diff --git a/content/applications/sales/crm/track_leads.rst b/content/applications/sales/crm/track_leads.rst index 3af04baa8..7c3cca1f0 100644 --- a/content/applications/sales/crm/track_leads.rst +++ b/content/applications/sales/crm/track_leads.rst @@ -7,7 +7,6 @@ Assign and track leads .. toctree:: :titlesonly: - track_leads/prospect_visits track_leads/lead_scoring track_leads/unattended_leads_report track_leads/quality_leads_report diff --git a/content/applications/sales/crm/track_leads/prospect_visits.rst b/content/applications/sales/crm/track_leads/prospect_visits.rst deleted file mode 100644 index 4f1887442..000000000 --- a/content/applications/sales/crm/track_leads/prospect_visits.rst +++ /dev/null @@ -1,140 +0,0 @@ -==================== -Track webpage visits -==================== - -Tracking the number of visits to individual webpages provides valuable insight about the interests -of website visitors. It can also be used to analyze the success of marketing campaigns. - -With Odoo, tracking links can be created to track visits for any page on the website. When a lead is -created from a website contact form, every page that the prospective customer visits is recorded on -the lead/opportunity form in the *CRM* app. - -.. _crm/track_leads/link-tracker: - -Track a webpage -=============== - -Odoo's *link tracker* creates a unique tracking link for any page on a company website. The link -contains analytics trackers that can be used in Google Analytics to track clicks and visitors, as -well as in Odoo Reports to track opportunities and revenue. - -The link can also be sent as part of a marketing campaign to track clicks and webpage views for that -particular campaign. - -To set up tracking for a webpage, go to any static page on the website through the -:menuselection:`Website` app. Then, click on the :guilabel:`Site` header menu at the top of the -page, and select :guilabel:`Link Tracker`. - -.. image:: prospect_visits/link-tracker-menu.png - :align: center - :alt: Link tracker selection from the Site header menu. - -On the :guilabel:`Link Tracker` page, the :guilabel:`URL` field is already filled in based on the -webpage that was open when :guilabel:`Link Tracker` was clicked from the :guilabel:`Site` drop-down -menu. However, the :guilabel:`URL` can be changed to any page on the website. - -In the :guilabel:`Campaign` field, specify a marketing campaign to associate with the tracking link. - -In the :guilabel:`Medium` field, define the specific medium used to share the link, like `Email`, -for example. - -In the :guilabel:`Source` field, define the source that the webpage traffic comes from, like -`Facebook`, for example. - -.. note:: - The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` information appears in the - :guilabel:`Marketing` section of the :guilabel:`Extra Information` tab of a lead or opportunity - form. - -.. image:: prospect_visits/link-tracker-page.png - :align: center - :alt: Link tracker page. - -To create a new :guilabel:`Campaign`, :guilabel:`Medium`, or :guilabel:`Source` directly from this -page, click on the field's drop-down menu, type in the name of the new campaign, medium, or source, -and then click :guilabel:`Create`. - -When the above fields are filled out as desired, click the :guilabel:`Get tracked link` button to -create a unique tracking link for the selected webpage. - -Customize the tracked link URL in the :guilabel:`Your tracked links` section of the :guilabel:`Link -Tracker` page by clicking on the :guilabel:`✏️ (pencil)` icon next to the link. - -To quickly copy the tracked link, click the :guilabel:`Copy` button to the right of the link in the -:guilabel:`Your tracked links` section. - -View analytics --------------- - -To view the status of tracked links, navigate to :menuselection:`Website app --> Site --> Link -Tracker`. In the :guilabel:`Your tracked links` section, the number of clicks that each tracked link -has gotten appears on the left side of each link. - -To view the tracked link statistics in graph format, click on the :guilabel:`Stats` button to the -right of each link. Doing so reveals a separate page with information and metrics related to that -specific tracked link. - -In the :guilabel:`Statistics` section of the page, toggle the graph views by clicking :guilabel:`All -Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` to the right of the :guilabel:`Statistics` -heading. - -.. image:: prospect_visits/link-tracker-stats.png - :align: center - :alt: Link tracker statistics page. - -Track page views for leads/opportunities -======================================== - -When a lead is created from a prospective customer