odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/marketing/email_marketing.md

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+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/email_marketing.html"
+---
+
+:show-content:
+# 
+# Email Marketing
+
+The Odoo *Email Marketing* app provides drag-and-drop design tools, pre-built templates, and other
+interactive features to create engaging email campaigns. The *Email Marketing* app also provides
+detailed reporting metrics to track the campaigns' overall effectiveness.
+
+.. seealso::
+   [Odoo Tutorial: Email Marketing
+   ](https://www.odoo.com/slides/slide/email-marketing-essentials-989?fullscreen=1)
+
+.. cards::
+
+   .. card:: Mailing lists
+      :target: email_marketing/mailing_lists
+
+      Silo contacts into specific mailing lists.
+
+   .. card:: Manage unsubscriptions (Blacklist)
+      :target: email_marketing/unsubscriptions
+
+      Allow recipients to unsubscribe and blacklist from future mailings.
+
+   .. card:: Lost leads reactivation email
+      :target: email_marketing/lost_leads_email
+
+      Target lost leads with Email Marketing.
+
+   .. card:: Analyze Metrics
+      :target: email_marketing/analyze_metrics
+
+      Analyzing campaign metrics.
+
+# Email marketing dashboard
+
+After installing the application, click the :menuselection:`Email Marketing` app icon from the main
+Odoo dashboard. Doing so reveals the main :guilabel:`Mailings` dashboard in the default list view.
+
+.. image:: email_marketing/mailings-dashboard.png
+   :align: center
+   :alt: View of the main dashboard of the Odoo Email Marketing application.
+
+In the search bar, the default filter of :guilabel:`My Mailings` is present to show all the mailings
+related to the current user. To remove that filter, click the :guilabel:`✖️ (remove)` icon next to
+the filter in the search bar. Doing so reveals all the mailings in the database.
+
+The information on the :guilabel:`Mailings` dashboard has four different view options, located in
+the upper-right corner as individual icons.
+
+The view options, from left-to-right, are:
+
+- :ref:`List <email_marketing/list-view>` (default view)
+- :ref:`Kanban <email_marketing/kanban-view>`
+- :ref:`Calendar <email_marketing/calendar-view>`
+- :ref:`Graph <email_marketing/graph-view>`
+
+.. _email_marketing/list-view:
+
+## List view
+
+The list view, represented by the :guilabel:`☰ (horizontal lines)` icon in the upper-right corner,
+is the default view of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app.
+
+While in list view, there are columns dedicated to different aspects of information related to the
+listed emails. Those columns are as follows:
+
+- :guilabel:`Date`: the date the email was sent.
+- :guilabel:`Subject`: the subject of the email.
+- :guilabel:`Responsible`: the user who created the email, or the user who has been assigned to the
+  email.
+- :guilabel:`Sent`: how many times the email has been sent.
+- :guilabel:`Delivered (%)`: percentage of sent emails that have been successfully delivered.
+- :guilabel:`Opened (%)`: percentage of sent emails that have been opened by the recipients.
+- :guilabel:`Clicked (%)`: percentage of sent emails that have been clicked by the recipients.
+- :guilabel:`Replied (%)`: percentage of sent emails that have been replied to by the recipients.
+- :guilabel:`Status`: the status of the email (:guilabel:`Draft`, :guilabel:`In Queue`, or
+  :guilabel:`Sent`).
+
+To add or remove columns, click the :guilabel:`Additional Options (two horizontal lines with dots)`
+icon, located to the far-right of the column titles in list view. Doing so reveals a drop-down menu
+of additional column options.
+
+.. _email_marketing/kanban-view:
+
+## Kanban view
+
+The Kanban view, represented by the :guilabel:`(inverted bar graph)` icon, can be accessed in the
+upper-right corner of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app.
+
+.. image:: email_marketing/kanban-view.png
+   :align: center
+   :alt: Kanban view of the main dashboard of the Odoo Email Marketing application.
+
+While in Kanban view, the email information is displayed in the various stages.
+
+The stages are: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, and :guilabel:`Sent`.
+
+- :guilabel:`Draft`: the email is still being written/created.
+- :guilabel:`In Queue`: the email is scheduled to be sent at a later date.
+- :guilabel:`Sending`: the email is currently being sent to its recipients.
+- :guilabel:`Sent`: the email has already been sent to its recipients.
+
+In each stage, there are drag-and-drop cards representing the emails that have been created/sent,
+and the stage they are in represents the current status of that mailing.
+
+Each card on the :guilabel:`Mailings` dashboard provides key information related to that specific
+email.
