diff --git a/content/applications/marketing/events/create_events.rst b/content/applications/marketing/events/create_events.rst index 76881bffb..70edeba25 100644 --- a/content/applications/marketing/events/create_events.rst +++ b/content/applications/marketing/events/create_events.rst @@ -103,8 +103,7 @@ The following are fields found on an event form: This :guilabel:`Twitter Wall` field **only** appears on the event form if the *Social Marketing* app is installed, and an X account has been added as a stream on the application. To - learn more, check out the :doc:`Social marketing essentials - <../social_marketing/essentials/social_essentials>` documentation. + learn more, check out the :doc:`Social Marketing <../social_marketing>` documentation. - :guilabel:`Template`: choose a pre-configured event template from the resulting drop-down menu. diff --git a/content/applications/marketing/social_marketing.rst b/content/applications/marketing/social_marketing.rst index 557984eab..483da053c 100644 --- a/content/applications/marketing/social_marketing.rst +++ b/content/applications/marketing/social_marketing.rst @@ -1,16 +1,166 @@ -:nosearch: :show-content: -:hide-page-toc: -:show-toc: ================ Social Marketing ================ +Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage +various social media accounts, analyze content effectiveness, and engage directly with social media +followers in one, centralized location. + .. seealso:: - `Odoo Tutorials: Marketing `_ -.. toctree:: - :titlesonly: +.. cards:: - social_marketing/essentials + .. card:: Social posts + :target: social_marketing/social_posts + + Discover everything there is to know about how to create and customize social media posts + using Odoo. + + .. card:: Social campaigns + :target: social_marketing/social_campaigns + + Learn about all the different campaign and marketing tools this application has to offer. + +Social media accounts +===================== + +In order to create social posts and analyze content with Odoo *Social Marketing*, social media +accounts **must** be added as a *stream* on the application's main dashboard. + +.. note:: + Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social + Marketing* is to manage and analyze business accounts on social media platforms. + +.. warning:: + Odoo *Social Marketing* has some limitations in regards to social media accounts. For example, + Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company. + The same limitations are present in a multi-company environment because of how the API is + constructed. + +.. warning:: + In multi-company environments, if every company doesn't activate a page at once, it will result + in a permission error. + + For example, if Company 1 is the only company selected from the main Odoo dashboard, and + activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the + *Social Marketing* dashboard. + + However, if on that same database, the user adds Company 2 from the company drop-down menu in the + header, and attempts to add those same streams, it results in a permission error. + + .. image:: social_marketing/permission-error.png + :align: center + :alt: View of the permission error that appears when incorrectly attempting to add stream. + +Social media streams +==================== + +To add a social media business account as a stream, navigate to :menuselection:`Social Marketing +app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so +reveals an :guilabel:`Add a Stream` pop-up window. + +.. image:: social_marketing/add-stream-social-popup.png + :align: center + :alt: View of the pop-up window that appears when Add a Stream is selected in Odoo. + +In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a +business from any of the following popular social media platforms: :guilabel:`Facebook`, +:guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`. + +After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo +navigates directly to that specific social media outlet's authorization page, where permission must +be granted, in order for Odoo to add that particular social media account as a stream to the *Social +Marketing* application. + +.. image:: social_marketing/social-marketing-dashboard.png + :align: center + :alt: Sample of a populated social marketing dashboard with social media streams and content. + +Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main +:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added. +Accounts/streams can be added at any time. + +.. important:: + A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants + permission is the administrator for the page. It should also be noted that different pages can be + added for different streams. + +.. note:: + :guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the + same API. This means, an :guilabel:`Instagram` account needs to be linked to a + :guilabel:`Facebook` account in order for it to show up as a stream in Odoo. + +Social media page +================= + +Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the +:guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to +:menuselection:`Social Marketing app --> Configuration --> Social Media`. + +On the :guilabel:`Social Media` page there is a collection of all social media options, each +complete with a :guilabel:`Link account` button: :guilabel:`Facebook`, :guilabel:`Instagram`, +:guilabel:`LinkedIn`, :guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push Notifications`. + +.. image:: social_marketing/social-media-page.png + :align: center + :alt: View of the social media page in the Odoo Social Marketing application. + +Social accounts page +==================== + +To see a list of all social accounts and websites linked to the database, go to +:menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social +Accounts` display the :guilabel:`Name`, the :guilabel:`Handle/Short Name`, the :guilabel:`Social +Media` platform, who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is +associated. + +.. image:: social_marketing/social-accounts-page.png + :align: center + :alt: View of the social accounts page in the Odoo Social Marketing application. + +To edit/modify any of the social accounts on this page, simply select the desired account from the +list on this page, and proceed to make any adjustments necessary. + +Social streams page +=================== + +To view a separate page with all the social media streams that have been added to the main *Social +Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social +Streams`. + +.. image:: social_marketing/social-streams-page.png + :align: center + :alt: View of the social accounts page in the Odoo Social Marketing application. + +Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the +:guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, +:guilabel:`Keyword`, etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to which +it is associated. + +To modify any stream's information, simply click the desired stream from the list, and proceed to +make any necessary adjustments. + +Visitors +======== + +To see a complete overview of all the people who have visited the website(s) connected to the +database, navigate to :menuselection:`Social Marketing app --> Visitors`. + +.. image:: social_marketing/visitors.png + :align: center + :alt: View of the Visitors page in the Odoo Social Marketing application. + +Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban +view. If visitors already have contact information in the database, the option to send them an +:guilabel:`Email` and/or an :guilabel:`SMS` is available. + +This same visitor data can also be viewed as a list or a graph. Those view options are located in +the upper-right corner of the :guilabel:`Visitors` page. + +.. toctree:: + + social_marketing/social_posts + social_marketing/social_campaigns diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/add-stream-social-popup.png b/content/applications/marketing/social_marketing/add-stream-social-popup.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/add-stream-social-popup.png rename to content/applications/marketing/social_marketing/add-stream-social-popup.png diff --git a/content/applications/marketing/social_marketing/essentials.rst b/content/applications/marketing/social_marketing/essentials.rst deleted file mode 100644 index 8e319213d..000000000 --- a/content/applications/marketing/social_marketing/essentials.rst +++ /dev/null @@ -1,11 +0,0 @@ -:nosearch: - -========== -Essentials -========== - -.. toctree:: - :titlesonly: - - essentials/social_essentials - essentials/social_campaigns diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/permission-error.png b/content/applications/marketing/social_marketing/permission-error.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/permission-error.png rename to content/applications/marketing/social_marketing/permission-error.png diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-accounts-page.png b/content/applications/marketing/social_marketing/social-accounts-page.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-accounts-page.png rename to content/applications/marketing/social_marketing/social-accounts-page.png diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-marketing-dashboard.png b/content/applications/marketing/social_marketing/social-marketing-dashboard.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-marketing-dashboard.png rename to content/applications/marketing/social_marketing/social-marketing-dashboard.png diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-media-page.png b/content/applications/marketing/social_marketing/social-media-page.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-media-page.png rename to content/applications/marketing/social_marketing/social-media-page.png diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/social-streams-page.png b/content/applications/marketing/social_marketing/social-streams-page.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/social-streams-page.png rename to content/applications/marketing/social_marketing/social-streams-page.png diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns.rst b/content/applications/marketing/social_marketing/social_campaigns.rst similarity index 98% rename from content/applications/marketing/social_marketing/essentials/social_campaigns.rst rename to content/applications/marketing/social_marketing/social_campaigns.rst index bec625911..fbd17a713 100644 --- a/content/applications/marketing/social_marketing/essentials/social_campaigns.rst +++ b/content/applications/marketing/social_marketing/social_campaigns.rst @@ -146,6 +146,3 @@ analysis. .. note:: The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*, *Invoicing*, *CRM*, and *Website*. - -.. seealso:: - :doc:`/applications/marketing/social_marketing/essentials/social_essentials` diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/campaign-stage-dropdown.png b/content/applications/marketing/social_marketing/social_campaigns/campaign-stage-dropdown.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_campaigns/campaign-stage-dropdown.png rename to content/applications/marketing/social_marketing/social_campaigns/campaign-stage-dropdown.png diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png b/content/applications/marketing/social_marketing/social_campaigns/campaigns-page.