be added directly on the :guilabel:`Campaigns` dashboard. + +.. image:: email_marketing/campaigns-page-popup.png + :align: center + :alt: View of the campaign pop-up window in Odoo Email Marketing. + +Click :guilabel:`Add` to add the campaign to the database, and freely edit it later on. Or, click +:guilabel:`Edit` and Odoo reveals the campaign template form on a separate page, providing the +opportunity to further edit the campaign, send communications related to the campaign, and analyze +various metrics related to the campaign, via the smart buttons at the top of the form. + +A/B testing +=========== + +Back in the :guilabel:`Settings` tab of the mailing, if the :guilabel:`Allow A/B Testing` box is +checked, recipients are only be mailed to once. This allows different mailings to be sent to +randomly selected recipients. This tests the overall effectiveness of the mailing, and eliminates +the need for duplicate messages. + +The :guilabel:`A/B Testing percentage` field represents the percentage of contacts in the database +that this message will be mailed to, as a part of the :guilabel:`A/B Testing`. Enter a number +between `1-100`. The recipients are randomly chosen. + +Send, schedule, or test +======================= + +After finalizing the mailing, Odoo provides the following options in the upper-left corner of the +email template page. Those options are: :guilabel:`Send`, :guilabel:`Schedule`, and +:guilabel:`Test`. + +While in :guilabel:`Edit` mode, there are also buttons to :guilabel:`Save` or :guilabel:`Discard` +the mailing, as well. + +- :guilabel:`Send` - Click to have Odoo send the email to the desired recipients. When Odoo has sent + the mailing, the status changes to *Sent*. +- :guilabel:`Schedule` - Click to reveal a pop-up window, in which a future date-time is chosen. + Odoo sends the mailing to the desired recipients at that specified date-time. When a date-time is + chosen, the status of the mailing changes to *In Queue*. +- :guilabel:`Test` - Click to reveal a pop-up window, in which Odoo allows a sample email to be sent + for testing purposes. Enter the desired recipient's email address in the :guilabel:`Recipients` + field, and click :guilabel:`Send Sample Mail`. +- :guilabel:`Save` - Click to save the mailing as a draft, which can be edited (and sent) at a later + date. When clicked, the status of the mailing stays as :guilabel:`Draft`. +- :guilabel:`Discard` - Click to discard any changes that have been made since the last save. + +.. tip:: + When :guilabel:`Save` or :guilabel:`Discard` is selected (while in :guilabel:`Edit` mode), those + options are replaced with an :guilabel:`Edit` button and a :guilabel:`Create` button. Click + :guilabel:`Edit` to re-enter :guilabel:`Edit` mode. Click :guilabel:`Create` to start creating a + new mailing. + +.. note:: + By default, there's a daily limit applied for **all emails** sent throughout *all* applications. + So, if there are remaining emails to be sent after a limit has been reached, those mailings *will + not* be sent automatically the next day. The sending needs to be forced, by opening the email and + clicking :guilabel:`Retry`. + +.. toctree:: + :titlesonly: + + email_marketing/mailing_lists + email_marketing/unsubscriptions diff --git a/content/applications/marketing/email_marketing/add-filter-button.png b/content/applications/marketing/email_marketing/add-filter-button.png new file mode 100644 index 000000000..3063aae8d Binary files /dev/null and b/content/applications/marketing/email_marketing/add-filter-button.png differ diff --git a/content/applications/marketing/email_marketing/blank-email-detail-form.png b/content/applications/marketing/email_marketing/blank-email-detail-form.png new file mode 100644 index 000000000..f475265b6 Binary files /dev/null and b/content/applications/marketing/email_marketing/blank-email-detail-form.png differ diff --git a/content/applications/marketing/email_marketing/campaigns-page-popup.png b/content/applications/marketing/email_marketing/campaigns-page-popup.png new file mode 100644 index 000000000..1ba7f94bb Binary files /dev/null and b/content/applications/marketing/email_marketing/campaigns-page-popup.png differ diff --git a/content/applications/marketing/email_marketing/dashboard.png b/content/applications/marketing/email_marketing/dashboard.png new file mode 100644 index 000000000..38059a2c8 Binary files /dev/null and b/content/applications/marketing/email_marketing/dashboard.png differ diff --git a/content/applications/marketing/email_marketing/favorites-dropdown.png b/content/applications/marketing/email_marketing/favorites-dropdown.png new file mode 100644 index 000000000..fb840269e Binary files /dev/null and b/content/applications/marketing/email_marketing/favorites-dropdown.png differ diff --git a/content/applications/marketing/email_marketing/filters-dropdown.png b/content/applications/marketing/email_marketing/filters-dropdown.png