diff --git a/social_marketing.rst b/social_marketing.rst index 728219e39..e1bac985d 100644 --- a/social_marketing.rst +++ b/social_marketing.rst @@ -7,5 +7,5 @@ Social Marketing .. toctree:: :titlesonly: - social_marketing/social_marketing + social_marketing/overview \ No newline at end of file diff --git a/social_marketing/overview.rst b/social_marketing/overview.rst new file mode 100644 index 000000000..df9eacccd --- /dev/null +++ b/social_marketing/overview.rst @@ -0,0 +1,11 @@ +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/manage_social + overview/push_notifications + overview/livechat + overview/campaigns \ No newline at end of file diff --git a/social_marketing/overview/campaigns.rst b/social_marketing/overview/campaigns.rst new file mode 100644 index 000000000..5e70bd565 --- /dev/null +++ b/social_marketing/overview/campaigns.rst @@ -0,0 +1,36 @@ +=========================================== +Connecting to my Marketplace with Campaigns +=========================================== + +Whether your goal is to sell a new product, explain the value of your services or advertise your +event, a campaign helps you to connect with your marketplace. They normally involve multiple +channels, so it is fundamental to have a solution with which you can plan, execute, track, and +analyze your content. + +Go to :menuselection:`Social Marketing --> Campaigns --> Create`. + +.. image:: media/create_campaign.png + :align: center + :alt: Click on create to start a campaign in Odoo Social Marketing + +As you create content, tabs for that specific channel will be shown. The overview of the campaign +shows you global metric such as: + +- *Revenue*: number of users who, from a link in your content, finished a transaction (paid). +- *Quotations*: number of users who, from a link in your content, have started but not finished a + transaction (did not pay). +- *Leads*: users who have filled out your contact form, from a link in your content. + +.. important:: + To be able to *Send New Mailing*, make sure the feature is enabled in the *Email Marketing* + application, under :menuselection:`Email Marketing --> Configuration --> Settings`. + To be able to *Send SMS*, the *SMS Marketing* application must be installed on your database. + +.. note:: + *Social Marketing* works integrated with other applications such as *Sales*, + *Invoicing*, *CRM* and *Website*. + +.. seealso:: + - :doc:`./push_notifications` + - :doc:`./manage_social` + diff --git a/social_marketing/overview/livechat.rst b/social_marketing/overview/livechat.rst new file mode 100644 index 000000000..5686e7a08 --- /dev/null +++ b/social_marketing/overview/livechat.rst @@ -0,0 +1,60 @@ +=================================================== +Interact with Customers and Visitors with Live Chat +=================================================== + +One of the ways you can build stronger relationships with your customers is by making yourself +available through live chat. Live chats can have a big impact not just on your customer service, +but also on sales performance, as it gives users a chance of having real-time, fast, and effective +interaction. + +Configuration +============= + +Go to :menuselection:`Website --> Configuration --> Settings --> Live Chat` select the appropriate +channel, and set it up. + +.. image:: media/enable_livechat.png + :align: center + :alt: Enable live chat under website configurations for Odoo Social Marketing + +Under *Channel Rules*, choose when the chat pop-up appears, and an action for a given URL and/or +country. Note that to take the country into account, GeoIP must be installed on your server. + +.. important:: + The *Live Chat* application must be installed on your database. + +Monitor your visitors +===================== + +Under the *Visitors* menu, see the visitors that landed on one of your +:ref:`social_marketing/website_tracked_pages` online or offline. + +| You can send emails (if an email address has been saved), send SMSs (if a phone number has been + saved), send a push notification (if the user has subscribed to it), and even send a live chat + request that will be received by the user once they move to a tracked page. +| Open a record to see details including the visited pages, and the first and last date and time + the user was connected. + +.. image:: media/monitor_visitors.png + :align: center + :alt: See a visitor's history of pages in Odoo Social Marketing + +.. tip:: + #. Your online visitors will be authenticated if they are linked to a lead or an existing partner. + #. If you do not use the *Website* app, you can add a live chat widget to your own website. + +.. _social_marketing/website_tracked_pages: + +Website’s tracked pages +----------------------- + +To define which pages are tracked, on the *Website* application, go to +:menuselection:`Website --> Configuration --> Pages` and enable the option *Track*, +on the respective pages. + +.. image:: media/website_track_pages.png + :align: center + :alt: Choose the pages to be tracked in the website application for Odoo Social Marketing + +.. seealso:: + - :doc:`../../livechat/livechat` diff --git a/social_marketing/overview/manage_social.rst b/social_marketing/overview/manage_social.rst new file mode 100644 index 000000000..c31f1e123 --- /dev/null +++ b/social_marketing/overview/manage_social.rst @@ -0,0 +1,79 @@ +============================================ +Manage Social Media Pages and Create Content +============================================ + +Once you are present on social media platforms, it is important to keep them up-to-date. However, +that