[IMP] social marketing: doc restructure
closes odoo/documentation#10234 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -103,8 +103,7 @@ The following are fields found on an event form:
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This :guilabel:`Twitter Wall` field **only** appears on the event form if the *Social
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This :guilabel:`Twitter Wall` field **only** appears on the event form if the *Social
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Marketing* app is installed, and an X account has been added as a stream on the application. To
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Marketing* app is installed, and an X account has been added as a stream on the application. To
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learn more, check out the :doc:`Social marketing essentials
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learn more, check out the :doc:`Social Marketing <../social_marketing>` documentation.
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<../social_marketing/essentials/social_essentials>` documentation.
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- :guilabel:`Template`: choose a pre-configured event template from the resulting drop-down menu.
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- :guilabel:`Template`: choose a pre-configured event template from the resulting drop-down menu.
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@ -1,16 +1,166 @@
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:nosearch:
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:show-content:
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:show-content:
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:hide-page-toc:
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:show-toc:
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================
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================
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Social Marketing
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Social Marketing
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================
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================
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Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage
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various social media accounts, analyze content effectiveness, and engage directly with social media
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followers in one, centralized location.
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.. seealso::
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.. seealso::
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- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
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- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
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.. toctree::
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.. cards::
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:titlesonly:
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social_marketing/essentials
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.. card:: Social posts
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:target: social_marketing/social_posts
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Discover everything there is to know about how to create and customize social media posts
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using Odoo.
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.. card:: Social campaigns
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:target: social_marketing/social_campaigns
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Learn about all the different campaign and marketing tools this application has to offer.
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Social media accounts
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=====================
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In order to create social posts and analyze content with Odoo *Social Marketing*, social media
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accounts **must** be added as a *stream* on the application's main dashboard.
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.. note::
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Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social
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Marketing* is to manage and analyze business accounts on social media platforms.
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.. warning::
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Odoo *Social Marketing* has some limitations in regards to social media accounts. For example,
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Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company.
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The same limitations are present in a multi-company environment because of how the API is
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constructed.
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.. warning::
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In multi-company environments, if every company doesn't activate a page at once, it will result
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in a permission error.
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For example, if Company 1 is the only company selected from the main Odoo dashboard, and
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activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the
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*Social Marketing* dashboard.
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However, if on that same database, the user adds Company 2 from the company drop-down menu in the
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header, and attempts to add those same streams, it results in a permission error.
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.. image:: social_marketing/permission-error.png
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:align: center
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:alt: View of the permission error that appears when incorrectly attempting to add stream.
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Social media streams
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====================
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To add a social media business account as a stream, navigate to :menuselection:`Social Marketing
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app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so
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reveals an :guilabel:`Add a Stream` pop-up window.
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.. image:: social_marketing/add-stream-social-popup.png
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:align: center
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:alt: View of the pop-up window that appears when Add a Stream is selected in Odoo.
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In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a
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business from any of the following popular social media platforms: :guilabel:`Facebook`,
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:guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`.
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After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo
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navigates directly to that specific social media outlet's authorization page, where permission must
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be granted, in order for Odoo to add that particular social media account as a stream to the *Social
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Marketing* application.
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.. image:: social_marketing/social-marketing-dashboard.png
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:align: center
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:alt: Sample of a populated social marketing dashboard with social media streams and content.
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Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main
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:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added.
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Accounts/streams can be added at any time.
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.. important::
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A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants
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permission is the administrator for the page. It should also be noted that different pages can be
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added for different streams.
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.. note::
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:guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the
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same API. This means, an :guilabel:`Instagram` account needs to be linked to a
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:guilabel:`Facebook` account in order for it to show up as a stream in Odoo.
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Social media page
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=================
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Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the
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:guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to
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:menuselection:`Social Marketing app --> Configuration --> Social Media`.
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On the :guilabel:`Social Media` page there is a collection of all social media options, each
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complete with a :guilabel:`Link account` button: :guilabel:`Facebook`, :guilabel:`Instagram`,
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:guilabel:`LinkedIn`, :guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push Notifications`.
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.. image:: social_marketing/social-media-page.png
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:align: center
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:alt: View of the social media page in the Odoo Social Marketing application.
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Social accounts page
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====================
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To see a list of all social accounts and websites linked to the database, go to
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:menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social
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Accounts` display the :guilabel:`Name`, the :guilabel:`Handle/Short Name`, the :guilabel:`Social
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Media` platform, who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is
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associated.
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.. image:: social_marketing/social-accounts-page.png
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:align: center
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:alt: View of the social accounts page in the Odoo Social Marketing application.
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To edit/modify any of the social accounts on this page, simply select the desired account from the
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list on this page, and proceed to make any adjustments necessary.
