[IMP] social marketing: doc restructure

closes odoo/documentation#10505

X-original-commit: 196553ca1e
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
This commit is contained in:
KC (ksc) 2024-07-16 20:52:41 +00:00
parent db73dd629e
commit 1df7b0e6c5
37 changed files with 253 additions and 252 deletions

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@ -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.

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@ -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

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@ -1,11 +0,0 @@
:nosearch:
==========
Essentials
==========
.. toctree::
:titlesonly:
essentials/social_essentials
essentials/social_campaigns

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@ -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`

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@ -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`

View File

@ -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