
task-2845181
closes odoo/documentation#6706
X-original-commit: 25bc655cfa
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
132 lines
6.5 KiB
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132 lines
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===========
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Mail groups
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===========
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The **mail groups** feature allows website visitors to have a public discussion by email. They can
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join a group to receive emails from other group members (i.e., website users who have subscribed to
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the group) and send new ones to all group members.
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To activate the feature, :ref:`install <general/install>` the :guilabel:`Website Mail Group`
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(`website_mail_group`) module.
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.. note::
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The **mail groups** feature is not to be confused with the
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:doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing app.
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.. _website/mailing_lists/configure_groups:
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Configuring mail groups
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=======================
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To configure mail groups, proceed as follows:
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#. Configure a custom email alias domain by accessing the **General settings**, scrolling down to
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the :guilabel:`Discuss` section, enabling the :guilabel:`Custom Email Server` feature, and
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entering the :guilabel:`Alias domain` (e.g., `@mycompany.com`).
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#. Go to :menuselection:`Website --> Configuration --> Mailing Lists`, then click :guilabel:`New`.
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#. Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a :guilabel:`Description`.
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#. Enable :guilabel:`Moderate this group` and specify the :guilabel:`Moderators` if you wish to
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:ref:`moderate messages <website/mailing_lists/moderate>` from this group. Alternatively, if the
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group is not moderated, you can define :guilabel:`Responsible Users` who can manage the messages
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in the group.
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#. In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:
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- :guilabel:`Everyone`: to make the mail group public so anyone can subscribe to it;
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- :guilabel:`Members only`: to only allow users defined as members to subscribe to the mail group;
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- :guilabel:`Selected group of users`: to only allow users from the :guilabel:`Authorized group`
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to subscribe to the mail group.
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#. If the mail group is moderated, you can automatically notify authors when their message is
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pending moderation by enabling :guilabel:`Automatic notification` in the :guilabel:`Notify
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Members` tab and writing the :guilabel:`Notification message`.
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#. If you wish to send out guidelines to new subscribers, enable :guilabel:`Send guidelines to new
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subscribers` and write them in the :guilabel:`Guidelines` tab. This is particularly useful when
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the mail group is moderated.
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Using mail groups
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=================
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Subscribing/unsubscribing
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-------------------------
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Based on the :ref:`configuration of the mail group <website/mailing_lists/configure_groups>`,
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users can subscribe to and unsubscribe from mail groups from the website page (`/groups` by default).
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.. image:: mail_groups/mail-group-page.png
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:alt: Mail group web page.
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Internal users can also do this from :menuselection:`Website --> Configuration --> Mailing Lists`,
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using the :guilabel:`Join` and :guilabel:`Leave` buttons.
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Sending messages
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----------------
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To send messages to a mail group, website users can email the :ref:`mail group's email address
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<website/mailing_lists/configure_groups>`. Internal users can also create messages directly from
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Odoo. To do so, go to :menuselection:`Website --> Configuration --> Mailing Lists`, select the mail
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group, click the :guilabel:`Emails` smart button, and click :guilabel:`New`. Then, fill in the
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fields and click :guilabel:`Send`.
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.. tip::
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- The list of messages can also be accessed by selecting the group from the `/groups` website
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page.
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- Group members can also unsubscribe from the group, access the mail group page, and send emails
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to the group using the URLs in the footer of any group email they have received.
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.. image:: mail_groups/mail-group-URLs.png
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:alt: URLs in the footer of a group email.
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.. _website/mailing_lists/moderate:
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Moderating mail group messages
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==============================
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If the :guilabel:`Moderate this group` feature has been enabled for the
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:ref:`mail group <website/mailing_lists/configure_groups>`, one of the :guilabel:`Moderators` must
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approve the group's messages before they are dispatched to the other members.
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To moderate messages, go to :menuselection:`Website --> Configuration --> Mailing Lists`, select the
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mail group, and click the :guilabel:`To review` smart button. You can moderate messages using the
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buttons at the end of the message line or select a message to view its content and moderate it
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accordingly.
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.. image:: mail_groups/mail-group-moderation.png
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:alt: Moderation buttons in the message line.
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The following actions are available:
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- :guilabel:`Accept`: to accept the email and send it to the mail group members.
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- :guilabel:`Reject`: to reject the email. In the pop-up window that opens, click
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:guilabel:`Reject Silently` to reject the email without notifying the author, or specify an
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explanation for rejecting the message, then click :guilabel:`Send & Reject` to reject the message
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and send the explanation to the author.
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- :guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept all of their emails. As
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a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for the author's
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email address with the status :guilabel:`Always allow`.
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- :guilabel:`Ban`: to blacklist the author, i.e. automatically discard all their emails. In the
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pop-up window that opens, click :guilabel:`Ban` to ban the author without notifying them, or
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specify an explanation, then click :guilabel:`Send & Ban` to ban the author and send them the
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explanation. As a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for
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the author's email address with the status :guilabel:`Permanent ban`.
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.. note::
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Messages can also be moderated from the group's list of messages. Go to :menuselection:`Website
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--> Groups --> Mailing List Groups`, select the mail group and click the :guilabel:`Emails` smart
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button.
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.. _website/mailing_lists/moderation_rules:
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Whitelisting/Blacklisting authors
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=================================
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You can whitelist or blacklist an author either directly :ref:`from a mail group message
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<website/mailing_lists/moderate>`, or by creating a moderation rule. To do so, go to
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:menuselection:`Website --> Configuration --> Moderation Rules` and click :guilabel:`New`. Then,
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select the :guilabel:`Group`, specify the author's :guilabel:`Email` and set the :guilabel:`Status`
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field.
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.. tip::
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You can also access the mail group's moderation rules by going to :menuselection:`Website -->
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Configuration --> Mailing Lists`, selecting the group, then clicking the :guilabel:`Moderations`
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smart button.
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