[ADD] email marketing: essentials, mailing lists, unsubscriptions
closes odoo/documentation#5388
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Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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==================================
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Manage unsubscriptions (Blacklist)
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==================================
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Providing recipients with the power to unsubscribe from mailing lists is not only a smart business
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practice, it's often a legal requirement. By allowing recipients to unsubscribe from a mailing list
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establishes a sense of trust with an audience, and helps companies appear genuine (and not spammy).
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Enable the Blacklist feature
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============================
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First, the *Blacklist* feature must be enabled. To do that, navigate to :menuselection:`Email
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Marketing app --> Configuration --> Settings`, enable to :guilabel:`Blacklist Options when
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Unsubscribing`, and click :guilabel:`Save`.
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.. image:: unsubscriptions/blacklist-feature.png
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:align: center
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:alt: View of the blacklist feature in the Settings page of the Odoo Email Marketing app.
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With that feature activated, an *Unsubscribe* link appears in mailings. If a recipient clicks that
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link, Odoo reveals a :guilabel:`Unsubscriptions` page, where they can directly manage their
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subscriptions.
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.. note::
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With a test mailing, clicking the :guilabel:`Unsubscribe` link reveals an error page (*error 403
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- Access Denied*). To make sure the link is working properly, create the mailing, and only send
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it to a personal email.
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Blacklist
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=========
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In addition to having the option to *Unsubscribe* from specific mailing lists, the recipient can
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also *Blacklist* themselves, meaning they will not receive *any* more emails.
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.. note::
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The mailing list has to be configured as *Public* in order to be visible for users.
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To view a complete collection of blacklisted email addresses, navigate to :menuselection:`Email
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Marketing app --> Configuration --> Blacklisted Email Addresses`.
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.. image:: unsubscriptions/blacklisted-email-addresses.png
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:align: center
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:alt: View of the blacklisted email addresses page in Odoo Email Marketing.
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When a blacklisted record is selected from this page, Odoo reveals a separate page with that
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blacklisted recipient's contact information.
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.. image:: unsubscriptions/blacklisted-contact-form.png
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:align: center
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:alt: View of a blacklisted contact detail form in Odoo Email Marketing.
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In the :guilabel:`Chatter` of this page, there's a time-stamped message, informing the user when
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that recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note).
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Unblacklist contacts
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====================
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To *Unblacklist* contacts, click the :guilabel:`Unblacklist` button in the upper-left corner to
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remove the contact from the blacklist, allowing them to receive mailings once again.
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When :guilabel:`Unblacklist` is clicked, a pop-up appears. In this pop-up, the specific email
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address is listed, and there's a :guilabel:`Reason` field, in which a reason can be entered,
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explaining why this particular contact was removed from the blacklist.
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.. image:: unsubscriptions/unblacklist-popup.png
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:align: center
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:alt: View of the unblacklist pop-up window in the Odoo Email Marketing application.
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After filling in the fields, click :guilabel:`Confirm` to officially remove that particular contact
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from the blacklist.
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.. seealso::
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- :doc:`/applications/marketing/email_marketing`
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- :doc:`/applications/marketing/email_marketing/mailing_lists`
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