+
+When the cursor hovers over the upper-right corner of an email campaign card, a :guilabel:`⋮ (three
+vertical dots)` icon appears. When clicked, a mini drop-down menu reveals the option to color-code
+the email, :guilabel:`Delete` the email, or :guilabel:`Archive` the message for potential future
+use.
+
+.. image:: email_marketing/three-dot-dropdown.png
+   :align: center
+   :alt: View of the three-dot drop-down menu on the Odoo Email Marketing dashboard.
+
+.. _email_marketing/calendar-view:
+
+## Calendar view
+
+The calendar view, represented by a :guilabel:`📆 (calendar)` icon, can be accessed in the
+upper-right corner of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app.
+
+While in calendar view, a monthly calendar (by default), shows when the mailings have been sent or
+are scheduled to be sent.
+
+.. image:: email_marketing/calendar-view.png
+   :align: center
+   :alt: Calendar view of the mailings dashboard in the Email Marketing application.
+
+The current date is represented by a :guilabel:`🔴 (red circle)` icon over the date on the calendar.
+
+To the right of the calendar, the options to filter the results by :guilabel:`Responsible` and/or
+:guilabel:`Status` are available, via checkboxes.
+
+> **tip**:
+>    To hide the right sidebar, click the :guilabel:`(panel-right)` icon, located above the sidebar.
+
+In the top-left corner, above the calendar, the option to change the time period being displayed is
+available via a drop-down menu, which shows :guilabel:`Month`, by default. When clicked, the
+drop-down menu that appears reveals the options: :guilabel:`Day`, :guilabel:`Week`,
+:guilabel:`Month` (default), :guilabel:`Year`, and :guilabel:`Show weekends` (selected by default).
+
+Clicking any of those options changes the calendar display to reflect that desired amount of time.
+
+Clicking either :guilabel:`⬅️ (left arrow)` icon or :guilabel:`➡️ (right arrow)` icon changes the
+calendar to a previous or future time, depending on what is clicked, based on the chosen amount of
+time being represented.
+
+To jump back to the current date, click the :guilabel:`Today` button.
+
+.. _email_marketing/graph-view:
+
+## Graph view
+
+The graph view, represented by a :guilabel:`(line graph)` icon, can be accessed in the upper-right
+corner of the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app.
+
+While in graph view, the status of the emails on the :guilabel:`Mailings` page is represented in a
+bar graph, but other graph view options can be implemented, if needed.
+
+.. image:: email_marketing/graph-view.png
+   :align: center
+   :alt: How the Graph view appears in the Odoo Email Marketing application.
+
+In the upper-left corner, above the graph, there is a :guilabel:`Measures` drop-down menu. When
+clicked, different filter options become available to further customize the graph views.
+
+Those :guilabel:`Measures` options are: :guilabel:`A/B Testing percentage` and :guilabel:`Count`
+(default).
+
+To the right of the :guilabel:`Measures` drop-down menu is an :guilabel:`Insert in Spreadsheet`
+button, if the *Documents* application is installed. When clicked, a pop-up window appears, in which
+the ability to add the graph to a spreadsheet or dashboard becomes available.
+
+Beside the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button are
+different graph view options. From left-to-right, those graph view options are: :guilabel:`(bar
+chart)` (default), :guilabel:`(line chart)`, and :guilabel:`(pie chart)`.
+
+> **note**:
+>    Each graph view option provides its own series of additional view options, which appear to the
+   right of the selected graph view option.
+
+## Search options
+
+Regardless of the view chosen for the :guilabel:`Mailings` dashboard in the :guilabel:`Email
+Marketing` app, the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Favorites` options are
+always available to further customize the information being displayed.
+
+To access those options, click the :guilabel:`(downward arrow)` icon, located to the right of the
+search bar. Doing so reveals a drop-down mega menu featuring those filtering and grouping options.
+
+.. image:: email_marketing/search-mega-menu.png
+   :align: center
+   :alt: The drop-down mega menu of search options the Odoo Email Marketing application.
+
+These options provide various ways to specify and organize the information seen on the
+:guilabel:`Mailings` dashboard.
+
+.. tabs::
+
+   .. tab:: Filters
+
+      This section of the drop-down mega menu provides different ways to filter email results being
+      shown on the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app.
+
+      .. image:: email_marketing/filters-dropdown.png
+         :align: center
+         :alt: View of filters drop-down menu options on the Odoo Email Marketing dashboard.
+
+      The options are: :guilabel:`My Mailings`, :guilabel:`Sent Date`, :guilabel:`A/B Tests`,
+      :guilabel:`A/B Tests to review`, :guilabel:`Archived`, and :guilabel:`Add Custom Filter`.
