diff --git a/content/applications/marketing/events/create_events.rst b/content/applications/marketing/events/create_events.rst
index 76881bffb..70edeba25 100644
--- a/content/applications/marketing/events/create_events.rst
+++ b/content/applications/marketing/events/create_events.rst
@@ -103,8 +103,7 @@ The following are fields found on an event form:
This :guilabel:`Twitter Wall` field **only** appears on the event form if the *Social
Marketing* app is installed, and an X account has been added as a stream on the application. To
- learn more, check out the :doc:`Social marketing essentials
- <../social_marketing/essentials/social_essentials>` documentation.
+ learn more, check out the :doc:`Social Marketing <../social_marketing>` documentation.
- :guilabel:`Template`: choose a pre-configured event template from the resulting drop-down menu.
diff --git a/content/applications/marketing/social_marketing.rst b/content/applications/marketing/social_marketing.rst
index 557984eab..483da053c 100644
--- a/content/applications/marketing/social_marketing.rst
+++ b/content/applications/marketing/social_marketing.rst
@@ -1,16 +1,166 @@
-:nosearch:
:show-content:
-:hide-page-toc:
-:show-toc:
================
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>`_
-.. toctree::
- :titlesonly:
+.. cards::
- social_marketing/essentials
+ .. 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
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/add-stream-social-popup.png b/content/applications/marketing/social_marketing/add-stream-social-popup.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_essentials/add-stream-social-popup.png
rename to content/applications/marketing/social_marketing/add-stream-social-popup.png
diff --git a/content/applications/marketing/social_marketing/essentials.rst b/content/applications/marketing/social_marketing/essentials.rst
deleted file mode 100644
index 8e319213d..000000000
--- a/content/applications/marketing/social_marketing/essentials.rst
+++ /dev/null
@@ -1,11 +0,0 @@
-:nosearch:
-
-==========
-Essentials
-==========
-
-.. toctree::
- :titlesonly:
-
- essentials/social_essentials
- essentials/social_campaigns
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/permission-error.png b/content/applications/marketing/social_marketing/permission-error.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_essentials/permission-error.png
rename to content/applications/marketing/social_marketing/permission-error.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-accounts-page.png b/content/applications/marketing/social_marketing/social-accounts-page.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-accounts-page.png
rename to content/applications/marketing/social_marketing/social-accounts-page.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-marketing-dashboard.png b/content/applications/marketing/social_marketing/social-marketing-dashboard.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-marketing-dashboard.png
rename to content/applications/marketing/social_marketing/social-marketing-dashboard.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-media-page.png b/content/applications/marketing/social_marketing/social-media-page.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-media-page.png
rename to content/applications/marketing/social_marketing/social-media-page.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-streams-page.png b/content/applications/marketing/social_marketing/social-streams-page.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-streams-page.png
rename to content/applications/marketing/social_marketing/social-streams-page.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns.rst b/content/applications/marketing/social_marketing/social_campaigns.rst
similarity index 98%
rename from content/applications/marketing/social_marketing/essentials/social_campaigns.rst
rename to content/applications/marketing/social_marketing/social_campaigns.rst
index bec625911..fbd17a713 100644
--- a/content/applications/marketing/social_marketing/essentials/social_campaigns.rst
+++ b/content/applications/marketing/social_marketing/social_campaigns.rst
@@ -146,6 +146,3 @@ analysis.
.. note::
The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*,
*Invoicing*, *CRM*, and *Website*.
-
-.. seealso::
- :doc:`/applications/marketing/social_marketing/essentials/social_essentials`
diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/campaign-stage-dropdown.png b/content/applications/marketing/social_marketing/social_campaigns/campaign-stage-dropdown.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_campaigns/campaign-stage-dropdown.png
rename to content/applications/marketing/social_marketing/social_campaigns/campaign-stage-dropdown.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png b/content/applications/marketing/social_marketing/social_campaigns/campaigns-page.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png
rename to content/applications/marketing/social_marketing/social_campaigns/campaigns-page.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png b/content/applications/marketing/social_marketing/social_campaigns/create-campaign.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png
rename to content/applications/marketing/social_marketing/social_campaigns/create-campaign.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png b/content/applications/marketing/social_marketing/social_campaigns/quick-add-campaign.png
similarity index 100%
rename from content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png
rename to content/applications/marketing/social_marketing/social_campaigns/quick-add-campaign.png
diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials.rst b/content/applications/marketing/social_marketing/social_posts.rst
similarity index 66%
rename from content/applications/marketing/social_marketing/essentials/social_essentials.rst
rename to content/applications/marketing/social_marketing/social_posts.rst
index 0416d09bf..74f340b4e 100644
--- a/content/applications/marketing/social_marketing/essentials/social_essentials.rst
+++ b/content/applications/marketing/social_marketing/social_posts.rst
@@ -1,79 +1,97 @@
-===========================
-Social marketing essentials
-===========================
+============
+Social posts
+============
-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.
