[IMP] social marketing: updated essentials for Odoo 16

closes odoo/documentation#7010

X-original-commit: bddbe0fd45
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/marketing/social_marketing/essentials/social_essentials.rst

@@ -2,233 +2,416 @@
 Social marketing essentials
 ===========================
 
-Odoo's *Social Marketing* helps content marketers create and schedule posts, manage various social
+Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage
-media accounts, analyze content effectiveness, and engage directly with social media followers in
+various social media accounts, analyze content effectiveness, and engage directly with social media
-one, centralized location.
+followers in one, centralized location.
 
-Add social media accounts
+Social media accounts
-=========================
+=====================
 
-In order to create posts, each social media account must be added as a stream in the Odoo *Social
+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_essentials/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_essentials/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.
 
-Add a social media stream
+.. image:: social_essentials/social-marketing-dashboard.png
--------------------------
-
-Add a social media account as a stream by navigating to :menuselection:`Social Marketing` and then
-select the :guilabel:`Add A Stream` button located in the upper left corner
-
-When :guilabel:`Add A Stream` is clicked, the following pop-up appears, displaying the different
-social media outlets to choose from.
-
-.. image:: social_essentials/social-add-streams.png
    :align: center
-   :alt: View of the pop-up that appears when 'Add a Stream' is selected in Odoo.
+   :alt: Sample of a populated social marketing dashboard with social media streams and content.
-
-.. note::
-   Additional social media outlet options are available depending on your version of Odoo.
-
-From this pop-up, select a social media option: :guilabel:`Facebook`, :guilabel:`LinkedIn`, or
-:guilabel:`Twitter`.
-
-Then, 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 to the
-*Social Marketing* application as a stream on the main dashboard of the app.
-
-.. note::
-   A Facebook page can be added as long as the Facebook account that grants permission is the
-   administrator for the page. Also, different pages can be added for different streams.
 
 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 are automatically
+:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added.
-added.
+Accounts/streams can be added at any time.
-
-From here, new accounts and/or streams can be added and managed at any time.
-
-.. image:: social_essentials/feed.png
-   :align: center
-   :alt: Example of how a populated stream-filled dashboard looks in Odoo Social Marketing
-
-.. note::
-   Adding social media accounts to the feed also links that specific social media platform's KPIs
-   (if the platform has them). To get redirected to the statistics and metrics related to any social
-   account, click on :guilabel:`Insights`.
-
-   .. image:: social_essentials/insights.png
-      :align: center
-      :alt: The insights link that can be accessed for each social media stream added in Odoo.
-
-Create and publish social media posts in Odoo
-=============================================
-
-To create content for social media accounts in the :menuselection:`Social Marketing` application,
-click the :guilabel:`New Post` button located in the upper-left corner of the main dashboard, or
-navigate to :menuselection:`Posts --> Create` from the header menu.
-
-Either route reveals a blank post template page that can be customized and configured in a number
-of different ways.
-
-.. image:: social_essentials/social-create-post.png
-   :align: center
-   :alt: How to create a social media post directly through Odoo
-
-Post template
--------------
-
-The post template page has many different options avaiable.
-
-'Your Post' section
-~~~~~~~~~~~~~~~~~~~
-
-The first option is the :guilabel:`Post on` field. This is where it's determined on what social
-media account(s), or on which website(s) via push notification, this post will be published.
 
 .. important::
-   In order for the :guilabel:`Push Notification` option to appear, make sure the *Enable Web Push
+   A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants
-   Notifications* feature is enabled in the *Website* app. To do that, navigate to
+   permission is the administrator for the page. It should also be noted that different pages can be
-   :menuselection:`Website --> Configuration --> Settings`, activate :guilabel:`Enable Web Push
+   added for different streams.
-   Notifications`, fill out the corresponding fields, and click :guilabel:`Save`.
-
-Odoo automatically provides every available social media account that's been linked to the database
-as an option in this section, as well.
 