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png rename to content/applications/marketing/social_marketing/social_campaigns/campaigns-page.png diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png b/content/applications/marketing/social_marketing/social_campaigns/create-campaign.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png rename to content/applications/marketing/social_marketing/social_campaigns/create-campaign.png diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png b/content/applications/marketing/social_marketing/social_campaigns/quick-add-campaign.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png rename to content/applications/marketing/social_marketing/social_campaigns/quick-add-campaign.png diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials.rst b/content/applications/marketing/social_marketing/social_posts.rst similarity index 66% rename from content/applications/marketing/social_marketing/essentials/social_essentials.rst rename to content/applications/marketing/social_marketing/social_posts.rst index 0416d09bf..74f340b4e 100644 --- a/content/applications/marketing/social_marketing/essentials/social_essentials.rst +++ b/content/applications/marketing/social_marketing/social_posts.rst @@ -1,79 +1,97 @@ -=========================== -Social marketing essentials -=========================== +============ +Social posts +============ -Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage -various social media accounts, analyze content effectiveness, and engage directly with social media -followers in one, centralized location. +The Odoo *Social Marketing* application provides various ways to create posts for any type of social +media outlet. -Social media accounts -===================== +Posts page +========== -In order to create social posts and analyze content with Odoo *Social Marketing*, social media -accounts **must** be added as a *stream* on the application's main dashboard. +To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`. +Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo +can be seen and accessed. -.. note:: - Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social - Marketing* is to manage and analyze business accounts on social media platforms. +There are four different view options for the :guilabel:`Social Posts` page data: *kanban*, +*calendar*, *list*, and *pivot*. -.. warning:: - Odoo *Social Marketing* has some limitations in regards to social media accounts. For example, - Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company. - The same limitations are present in a multi-company environment because of how the API is - constructed. +The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the +search bar. -.. warning:: - In multi-company environments, if every company doesn't activate a page at once, it will result - in a permission error. +.. tabs:: - For example, if Company 1 is the only company selected from the main Odoo dashboard, and - activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the - *Social Marketing* dashboard. + .. tab:: Kanban view - However, if on that same database, the user adds Company 2 from the company drop-down menu in the - header, and attempts to add those same streams, it results in a permission error. + By default, Odoo displays the posts in a kanban view. The information on this page can be + sorted even further, via the left sidebar, where all connected social accounts and posts can + be quickly seen, accessed, and analyzed. - .. image:: social_essentials/permission-error.png - :align: center - :alt: View of the permission error that appears when incorrectly attempting to add stream. + The kanban view is represented by an :guilabel:`inverted bar graph icon` in the upper-right + corner. -Social media streams --------------------- + .. image:: social_posts/posts-page-kanban.png + :align: center + :alt: Kanban view of the posts page in the Odoo Social Marketing application. -To add a social media business account as a stream, navigate to :menuselection:`Social Marketing -app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so -reveals an :guilabel:`Add a Stream` pop-up window. + .. tab:: Calendar view -.. image:: social_essentials/add-stream-social-popup.png - :align: center - :alt: View of the pop-up window that appears when Add a Stream is selected in Odoo. + The calendar view option displays a visual representation of posts in a calendar format of + when posts were published, or are scheduled to be published. This option provides a clear + overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and + published posts. -In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a -business from any of the following popular social media platforms: :guilabel:`Facebook`, -:guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`. + Clicking on a date reveals a blank social media post detail form, in which a social media + post can be created, and Odoo will post it on that specific date/time. -After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo -navigates directly to that specific social media outlet's authorization page, where permission must -be granted, in order for Odoo to add that particular social media account as a stream to the *Social -Marketing* application. + The calendar view is represented by a :guilabel:`calendar icon` in the upper-right corner. -.. image:: social_essentials/social-marketing-dashboard.png - :align: center - :alt: Sample of a populated social marketing dashboard with social media streams and content. + .. image:: social_posts/calendar-view.png + :align: center + :alt: Example of the calendar view in Odoo Social Marketing. -Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main -:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added. -Accounts/streams can be added at any time. + .. tab:: List view -.. important:: - A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants - permission is the administrator for the page. It should also be noted that different pages can be - added for different streams. + The list view option is similar to the kanban option, but instead of individual blocks, all + post information is displayed in a clear, list layout. Each line of the list displays the + :guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post. -.. note:: - :guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the - same API. This means, an :guilabel:`Instagram` account needs to be linked to a - :guilabel:`Facebook` account in order for it to show up as a stream in Odoo. + There is also a helpful left sidebar that organizes all posts by :guilabel:`Status` and lists + all connected :guilabel:`Social Accounts`, as well. + + The list view is represented by four vertical lines in the upper-right corner. + + .. image:: social_posts/list-view.png + :align: center + :alt: View of the list option on the posts page in Odoo Social Marketing. + + .. tab:: Pivot view + + The pivot view option provides a fully customizable grid table, where different measures of + data can be added and analyzed. + + .. image:: social_posts/pivot-view.png + :align: center + :alt: View of the pivot option on the posts page in Odoo Social Marketing. + + The pivot view option provides numerous analytical options, allowing for in-depth, detailed + analysis of various posts and metrics. + + Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more + metric options to add to the grid. + + While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located + to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the + :guilabel:`Social Posts` page. + + Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view. + + From left to right, those options are: + + - :guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table. + - :guilabel:`Expand All`, which expands each line in the grid, revealing more detailed + information related to it. + - :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a + spreadsheet. Posts ----- @@ -81,7 +99,7 @@ Posts Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of that specific post, along with all the engagement data related to it (e.g. likes, comments, etc.). -.. image:: social_essentials/social-post-popup.png +.. image:: social_posts/social-post-popup.png :align: center :alt: Sample of a social media post's pop-up window in Odoo Social Marketing application. @@ -101,14 +119,14 @@ click the :guilabel:`three vertical dots` icon to the right of that comment. Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`. -.. image:: social_essentials/create-lead-drop-down.png +.. image:: social_posts/create-lead-drop-down.png :align: center :alt: The drop-down menu beside a comment revealing the option to create a lead. Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a :guilabel:`Conver Post to Lead` pop-up window appears. -.. image:: social_essentials/convert-post-to-lead-popup.png +.. image:: social_posts/convert-post-to-lead-popup.png :align: center :alt: The convert post to lead pop-up window that appears in Odoo Social Marketing. @@ -123,7 +141,7 @@ Once the desired selection has been made, click the :guilabel:`Convert` button a :guilabel:`Convert Post to Lead` pop-up window. Doing so reveals a fresh lead detail form, where the necessary information can be entered and processed. -.. image:: social_essentials/new-lead-detail-form-comments.png +.. image:: social_posts/new-lead-detail-form-comments.png :align: center :alt: New lead detail form generated from a social media comment in Odoo Social Marketing. @@ -136,7 +154,7 @@ displays and links that specific social media platform's KPIs (if the platform h To get redirected to the statistics and metrics related to any social media account's KPIs, click on the :guilabel:`Insights` link, located at the top of each stream. -.. image:: social_essentials/social-marketing-insights-link.png +.. image:: social_posts/social-marketing-insights-link.png :align: center :alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app. @@ -160,21 +178,21 @@ To create content for social media accounts, navigated to the :menuselection:`So and click :guilabel:`New Post` located in the upper-right corner of the *Social Marketing* dashboard. -.. image:: social_essentials/new-post-button-social-marketing-dashboard.png +.. image:: social_posts/new-post-button-social-marketing-dashboard.png :align: center :alt: New Post button on the main dashboard of the Odoo Social Marketing application. Or, navigate to :menuselection:`Social Marketing app --> Posts` and click the :guilabel:`New` button. -.. image:: social_essentials/new-button-social-posts-page.png +.. image:: social_posts/new-button-social-posts-page.png :align: center :alt: New button on the Social Posts page in the Odoo Social Marketing application. Either route reveals a blank social media post detail form that can be customized and configured in a number of different ways. -.. image:: social_essentials/blank-post-detail-page.png +.. image:: social_posts/blank-post-detail-page.png :align: center :alt: Blank social media post detail page in Odoo Social Marketing. @@ -224,7 +242,7 @@ In the :guilabel:`Message` field, type in the desired message for the social pos click away from the :guilabel:`Message` field to reveal visual samples of how the post will look on all the previously selected social media accounts (and/or websites, as push notifications). -.. image:: social_essentials/visual-samples-social-media-outlets-preview.png +.. image:: social_posts/visual-samples-social-media-outlets-preview.png :align: center :alt: Sample social media post with visual samples of how it will appear on social media outlets. @@ -248,7 +266,7 @@ upload it. After successfully uploading and attaching the desired image, Odoo reveals a new preview of the social media post, complete with the newly-added image, on the right side of the detail form. -.. image:: social_essentials/attach-images-visual-social-post-sample.png +.. image:: social_posts/attach-images-visual-social-post-sample.png :align: center :alt: Visualized samples of post with newly-attached images in Odoo Social Marketing. @@ -266,7 +284,7 @@ To create a new campaign directly from the social media post detail form, start the new campaign in the blank :guilabel:`Campaign` field, and select either :guilabel:`Create` or :guilabel:`Create and edit...