+The Odoo *Social Marketing* application provides various ways to create posts for any type of social
+media outlet.
-Social media accounts
-=====================
+Posts page
+==========
-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.
+To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`.
+Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo
+can be seen and accessed.
-.. 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.
+There are four different view options for the :guilabel:`Social Posts` page data: *kanban*,
+*calendar*, *list*, and *pivot*.
-.. 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.
+The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the
+search bar.
-.. warning::
- In multi-company environments, if every company doesn't activate a page at once, it will result
- in a permission error.
+.. tabs::
- 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.
+ .. tab:: Kanban view
- 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.
+ By default, Odoo displays the posts in a kanban view. The information on this page can be
+ sorted even further, via the left sidebar, where all connected social accounts and posts can
+ be quickly seen, accessed, and analyzed.
- .. image:: social_essentials/permission-error.png
- :align: center
- :alt: View of the permission error that appears when incorrectly attempting to add stream.
+ The kanban view is represented by an :guilabel:`inverted bar graph icon` in the upper-right
+ corner.
-Social media streams
---------------------
+ .. image:: social_posts/posts-page-kanban.png
+ :align: center
+ :alt: Kanban view of the posts page in the Odoo Social Marketing application.
-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.
+ .. tab:: Calendar view
-.. 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.
+ The calendar view option displays a visual representation of posts in a calendar format of
+ when posts were published, or are scheduled to be published. This option provides a clear
+ overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and
+ published posts.
-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`.
+ 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.
-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.
+ The calendar view is represented by a :guilabel:`calendar icon` in the upper-right corner.
-.. image:: social_essentials/social-marketing-dashboard.png
- :align: center
- :alt: Sample of a populated social marketing dashboard with social media streams and content.
+ .. image:: social_posts/calendar-view.png
+ :align: center
+ :alt: Example of the calendar view in Odoo Social Marketing.
-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.
+ .. tab:: List view
-.. 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.
+ The list view option is similar to the kanban option, but instead of individual blocks, all
+ 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.
-.. 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.
+ 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_posts/list-view.png
+ :align: center
+ :alt: View of the list option on the posts page in Odoo Social Marketing.
+
+ .. tab:: Pivot view
+
+ The pivot view option provides a fully customizable grid table, where different measures of
+ data can be added and analyzed.
+
+ .. image:: social_posts/pivot-view.png
+ :align: center
+ :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 and metrics.
+
+ Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more
+ 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 menu, in the upper-left corner of the
+ :guilabel:`Social Posts` page.
+
+ Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view.
+
+ From left to right, those 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
+ information related to it.
+ - :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a
+ spreadsheet.
Posts
-----
@@ -81,7 +99,7 @@ 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
+.. image:: social_posts/social-post-popup.png
:align: center
:alt: Sample of a social media post's pop-up window in Odoo Social Marketing application.
@@ -101,14 +119,14 @@ 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
+.. image:: social_posts/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
+.. image:: social_posts/convert-post-to-lead-popup.png
:align: center
:alt: The convert post to lead pop-up window that appears in Odoo Social Marketing.
@@ -123,7 +141,7 @@ Once the desired selection has been made, click the :guilabel:`Convert` button a
: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
+.. image:: social_posts/new-lead-detail-form-comments.png
:align: center
:alt: New lead detail form generated from a social media comment in Odoo Social Marketing.
@@ -136,7 +154,7 @@ displays and links that specific social media platform's KPIs (if the platform h
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
+.. image:: social_posts/social-marketing-insights-link.png
:align: center
:alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app.
@@ -160,21 +178,21 @@ To create content for social media accounts, navigated to the :menuselection:`So
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
+.. image:: social_posts/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
+.. image:: social_posts/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
+.. image:: social_posts/blank-post-detail-page.png
:align: center
:alt: Blank social media post detail page in Odoo Social Marketing.
@@ -224,7 +242,7 @@ In the :guilabel:`Message` field, type in the desired message for the social pos
click away from the :guilabel:`Message` field to reveal visual samples of how the post will look on
all the previously selected social media accounts (and/or websites, as push notifications).
-.. image:: social_essentials/visual-samples-social-media-outlets-preview.png
+.. image:: social_posts/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.