+
+      If :guilabel:`Add Custom Filter` is selected, Odoo reveals a pop-up window, with three
+      customizable fields to fill in, in order to create custom filter rules for Odoo to use to
+      retrieve results that fit more specific criteria.
+
+      .. image:: email_marketing/add-custom-filter-popup.png
+         :align: center
+         :alt: Add custom filter pop-up window that appears in Odoo Email Marketing app.
+
+   .. tab:: Group By
+
+      This section of the drop-down mega menu provides different ways to group email results being
+      shown on the :guilabel:`Mailings` dashboard in the :guilabel:`Email Marketing` app.
+
+      .. image:: email_marketing/group-by-dropdown.png
+         :align: center
+         :alt: View of the Group By drop-down menu on the Odoo Email Marketing application.
+
+      Using this section, the data can be grouped by the messages' :guilabel:`Status`, or who it was
+      :guilabel:`Sent By`.
+
+      There is also the option to group the data by :guilabel:`Sent Period`, which has its own
+      sub-menu of options to choose from. The :guilabel:`Sent Period` options are :guilabel:`Year`,
+      :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`.
+
+      If none of the above :guilabel:`Group By` options deliver the desired results, click
+      :guilabel:`Add Custom Group` at the bottom of the :guilabel:`Group By` section. Doing so
+      reveals a drop-down menu, wherein custom criteria can be selected and applied, thus delivering
+      any grouping of data that may be desired.
+
+   .. tab:: Favorites
+
+      This section provides the opportunity to save custom filters and/or groupings for future use.
+      To utilize this section, click the :guilabel:`Save current search` field, which reveals
+      additional fields.
+
+      .. image:: email_marketing/favorites-dropdown.png
+         :align: center
+         :alt: View of the Favorites drop-down menu on the Odoo Email Marketing application.
+
+      Give the favorited filter/grouping a title on the blank line above the checkboxes for
+      :guilabel:`Default filter` and :guilabel:`Shared`.
+
+      Ticking the box for :guilabel:`Default filter` makes this favorited filter/grouping the
+      default option. Ticking the box for :guilabel:`Shared` allows other users to see and use this
+      favorited filter/grouping.
+
+      When all desired options are configured, click :guilabel:`Save` to save the filter/grouping in
+      the :guilabel:`Favorites` section of the mega drop-down menu.
+
+# Settings
+
+To view and modify the *Email Marketing* settings, navigate to :menuselection:`Email Marketing app
+--> Configuration --> Settings`.
+
+.. image:: email_marketing/configuration-settings.png
+   :align: center
+   :alt: View of the Configuration menu with Settings page in the Odoo Email Marketing application.
+
+On the :guilabel:`Settings` page, there are four features available.
+
+.. image:: email_marketing/settings.png
+   :align: center
+   :alt: View of the Settings page in the Odoo Email Marketing application.
+
+The features are:
+
+- :guilabel:`Mailing Campaigns`: enables the option to manage mass mailing campaigns.
+- :guilabel:`Blacklist Option when Unsubscribing`: allows recipients to blacklist themselves from
+  future mailings during the unsubscribing process.
+- :guilabel:`Dedicated Server`: provides the option to utilize a separate, dedicated server for
+  mailings. When enabled, Odoo reveals a new field (and link), in which the specific server
+  configurations must be entered, in order for it to connect properly to Odoo.
+- :guilabel:`24H Stat Mailing Reports`: allows users to check how well mailings have performed a day
+  after it has been sent.
+
+.. _email_marketing/create_email:
+
+# Create an email
+
+To create an email, open the :menuselection:`Email Marketing` application, and click the
+:guilabel:`New` button in the upper-left corner of the :guilabel:`Mailings` dashboard page.
+
+Clicking :guilabel:`New` reveals a blank email form.
+
+.. image:: email_marketing/blank-email-detail-form.png
+   :align: center
+   :alt: View of a blank email detail form in Odoo Email Marketing application.
+
+On the email form, there are fields for the :ref:`Subject <email_marketing/subject>` and
+:ref:`Recipients <email_marketing/recipients>` of the email.
+
+Beneath that, there are three tabs: :ref:`Mail Body <email_marketing/mail_body>`, :ref:`A/B Tests
+<email_marketing/ab_tests>`, and :ref:`Settings <email_marketing/settings_tab>`.
+
+.. _email_marketing/subject:
+
+## Subject
+
+First, enter a :guilabel:`Subject` to the email. The :guilabel:`Subject` is visible in the
+recipients' inbox, allowing them to quickly see what the message is about.