`. -.. image:: social_essentials/campaign-drop-down-menu-options.png +.. image:: social_posts/campaign-drop-down-menu-options.png :align: center :alt: Drop-down menu options of Create or Create and edit in the Campaign field. @@ -276,7 +294,7 @@ Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :gui Campaign` pop-up form, wherein the :guilabel:`Campaign Identifier`, :guilabel:`Responsible`, and :guilabel:`Tags` can be instantly configured. -.. image:: social_essentials/create-campaign-popup.png +.. image:: social_posts/create-campaign-popup.png :align: center :alt: Create campaign pop-up window that appears on a social media post detail form. @@ -293,7 +311,7 @@ time. If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` field appears. Clicking the empty field reveals a pop-up calendar, in which a future date and time can be designated. -.. image:: social_essentials/schedule-post-calendar-popup.png +.. image:: social_posts/schedule-post-calendar-popup.png :align: center :alt: Schedule date pop-up window that appears on social media post detail form in Odoo. @@ -315,7 +333,7 @@ If one (or multiple) :guilabel:`[Push Notification]` options are chosen in the : field, a specific :guilabel:`Push Notification Options` section appears at the bottom of the social media post detail form. -.. image:: social_essentials/push-notification-options-section.png +.. image:: social_posts/push-notification-options-section.png :align: center :alt: Push notification options section on a social media post detail form. @@ -344,7 +362,7 @@ push notification. send it at the appropriate, pre-determined time, taking the visitor's location into consideration. - .. image:: social_essentials/push-notification-local-time.png + .. image:: social_posts/push-notification-local-time.png :align: center :alt: The Local Time option in the Push Notification Options section of features. @@ -358,7 +376,7 @@ rule field. In this equation-like rule field, specifiy the specific criteria Odoo should take into account when sending this post to a particular target audience. -.. image:: social_essentials/push-notification-condition.png +.. image:: social_posts/push-notification-condition.png :align: center :alt: Push notification conditions set up to match a specific amount of records in the database. @@ -373,160 +391,5 @@ Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule. The size of the specified target audience of recipients is represented by the number of :guilabel:`Records` displayed beneath the rules. -Posts page -========== - -To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`. -Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo -can be seen and accessed. - -There are four different view options for the :guilabel:`Social Posts` page data: *kanban*, -*calendar*, *list*, and *pivot*. - -The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the -search bar. - -.. tabs:: - - .. tab:: Kanban view - - By default, Odoo displays the posts in a kanban view. The information on this page can be - sorted even further, via the left sidebar, where all connected social accounts and posts can - be quickly seen, accessed, and analyzed. - - The kanban view is represented by an :guilabel:`inverted bar graph icon` in the upper-right - corner. - - .. image:: social_essentials/posts-page-kanban.png - :align: center - :alt: Kanban view of the posts page in the Odoo Social Marketing application. - - .. tab:: Calendar view - - The calendar view option displays a visual representation of posts in a calendar format of - when posts were published, or are scheduled to be published. This option provides a clear - overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and - published posts. - - Clicking on a date reveals a blank social media post detail form, in which a social media - post can be created, and Odoo will post it on that specific date/time. - - The calendar view is represented by a :guilabel:`calendar icon` in the upper-right corner. - - .. image:: social_essentials/calendar-view.png - :align: center - :alt: Example of the calendar view in Odoo Social Marketing. - - .. tab:: List view - - The list view option is similar to the kanban option, but instead of individual blocks, all - post information is displayed in a clear, list layout. Each line of the list displays the - :guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post. - - There is also a helpful left sidebar that organizes all posts by :guilabel:`Status` and lists - all connected :guilabel:`Social Accounts`, as well. - - The list view is represented by four vertical lines in the upper-right corner. - - .. image:: social_essentials/list-view.png - :align: center - :alt: View of the list option on the posts page in Odoo Social Marketing. - - .. tab:: Pivot view - - The pivot view option provides a fully customizable grid table, where different measures of - data can be added and analyzed. - - .. image:: social_essentials/pivot-view.png - :align: center - :alt: View of the pivot option on the posts page in Odoo Social Marketing. - - The pivot view