might feel like a full-time job. Having a solution that allows you to create, schedule, keep +track, engage with your audience and measure results saves you time and helps you to successfully +execute your online strategy, from posts to results. + + +Add accounts and create your feed +================================= + +Click on *Add Stream* and grant the required permissions to add your accounts. + +.. image:: media/add_streams.png + :align: center + :alt: Click on add streams to add accounts in Odoo Social Marketing + +.. note:: + You can link a Facebook page for which you are the admin. + +| You are then redirected to your *Feed* and a column with the publications is automatically added. +| You can then add new accounts and/or streams, such as Facebook mentions, and customize your + Kanban view. + +.. image:: media/feed.png + :align: center + :alt: See all streams in the feed in Odoo Social Marketing + +Adding social media accounts to your feed will also link KPIs. To get redirected to the statistics +page of the social account, click on *Insights*. + +.. image:: media/insights.png + :align: center + :alt: Click on insights to be redirected to the social account from Odoo Social Marketing + +Link a LinkedIn account +----------------------- + +Go to :menuselection:`Social Marketing --> Configuration --> Social Media`. + +.. image:: media/add_linkedin.png + :align: center + :alt: Go to configuration to link a linkedin account in Odoo Social Marketing + +.. note:: + LinkedIn is in Beta Version, therefore, the feed is not available. Only the creation of content. + +Publish content +=============== + +Click on :menuselection:`Social Marketing --> Feed --> New Post`, or go to +:menuselection:`Social Marketing --> Posts → Create`. + +.. image:: media/publish_content.png + :align: center + :alt: Click on create or new post to create and publish content in Odoo Social Marketing + +| Choose to upload your post right away or to schedule it. +| Saving your post will apply a draft status to it. + +Overview and plan your posts with a calendar view +================================================= + +| Through the calendar view, besides having an overview of your planned day, week or month, also see + your drafted, scheduled and published posts. +| Drag and drop (scheduled posts) to change their scheduled date. +| Double-click on a date to create a post directly from the *Calendar view*, and click on an + existing one to edit it. + +.. image:: media/calendar_view.png + :align: center + :alt: Click on the calendar view option in Odoo Social Marketing + +.. seealso:: + - 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They can be used to inform your users about news, +articles and content posted, practical messages like traffic and weather updates, +flight information, sales alerts, coupons, and product updates. + +Ask users for permission +======================== + +In the *Website* application go to :menuselection:`Website --> Configuration --> Settings` +and enable *Web Push Notifications*. + +.. image:: media/enable_push.png + :align: center + :alt: Go to settings and enable web push notifications for Odoo Social Marketing + +Choose your message, icon, and delay time (which is the wait time for the permission request to be +shown once the user lands on your page). + +.. image:: media/push_permission.png + :align: center + :alt: Request to send messages is being shown on the page for Odoo Social Marketing + +Send notifications +================== + +Individually +------------ + +You can send individual messages through the menu *Visitors*. + +.. image:: media/individually_push.png + :align: center + :alt: Choose individually to whom send web push notifications in Odoo Social Marketing + +To a group +---------- + +Target a bigger segment by selecting multiple visitors in the *View List* (e.g.: all visitors that +visited your Homepage). + +.. image:: media/push_to_a_group.png + :align: center + :alt: Select multiple contacts to send web push notifications in Odoo Social Marketing + +.. note:: + Visitors records are kept under *Visitors* for a week, before getting archived. + +By rules +-------- + +Or go to :menuselection:`Social Marketing --> Posts --> Create`. Under *Web Notification options*, +apply filters to send your message to the records that match the rules you set. + +.. image:: media/push_rules.png + :align: center + :alt: Define rules to send push notifications in Odoo Social Marketing + +.. note:: + The feature only works with Odoo Website application. + +.. seealso:: + - :doc:`./manage_social` + - :doc:`./campaigns` diff --git a/social_marketing/social_marketing.rst b/social_marketing/social_marketing.rst deleted file mode 100644 index 0bdfb0959..000000000 --- a/social_marketing/social_marketing.rst +++ /dev/null @@ -1,8 +0,0 @@ -=============== -Advanced Topics -=============== - -.. toctree:: - :titlesonly: - - social_marketing/social_marketing \ No newline at end of file diff --git a/social_marketing/social_marketing/media/social_marketing01.png b/social_marketing/social_marketing/media/social_marketing01.png deleted file mode 100644 index 933f582b2..000000000 Binary files a/social_marketing/social_marketing/media/social_marketing01.png and /dev/null differ diff --git a/social_marketing/social_marketing/media/social_marketing02.png b/social_marketing/social_marketing/media/social_marketing02.png deleted file mode 100644 index d4729b984..000000000 Binary files a/social_marketing/social_marketing/media/social_marketing02.png and /dev/null differ diff --git a/social_marketing/social_marketing/media/social_marketing03.png