filling out a :ref:`contact form -` on the website, Odoo tracks every webpage visited by -that contact. This information is available on the lead/opportunity form in the *CRM* app. - -To see a prospective customer's page views, navigate to their lead/opportunity form in the -:menuselection:`CRM` app. - -The :guilabel:`Page Views` smart button at the top of the opportunity form shows the total number of -times the prospective customer viewed a page on the website (including multiple views of the same -webpage). Click on the smart button to see an organized list of each individual page view. - -.. image:: prospect_visits/page-views-smart-button.png - :align: center - :alt: Page views smart button on an opportunity form. - -If a prospective customer clicks on a tracked link, then fills out a contact form on the website, -and the contact form is :ref:`configured to create a lead -` in Odoo, then the campaign, medium, and source -information from the :ref:`link tracker ` appears on the lead form. - -This information appears in the :guilabel:`Marketing` section of the :guilabel:`Extra Information` -tab of the lead or opportunity form. - -.. image:: prospect_visits/campaign-medium-source.png - :align: center - :alt: Campaign, medium, and source on an opportunity form. - -.. _crm/track_leads/webpage-visits-contact-form: - -Contact form configuration --------------------------- - -To configure a website contact form that creates a lead or opportunity in the *CRM* app when it is -filled out, navigate to the contact form page on the :menuselection:`Website` app, which is -typically accessible via a :guilabel:`Contact Us` page in the header menu of the company website. -Then, click the :guilabel:`Edit` button at the top-right of the page to open the website editor. - -Next, click on the existing contact form block on the webpage. Or, to add a new form block, scroll -down to the :guilabel:`Dynamic Content` section of the :guilabel:`Blocks` tab in the website editor. -Then drag-and-drop the :guilabel:`Form` block onto the body of the webpage. - -Click on any field of the form block on the webpage to reveal the :guilabel:`Customize` tab of the -website editor on the right sidebar. In the :guilabel:`Form` section, set the :guilabel:`Action` to -:guilabel:`Create an Opportunity`. - -With this configuration, submitting a filled-out contact form creates a lead in the *Leads* section -of the *CRM* app. Or, if the *Leads* feature is **not** activated in the *CRM* settings, it creates -an opportunity in the first stage of the pipeline. - -Finally, click :guilabel:`Save` at the top of the website editor to save any changes. - -.. seealso:: - :doc:`../acquire_leads/generate_leads` diff --git a/content/applications/sales/crm/track_leads/prospect_visits/campaign-medium-source.png b/content/applications/sales/crm/track_leads/prospect_visits/campaign-medium-source.png deleted file mode 100644 index 717e1a512..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/campaign-medium-source.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-menu.png b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-menu.png deleted file mode 100644 index e0be5812f..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-menu.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-page.png b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-page.png deleted file mode 100644 index 4aa6f9596..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-page.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-stats.png b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-stats.png deleted file mode 100644 index 213471af1..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-stats.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/page-views-smart-button.png b/content/applications/sales/crm/track_leads/prospect_visits/page-views-smart-button.png deleted file mode 100644 index f3607a05d..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/page-views-smart-button.png and /dev/null differ diff --git a/redirects/15.0.txt b/redirects/15.0.txt index 00db54459..48191c49b 100644 --- a/redirects/15.0.txt +++ b/redirects/15.0.txt @@ -167,6 +167,7 @@ applications/general/voip/voip_widget.rst applications/productivity/voip/voip_wi # applications/sales applications/sales/crm/optimize/outlook_extension.rst applications/general/integrations/mail_plugins/outlook.rst +applications/sales/crm/track_leads/prospect_visits.rst applications/sales/crm/track_leads.rst # track_leads/prospect_visits -> track_leads applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/terminals/worldline.rst # point_of_sale/payment/* -> point_of_sale/payment_methods/terminals/*