 .. note::
-   If a social media account hasn't been added as a stream to the *Social Marketing* application, it
+   :guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the
-   will not appear as an option on the post template.
+   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.
+
+Posts
+-----
+
+Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of
+that specific post, along with all the engagement data related to it (e.g. likes, comments, etc.).
+
+.. image:: social_essentials/social-post-popup.png
+   :align: center
+   :alt: Sample of a social media post's pop-up window in Odoo Social Marketing application.
+
+If desired, the user can leave a new comment of the post from the post's pop-up window, by typing
+one in the :guilabel:`Write a comment...` field, and clicking :guilabel:`Enter` to post that
+comment.
+
+Create leads from comments
+--------------------------
+
+Odoo *Social Marketing* also provides the ability to create leads directly from social media
+comments.
+
+To create a lead from a comment left on a social media post, click on the desired post from the
+dashboard to reveal that post's specific pop-up window. Then, scroll to the desired comment, and
+click the :guilabel:`three vertical dots` icon to the right of that comment.
+
+Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`.
+
+.. image:: social_essentials/create-lead-drop-down.png
+   :align: center
+   :alt: The drop-down menu beside a comment revealing the option to create a lead.
+
+Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a :guilabel:`Conver Post to
+Lead` pop-up window appears.
+
+.. image:: social_essentials/convert-post-to-lead-popup.png
+   :align: center
+   :alt: The convert post to lead pop-up window that appears in Odoo Social Marketing.
+
+In this pop-up window, select to either: :guilabel:`Create a new customer`, :guilabel:`Link to an
+existing customer`, or :guilabel:`Do not link to a customer`.
+
+.. note::
+   If :guilabel:`Link to an existing customer` is selected, a new :guilabel:`Customer` field appears
+   beneath those options, wherein a customer can be chosen to be linked to this lead.
+
+Once the desired selection has been made, click the :guilabel:`Convert` button at the bottom of the
+:guilabel:`Convert Post to Lead` pop-up window. Doing so reveals a fresh lead detail form, where the
+necessary information can be entered and processed.
+
+.. image:: social_essentials/new-lead-detail-form-comments.png
+   :align: center
+   :alt: New lead detail form generated from a social media comment in Odoo Social Marketing.
+
+Insights
+--------
+
+When a social media account stream is added to the *Social Marketing* dashboard, each stream also
+displays and links that specific social media platform's KPIs (if the platform has them).
+
+To get redirected to the statistics and metrics related to any social media account's KPIs, click on
+the :guilabel:`Insights` link, located at the top of each stream.
+
+.. image:: social_essentials/social-marketing-insights-link.png
+   :align: center
+   :alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app.
+
+.. note::
+   In a multi-company environment, if not *all* pages are selected, de-authentication happens.
+
+   For example, if the companies have 3 *Facebook* pages, but only grant access to 1, and try to
+   grant access to another at a later date, they will be de-authenticated, and access to the initial
+   page's insights/analytics will be lost.
+
+   So, be sure to add *all* pages for *all* companies in a multi-company environment to avoid this
+   issue. If a page gets de-autenticated, simply remove the stream, and re-establish it.
+
+Create and post social media content
+====================================
+
+Odoo *Social Marketing* offers the ability to create and post content for social media accounts
+directly through the application.
+
+To create content for social media accounts, navigated to the :menuselection:`Social Marketing app`,
+and click :guilabel:`New Post` located in the upper-right corner of the *Social Marketing*
+dashboard.
+
+.. image:: social_essentials/new-post-button-social-marketing-dashboard.png
+   :align: center
+   :alt: New Post button on the main dashboard of the Odoo Social Marketing application.
+
+Or, navigate to :menuselection:`Social Marketing app --> Posts` and click the :guilabel:`New`
+button.
+
+.. image:: social_essentials/new-button-social-posts-page.png
+   :align: center
+   :alt: New button on the Social Posts page in the Odoo Social Marketing application.
+
+Either route reveals a blank social media post detail form that can be customized and configured in
+a number of different ways.
+
+.. image:: social_essentials/blank-post-detail-page.png
+   :align: center
+   :alt: Blank social media post detail page in Odoo Social Marketing.
+
+Post detail form
+----------------
+
+The social media post detail form in Odoo *Social Marketing* has many different configurable options
+available.
+
+Company
+~~~~~~~
+
+If working in a multi-company environment, the first field in the :guilabel:`Your Post` section of
+the social media post detail form is :guilabel:`Company`. In this field, select the company that
+should be connected to this specific social media post.
+
+Post on
+~~~~~~~
+
+If working in a single-company environment, the first field in the :guilabel:`Your Post` section of
+the social media post detail form is :guilabel:`Post on`. In this field, determine which social
+media outlets (streams) this post is intended to be posted on, and/or which website's visitors this
+post should be sent to, via push notification, by checking the box beside the desired option(s).
+
+Odoo automatically provides every available social media account that's been linked to the database
+as an option in this section. If a social media account hasn't been added as a stream to the *Social
+Marketing* application, it will **not** appear as an option on the post template.
+
+Multiple social media outlets (streams) and websites can be selected in the :guilabel:`Post on`
+field. At least **one** option in the :guilabel:`Post on` field *must* be selected.
+
+.. important::
+   In order for the :guilabel:`Push Notification` option to appear on the social media post detail
+   form in Odoo *Social Marketing*, make sure the *Enable Web Push Notifications* feature is enabled
+   in the *Website* app.
+
+   To do that, navigate to :menuselection:`Website app --> Configuration --> Settings`, activate
+   :guilabel:`Enable Web Push Notifications`, fill out the corresponding fields, and click
+   :guilabel:`Save`.
+
+Message
+~~~~~~~
 