+
+> **note**:
+>    The :guilabel:`Subject` field is mandatory. An email can **not** be sent without a
+   :guilabel:`Subject`.
+
+The :guilabel:`(smiley face with a plus sign)` icon at the end of the :guilabel:`Subject` field
+represents emojis that can be added to the :guilabel:`Subject` field. Clicking that icon reveals a
+pop-up menu of emojis that can be used.
+
+Beside the :guilabel:`(smiley face with a plus sign)` icon at the end of the :guilabel:`Subject`
+field is an empty :guilabel:`(star)` icon. When clicked, the :guilabel:`(star)` icon turns gold, and
+the email is saved as a template in the :guilabel:`Mail Body` tab, which can be used again in the
+future.
+
+.. _email_marketing/recipients:
+
+## Recipients
+
+Beneath the :guilabel:`Subject` field on the email form is the :guilabel:`Recipients` field. In this
+field, select the recipients of the email. By default, the :guilabel:`Mailing List` option is
+selected, but clicking the field reveals a drop-down menu of other recipient options.
+
+With the default :guilabel:`Mailing List` option selected, a specific mailing list **must** be
+chosen from the adjacent :guilabel:`Select mailing lists` field drop-down menu.
+
+> **tip**:
+>    More than one mailing list can be chosen from the :guilabel:`Select mailing lists` field.
+
+Odoo then sends the email to contacts on that specific mailing list(s).
+
+.. seealso::
+   :doc:`email_marketing/mailing_lists`
+
+When the :guilabel:`Recipients` field is clicked, a drop-down menu of other options is revealed.
+Each option provides different ways Odoo can create a target audience for the email.
+
+.. image:: email_marketing/recipients-dropdown.png
+   :align: center
+   :alt: View of recipients drop-down menu in the Odoo Email Marketing application.
+
+Those options (excluding the default :guilabel:`Mailing List`) provide the option to create a more
+specified recipient filter, in an equation-like format, which appears beneath the
+:guilabel:`Recipients` field.
+
+The :guilabel:`Recipients` field options, other than the default :guilabel:`Mailing List` option,
+are as follows:
+
+- :guilabel:`Contact`: ties specifically to the *Contacts* app, and includes all the contacts
+  entered in the database.
+- :guilabel:`Event Registration`: ties specifically to the *Events* app, and provides opportunities
+  to interact with event registrants, in order to communicate important information about the
+  event(s), or nurture other valuable actions, such as post-event surveys, purchases, etc.
+- :guilabel:`Lead/Opportunity`: ties specifically to records in the *CRM* application, which opens
+  up a number of opportunities to influence sales or purchase decisions.
+- :guilabel:`Mailing Contact`: ties specifically to the *Email Marketing* app, and focuses on
+  specific mailing contacts that have been entered in that specific application, and are related to
+  a specific mailing list. These contacts are also unique because they do *not* have their own
+  contact card in the *Contacts* application. This list can be accessed by navigating to
+  :menuselection:`Email Marketing app --> Mailing Lists --> Mailing List Contacts`.
+- :guilabel:`Sales Order`: ties specifically to the *Sales* app, and focuses on a specific sales
+  orders in the database.
+
+### Add recipient filter
+
+To add a more specific recipient filter to any :guilabel:`Recipient` option, select any recipient
+option (other than :guilabel:`Mailing List`), and click the :guilabel:`Modify filter (right-facing
+arrow)` icon beneath the :guilabel:`Recipient` field to reveal three subsequent filter rule fields,
+formatted like an equation.
+
+It is highly recommended that users implement detailed targeting criteria for the
+:guilabel:`Recipients` field. Typically, a single line of targeting logic is not sufficient enough
+for an email campaign.
+
+While the :guilabel:`Mailing List` option is adequate for the :guilabel:`Recipients` field, the
+:guilabel:`Lead/Opportunity` and :guilabel:`Event Registration` options provide far more detailed
+targeting criteria, which can be added on top of those seed sources.
+
+.. example::
+   For example, with the :guilabel:`Lead/Opportunity` option chosen in the :guilabel:`Recipients`
+   field, users can add various custom criteria related to :guilabel:`Created on` dates,
+   :guilabel:`Stages`, :guilabel:`Tags`, :guilabel:`Lost Reasons`, :guilabel:`Sales Teams`,
+   :guilabel:`Active` statuses, :guilabel:`Country`, and so much more.
+
+   .. image:: email_marketing/detailed-filter-records.png
+      :align: center
+      :alt: View of how recipient filters can be customized in Odoo Email Marketing.