b/social_marketing/social_marketing/media/social_marketing03.png deleted file mode 100644 index be1c60f3e..000000000 Binary files a/social_marketing/social_marketing/media/social_marketing03.png and /dev/null differ diff --git a/social_marketing/social_marketing/media/social_marketing04.png b/social_marketing/social_marketing/media/social_marketing04.png deleted file mode 100644 index d0c31e794..000000000 Binary files a/social_marketing/social_marketing/media/social_marketing04.png and /dev/null differ diff --git a/social_marketing/social_marketing/media/social_marketing05.png b/social_marketing/social_marketing/media/social_marketing05.png deleted file mode 100644 index 18e885ffc..000000000 Binary files a/social_marketing/social_marketing/media/social_marketing05.png and /dev/null differ diff --git a/social_marketing/social_marketing/social_marketing.rst b/social_marketing/social_marketing/social_marketing.rst deleted file mode 100644 index 540031ce3..000000000 --- a/social_marketing/social_marketing/social_marketing.rst +++ /dev/null @@ -1,110 +0,0 @@ -Social Marketing -================ - -One of the biggest challenges of a company is to engage efficiently with -their community. Odoo Social helps you to meet your audience with the -help of several supports: social media, push notifications, or live chat -request. - -Add your social media and create your feed ------------------------------------------- - -You first need to add your social media accounts. To do that, add a -Stream and choose your social media account. You’ll need to grant -permissions to Odoo Social Marketing application. - -.. image:: media/social_marketing01.png - :align: center - -Once it’s done, you’ll be redirected to your Feed and a column will be -automatically added with the publications of your freshly added -account. You can then add new streams to your Feed and customize your -Kanban view as you like. - -.. image:: media/social_marketing02.png - :align: center - -| Adding social media accounts to your Feed will also add some KPIs on - it: - -- Audience: Number of followers of your channel - -- Engagement: Number of times people have engaged with your posts - -- Stories: Number of times people who have engaged with your channel - have created stories on their friend’s or follower’s feed (Shares, Retweet,..) - -You can access more information by clicking on the “Insights” link: this -will lead you to statistics of the selected social medium. - -Publish content ---------------- - -To publish content on your social media accounts or send a push -notification to your subscribed users, either go to your Feed and click -on New Post, or use the “Posts” menu and create it from there. Select -all the accounts where you want to post your content, write your post -and get an instant preview of how it will look when published. - -If you select the push notifications, you’ll get some additional fields -on the form that will allow you to complete the push notifications -configuration and choose your segment between all your subscribed users. -You can also send push notifications via the Visitors menu, as explained -in the previous paragraph. - -Enable push notifications on your website ------------------------------------------ - -The push notifications system uses a Firebase account, configured by -default. This feature allows you to send push notifications to your -website’s visitors after they subscribed to it. To enable push -notifications on your website, go to the Website application Settings, -and configure the notifications permission request. - -.. image:: media/social_marketing03.png - :align: center - -Once it’s done, a popup will appear to your website’s visitors, asking -them to allow push notifications. As soon as they subscribe to it, you -can start sending them push notifications through the Visitors menu. You -can either send it individually or target a bigger segment by selecting -multiple visitors in the list view (e.g. all the visitors that visited -your Homepage). - -Interact with your online visitors ------------------------------------ - -You can monitor your online visits via the Visitors menu. You’ll see -every visitors that landed on one of your tracked pages (you can -configure your tracked pages in the Website application), online or -offline. Your online visitors will be authenticated if they’re linked to -a lead or an existing partner. You will be able to contact them with an -email, a message sms, a push notification (if they have subscribed to -it), or even send them a live chat request that they will receive on -their next move on one of your tracked pages (if you installed the Live -Chat application). - -.. image:: media/social_marketing04.png - :align: center - -Configure your own Facebook and Twitter developer accounts ----------------------------------------------------------- - -By default, the Social application is already configured with a Facebook -and Twitter developer accounts but you can use your own if necessary. -Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, and enter your -own API keys. - -.. image:: media/social_marketing05.png - :align: center - -Configure your own Firebase API -------------------------------- - -By default, a Firebase project is running on your database so there’s no -need to configure it. If you have multiple websites, every website will -be linked to a different Firebase project. If you need to configure your -own Firebase project, please go to :menuselection:`Website --> Configuration --> Settings` Web Push Notifications section. - - -