 Next, there's the :guilabel:`Message` field. This is where the main content of the post is created.
 
-Type the desired message for the post in this field. To the right, as the :guilabel:`Message` field
+In the :guilabel:`Message` field, type in the desired message for the social post. After typing,
-is populated, Odoo displays visual samples of how the post will look on all the previously selected
+click away from the :guilabel:`Message` field to reveal visual samples of how the post will look on
-social media accounts from the :guilabel:`Post on` field above.
+all the previously selected social media accounts (and/or websites, as push notifications).
+
+.. image:: social_essentials/visual-samples-social-media-outlets-preview.png
+   :align: center
+   :alt: Sample social media post with visual samples of how it will appear on social media outlets.
 
 .. tip::
    Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the
-   :guilabel:`emoji (smiley face) icon`, located on the line of the :guilabel:`Message` field to the
+   :guilabel:`🙂 (smiley face)` icon, located on the line of the :guilabel:`Message` field to the far
-   far right. Clicking this icon reveals a drop-down containing numerous emojis to choose from.
+   right. Clicking this icon reveals a drop-down menu containing numerous emojis to choose from.
-
-If images are to be used in the post, click the :guilabel:`ATTACH IMAGES` link beneath the
-:guilabel:`Message` field, and Odoo reveals a pop-up window. In this pop-up, the desired image must
-be chosen, and then uploaded.
-
-A preview of the entire post, text and image (if applicable), is instantly displayed in the visual
-preview of the post.
-
-Next, there's the option to attach this post to a specific marketing campaign in the database in
-the :guilabel:`Campaign` field. Click the blank line next to :guilabel:`Campaign` to reveal the
-previously configured campaigns to choose from.
-
-.. tip::
-   A new campaign can be created, as well, by typing the name of the new campaign on the blank
-   :guilabel:`Campaign` field, and selecting :guilabel:`Create` from the drop-down field menu. Or,
-   select :guilabel:`Create and edit` from the menu to further customize that newly-created
-   campaign.
 
