|
| 1 | +=========== |
| 2 | +Mail groups |
| 3 | +=========== |
| 4 | + |
| 5 | +The **mail groups** feature allows website visitors to have a public discussion by email. They can |
| 6 | +join a group to receive emails from other group members (i.e., website users who have subscribed to |
| 7 | +the group) and send new ones to all group members. |
| 8 | + |
| 9 | +To activate the feature, :ref:`install <general/install>` the :guilabel:`Website Mail Group` |
| 10 | +(`website_mail_group`) module. |
| 11 | + |
| 12 | +.. note:: |
| 13 | + The **mail groups** feature is not to be confused with the |
| 14 | + :doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing app. |
| 15 | + |
| 16 | +.. _website/mailing_lists/configure_groups: |
| 17 | + |
| 18 | +Configuring mail groups |
| 19 | +======================= |
| 20 | + |
| 21 | +To configure mail groups, proceed as follows: |
| 22 | + |
| 23 | +#. Configure a custom email alias domain by accessing the **General settings**, scrolling down to |
| 24 | + the :guilabel:`Discuss` section, enabling the :guilabel:`Custom Email Server` feature, and |
| 25 | + entering the :guilabel:`Alias domain` (e.g., `@mycompany.com`). |
| 26 | +#. Go to :menuselection:`Website --> Configuration --> Mailing Lists`, then click :guilabel:`New`. |
| 27 | +#. Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a :guilabel:`Description`. |
| 28 | +#. Enable :guilabel:`Moderate this group` and specify the :guilabel:`Moderators` if you wish to |
| 29 | + :ref:`moderate messages <website/mailing_lists/moderate>` from this group. Alternatively, if the |
| 30 | + group is not moderated, you can define :guilabel:`Responsible Users` who can manage the messages |
| 31 | + in the group. |
| 32 | +#. In the :guilabel:`Privacy` tab, define who can subscribe to the mail group: |
| 33 | + |
| 34 | + - :guilabel:`Everyone`: to make the mail group public so anyone can subscribe to it; |
| 35 | + - :guilabel:`Members only`: to only allow users defined as members to subscribe to the mail group; |
| 36 | + - :guilabel:`Selected group of users`: to only allow users from the :guilabel:`Authorized group` |
| 37 | + to subscribe to the mail group. |
| 38 | + |
| 39 | +#. If the mail group is moderated, you can automatically notify authors when their message is |
| 40 | + pending moderation by enabling :guilabel:`Automatic notification` in the :guilabel:`Notify |
| 41 | + Members` tab and writing the :guilabel:`Notification message`. |
| 42 | +#. If you wish to send out guidelines to new subscribers, enable :guilabel:`Send guidelines to new |
| 43 | + subscribers` and write them in the :guilabel:`Guidelines` tab. This is particularly useful when |
| 44 | + the mail group is moderated. |
| 45 | + |
| 46 | +Using mail groups |
| 47 | +================= |
| 48 | + |
| 49 | +Subscribing/unsubscribing |
| 50 | +------------------------- |
| 51 | + |
| 52 | +Based on the :ref:`configuration of the mail group <website/mailing_lists/configure_groups>`, |
| 53 | +users can subscribe to and unsubscribe from mail groups from the website page (`/groups` by default). |
| 54 | + |
| 55 | +.. image:: mail_groups/mail-group-page.png |
| 56 | + :alt: Mail group web page. |
| 57 | + |
| 58 | +Internal users can also do this from :menuselection:`Website --> Configuration --> Mailing Lists`, |
| 59 | +using the :guilabel:`Join` and :guilabel:`Leave` buttons. |
| 60 | + |
| 61 | +Sending messages |
| 62 | +---------------- |
| 63 | + |
| 64 | +To send messages to a mail group, website users can email the :ref:`mail group's email address |
| 65 | +<website/mailing_lists/configure_groups>`. Internal users can also create messages directly from |
| 66 | +Odoo. To do so, go to :menuselection:`Website --> Configuration --> Mailing Lists`, select the mail |
| 67 | +group, click the :guilabel:`Emails` smart button, and click :guilabel:`New`. Then, fill in the |