new file mode 100644 index 000000000..547bae2f7 Binary files /dev/null and b/content/applications/marketing/email_marketing/filters-dropdown.png differ diff --git a/content/applications/marketing/email_marketing/graph-view.png b/content/applications/marketing/email_marketing/graph-view.png new file mode 100644 index 000000000..1375f4072 Binary files /dev/null and b/content/applications/marketing/email_marketing/graph-view.png differ diff --git a/content/applications/marketing/email_marketing/group-by-dropdown.png b/content/applications/marketing/email_marketing/group-by-dropdown.png new file mode 100644 index 000000000..44acb1e30 Binary files /dev/null and b/content/applications/marketing/email_marketing/group-by-dropdown.png differ diff --git a/content/applications/marketing/email_marketing/list-view.png b/content/applications/marketing/email_marketing/list-view.png new file mode 100644 index 000000000..b94ed052a Binary files /dev/null and b/content/applications/marketing/email_marketing/list-view.png differ diff --git a/content/applications/marketing/email_marketing/mail-blocks.png b/content/applications/marketing/email_marketing/mail-blocks.png new file mode 100644 index 000000000..d9372d37d Binary files /dev/null and b/content/applications/marketing/email_marketing/mail-blocks.png differ diff --git a/content/applications/marketing/email_marketing/mailing-campaign-dropdown.png b/content/applications/marketing/email_marketing/mailing-campaign-dropdown.png new file mode 100644 index 000000000..793c4a2e5 Binary files /dev/null and b/content/applications/marketing/email_marketing/mailing-campaign-dropdown.png differ diff --git a/content/applications/marketing/email_marketing/mailing-campaign-popup.png b/content/applications/marketing/email_marketing/mailing-campaign-popup.png new file mode 100644 index 000000000..e59813c4d Binary files /dev/null and b/content/applications/marketing/email_marketing/mailing-campaign-popup.png differ diff --git a/content/applications/marketing/email_marketing/mailing_lists.rst b/content/applications/marketing/email_marketing/mailing_lists.rst new file mode 100644 index 000000000..6f403388c --- /dev/null +++ b/content/applications/marketing/email_marketing/mailing_lists.rst @@ -0,0 +1,136 @@ +============= +Mailing lists +============= + +Mailing lists are important for a number of reasons. Mailing lists can provide valuable leads for +sales teams, communicate with focus groups participants, contact consumers directly for useful +feedback, and more. + +Create mailing lists +==================== + +To create a mailing list in the *Email Marketing* application, navigate to :menuselection:`Mailing +lists --> Mailing lists --> Create`. Clicking :guilabel:`Create` reveals a pop-up window. + +.. image:: mailing_lists/new-mailing-list-popup.png + :align: center + :alt: View of the mailing list pop-up in the Odoo Email Marketing application. + +In the pop-up, name the mailing list and designate if the mailing list should be public with the +:guilabel:`Is Public` checkbox. + +The :guilabel:`Is Public` option allows the mailing list to be accessible by recipients in the +unsubscription page, making it possible for them to update their subscription preferences. + +After those options have been configured, click :guilabel:`Create` to create the mailing list, which +Odoo automatically adds to the :guilabel:`Mailing Lists` page. + +Add contacts to a mailing list +============================== + +After a mailing list has been created (and added to the :guilabel:`Mailing Lists` dashboard), click +on the desired mailing list to add contacts to the list. + +Clicking the desired mailing list reveals a separate :guilabel:`Mailing List Contacts` page, in +which contacts can be added to this specific list by clicking :guilabel:`Create`, and adding contact +information directly on a separate contact detail form. + +Or, while in the :menuselection:`Email Marketing` application, navigate to :menuselection:`Mailing +Lists --> Mailing List Contacts`. Doing so reveals a separate page with all the mailing list +contacts in the database. + +From here, click :guilabel:`Create`, and add a contact with the same previous steps. Or, click the +:guilabel:`Import` icon (to the right of the :guilabel:`Create` button) to import contacts into the +database. + +Once contacts are in the database, click into the desired contact's detail form, and add the +preferred mailing list in the :guilabel:`Mailing List` tab (at the bottom of the contact detail +form), by clicking :guilabel:`Add a line`, and selecting the desired mailing list. Multiple mailing +lists can be added to a single contact's detail form. + +.. image:: mailing_lists/contact-form-mailing-list-tab.png + :align: center + :alt: View of a contact detail form with mailing list tab in Odoo Email Marketing. + +Create new mailing list from contact detail form +------------------------------------------------ + +To create a mailing list from a contact detail form, click :guilabel:`Add a line`, and type in the +name of a new mailing list in the empty field that appears. Then, select either :guilabel:`Create` +or :guilabel:`Create and Edit...