 .. note::
-   A social post does *not* need to be attached to a campaign.
+   If :guilabel:`Twitter` is chosen in the :guilabel:`Post on` field, a character counter appears
+   beneath the :guilabel:`Message` field.
+
+Attach Images
+~~~~~~~~~~~~~
+
+If images are to be used in the post, click the :guilabel:`Attach Images` button, in the
+:guilabel:`Attach Images` field, located beneath the :guilabel:`Message` field. When clicked, Odoo
+reveals a pop-up window. In this pop-up window, select the desired image from the hard drive, and
+upload it.
+
+After successfully uploading and attaching the desired image, Odoo reveals a new preview of the
+social media post, complete with the newly-added image, on the right side of the detail form.
+
+.. image:: social_essentials/attach-images-visual-social-post-sample.png
+   :align: center
+   :alt: Visualized samples of post with newly-attached images in Odoo Social Marketing.
+
+Campaign
+~~~~~~~~
+
+Next, there is the :guilabel:`Campaign` field. This non-required field provides the options to
+attach this post to a specific marketing campaign.
+
+To add this post to a pre-existing campaign, click the empty :guilabel:`Campaign` field to reveal a
+drop-down menu, containing all the existing campaigns in the database. Select the desired campaign
+from this drop-down menu to add this post to that campaign.
+
+To create a new campaign directly from the social media post detail form, start typing the name of
+the new campaign in the blank :guilabel:`Campaign` field, and select either :guilabel:`Create` or
+:guilabel:`Create and edit...`.
+
+.. image:: social_essentials/campaign-drop-down-menu-options.png
+   :align: center
+   :alt: Drop-down menu options of Create or Create and edit in the Campaign field.
+
+Clicking :guilabel:`Create` creates the campaign, which can be edited/customized later.
+
+Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :guilabel:`Create
+Campaign` pop-up form, wherein the :guilabel:`Campaign Identifier`, :guilabel:`Responsible`, and
+:guilabel:`Tags` can be instantly configured.
+
+.. image:: social_essentials/create-campaign-popup.png
+   :align: center
+   :alt: Create campaign pop-up window that appears on a social media post detail form.
+
+When all the desired settings have been entered, click :guilabel:`Save & Close` to save the campaign
+and return to the social media post detail form.
+
+When
+~~~~
 
 Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the
 post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and
 time.
 
-If :guilabel:`Schedule later` is selected, Odoo reveals a new field beneath it (the
+If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` field appears. Clicking
-:guilabel:`Scheduled post date` field). Clicking that empty field reveals a pop-up calendar, in
+the empty field reveals a pop-up calendar, in which a future date and time can be designated.
-which a future date and time is designated. At which time, Odoo will promptly publish the post on
-the pre-determined social media accounts.
 
-Click on the desired date to schedule the post for that day. Then, either select and customize
+.. image:: social_essentials/schedule-post-calendar-popup.png
-the default time in the :guilabel:`Scheduled post date` field manually. Or, adjust the desired post
+   :align: center
-time, by clicking the :guilabel:`scheduling (clock) icon` located on the calendar pop-up, and choose
+   :alt: Schedule date pop-up window that appears on social media post detail form in Odoo.
-the desired time for Odoo to publish this post on that future date.
 
-If scheduling a post, remember to hit :guilabel:`Schedule` in the upper left of the post template.
+After selecting a desired date and time, click :guilabel:`Apply`. Then, Odoo will promptly publish
-Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status of
+the post at that specific date and time on the pre-detemined social media account(s).
-the post to :guilabel:`Scheduled`.
 
 .. note::
-   Also, when :guilabel:`Schedule` is clicked, a number of analytical smart buttons appear on the
+   If scheduling a post, the :guilabel:`Post` button at the top of the social media post detail form
-   post page. Each one offers up a detailed anaylsis of the corresponding metric (e.g.
+   changes to :guilabel:`Schedule`. Be sure to click :guilabel:`Schedule` after completing the
-   :guilabel:`Leads`, :guilabel:`Revenues`, etc.). These same smart buttons appear when a post is
+   social media post detail form.
-   officially published, as well.
 