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Social streams page
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===================
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To view a separate page with all the social media streams that have been added to the main *Social
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Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social
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Streams`.
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.. image:: social_marketing/social-streams-page.png
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:align: center
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:alt: View of the social accounts page in the Odoo Social Marketing application.
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Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the
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:guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`,
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:guilabel:`Keyword`, etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to which
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it is associated.
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To modify any stream's information, simply click the desired stream from the list, and proceed to
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make any necessary adjustments.
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Visitors
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========
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To see a complete overview of all the people who have visited the website(s) connected to the
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database, navigate to :menuselection:`Social Marketing app --> Visitors`.
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.. image:: social_marketing/visitors.png
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:align: center
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:alt: View of the Visitors page in the Odoo Social Marketing application.
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Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban
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view. If visitors already have contact information in the database, the option to send them an
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:guilabel:`Email` and/or an :guilabel:`SMS` is available.
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This same visitor data can also be viewed as a list or a graph. Those view options are located in
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the upper-right corner of the :guilabel:`Visitors` page.
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.. toctree::
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social_marketing/social_posts
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social_marketing/social_campaigns
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Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
@ -1,11 +0,0 @@
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:nosearch:
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==========
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Essentials
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==========
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.. toctree::
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:titlesonly:
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essentials/social_essentials
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essentials/social_campaigns
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Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 63 KiB After Width: | Height: | Size: 63 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
@ -146,6 +146,3 @@ analysis.
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.. note::
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.. note::
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The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*,
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The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*,
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*Invoicing*, *CRM*, and *Website*.
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*Invoicing*, *CRM*, and *Website*.
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.. seealso::
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:doc:`/applications/marketing/social_marketing/essentials/social_essentials`
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Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
@ -1,79 +1,97 @@
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===========================
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============
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Social marketing essentials
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Social posts
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===========================
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============
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Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage
|
The Odoo *Social Marketing* application provides various ways to create posts for any type of social
|
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various social media accounts, analyze content effectiveness, and engage directly with social media
|
media outlet.
|
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followers in one, centralized location.
|
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Social media accounts
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Posts page
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=====================
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==========
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In order to create social posts and analyze content with Odoo *Social Marketing*, social media
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To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`.
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accounts **must** be added as a *stream* on the application's main dashboard.
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Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo
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can be seen and accessed.
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.. note::
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There are four different view options for the :guilabel:`Social Posts` page data: *kanban*,
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Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social
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*calendar*, *list*, and *pivot*.
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Marketing* is to manage and analyze business accounts on social media platforms.
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.. warning::
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The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the
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Odoo *Social Marketing* has some limitations in regards to social media accounts. For example,
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search bar.
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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.
|
|
||||||
|
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||||||
.. warning::
|
.. tabs::
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||||||
In multi-company environments, if every company doesn't activate a page at once, it will result
|
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in a permission error.
|
|
||||||
|
|
||||||
For example, if Company 1 is the only company selected from the main Odoo dashboard, and
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.. tab:: Kanban view
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activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the
|
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*Social Marketing* dashboard.
|
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|
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However, if on that same database, the user adds Company 2 from the company drop-down menu in the
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By default, Odoo displays the posts in a kanban view. The information on this page can be
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header, and attempts to add those same streams, it results in a permission error.
|
sorted even further, via the left sidebar, where all connected social accounts and posts can
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be quickly seen, accessed, and analyzed.
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.. image:: social_essentials/permission-error.png
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The kanban view is represented by an :guilabel:`inverted bar graph icon` in the upper-right
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:align: center
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corner.
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:alt: View of the permission error that appears when incorrectly attempting to add stream.
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Social media streams
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.. image:: social_posts/posts-page-kanban.png
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--------------------
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:align: center
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:alt: Kanban view of the posts page in the Odoo Social Marketing application.
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To add a social media business account as a stream, navigate to :menuselection:`Social Marketing
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.. tab:: Calendar view
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app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so
|
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reveals an :guilabel:`Add a Stream` pop-up window.
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.. image:: social_essentials/add-stream-social-popup.png
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The calendar view option displays a visual representation of posts in a calendar format of
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:align: center
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when posts were published, or are scheduled to be published. This option provides a clear
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:alt: View of the pop-up window that appears when Add a Stream is selected in Odoo.
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overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and
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published posts.
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In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a
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Clicking on a date reveals a blank social media post detail form, in which a social media
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business from any of the following popular social media platforms: :guilabel:`Facebook`,
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post can be created, and Odoo will post it on that specific date/time.
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:guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`.
|
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After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo
|
The calendar view is represented by a :guilabel:`calendar icon` in the upper-right corner.