@@ -248,7 +266,7 @@ 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
+.. image:: social_posts/attach-images-visual-social-post-sample.png
:align: center
:alt: Visualized samples of post with newly-attached images in Odoo Social Marketing.
@@ -266,7 +284,7 @@ To create a new campaign directly from the social media post detail form, start
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
+.. image:: social_posts/campaign-drop-down-menu-options.png
:align: center
:alt: Drop-down menu options of Create or Create and edit in the Campaign field.
@@ -276,7 +294,7 @@ Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :gui
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
+.. image:: social_posts/create-campaign-popup.png
:align: center
:alt: Create campaign pop-up window that appears on a social media post detail form.
@@ -293,7 +311,7 @@ time.
If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` field appears. Clicking
the empty field reveals a pop-up calendar, in which a future date and time can be designated.
-.. image:: social_essentials/schedule-post-calendar-popup.png
+.. image:: social_posts/schedule-post-calendar-popup.png
:align: center
:alt: Schedule date pop-up window that appears on social media post detail form in Odoo.
@@ -315,7 +333,7 @@ If one (or multiple) :guilabel:`[Push Notification]` options are chosen in the :
field, a specific :guilabel:`Push Notification Options` section appears at the bottom of the social
media post detail form.
-.. image:: social_essentials/push-notification-options-section.png
+.. image:: social_posts/push-notification-options-section.png
:align: center
:alt: Push notification options section on a social media post detail form.
@@ -344,7 +362,7 @@ push notification.
send it at the appropriate, pre-determined time, taking the visitor's location into
consideration.
- .. image:: social_essentials/push-notification-local-time.png
+ .. image:: social_posts/push-notification-local-time.png
:align: center
:alt: The Local Time option in the Push Notification Options section of features.
@@ -358,7 +376,7 @@ rule field.
In this equation-like rule field, specifiy the specific criteria Odoo should take into account when
sending this post to a particular target audience.
-.. image:: social_essentials/push-notification-condition.png
+.. image:: social_posts/push-notification-condition.png
:align: center
:alt: Push notification conditions set up to match a specific amount of records in the database.
@@ -373,160 +391,5 @@ 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 app --> Posts`.
-Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo
-can be seen and accessed.
-
-There are four different view options for the :guilabel:`Social Posts` page data: *kanban*,
-*calendar*, *list*, and *pivot*.
-
-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 left sidebar, where all connected social accounts and posts can
- be quickly seen, accessed, and analyzed.
-
- 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 of posts in a calendar format of
- when posts were published, or are scheduled to be published. This option provides a clear
- 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
- :alt: Example of the calendar view in Odoo Social Marketing.
-
- .. tab:: List view
-
- The list view option is similar to the kanban option, but instead of individual blocks, all
- 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.
-
- .. tab:: Pivot view
-
- The pivot view option provides a fully customizable grid table, where different measures of
- data can be added and analyzed.
-
- .. image:: social_essentials/pivot-view.png
- :align: center
- :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 and metrics.
-
- Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more
- 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 menu, in the upper-left corner of the
- :guilabel:`Social Posts` page.
-
- Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view.
-
- From left to right, those 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
- information related to it.
- - :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a
- spreadsheet.
-
-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_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 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.
-
-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_essentials/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_essentials/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_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, 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.
-
.. seealso::
- :doc:`/applications/marketing/social_marketing/essentials/social_campaigns`
+ :doc:`social_campaigns`
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diff --git a/redirects/17.0.txt b/redirects/17.0.txt
index a566f93ee..c1f142687 100644
--- a/redirects/17.0.txt
+++ b/redirects/17.0.txt
@@ -64,6 +64,9 @@ applications/marketing/marketing_automation/getting_started/target_audience.rst
applications/marketing/marketing_automation/getting_started/testing_running.rst applications/marketing/marketing_automation/testing_running.rst # getting_started/* --> marketing_automation/*
applications/marketing/marketing_automation/getting_started/workflow_activities.rst applications/marketing/marketing_automation/workflow_activities.rst # getting_started/* --> marketing_automation/*
applications/marketing/surveys/time_random.rst applications/marketing/surveys/questions.rst # time_random --> questions
+applications/marketing/social_marketing/essentials.rst applications/marketing/social_marketing.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
+applications/marketing/social_marketing/essentials/social_posts.rst applications/marketing/social_marketing/social_posts.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
+applications/marketing/social_marketing/essentials/social_campaigns.rst applications/marketing/social_marketing/social_campaigns.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
# applications/sales