-'Web Notification Options' section
+   Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+   of the post to :guilabel:`Scheduled`.
 
-If any :guilabel:`Push Notifications` are selected in the :guilabel:`Post on` field, Odoo provides
+Push Notification Options
-another section of settings/options at the bottom of the post template. It should be noted that
+~~~~~~~~~~~~~~~~~~~~~~~~~
-*none* of these fields are required.
 
-The first field is for a :guilabel:`Push Notification Title`. This is text that is displayed as the
+If one (or multiple) :guilabel:`[Push Notification]` options are chosen in the :guilabel:`Post on`
-title of the push notification whenever it's sent. Odoo displays a visual preview of this title, if
+field, a specific :guilabel:`Push Notification Options` section appears at the bottom of the social
-one is created.
+media post detail form.
+
+.. image:: social_essentials/push-notification-options-section.png
+   :align: center
+   :alt: Push notification options section on a social media post detail form.
+
+It should be noted that *none* of these fields are required.
+
+The first field in this section is :guilabel:`Notification Title`. In this field, there is the
+option to add a custom title to the push notification that will be sent.
 
 To designate a specific page on the website that should trigger this push notification, enter that
-page's URL in the :guilabel:`Push Target URL` field. Then, once a visitor reaches that specific
+page's URL in the :guilabel:`Target URL` field. Then, once a visitor reaches that specific page,
-page, Odoo will display the push notification.
+Odoo will display the push notification.
 
-Below that field is the option to add a custom :guilabel:`Push Icon Image`. This is an icon that
+Below that field is the option to add a custom :guilabel:`Icon Image` to the push notification. This
-appears beside the push notification. By default, Odoo uses a "smiley face" as the icon.
+is an icon that appears beside the push notification.
 
-To upload a new image, click the :guilabel:`Edit (pencil) icon` when the :guilabel:`Push Icon Image`
+To upload a new image, click the :guilabel:`✏️ (pencil) icon` when hovering over the :guilabel:`Icon
-field is hovered over with the cursor. Then, proceed to locate and upload the desired image, and
+Image` camera icon. Doing so reveals a pop-up window, in which the desired icon image can be located
-Odoo automatically displays a preview of how the icon will appear on the push notification.
+on the hard drive, and subsequently uploaded.
 
-Next, there is the option to :guilabel:`Send at Visitors' Timezone`. If enabled, Odoo will send it
+Once that's complete, Odoo automatically updates the visual preview of how the icon appears on the
-at the appropriate, pre-determined time, taking the visitor's location into consideration.
+push notification.
 
-Save, post, and test notification options
+.. note::
------------------------------------------
+   Next, if the post is scheduled to be posted later, there is the option to ensure the post is sent
+   in the visitor's timezone, by enabling the :guilabel:`Local Time` option. If enabled, Odoo will
+   send it at the appropriate, pre-determined time, taking the visitor's location into
+   consideration.
 
-When all the modifications have been made, and the post is completed, either click :guilabel:`Save`
+   .. image:: social_essentials/push-notification-local-time.png
-to save the post as a *Draft*. Or, if the post is ready to be published immediately, click
+      :align: center
-:guilabel:`Post`, and Odoo automatically publishes the post on the pre-determined social media
+      :alt: The Local Time option in the Push Notification Options section of features.
-accounts.
 
-There is also the option to :guilabel:`Test Notification`, if a :guilabel:`Push Notification` was
+Then, there is the :guilabel:`Match all records` field. This field provides the ability to target a
-selected in the :guilabel:`Post on` field. Clicking that, provides a quick example of how the
+specific group of recipients in the database, based on certain criteria, and can be applied to match
-notification will appear for visitors.
+:guilabel:`all` or :guilabel:`any` of the rules.
 