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navigates directly to that specific social media outlet's authorization page, where permission must
|
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be granted, in order for Odoo to add that particular social media account as a stream to the *Social
|
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Marketing* application.
|
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.. image:: social_essentials/social-marketing-dashboard.png
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.. image:: social_posts/calendar-view.png
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:align: center
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:align: center
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:alt: Sample of a populated social marketing dashboard with social media streams and content.
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:alt: Example of the calendar view in Odoo Social Marketing.
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Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main
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.. tab:: List view
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:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added.
|
|
||||||
Accounts/streams can be added at any time.
|
|
||||||
|
|
||||||
.. important::
|
The list view option is similar to the kanban option, but instead of individual blocks, all
|
||||||
A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants
|
post information is displayed in a clear, list layout. Each line of the list displays the
|
||||||
permission is the administrator for the page. It should also be noted that different pages can be
|
:guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post.
|
||||||
added for different streams.
|
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||||||
|
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||||||
.. note::
|
There is also a helpful left sidebar that organizes all posts by :guilabel:`Status` and lists
|
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:guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the
|
all connected :guilabel:`Social Accounts`, as well.
|
||||||
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.
|
The list view is represented by four vertical lines in the upper-right corner.
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.. image:: social_posts/list-view.png
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:align: center
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:alt: View of the list option on the posts page in Odoo Social Marketing.
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.. tab:: Pivot view
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||||||
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The pivot view option provides a fully customizable grid table, where different measures of
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data can be added and analyzed.
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||||||
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.. image:: social_posts/pivot-view.png
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||||||
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:align: center
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||||||
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:alt: View of the pivot option on the posts page in Odoo Social Marketing.
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||||||
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The pivot view option provides numerous analytical options, allowing for in-depth, detailed
|
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analysis of various posts and metrics.
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||||||
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|
||||||
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Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more
|
||||||
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metric options to add to the grid.
|
||||||
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|
||||||
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While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located
|
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to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the
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:guilabel:`Social Posts` page.
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||||||
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Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view.
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||||||
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From left to right, those options are:
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||||||
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- :guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table.
|
||||||
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- :guilabel:`Expand All`, which expands each line in the grid, revealing more detailed
|
||||||
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information related to it.
|
||||||
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- :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a
|
||||||
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spreadsheet.
|
||||||
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|
||||||
Posts
|
Posts
|
||||||
-----
|
-----
|
||||||
@ -81,7 +99,7 @@ Posts
|
|||||||
Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of
|
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.).
|
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
|
:align: center
|
||||||
:alt: Sample of a social media post's pop-up window in Odoo Social Marketing application.
|
: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`.
|
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
|
:align: center
|
||||||
:alt: The drop-down menu beside a comment revealing the option to create a lead.
|
: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
|
Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a :guilabel:`Conver Post to
|
||||||
Lead` pop-up window appears.
|
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
|
:align: center
|
||||||
:alt: The convert post to lead pop-up window that appears in Odoo Social Marketing.
|
: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
|
: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.
|
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
|
:align: center
|
||||||
:alt: New lead detail form generated from a social media comment in Odoo Social Marketing.
|
: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
|
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.
|
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
|
:align: center
|
||||||
:alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app.
|
: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*
|
and click :guilabel:`New Post` located in the upper-right corner of the *Social Marketing*
|
||||||
dashboard.
|
dashboard.
|
||||||
|
|
||||||
.. image:: social_essentials/new-post-button-social-marketing-dashboard.png
|
.. image:: social_posts/new-post-button-social-marketing-dashboard.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: New Post button on the main dashboard of the Odoo Social Marketing application.
|
: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`
|
Or, navigate to :menuselection:`Social Marketing app --> Posts` and click the :guilabel:`New`
|
||||||
button.
|
button.
|
||||||
|
|
||||||
.. image:: social_essentials/new-button-social-posts-page.png
|
.. image:: social_posts/new-button-social-posts-page.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: New button on the Social Posts page in the Odoo Social Marketing application.
|
: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
|
Either route reveals a blank social media post detail form that can be customized and configured in
|
||||||
a number of different ways.
|
a number of different ways.
|
||||||
|
|
||||||
.. image:: social_essentials/blank-post-detail-page.png
|
.. image:: social_posts/blank-post-detail-page.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Blank social media post detail page in Odoo Social Marketing.
|
: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
|
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).
|
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
|
:align: center
|
||||||
:alt: Sample social media post with visual samples of how it will appear on social media outlets.
|
: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
|
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.
|
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
|
:align: center
|
||||||
:alt: Visualized samples of post with newly-attached images in Odoo Social Marketing.