| 68 | +fields and click :guilabel:`Send`. |
| 69 | + |
| 70 | +.. tip:: |
| 71 | + - The list of messages can also be accessed by selecting the group from the `/groups` website |
| 72 | + page. |
| 73 | + - Group members can also unsubscribe from the group, access the mail group page, and send emails |
| 74 | + to the group using the URLs in the footer of any group email they have received. |
| 75 | + |
| 76 | + .. image:: mail_groups/mail-group-URLs.png |
| 77 | + :alt: URLs in the footer of a group email. |
| 78 | + |
| 79 | +.. _website/mailing_lists/moderate: |
| 80 | + |
| 81 | +Moderating mail group messages |
| 82 | +============================== |
| 83 | + |
| 84 | +If the :guilabel:`Moderate this group` feature has been enabled for the |
| 85 | +:ref:`mail group <website/mailing_lists/configure_groups>`, one of the :guilabel:`Moderators` must |
| 86 | +approve the group's messages before they are dispatched to the other members. |
| 87 | + |
| 88 | +To moderate messages, go to :menuselection:`Website --> Configuration --> Mailing Lists`, select the |
| 89 | +mail group, and click the :guilabel:`To review` smart button. You can moderate messages using the |
| 90 | +buttons at the end of the message line or select a message to view its content and moderate it |
| 91 | +accordingly. |
| 92 | + |
| 93 | + .. image:: mail_groups/mail-group-moderation.png |
| 94 | + :alt: Moderation buttons in the message line. |
| 95 | + |
| 96 | +The following actions are available: |
| 97 | + |
| 98 | +- :guilabel:`Accept`: to accept the email and send it to the mail group members. |
| 99 | +- :guilabel:`Reject`: to reject the email. In the pop-up window that opens, click |
| 100 | + :guilabel:`Reject Silently` to reject the email without notifying the author, or specify an |
| 101 | + explanation for rejecting the message, then click :guilabel:`Send & Reject` to reject the message |
| 102 | + and send the explanation to the author. |
| 103 | +- :guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept all of their emails. As |
| 104 | + a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for the author's |
| 105 | + email address with the status :guilabel:`Always allow`. |
| 106 | +- :guilabel:`Ban`: to blacklist the author, i.e. automatically discard all their emails. In the |
| 107 | + pop-up window that opens, click :guilabel:`Ban` to ban the author without notifying them, or |
| 108 | + specify an explanation, then click :guilabel:`Send & Ban` to ban the author and send them the |
| 109 | + explanation. As a result, a :ref:`moderation rule <website/mailing_lists/moderate>` is created for |
| 110 | + the author's email address with the status :guilabel:`Permanent ban`. |
| 111 | + |
| 112 | +.. note:: |
| 113 | + Messages can also be moderated from the group's list of messages. Go to :menuselection:`Website |
| 114 | + --> Groups --> Mailing List Groups`, select the mail group and click the :guilabel:`Emails` smart |
| 115 | + button. |
| 116 | + |
| 117 | +.. _website/mailing_lists/moderation_rules: |
| 118 | + |
| 119 | +Whitelisting/Blacklisting authors |
| 120 | +================================= |
| 121 | + |
| 122 | +You can whitelist or blacklist an author either directly :ref:`from a mail group message |
| 123 | +<website/mailing_lists/moderate>`, or by creating a moderation rule. To do so, go to |
| 124 | +:menuselection:`Website --> Configuration --> Moderation Rules` and click :guilabel:`New`. Then, |
| 125 | +select the :guilabel:`Group`, specify the author's :guilabel:`Email` and set the :guilabel:`Status` |
| 126 | +field. |
| 127 | + |
| 128 | +.. tip:: |
| 129 | + You can also access the mail group's moderation rules by going to :menuselection:`Website --> |
| 130 | + Configuration --> Mailing Lists`, selecting the group, then clicking the :guilabel:`Moderations` |
| 131 | + smart button. |
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