-Social post status bar
+To utilize this field, click the :guilabel:`+ Add condition` button, which reveals an equation-like
-----------------------
+rule field.
 
-In the top-right of the :guilabel:`Post Template` page is the :guilabel:`Status Bar`. This displays
+In this equation-like rule field, specifiy the specific criteria Odoo should take into account when
-the current status of the post.
+sending this post to a particular target audience.
 
-When :guilabel:`Save` is clicked, the post is in the *Draft* status.
+.. image:: social_essentials/push-notification-condition.png
+   :align: center
+   :alt: Push notification conditions set up to match a specific amount of records in the database.
 
-If the post is scheduled to be sent at a future date/time, and the :guilabel:`Schedule` button has
+To add an additional rule, click the :guilabel:`➕ (plus sign) icon` to the far-right of the rule.
-been clicked, the status of the post is *Scheduled*.
 
-If the post is in the process of currently being published or sent, the status of the post is
+To add a branch (series of additional rules based on the previous rule, to further specify a target
-*Posting*. And, lastly, if the post has already been published or sent, the status is *Posted*.
+audience), click the unique :guilabel:`branch icon`, located to the right of the :guilabel:`➕ (plus
+sign) icon`.
+
+Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule.
+
+The size of the specified target audience of recipients is represented by the number of
+:guilabel:`Records` displayed beneath the rules.
 
 Posts page
 ==========
 
-To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing`, and click
+To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`.
-:menuselection:`Posts` in the header menu. Here, every post that has been created and posted with
+Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo
-Odoo is available.
+can be seen and accessed.
 
-There are four different view options for :guilabel:`Posts` page data: *kanban*, *calendar*, *list*,
+There are four different view options for the :guilabel:`Social Posts` page data: *kanban*,
-and *pivot*. The view options are located in the upper right corner of the :guilabel:`Posts` page,
+*calendar*, *list*, and *pivot*.
-beneath the search bar.
+
+The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the
+search bar.
 
 .. tabs::
 
    .. tab:: Kanban view
 
       By default, Odoo displays the posts in a kanban view. The information on this page can be
-      sorted even further, via the :guilabel:`Filters` and :guilabel:`Group by` drop-down menu.
+      sorted even further, via the left sidebar, where all connected social accounts and posts can
+      be quickly seen, accessed, and analyzed.
 
-      .. image:: social_essentials/posts-page.png
+      The kanban view is represented by an :guilabel:`inverted bar graph icon` in the upper-right
+      corner.
+
+      .. image:: social_essentials/posts-page-kanban.png
          :align: center
          :alt: Kanban view of the posts page in the Odoo Social Marketing application.
 
    .. tab:: Calendar view
 
-      The calendar view option displays a visual representation in a calendar format of when posts
+      The calendar view option displays a visual representation of posts in a calendar format of
-      were published, or are scheduled to be published. This option provides a clear overview of any
+      when posts were published, or are scheduled to be published. This option provides a clear
-      planned day, week, or month, and Odoo displays all drafted, scheduled, and published posts.
+      overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and
+      published posts.
+
+      Clicking on a date reveals a blank social media post detail form, in which a social media
+      post can be created, and Odoo will post it on that specific date/time.
+
+      The calendar view is represented by a :guilabel:`calendar icon` in the upper-right corner.
 
       .. image:: social_essentials/calendar-view.png
          :align: center
@@ -237,9 +420,14 @@ beneath the search bar.
    .. tab:: List view
 
       The list view option is similar to the kanban option, but instead of individual blocks, all
-      the post information is displayed in a clear, list layout. Each line of the list displays the
+      post information is displayed in a clear, list layout. Each line of the list displays the
       :guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post.
 
