c71d623ef4
- monitoring.rst + mentions.rst = get_started.rst; - mail_twitter.rst = deleted (functionality does not exist since V12) - tracking.rst = project/tasks/collaborate.rst
88 lines
3.6 KiB
ReStructuredText
88 lines
3.6 KiB
ReStructuredText
==========================================
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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* as *Recipients* (for example), allows 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 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 is 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* deletes 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* triggers 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 puts 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 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 see the option to create content for those channels. You 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/advanced/email_servers`
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- :doc:`../../social_marketing/overview/campaigns`
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