`. + +.. image:: mailing_lists/new-list-dropdown-create-options.png + :align: center + :alt: View of the new mailing list drop-down on contact form in Odoo Email Marketing. + +The :guilabel:`Create` option quickly creates the mailing list to the contact detail form, and the +list can be configured at a later date. The :guilabel:`Create and Edit...` option creates the +mailing list, and reveals a pop-up window, in which the new mailing list can be configured right +away. + +.. image:: mailing_lists/create-and-edit-mailing-list-popup.png + :align: center + :alt: View of the create and edit mailing list pop-up in Odoo Email Marketing. + +Link a mailing list to website (Newsletter blocks) +================================================== + +When a mailing list is created in the database, Odoo provides the option to directly link the +mailing list on the Odoo-built website (created via Odoo's :guilabel:`Website` application). + +To link a mailing list to a website, navigate to the front-end of the website, and enter +:guilabel:`Edit` mode by clicking :guilabel:`Edit` in the upper-right corner. When clicked, Odoo +reveals a right-sidebar, filled with drag-and-drop *Building Blocks* that are packed with various +features, options, and design elements. + +Then, to add a *subscription field* for a specific mailing list onto a website, drag-and-drop any of +the :guilabel:`Newsletter` options (:guilabel:`Newsletter Block`, :guilabel:`Newsletter Popup`, or +:guilabel:`Newsletter`). + +.. tip:: + To quickly locate the :guilabel:`Newsletter` building block options (while in :guilabel:`Edit` + mode on the front-end of the website), type `Newsletter` into the search bar, located in the + right sidebar, under the :guilabel:`Blocks` tab, and Odoo reveals the three different + :guilabel:`Newsletter` block options. + + .. image:: mailing_lists/newsletter-block-search.png + :align: center + :alt: View of how to quickly search for Newsletter blocks in the Odoo Website application. + +When a :guilabel:`Newsletter` block is dragged onto the body of the website, Odoo reveals a pop-up +window, in which the desired mailing list is selected from a drop-down menu (and linked) to this +block on the website. + +.. image:: mailing_lists/add-mailing-list-popup-website.png + :align: center + :alt: View of the add mailing list subscription pop-up on an Odoo Website. + +- :guilabel:`Newsletter Block` - Adds a block onto the webpage, providing visitors with the + option to add their email address to this mailing list, and subscribe to future communications. + + Here's an example of a :guilabel:`Newsletter Block`. + + .. image:: mailing_lists/newsletter-block-sample.png + :alt: View of a sample newsletter block in the Odoo Website application. + +- :guilabel:`Newsletter Popup` - Tells Odoo to reveal a subscription pop-up window to occur at + a certain part of the webpage. When the visitor scrolls to this predetermined point, a pop-up + subscription window appears, asking for their email address to subscribe to the mailing list. + The pop-up window can be edited further to fit any business needs. + + Here's an example of a :guilabel:`Newsletter Popup`. + + .. image:: mailing_lists/newsletter-popup-sample.png + :alt: View of a sample newsletter pop-up sample on an Odoo Website. + +- :guilabel:`Newsletter` - Provides visitors with a simple field to add their email address to the + mailing list, and subscribe to future mailings in the footer (or anywhere else on the page). + + Here's an example of a :guilabel:`Newsletter` dynamic block. + + .. image:: mailing_lists/newsletter-footer-block-sample.png + :alt: View of a Newsletter dynamic block on an Odoo Website. + +.. seealso:: + - :doc:`/applications/marketing/email_marketing` + - :doc:`/applications/marketing/email_marketing/unsubscriptions` diff --git 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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). + +Enable the Blacklist feature +============================ + +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`. + +.. 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. + +.. 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. + +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. + +.. note:: + The mailing list has to be configured as *Public* in order to be visible for users. + +To view a complete collection of 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. + +.. 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). + +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. + +When :guilabel:`Unblacklist` is clicked, a pop-up appears. 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