+      There is also a helpful left sidebar that organizes all posts by :guilabel:`Status` and lists
+      all connected :guilabel:`Social Accounts`, as well.
+
+      The list view is represented by four vertical lines in the upper-right corner.
+
       .. image:: social_essentials/list-view.png
          :align: center
          :alt: View of the list option on the posts page in Odoo Social Marketing.
@@ -254,22 +442,18 @@ beneath the search bar.
          :alt: View of the pivot option on the posts page in Odoo Social Marketing.
 
       The pivot view option provides numerous analytical options, allowing for in-depth, detailed
-      analysis of various posts.
+      analysis of various posts and metrics.
 
-      Click on any :guilabel:`+ (plus sign) icon` next to a line in the pivot table to reveal more metric
+      Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more
-      options to add to the grid.
+      metric options to add to the grid.
 
       While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located
-      to the right of the :guilabel:`Measures` drop-down.
+      to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the
+      :guilabel:`Social Posts` page.
 
-      When clicked, a pop-up appears, where the option to add this information to a current
+      Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view.
-      spreadsheet is available. The option to create a new spreadsheet for this information
-      on-the-fly is also available in this pop-up, as well.
 
-      Next to the :guilabel:`Insert in Spreadsheet` are three view options, specific to the pivot
+      From left to right, those options are:
-      view.
-
-      From left to right, the options are:
 
       - :guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table.
       - :guilabel:`Expand All`, which expands each line in the grid, revealing more detailed
@@ -281,65 +465,68 @@ 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 --> Visitors` in the header menu.
+database, navigate to :menuselection:`Social Marketing app --> Visitors`.
 
 .. image:: social_essentials/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
+Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban
-kanban view. This same information can be sorted via the :guilabel:`Filters` and :guilabel:`Group
+view. If visitors already have contact information in the database, the option to send them an
-By` options.
+:guilabel:`Email` and/or an :guilabel:`SMS` is available.
 
-The visitor data can also be viewed as a list or a graph. Those view options are located in the
+This same visitor data can also be viewed as a list or a graph. Those view options are located in
-upper-right corner of the :guilabel:`Visitors` page beneath the search bar.
+the upper-right corner of the :guilabel:`Visitors` page.
 
 Social media page
 =================
 
-Go to :menuselection:`Configuration --> Social Media` to see a collection of all social media
+Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the
-options: :guilabel:`Facebook`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`Push
+:guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to
-Notifications`.
+: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_essentials/social-media-page.png
    :align: center
    :alt: View of the social media page in the Odoo Social Marketing application.
 
-If no account has been linked to any particular social media, click :guilabel:`Link Account` to
-proceed through the linking process.
-
 Social accounts page
 ====================
 
-To see a list of all social accounts linked to the database, go to :menuselection:`Configuration -->
+To see a list of all social accounts and websites linked to the database, go to
-Social Accounts`. This page will display the :guilabel:`Medium Name` and the :guilabel:`Social
+:menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social
-Media` platform it is associated with.
+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_essentials/social-accounts-page.png
    :align: center
    :alt: View of the social accounts page in the Odoo Social Marketing application.
 
-To edit/modify any social accounts, simply select the desired account from the list on this page,
+To edit/modify any of the social accounts on this page, simply select the desired account from the
-and proceed to make any adjustments necessary. Don't forget to hit :guilabel:`Save` to secure any
+list on this page, and proceed to make any adjustments necessary.
-changes.
 
 Social streams page
 ===================
 
-Navigate to :menuselection:`Configuration --> Social Streams` to reveal a separate page containing
+To view a separate page with all the social media streams that have been added to the main *Social
-all of the social media streams that have been added to the main dashboard of the *Social Marketing*
+Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social
-app, accessible via the :guilabel:`Feed` option in the header menu.
+Streams`.
 
 .. image:: social_essentials/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, and the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`,
+:guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`,
-:guilabel:`Keyword`, etc.).
+: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. Don't forget to hit :guilabel:`Save` to secure any changes.
+make any necessary adjustments.
 
 .. seealso::
    :doc:`/applications/marketing/social_marketing/essentials/social_campaigns`