+
+To reveal the sub-menu options within the filter rule fields, click each field, and make the desired
+selections, until the preferred configuration has been achieved.
+
+The number of :guilabel:`records` in the database that match the configured rule(s) are indicated
+beneath the configured filter rule(s), in green.
+
+.. image:: email_marketing/filter-records.png
+   :align: center
+   :alt: View of how recipient filters can be customized in Odoo Email Marketing.
+
+> **note**:
+>    Some sub-menu options in the first rule field allow for a second choice to provide even more
+   specificity.
+
+To the right of each rule, there are three additional options, represented by :guilabel:`➕ (plus
+sign)`, :guilabel:`(sitemap)`, and :guilabel:`🗑️ (trash)` icons.
+
+- The :guilabel:`➕ (plus sign)` icon adds a new node (line) to the overall targeting logic.
+- The :guilabel:`(sitemap)` icon adds a branch to the node. A branch contains two additional,
+  indented sub-nodes that are related to that specific rule, providing even more specificity to the
+  parent line above it.
+- The :guilabel:`🗑️ (trash)` icon deletes a specific node (line) in the array of logic.
+
+.. _email_marketing/mail_body:
+
+## Mail Body tab
+
+In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose
+from.
+
+.. image:: email_marketing/mail-body-templates.png
+   :align: center
+   :alt: View of the templates in the Mail Body tab in Odoo Email Marketing application.
+
+Select the desired template, and proceed to modify every element of its design details with Odoo's
+drag-and-drop building blocks, which appear on the right sidebar when a template is chosen.
+
+.. image:: email_marketing/template-building-blocks.png
+   :align: center
+   :alt: View of the building blocks in the Mail Body tab in Odoo Email Marketing application.
+
+The features on the sidebar used to create and customize emails are separated into three sections:
+:guilabel:`Blocks`, :guilabel:`Customize`, and :guilabel:`Design`.
+
+Each building block provides unique features and professional design elements. To use a building
+block, drag-and-drop the desired block element onto the body of the email being built. Once dropped,
+various aspects of the building block can be customized.
+
+> **tip**:
+>    To build an email from the ground up, without any building block elements, select the
+   :guilabel:`Plain Text` template. When selected, Odoo provides a completely blank email canvas,
+   which can be customized in a number of way using the front-end rich text editor that accepts
+   forward slash `/` commands.
+
+   When `/` is typed into the blank body of the email, while using a :guilabel:`Plain Text`
+   template, a drop-down menu of various design elements appears, which can be used to create the
+   desired email design.
+
+   .. image:: email_marketing/template-blank-slash.png
+      :align: center
+      :alt: View of the rich text editor drop-down in the Odoo Email Marketing application.
+
+.. _email_marketing/ab_tests:
+
+## A/B Tests tab
+
+Initially, when the :guilabel:`A/B Tests` tab is opened on an email form, the only option available
+is :guilabel:`Allow A/B Testing`. This is **not** a required option.
+
+If this option is enabled, recipients are only mailed *once* for the entirety of the campaign.
+
+This allows the user to send different versions of the same mailing to randomly selected recipients
+to gauge the effectiveness of various designs, formats, layouts, content, and so on -- without any
+duplicate messages being sent.
+
+When the checkbox beside :guilabel:`Allow A/B Testing` is ticked, an :guilabel:`on (%)` field
+appears, in which the user determines the percentage of the pre-configured recipients that are going
+to be sent this current version of the mailing as part of the test.
+
+> **note**:
+>    The default figure in the :guilabel:`on (%)` field is `10`, but that figure can be changed at any
+   time.
+
+Beneath that, two additional fields appear:
+
+The :guilabel:`Winner Selection` field provides a drop-down menu of options, wherein the user
+decides what criteria should be used to determine the "winning" version of the email tests that are
+sent.
+
+The options in the :guilabel:`Winner Selection` field are as follows:
+
+- :guilabel:`Manual`: allows the user to determine the "winning" version of the mailing. This option
+  removes the :guilabel:`Send Final On` field.
+- :guilabel:`Highest Open Rate` (default): the mailing with the highest open rate is determined to
+  be the "winning" version.
+- :guilabel:`Highest Click Rate`: the mailing with the highest click rate is determined to be the
+  "winning" version.
+- :guilabel:`Highest Reply Rate`: the mailing with the highest reply rate is determined to be the
+  "winning" version.
+- :guilabel:`Leads`: the mailing with the most leads generated is determined to be the "winning"
+  version.