option provides numerous analytical options, allowing for in-depth, detailed - analysis of various posts and metrics. - - Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more - metric options to add to the grid. - - While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located - to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the - :guilabel:`Social Posts` page. - - Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view. - - From left to right, those options are: - - - :guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table. - - :guilabel:`Expand All`, which expands each line in the grid, revealing more detailed - information related to it. - - :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a - spreadsheet. - -Visitors -======== - -To see a complete overview of all the people who have visited the website(s) connected to the -database, navigate to :menuselection:`Social Marketing app --> Visitors`. - -.. image:: social_essentials/visitors.png - :align: center - :alt: View of the Visitors page in the Odoo Social Marketing application. - -Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban -view. If visitors already have contact information in the database, the option to send them an -:guilabel:`Email` and/or an :guilabel:`SMS` is available. - -This same visitor data can also be viewed as a list or a graph. Those view options are located in -the upper-right corner of the :guilabel:`Visitors` page. - -Social media page -================= - -Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the -:guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to -:menuselection:`Social Marketing app --> Configuration --> Social Media`. - -On the :guilabel:`Social Media` page there is a collection of all social media options, each -complete with a :guilabel:`Link account` button: :guilabel:`Facebook`, :guilabel:`Instagram`, -:guilabel:`LinkedIn`, :guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push Notifications`. - -.. image:: social_essentials/social-media-page.png - :align: center - :alt: View of the social media page in the Odoo Social Marketing application. - -Social accounts page -==================== - -To see a list of all social accounts and websites linked to the database, go to -:menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social -Accounts` display the :guilabel:`Name`, the :guilabel:`Handle/Short Name`, the :guilabel:`Social -Media` platform, who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is -associated. - -.. image:: social_essentials/social-accounts-page.png - :align: center - :alt: View of the social accounts page in the Odoo Social Marketing application. - -To edit/modify any of the social accounts on this page, simply select the desired account from the -list on this page, and proceed to make any adjustments necessary. - -Social streams page -=================== - -To view a separate page with all the social media streams that have been added to the main *Social -Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social -Streams`. - -.. image:: social_essentials/social-streams-page.png - :align: center - :alt: View of the social accounts page in the Odoo Social Marketing application. - -Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the -:guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, -:guilabel:`Keyword`, etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to which -it is associated. - -To modify any stream's information, simply click the desired stream from the list, and proceed to -make any necessary adjustments. - .. seealso:: - :doc:`/applications/marketing/social_marketing/essentials/social_campaigns` + :doc:`social_campaigns` diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/attach-images-visual-social-post-sample.png b/content/applications/marketing/social_marketing/social_posts/attach-images-visual-social-post-sample.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/attach-images-visual-social-post-sample.png rename to 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content/applications/marketing/social_marketing/social_posts/visual-samples-social-media-outlets-preview.png diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials/visitors.png b/content/applications/marketing/social_marketing/visitors.png similarity index 100% rename from content/applications/marketing/social_marketing/essentials/social_essentials/visitors.png rename to content/applications/marketing/social_marketing/visitors.png diff --git a/redirects/17.0.txt b/redirects/17.0.txt index a566f93ee..c1f142687 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -64,6 +64,9 @@ applications/marketing/marketing_automation/getting_started/target_audience.rst applications/marketing/marketing_automation/getting_started/testing_running.rst applications/marketing/marketing_automation/testing_running.rst # getting_started/* --> marketing_automation/* applications/marketing/marketing_automation/getting_started/workflow_activities.rst applications/marketing/marketing_automation/workflow_activities.rst # getting_started/* --> marketing_automation/* applications/marketing/surveys/time_random.rst applications/marketing/surveys/questions.rst # time_random --> questions +applications/marketing/social_marketing/essentials.rst applications/marketing/social_marketing.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing +applications/marketing/social_marketing/essentials/social_posts.rst applications/marketing/social_marketing/social_posts.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing +applications/marketing/social_marketing/essentials/social_campaigns.rst applications/marketing/social_marketing/social_campaigns.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing # applications/sales