documentation/content/applications/marketing/social_marketing.md

---
show-content: true
---

# Social Marketing

Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage
various social media accounts, analyze content effectiveness, and engage directly with social media
followers in one, centralized location.

:::{seealso}
- [Odoo Tutorials: Marketing](https://www.odoo.com/slides/marketing-27)
:::

```{eval-rst}
.. cards::

   .. card:: Social posts
      :target: social_marketing/social_posts

      Discover everything there is to know about how to create and customize social media posts
      using Odoo.

   .. card:: Social campaigns
      :target: social_marketing/social_campaigns

      Learn about all the different campaign and marketing tools this application has to offer.
```

## Social media accounts

In order to create social posts and analyze content with Odoo *Social Marketing*, social media
accounts **must** be added as a *stream* on the application's main dashboard.

:::{note}
Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social
Marketing* is to manage and analyze business accounts on social media platforms.
:::

:::{warning}
Odoo *Social Marketing* has some limitations in regards to social media accounts. For example,
Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company.
The same limitations are present in a multi-company environment because of how the API is
constructed.
:::

:::{warning}
In multi-company environments, if every company doesn't activate a page at once, it will result
in a permission error.

For example, if Company 1 is the only company selected from the main Odoo dashboard, and
activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the
*Social Marketing* dashboard.

However, if on that same database, the user adds Company 2 from the company drop-down menu in the
header, and attempts to add those same streams, it results in a permission error.

```{image} social_marketing/permission-error.png
:align: center
:alt: View of the permission error that appears when incorrectly attempting to add
:  stream.
```
:::

## Social media streams

To add a social media business account as a stream, navigate to {menuselection}`Social Marketing
app` and select the {guilabel}`Add A Stream` button located in the upper-left corner. Doing so
reveals an {guilabel}`Add a Stream` pop-up window.

```{image} social_marketing/add-stream-social-popup.png
:align: center
:alt: View of the pop-up window that appears when Add a Stream is selected in Odoo.
```

In the {guilabel}`Add a Stream` pop-up window, choose to {guilabel}`Link a new account` for a
business from any of the following popular social media platforms: {guilabel}`Facebook`,
{guilabel}`Instagram`, {guilabel}`LinkedIn`, {guilabel}`Twitter`, and {guilabel}`YouTube`.

After clicking the desired social media outlet from the {guilabel}`Add a Stream` pop-up window, Odoo
navigates directly to that specific social media outlet's authorization page, where permission must
be granted, in order for Odoo to add that particular social media account as a stream to the *Social
Marketing* application.

```{image} social_marketing/social-marketing-dashboard.png
:align: center
:alt: Sample of a populated social marketing dashboard with social media streams and
:  content.
```

Once permission is granted, Odoo navigates back to the {guilabel}`Feed` on the main
{guilabel}`Social Marketing` dashboard, and a new column, with that account's posts, is added.
Accounts/streams can be added at any time.

:::{important}
A {guilabel}`Facebook` page can be added as long as the {guilabel}`Facebook` account that grants
permission is the administrator for the page. It should also be noted that different pages can be
added for different streams.
:::

:::{note}
{guilabel}`Instagram` accounts are added through a {guilabel}`Facebook` login because it uses the
same API. This means, an {guilabel}`Instagram` account needs to be linked to a
{guilabel}`Facebook` account in order for it to show up as a stream in Odoo.
:::

## Social media page

Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the
{guilabel}`Social Media` page. To access the {guilabel}`Social Media` page, navigate to
{menuselection}`Social Marketing app --> Configuration --> Social Media`.

On the {guilabel}`Social Media` page there is a collection of all social media options, each
complete with a {guilabel}`Link account` button: {guilabel}`Facebook`, {guilabel}`Instagram`,
{guilabel}`LinkedIn`, {guilabel}`Twitter`, {guilabel}`YouTube`, and {guilabel}`Push Notifications`.

```{image} social_marketing/social-media-page.png
:align: center
:alt: View of the social media page in the Odoo Social Marketing application.
```

## Social accounts page

To see a list of all social accounts and websites linked to the database, go to
{menuselection}`Social Marketing app --> Configuration --> Social Accounts`. This {guilabel}`Social
Accounts` display the {guilabel}`Name`, the {guilabel}`Handle/Short Name`, the {guilabel}`Social
Media` platform, who it was {guilabel}`Created by`, and the {guilabel}`Company` to which it is
associated.

```{image} social_marketing/social-accounts-page.png
:align: center
:alt: View of the social accounts page in the Odoo Social Marketing application.
```

To edit/modify any of the social accounts on this page, simply select the desired account from the
list on this page, and proceed to make any adjustments necessary.

## Social streams page

To view a separate page with all the social media streams that have been added to the main *Social
Marketing* dashboard, navigate to {menuselection}`Social Marketing app --> Configuration --> Social
Streams`.

```{image} social_marketing/social-streams-page.png
:align: center
:alt: View of the social accounts page in the Odoo Social Marketing application.
```

Here, the social stream information is organized in a list with the {guilabel}`Social Media`, the
{guilabel}`Title` of the stream, the {guilabel}`Type` of the stream (e.g. {guilabel}`Posts`,
{guilabel}`Keyword`, etc.), who it was {guilabel}`Created by`, and the {guilabel}`Company` to which
it is associated.

To modify any stream's information, simply click the desired stream from the list, and proceed to
make any necessary adjustments.

## Visitors

To see a complete overview of all the people who have visited the website(s) connected to the
database, navigate to {menuselection}`Social Marketing app --> Visitors`.

```{image} social_marketing/visitors.png
:align: center
:alt: View of the Visitors page in the Odoo Social Marketing application.
```

Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban
view. If visitors already have contact information in the database, the option to send them an
{guilabel}`Email` and/or an {guilabel}`SMS` is available.

This same visitor data can also be viewed as a list or a graph. Those view options are located in
the upper-right corner of the {guilabel}`Visitors` page.

```{toctree}
social_marketing/social_posts
social_marketing/social_campaigns
```