+- :guilabel:`Quotations`: the mailing with the most quotations generated is determined to be the
+  "winning" version.
+- :guilabel:`Revenues`: the mailing with the most revenue generated is determined to be the
+  "winning" version.
+
+The :guilabel:`Send Final On` field allows users to choose a date that is used to know *when* Odoo
+should determine the "winning" email, and subsequently, send that version of the email to the
+remaining recipients.
+
+.. image:: email_marketing/ab-test-tab.png
+   :align: center
+   :alt: View of the A/B Tests tab in Odoo Email Marketing application.
+
+To the right of those fields is a :guilabel:`Create an Alternative Version` button. When clicked,
+Odoo presents a new :guilabel:`Mail Body` tab for the user to create an alternate version of the
+email to test.
+
+.. _email_marketing/settings_tab:
+
+## Settings tab
+
+The options present in the :guilabel:`Settings` tab of the mail form are divided into two sections:
+:guilabel:`Email Content` and :guilabel:`Tracking`.
+
+> **note**:
+>    The options available in the :guilabel:`Settings` tab vary depending on if the *Mailing
+   Campaigns* feature is activated in :menuselection:`Email Marketing --> Configuration -->
+   Settings`. See :ref:`email_marketing/mailing-campaigns` for more information.
+
+Without the *Mailing Campaigns* feature activated, the :guilabel:`Settings` tab on the email form
+only contains the :guilabel:`Preview Text`, :guilabel:`Send From`, :guilabel:`Reply To`,
+:guilabel:`Attachments`, and :guilabel:`Responsible` fields.
+
+.. image:: email_marketing/settings-without-features.png
+   :align: center
+   :alt: View of settings tab in Odoo Email Marketing app, without campaign setting activated.
+
+### Email content
+
+- :guilabel:`Preview Text`: allows the user to enter a preview sentence to encourage recipients to
+  open the email. In most inboxes, this is displayed next to the subject. If left empty, the first
+  characters of the email content appear, instead. The ability to add an emoji in this field is
+  available, as well, via the :guilabel:`(smiley face with a plus sign)` icon.
+- :guilabel:`Send From`: designate an email alias that displays as the sender of this particular
+  email.
+- :guilabel:`Reply To`: designate an email alias to whom all the replies of this particular email
+  are sent.
+- :guilabel:`Attach a file`: if any specific files are required (or helpful) for this email, click
+  the :guilabel:`Attachments` button, and upload the desired file(s) to the email.
+
+### Tracking
+
+- :guilabel:`Responsible`: designate a user in the database to be responsible for this particular
+  email.
+
+> **note**:
+>    If the *Mailing Campaign* feature *is* activated, an additional :guilabel:`Campaign` field
+   appears in the :guilabel:`Tracking` section of the :guilabel:`Settings` tab.
+
+   .. image:: email_marketing/settings-tab-with-campaign.png
+      :align: center
+      :alt: View of settings tab in Odoo Email Marketing when campaign setting is activated.
+
+   The additional :guilabel:`Campaign` field allows users to attach this particular email to a
+   mailing campaign, if desired.
+
+   If the desired campaign is not available in the initial drop-down menu, select :guilabel:`Search
+   More` to reveal a complete list of all mailing campaigns in the database.
+
+   Or, type the name of the desired mailing campaign in the :guilabel:`Campaign` field, until Odoo
+   reveals the desired campaign in the drop-down menu. Then, select the desired campaign.
+
+# Send, schedule, test
+
+Once the mailing is finalized, the following options can be utilized, via buttons located in the
+upper-left corner of the email form: :ref:`Send <email_marketing/send>`, :ref:`Schedule
+<email_marketing/schedule>`, and :ref:`Test <email_marketing/test>`.
+
+.. _email_marketing/send:
+
+## Send
+
+The :guilabel:`Send` button reveals a :guilabel:`Ready to unleash emails?` pop-up window.
+
+.. image:: email_marketing/send-popup.png
+   :align: center
+   :alt: View of pop-up window that appears when the send button on an email form is clicked.
+
+When the :guilabel:`Send to all` button is clicked, Odoo sends the email to the desired recipients.
+Once Odoo has sent the mailing, the status changes to :guilabel:`Sent`.
+
+.. _email_marketing/schedule:
+
+## Schedule
+
+The :guilabel:`Schedule` button reveals a :guilabel:`When do you want to send your mailing?` pop-up
+window.
+
+.. image:: email_marketing/schedule-popup.png
+   :align: center
+   :alt: View of pop-up window that appears when the schedule button on an email form is clicked.
+
+In this pop-up window, click the :guilabel:`Send on` field to reveal a calendar pop-up window.
