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[ADD] website: mail groups #6048
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| Original file line number | Diff line number | Diff line change |
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| =========== | ||
| Mail groups | ||
| =========== | ||
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| The **mail groups** feature allows website visitors to have a public discussion by email. They can | ||
| join a group to receive emails from other group members (i.e., website users who have subscribed to | ||
| 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` | ||
| (`website_mail_group`) module. | ||
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| .. note:: | ||
| The **mail groups** feature is not to be confused with the | ||
| :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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| 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 | ||
| the :guilabel:`Discuss` section, enabling the :guilabel:`Custom Email Server` feature, and | ||
| entering the :guilabel:`Alias domain` (e.g., `@mycompany.com`). | ||
| #. Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then click :guilabel:`Create`. | ||
| #. Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a :guilabel:`Description`. | ||
| #. Enable :guilabel:`Moderate this group` and specify the :guilabel:`Moderators` if you wish to | ||
| :ref:`moderate messages <website/mailing_lists/moderate>` from this group. Alternatively, if the | ||
| group is not moderated, you can define :guilabel:`Responsible users` who can manage the messages | ||
| in the group. | ||
| #. 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; | ||
| - :guilabel:`Members only`: to only allow users defined as members to subscribe to the mail group; | ||
| - :guilabel:`Selected group of users`: to only allow users from the :guilabel:`Authorized group` | ||
| 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 | ||
| pending moderation by enabling :guilabel:`Automatic notification` in the :guilabel:`Notify | ||
| Members` tab and writing the :guilabel:`Notification message`. | ||
| #. If you wish to send out guidelines to new subscribers, enable :guilabel:`Send guidelines to new | ||
| subscribers` and write them in the :guilabel:`Guidelines` tab. This is particularly useful when | ||
| the mail group is moderated. | ||
|
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| Using mail groups | ||
| ================= | ||
|
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| Subscribing/unsubscribing | ||
| ------------------------- | ||
|
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| Based on the :ref:`configuration of the mail group <website/mailing_lists/configure_groups>`, | ||
| 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 | ||
| :alt: Mail group web page. | ||
|
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| Internal users can also do this from :menuselection:`Website --> Groups --> Mailing List Groups`, | ||
| using the :guilabel:`Join` and :guilabel:`Leave` buttons. | ||
|
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| Sending messages | ||
| ---------------- | ||
|
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| To send messages to a mail group, website users can email the :ref:`mail group's email address | ||
| <website/mailing_lists/configure_groups>`. Internal users can also create messages directly from | ||
| Odoo. To do so, go to :menuselection:`Website --> Groups --> Mailing List Groups`, select the mail | ||
| group, click the :guilabel:`Emails` smart button, and click :guilabel:`Create`. Then, fill in the | ||
| fields and click :guilabel:`Send`. | ||
|
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||
| .. tip:: | ||
| - The list of messages can also be accessed by selecting the group from the `/groups` website | ||
| page. | ||
| - Group members can also unsubscribe from the group, access the mail group page, and send emails | ||
| 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 | ||
| :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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| If the :guilabel:`Moderate this group` feature has been enabled for the | ||
| :ref:`mail group <website/mailing_lists/configure_groups>`, one of the :guilabel:`Moderators` must | ||
| approve the group's messages before they are dispatched to the other members. | ||
|
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| To moderate messages, go to :menuselection:`Website --> Groups --> Mailing List Groups`, select the | ||
| mail group, and click the :guilabel:`To review` smart button. You can moderate messages using the | ||
| buttons at the end of the message line or select a message to view its content and moderate it | ||
| accordingly. | ||
|
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| .. image:: mail_groups/mail-group-moderation.png | ||
| :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. | ||
| - :guilabel:`Reject`: to reject the email. In the pop-up window that opens, click | ||
| :guilabel:`Reject Silently` to reject the email without notifying the author, or specify an | ||
| explanation for rejecting the message, then click :guilabel:`Send & Reject` to reject the message | ||
| and send the explanation to the author. | ||
| - :guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept all of their emails. As | ||
| a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for the author's | ||
| email address with the status :guilabel:`Always allow`. | ||
| - :guilabel:`Ban`: to blacklist the author, i.e. automatically discard all their emails. In the | ||
| pop-up window that opens, click :guilabel:`Ban` to ban the author without notifying them, or | ||
| specify an explanation, then click :guilabel:`Send & Ban` to ban the author and send them the | ||
| explanation. As a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for | ||
| the author's email address with the status :guilabel:`Permanent ban`. | ||
|
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||
| .. note:: | ||
| Messages can also be moderated from the group's list of messages. Go to :menuselection:`Website | ||
| --> Groups --> Mailing List Groups`, select the mail group and click the :guilabel:`Emails` smart | ||
| button. | ||
|
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| .. _website/mailing_lists/moderation_rules: | ||
|
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| Whitelisting/Blacklisting authors | ||
| ================================= | ||
|
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| You can whitelist or blacklist an author either directly :ref:`from a mail group message | ||
| <website/mailing_lists/moderate>`, or by creating a moderation rule. To do so, go to | ||
| :menuselection:`Website --> Groups --> List Moderation Rulings` and click :guilabel:`Create`. Then, | ||
| select the :guilabel:`Group`, specify the author's :guilabel:`Email` and set the :guilabel:`Status` | ||
| field. | ||
|
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||
| .. tip:: | ||
| You can also access the mail group's moderation rules by going to :menuselection:`Website --> | ||
| Groups --> Mailing List Groups`, selecting the group, then clicking the :guilabel:`Moderations` | ||
| smart button. | ||
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