2020-03-16 21:27:57 +07:00
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===================================================
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Interact with Customers and Visitors with Live Chat
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===================================================
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One of the ways you can build stronger relationships with your customers is by making yourself
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available through live chat. Live chats can have a big impact not just on your customer service,
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but also on sales performance, as it gives users a chance of having real-time, fast, and effective
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interaction.
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Configuration
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=============
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Go to :menuselection:`Website --> Configuration --> Settings --> Live Chat` select the appropriate
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channel, and set it up.
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.. image:: media/enable_livechat.png
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:align: center
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:alt: Enable live chat under website configurations for Odoo Social Marketing
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Under *Channel Rules*, choose when the chat pop-up appears, and an action for a given URL and/or
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country. Note that to take the country into account, GeoIP must be installed on your server.
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.. important::
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The *Live Chat* application must be installed on your database.
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Monitor your visitors
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=====================
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Under the *Visitors* menu, see the visitors that landed on one of your
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:ref:`social_marketing/website_tracked_pages` online or offline.
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| You can send emails (if an email address has been saved), send SMSs (if a phone number has been
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saved), send a push notification (if the user has subscribed to it), and even send a live chat
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request that will be received by the user once they move to a tracked page.
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| Open a record to see details including the visited pages, and the first and last date and time
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the user was connected.
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.. image:: media/monitor_visitors.png
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:align: center
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:alt: See a visitor's history of pages in Odoo Social Marketing
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.. tip::
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#. Your online visitors will be authenticated if they are linked to a lead or an existing partner.
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#. If you do not use the *Website* app, you can add a live chat widget to your own website.
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.. _social_marketing/website_tracked_pages:
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Website’s tracked pages
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-----------------------
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To define which pages are tracked, on the *Website* application, go to
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:menuselection:`Website --> Configuration --> Pages` and enable the option *Track*,
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on the respective pages.
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.. image:: media/website_track_pages.png
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:align: center
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:alt: Choose the pages to be tracked in the website application for Odoo Social Marketing
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.. seealso::
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2020-03-27 21:44:57 +07:00
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- :doc:`../../livechat/overview/get_started`
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