+
+.. image:: email_marketing/schedule-popup-calendar.png
+   :align: center
+   :alt: View of pop-up window that appears when the schedule button on an email form is clicked.
+
+From the calendar pop-up window, select the future date and time for Odoo to send this email. Then,
+click :guilabel:`✔️ Apply`. When a date and time are chosen, click the :guilabel:`Schedule` button,
+and the status of the mailing changes to :guilabel:`In Queue`.
+
+.. _email_marketing/test:
+
+## Test
+
+The :guilabel:`Test` button reveals a :guilabel:`Test Mailing` pop-up window.
+
+.. image:: email_marketing/test-popup.png
+   :align: center
+   :alt: View of pop-up window that appears when the test button on an email form is clicked.
+
+From this pop-up window, enter the email addresses of the contacts to whom Odoo should send this
+test email in the :guilabel:`Recipients` field. Multiple contacts can be added in this field, if
+desired.
+
+Once all the desired email addresses have been entered in the :guilabel:`Recipients` field, click
+the :guilabel:`Send Test` button.
+
+> **warning**:
+>    By default, there's a daily limit applied for **all emails** sent throughout **all
+   applications**. So, if there are remaining emails to be sent after a limit has been reached,
+   those mailings are **not** sent automatically the next day. The sending needs to be forced, by
+   opening the email and clicking :guilabel:`Retry`.
+
+.. _email_marketing/mailing-campaigns:
+
+# Mailing campaigns
+
+The *Email Marketing* application provides users with the ability to build mailing campaigns.
+
+In order to create and customize mailing campaigns, the *Mailing Campaigns* feature **must** be
+activated in the *Settings* page of the *Email Marketing* application. To do that, navigate to
+:menuselection:`Email Marketing app --> Configuration --> Settings`, tick the box beside
+:guilabel:`Mailing Campaigns`, and click the :guilabel:`Save` button.
+
+.. image:: email_marketing/campaigns-feature.png
+   :align: center
+   :alt: View of the campaign feature setting in Odoo Email Marketing.
+
+Once the :guilabel:`Mailing Campaigns` feature is activated, a new :guilabel:`Campaigns` menu option
+appears in the header.
+
+When that is clicked, Odoo reveals a separate :guilabel:`Campaigns` page, displaying all the mailing
+campaigns in the database, and the current stage they are in, showcased in a default Kanban view.
+
+.. image:: email_marketing/campaigns-page.png
+   :align: center
+   :alt: View of the campaign page in Odoo Email Marketing.
+
+> **note**:
+>    This information can also be viewed in a list, by clicking the :guilabel:`☰ (horizontal lines)`
+   icon in the upper-right corner.
+
+Clicking any campaign from the :guilabel:`Campaigns` page reveals that campaign's form.
+
+There are two different ways to create and customize campaigns in the *Email Marketing* application,
+either directly from the :ref:`Campaigns page <email_marketing/campaign-page>` or through the
+:ref:`Settings tab <email_marketing/campaign-settings>` on an email form.
+
+.. _email_marketing/campaign-page:
+
+## Create mailing campaign (from campaigns page)
+
+When the *Mailing Campaigns* feature is activated, a new *Campaigns* option appears in the header of
+the *Email Marketing* application. Campaigns can be created directly on the *Campaigns* page in the
+*Email Marketing* app.
+
+To do that, navigate to :menuselection:`Email Marketing app --> Campaigns --> New`.
+
+### Kanban view
+
+When the :guilabel:`New` button is clicked in the default Kanban view on the :guilabel:`Campaigns`
+page, a Kanban card appears in the :guilabel:`New` stage.
+
+.. image:: email_marketing/campaigns-kanban-popup.png
+   :align: center
+   :alt: View of the campaign pop-up kanban in Odoo Email Marketing.
+
+New campaign cards can also be made by clicking the :guilabel:`➕ (plus sign)` at the top of any
+Kanban stage on the :guilabel:`Campaigns` page.
+
+When the new campaign Kanban card appears, the options to enter a :guilabel:`Campaign Name`, a
+:guilabel:`Responsible`, and :guilabel:`Tags` become readily available.
+
+To add the campaign to the Kanban stage, click the :guilabel:`Add` button.
+
+To delete the campaign, click the :guilabel:`🗑️ (trash can)` icon.
+
+To further customize the campaign, click the :guilabel:`Edit` button, which reveals the campaign
+form for additional modifications.
+
+> **note**:
+>    A :guilabel:`Campaign Name` **must** be entered in the Kanban card, in order for the
+   :guilabel:`Edit` button to reveal the campaign form for further modifications.