|
: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
|
the new campaign in the blank :guilabel:`Campaign` field, and select either :guilabel:`Create` or
|
||||||
:guilabel:`Create and edit...`.
|
:guilabel:`Create and edit...`.
|
||||||
|
|
||||||
.. image:: social_essentials/campaign-drop-down-menu-options.png
|
.. image:: social_posts/campaign-drop-down-menu-options.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Drop-down menu options of Create or Create and edit in the Campaign field.
|
: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
|
Campaign` pop-up form, wherein the :guilabel:`Campaign Identifier`, :guilabel:`Responsible`, and
|
||||||
:guilabel:`Tags` can be instantly configured.
|
:guilabel:`Tags` can be instantly configured.
|
||||||
|
|
||||||
.. image:: social_essentials/create-campaign-popup.png
|
.. image:: social_posts/create-campaign-popup.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Create campaign pop-up window that appears on a social media post detail form.
|
: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
|
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.
|
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
|
:align: center
|
||||||
:alt: Schedule date pop-up window that appears on social media post detail form in Odoo.
|
: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
|
field, a specific :guilabel:`Push Notification Options` section appears at the bottom of the social
|
||||||
media post detail form.
|
media post detail form.
|
||||||
|
|
||||||
.. image:: social_essentials/push-notification-options-section.png
|
.. image:: social_posts/push-notification-options-section.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Push notification options section on a social media post detail form.
|
: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
|
send it at the appropriate, pre-determined time, taking the visitor's location into
|
||||||
consideration.
|
consideration.
|
||||||
|
|
||||||
.. image:: social_essentials/push-notification-local-time.png
|
.. image:: social_posts/push-notification-local-time.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: The Local Time option in the Push Notification Options section of features.
|
: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
|
In this equation-like rule field, specifiy the specific criteria Odoo should take into account when
|
||||||
sending this post to a particular target audience.
|
sending this post to a particular target audience.
|
||||||
|
|
||||||
.. image:: social_essentials/push-notification-condition.png
|
.. image:: social_posts/push-notification-condition.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Push notification conditions set up to match a specific amount of records in the database.
|
: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
|
The size of the specified target audience of recipients is represented by the number of
|
||||||
:guilabel:`Records` displayed beneath the rules.
|
: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::
|
.. seealso::
|
||||||
:doc:`/applications/marketing/social_marketing/essentials/social_campaigns`
|
:doc:`social_campaigns`
|
Before Width: | Height: | Size: 33 KiB After Width: | Height: | Size: 33 KiB |
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 32 KiB |
Before Width: | Height: | Size: 49 KiB After Width: | Height: | Size: 49 KiB |
Before Width: | Height: | Size: 4.2 KiB After Width: | Height: | Size: 4.2 KiB |
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 21 KiB |
Before Width: | Height: | Size: 6.4 KiB After Width: | Height: | Size: 6.4 KiB |
Before Width: | Height: | Size: 8.4 KiB After Width: | Height: | Size: 8.4 KiB |
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
Before Width: | Height: | Size: 9.2 KiB After Width: | Height: | Size: 9.2 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 9.6 KiB After Width: | Height: | Size: 9.6 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 6.5 KiB After Width: | Height: | Size: 6.5 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 6.0 KiB After Width: | Height: | Size: 6.0 KiB |
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 42 KiB After Width: | Height: | Size: 42 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
@ -64,6 +64,9 @@ applications/marketing/marketing_automation/getting_started/target_audience.rst
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applications/marketing/marketing_automation/getting_started/testing_running.rst applications/marketing/marketing_automation/testing_running.rst # getting_started/* --> marketing_automation/*
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applications/marketing/marketing_automation/getting_started/testing_running.rst applications/marketing/marketing_automation/testing_running.rst # getting_started/* --> marketing_automation/*
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applications/marketing/marketing_automation/getting_started/workflow_activities.rst applications/marketing/marketing_automation/workflow_activities.rst # getting_started/* --> marketing_automation/*
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applications/marketing/marketing_automation/getting_started/workflow_activities.rst applications/marketing/marketing_automation/workflow_activities.rst # getting_started/* --> marketing_automation/*
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applications/marketing/surveys/time_random.rst applications/marketing/surveys/questions.rst # time_random --> questions
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applications/marketing/surveys/time_random.rst applications/marketing/surveys/questions.rst # time_random --> questions
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applications/marketing/social_marketing/essentials.rst applications/marketing/social_marketing.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
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applications/marketing/social_marketing/essentials/social_posts.rst applications/marketing/social_marketing/social_posts.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
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applications/marketing/social_marketing/essentials/social_campaigns.rst applications/marketing/social_marketing/social_campaigns.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
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# applications/sales
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# applications/sales
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