[IMP] Link trackers: updating content
task-3754778
closes odoo/documentation#8518
X-original-commit: fd5c4b21ca
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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=============
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Link trackers
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=============
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============
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Link tracker
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============
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Link Trackers allow you to track your marketing campaigns (emails, banner ads, blog posts, social
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media posts, affiliate links, etc.). This way, you are able to identify your best traffic sources
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and make informed decisions about the distribution of your marketing budget.
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The link tracker allow you to create tracked links to measure your marketing campaigns'
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effectiveness. They let you determine which channels bring you the most visitors and make informed
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decisions.
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Configuration
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=============
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Go to :menuselection:`Website --> Configuration --> Settings` and activate *Link Trackers*.
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The :guilabel:`Link Tracker` module is not installed by default. You need to enable the
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:guilabel:`Email Marketing` option by going to :menuselection:`Website --> Configuration -->
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Settings.` Alternatively, you can :doc:`install <../../../general/apps_modules>` the :guilabel:`Link
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Tracker` module itself or one of the marketing apps.
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.. image:: link_tracker/enable_link_tracker.png
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:align: center
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:alt: View of Website settings page emphasizing the link trackers field in Odoo Website
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Create a traceable URL
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======================
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Set up traceable URLs
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---------------------
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To create and manage tracked links, navigate to :menuselection:`Website --> Site --> Link Tracker`.
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Fill in the following information and click :guilabel:`Get tracked link` to generate a tracking URL.
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Go to :menuselection:`Website --> Go to website --> Promote --> Track this page`. Here, you are able
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to get a specific tracked URL based on the campaign, medium, and source being used.
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#. :guilabel:`URL`: The URL which is the target of the campaign. It is automatically populated with
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the URL from where you access the menu.
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.. image:: link_tracker/link_tracker_fields.png
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:align: center
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:alt: View of the link tracker fields for Odoo Website
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#. :guilabel:`Campaign`: The specific campaign the link should be associated with. This parameter is
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used to distinguish the different campaigns.
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- **URL**: url of the page you want to track (e.g. the home page or a product's page).
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- **Campaign**: context of your link (e.g. a special promotion).
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- **Medium**: channel used to share (deliver) your link (e.g. an email or a Facebook ad).
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- **Source**: platform where the traffic originates (e.g. Google or Twitter).
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#. :guilabel:`Medium`: The medium describes the category or method through which the visitor arrives
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at your site, such as organic search, paid search, social media ad, email, etc.
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Now, click on *Get tracked link* to generate a URL that you can post or send by the source you have
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decided on.
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#. :guilabel:`Source`: The source identifies the precise platform or website that referred the
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visitor, such as a search engine, a newsletter, or a website.
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Follow-up on tracked links
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==========================
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.. image:: link_tracker/create-link-tracker.png
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:alt: Create a link tracker URL
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To look at statistics of your links, go to :menuselection:`Website --> Go to website --> Promote
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--> Track this page`. Besides being able to see the *Most Clicked* and *Recently Used* links, you
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can also see complete statistics by clicking on *Stats*, including the number of clicks, and the
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country of origin for those clicks.
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The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` are called :abbr:`UTM (Urchin
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Tracking Module)` parameters. They are incorporated in the tracked URL.
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.. image:: link_tracker/links_statistics.png
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:align: center
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:alt: View of the tracked list emphasizing the statistics buttons in Odoo Website
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Website visibility
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------------------
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.. tip::
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You can use the :abbr:`UTM (Urchin Tracking Module)` parameters to hide or show building blocks for
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specific audiences. To achieve this, click the :guilabel:`Edit` button on your website, select a
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building block, go to the :guilabel:`Customize` tab, scroll down to :guilabel:`Visibility`, and
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click :guilabel:`Conditionally`.
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#. You can also access the link tracker on *odoo.com/r* via your browser.
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#. Activate the developer mode (:menuselection:`Settings --> Activate the developer mode`) and
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get access to the *Link Tracker* module and its back-end functionalities.
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#. Integrated with :ref:`analytics/google-analytics`, those trackers allow you to see the number
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of clicks and visitors to keep you on top of your marketing campaigns.
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#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
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you to understand where your leads and opportunities are coming from.
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.. image:: link_tracker/conditional-visibility.png
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:alt: Use the conditional visibility to display site elements to specific audiences.
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For each parameter available in the :ref:`Visibility <blocks/visibility>` section, you can choose
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:guilabel:`Visible for` or :guilabel:`Hidden for` and select the record you want from the dropdown
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list.
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Tracked links overview
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======================
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To get an overview of your tracked links, go to :menuselection:`Website --> Site --> Link Tracker`
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and scroll down to :guilabel:`Your tracked links` section.
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.. image:: link_tracker/your-tracked-links.png
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:alt: Get an overview of all the links you track.
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Statistics
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----------
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To measure the performance of tracked links, click the :guilabel:`Stats` button.
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.. image:: link_tracker/statistics.png
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:alt: View the statistics related to a specific tracked link.
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Scroll down to the :guilabel:`Statistics` section to get an overview of the number of clicks of your
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tracked links. You can display information for a specific period by clicking the
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:guilabel:`All Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` options.
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@ -88,6 +88,8 @@ You can also use the drag-and-drop icon to move a block manually.
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.. image:: building_blocks/reordering-blocks.png
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:alt: Reordering building blocks
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.. _blocks/visibility:
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Visibility
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==========
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@ -117,7 +119,7 @@ instead. Then, configure the condition(s) to apply by selecting :guilabel:`Visib
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:guilabel:`Hidden for` and which :guilabel:`Records` will be impacted.
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.. seealso::
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:doc:`Link Tracker and UTMs <../reporting/link_tracker>`
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:doc:`Link Tracker <../reporting/link_tracker>`
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Invisible elements
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------------------
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