+
+### List view
+
+To enter the list view on the :guilabel:`Campaigns` page, click the :guilabel:`☰ (horizontal lines)`
+icon in the upper-right corner. Doing so reveals all campaign information in a list format.
+
+.. image:: email_marketing/campaign-page-list-view.png
+   :align: center
+   :alt: View of the campaign page in list view in Odoo Email Marketing.
+
+To create a campaign from the :guilabel:`Campaigns` page while in list view, click the
+:guilabel:`New` button. Doing so reveals a blank campaign form.
+
+.. image:: email_marketing/blank-campaign-form.png
+   :align: center
+   :alt: View of the blank campaign form in Odoo Email Marketing.
+
+From this campaign form, a :guilabel:`Campaign Name`, a :guilabel:`Responsible`, and
+:guilabel:`Tags` can be added.
+
+At the top of the form, various metric-related smart buttons can be seen that showcase specific
+analytics related to the campaign. Those smart buttons are: :guilabel:`Revenues`,
+:guilabel:`Quotations`, :guilabel:`Opportunities`, and :guilabel:`Clicks`.
+
+> **note**:
+>    Once a :guilabel:`Campaign Name` is entered and saved, additional buttons appear at the top of
+   the campaign form.
+
+   Those additional buttons are: :guilabel:`Send Mailing` and :guilabel:`Send SMS`.
+
+## Campaign form
+
+On the campaign form (after clicking :guilabel:`Edit` from the Kanban card, or selecting an existing
+campaign from the :guilabel:`Campaigns` page) there are additional options and metrics available.
+
+.. image:: email_marketing/campaign-form.png
+   :align: center
+   :alt: View of the campaign form in Odoo Email Marketing.
+
+At the top of the form, various smart buttons can be seen that showcase specific analytics related
+to the campaign. Those smart buttons are: :guilabel:`Revenues`, :guilabel:`Quotations`,
+:guilabel:`Opportunities`, and :guilabel:`Clicks`.
+
+There are also buttons to :guilabel:`Send Mailing`, :guilabel:`Send SMS`, :guilabel:`Add Post`, and
+:guilabel:`Add Push` (push notification).
+
+> **note**:
+>    If the :guilabel:`Send Mailing` and :guilabel:`Send SMS` buttons are not readily available, enter
+   a :guilabel:`Campaign Name`, then save (either manually or automatically). Doing so reveals those
+   buttons.
+
+The status of the campaign can be viewed in the upper-right corner of the campaign form, as well.
+
+.. _email_marketing/campaign-settings:
+
+## Create mailing campaign (from settings tab)
+
+To create a new campaign from the :guilabel:`Settings` tab of a mailing form, click the
+:guilabel:`Campaign` field, and start typing the name of the new campaign. Then, select either
+:guilabel:`Create "[Campaign Name]"` or :guilabel:`Create and edit...` from the drop-down menu that
+appears.
+
+.. image:: email_marketing/mailing-campaign-settings.png
+   :align: center
+   :alt: View of the mailing campaign creation in the Settings tab of an email form.
+
+Select :guilabel:`Create` to add this new mailing campaign to the database, and modify its settings
+in the future.
+
+Select :guilabel:`Create and Edit...` to add this new mailing campaign to the database, and reveal a
+:guilabel:`Create Campaign` pop-up window.
+
+.. image:: email_marketing/mailing-campaign-popup.png
+   :align: center
+   :alt: View of the email mailing campaign pop-up window in Odoo Email Marketing application.
+
+Here, the new mailing campaign can be further customized. Users can adjust the :guilabel:`Campaign
+Name`, assign a :guilabel:`Responsible`, and add :guilabel:`Tags`.
+
+Buttons to :guilabel:`Add Post` or :guilabel:`Send Push` (push notifications) are also available.
+
+There is also a status located in the upper-right corner of the :guilabel:`Create Campaign` pop-up
+window.
+
+When all modifications are ready to be finalized, click :guilabel:`Save & Close`. To delete the
+entire campaign, click :guilabel:`Discard`.
+
+.. seealso::
+   - :doc:`email_marketing/mailing_lists`
+   - :doc:`email_marketing/unsubscriptions`
+   - :doc:`email_marketing/lost_leads_email`
+   - :doc:`email_marketing/analyze_metrics`
+
+.. toctree::
+   :titlesonly:
+
+   email_marketing/mailing_lists
+   email_marketing/unsubscriptions
+   email_marketing/lost_leads_email
+   email_marketing/analyze_metrics