[ADD] email marketing: essentials, mailing lists, unsubscriptions

closes odoo/documentation#5390 X-original-commit: 56a291831a Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-04-11 19:43:39 +00:00
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+=============
+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`
@@ -0,0 +1,74 @@
+==================================
+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).
+
+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. 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.
+
+.. image:: unsubscriptions/unblacklist-popup.png
+   :align: center
+   :alt: View of the unblacklist pop-up window in the Odoo Email Marketing application.
+
+After filling in the fields, click :guilabel:`Confirm` to officially remove that particular contact
+from the blacklist.
+
+.. seealso::
+   - :doc:`/applications/marketing/email_marketing`
+   - :doc:`/applications/marketing/email_marketing/mailing_lists`