[ADD] email marketing: essentials, mailing lists, unsubscriptions #4121
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Hi @ksc-odoo, here is the PR for your Email Marketing docs. Great job on the markup of these docs! I did not perform a full technical review yet, I only fixed some line breaks, spaces between bullet points, and a couple spelling errors. Please tag me once this PR is ready for a technical review, or if you need more edits made 🙂 |
ksc-odoo
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Looks good, @samueljlieber ! I think this one is ready for a technical review. Let me know if there's anything else you need from me. Thanks again for all your help with this!
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Hello,
I haven't read the content, but here is my review from a structural point of view:
The current structure has too many clicks to reach the main content. You could move the content from email_marketing/overview/email_marketing_essentials into the app-level page email_marketing, and remove the "overview" category.
The new structure would be like this:
- email_marketing.rst (including the "essentials")
- email_marketing/mailing_lists.rst
- email_marketing/unsubscriptions.rst (remove
manage_from the filename (and from the title too))
Cheers :)
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| :nosearch: | |||
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When a page has children pages, it isn't visible by default. If you add the "essentials" in this page, you'd need these options:
| :nosearch: | |
| :show-content: | |
| :show-toc: |
samueljlieber
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Hi @ksc-odoo 👋 I've made @jcs-odoo's suggested restructure as well as a full technical review of email_marketing.rst, mailing_lists.rst, and unsubscriptions.rst.
Please review my changes below and let me know if you agree with them and I will tag this PR for final review. I will be implement these changes in a commit after this review.
Most of my changes applied many of the concepts we discussed in our last workshop 🙂
| audience - large or small. The success of an email is easily measurable, especially when a creative | ||
| call-to-action is involved. | ||
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| :guilabel:`Odoo Email Marketing` provides professional-grade email design tools, templates, and |
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| :guilabel:`Odoo Email Marketing` provides professional-grade email design tools, templates, and | |
| Odoo *Email Marketing* provides professional-grade email design tools, templates, and |
| Email marketing dashboard | ||
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| To get started, click on the :guilabel:`Email Marketing` app icon, located on the main Odoo |
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| To get started, click on the :guilabel:`Email Marketing` app icon, located on the main Odoo | |
| To get started, click on the :menuselection:`Email Marketing` app icon, located on the main Odoo |
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| To get started, click on the :guilabel:`Email Marketing` app icon, located on the main Odoo | ||
| dashboard, which leads to the main :guilabel:`Email Marketing` dashboard (in the default | ||
| :guilabel:`Kanban` view). |
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| :guilabel:`Kanban` view). | |
| kanban view). |
| 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 "X" next to :guilabel:`My Mailings` in the search bar. Doing so, reveals all the |
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| by clicking the "X" next to :guilabel:`My Mailings` in the search bar. Doing so, reveals all the | |
| by clicking the :guilabel:`X` next to :guilabel:`My Mailings` in the search bar. Doing so, reveals all the |
| The four :guilabel:`Kanban` columns each represent the various stages (statuses) of emails that have | ||
| been built (and sent) within the :guilabel:`Email Marketing` application. |
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| The four :guilabel:`Kanban` columns each represent the various stages (statuses) of emails that have | |
| been built (and sent) within the :guilabel:`Email Marketing` application. | |
| The four kanban columns each represent the various stages (statuses) of emails that have | |
| been built (and sent) within the *Email Marketing* application. |
| With a test mailing, clicking the *Unsubscribe* button 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. |
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| With a test mailing, clicking the *Unsubscribe* button 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. | |
| 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. |
| :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 | ||
| that recipient blacklisted themselves (via a *Mail Blacklist created* log note). |
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| that recipient blacklisted themselves (via a *Mail Blacklist created* log note). | |
| that recipient blacklisted themselves (via a :guilabel:`Mail Blacklist created` log note). |
| ==================== | ||
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| 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. |
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| remove the contact from the *Blacklist*, allowing them to receive mailings once again. | |
| 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 | ||
| 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*. |
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| explaining why this particular contact was removed from the *Blacklist*. | |
| explaining why this particular contact was removed from the blacklist. |
| :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 | ||
| from the *Blacklist*. |
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| from the *Blacklist*. | |
| from the blacklist. |
samueljlieber
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Implemented technical changes in ae507a2. |
Looks good to me. Thanks for all your help with this. I fully approve these changes. Feel free to tag this for Final Review. Thanks again. |
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Hi @StraubCreative 👋 this PR is ready for your final review :) |
StraubCreative
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Hi @ksc-odoo
Can you take another look at these please?
I'm finding small things we've covered on previous PRs.
Thank you!
ksc-odoo
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@StraubCreative Just made all the suggested changes - it's ready for another look from you whenever you get a chance. Thanks! 👍 |
ksc-odoo
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closes #4121 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ksc-odoo ya silly goose you can't reopen a merged PR. |
5 participants
This PR adds new documentation for Email Marketing specifically Email Marketing Essentials, Mailing Lists, and Manage Unsubscriptions (Blacklist).
This PR targets 14.0 and can be forward ported to 15.0 and 16.0, although some minor content changes will need to be made after merge for 15.0 and 16.0 (i.e. buttons have different names, no more edit mode, etc.).
Project Task link:https://www.odoo.com/web#id=3329130&cids=3&menu_id=4720&action=333&active_id=3835&model=project.task&view_type=form