diff --git a/content/applications/marketing.rst b/content/applications/marketing.rst index 0a5ea8401..1c9c01802 100644 --- a/content/applications/marketing.rst +++ b/content/applications/marketing.rst @@ -11,3 +11,4 @@ Marketing marketing/sms_marketing marketing/events marketing/surveys + marketing/social_marketing diff --git a/content/applications/marketing/social_marketing.rst b/content/applications/marketing/social_marketing.rst new file mode 100644 index 000000000..557984eab --- /dev/null +++ b/content/applications/marketing/social_marketing.rst @@ -0,0 +1,16 @@ +:nosearch: +:show-content: +:hide-page-toc: +:show-toc: + +================ +Social Marketing +================ + +.. seealso:: + - `Odoo Tutorials: Marketing `_ + +.. toctree:: + :titlesonly: + + social_marketing/essentials diff --git a/content/applications/marketing/social_marketing/essentials.rst b/content/applications/marketing/social_marketing/essentials.rst new file mode 100644 index 000000000..8e319213d --- /dev/null +++ b/content/applications/marketing/social_marketing/essentials.rst @@ -0,0 +1,11 @@ +:nosearch: + +========== +Essentials +========== + +.. toctree:: + :titlesonly: + + essentials/social_essentials + essentials/social_campaigns diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns.rst b/content/applications/marketing/social_marketing/essentials/social_campaigns.rst new file mode 100644 index 000000000..bec625911 --- /dev/null +++ b/content/applications/marketing/social_marketing/essentials/social_campaigns.rst @@ -0,0 +1,151 @@ +========================== +Social marketing campaigns +========================== + +Social marketing campaigns help companies connect directly with the marketplace. These campaigns +are helpful when introducing a new product to customers, explaining the value of a product or +service, or when advertising an upcoming event or product release. + +The most effective social marketing campaigns typically involve multiple channels to maximize +content distribution, and Odoo's *Social Marketing* application acts as a singular control center to +monitor, plan, post, track, and analyze all of the various content and content channels within a +single dashboard. + +Campaigns page +============== + +To access a complete overview of all social marketing campaigns, open the :menuselection:`Social +Marketing` application, and click :menuselection:`Campaigns` from the header menu. Doing so reveals +a separate page with every campaign in a default kanban view. + +.. image:: social_campaigns/campaigns-page.png + :align: center + :alt: View of the campaigns page in the Odoo Social Marketing application. + +Each *stage* in the kanban view can be edited, by clicking the :guilabel:`gear icon` to the left of +the :guilabel:`+ (plus sign)` - located to the right of the stage title. + +.. note:: + The **gear icon** *only* appears when the cursor hovers to the left of the **+ (plus sign)**. + When the gear icon is clicked, a drop-down menu reveals the options: :guilabel:`Fold`, + :guilabel:`Edit Stage`, and :guilabel:`Delete`. + +.. image:: social_campaigns/campaign-stage-dropdown.png + :align: center + :alt: View of the campaigns page in the Odoo Social Marketing application. + +Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage column can be restored +by clicking the folded version of it on the main :guilabel:`Campaigns` dashboard in the default +kanban view. + +Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name and the sequence of the +stage can be modified. If changes are made, be sure to click :guilabel:`Save`. + +Clicking :guilabel:`Delete` removes the stage entirely. + +.. note:: + To add a new stage to the pipeline, side-scroll to the right on the :guilabel:`Campaigns` + dashboard, click :guilabel:`Add a Column`, enter in the desired information, and click + :guilabel:`Add`. + +.. tip:: + The same social marketing campaign information on the :guilabel:`Campaigns` dashboard can also be + viewed as a list, by selecting the :guilabel:`List` option, located under the search bar, in the + upper-right corner. + +Create social marketing campaigns +================================= + +First, open the :menuselection:`Social Marketing` application, and select :guilabel:`Campaigns` from +the header menu. + +On the :guilabel:`Campaigns` dashboard, a new campaign can be created by clicking the quick add +:guilabel:`+ (plus sign)` located in the top-right corner of each stage in the pipeline, visible in +the kanban view. Campaigns can also be created by clicking :guilabel:`Create` in the upper-left +corner of the :guilabel:`Campaigns` dashboard. + +Both options reveal a new campaign detail window directly on the :guilabel:`Campaigns` dashboard +when clicked. + +.. image:: social_campaigns/quick-add-campaign.png + :align: center + :alt: View of the quick add option for campaigns in Odoo Social Marketing. + +Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be entered. +When all modifications are complete, click :guilabel:`Add` to add the campaign to the database. + +Edit social marketing campaigns +=============================== + +In order to edit a campaign in greater detail, and create/send various forms of communications +related to it, the template page for that campaign must be accessed and modified, accordingly. +There are multiple ways to access a template page for a campaign. + +- After entering the pertinent information in the :guilabel:`Quick Add` campaign drop-down, click + :guilabel:`Edit`. +- Simply select the desired campaign from the :guilabel:`Campaigns` dashboard in list or kanban + view. +- On the :guilabel:`Campaigns` dashboard in the kanban view, select the :guilabel:`⋮ (three dots)` + drop-down menu on the desired campaign, and select :guilabel:`Edit`. + +Any of the above routes will reveal the *Campaign Template* page for that specific campaign. + +Social marketing campaign templates +=================================== + +On a *Campaign Template* page, numerous elements can be customized/modified, and various forms of +communications can be created, modified, and sent or scheduled. Below is a sample of a completed +campaign template. + +.. image:: social_campaigns/create-campaign.png + :align: center + :alt: View of a sample campaign template page in Odoo Social Marketing. + +.. important:: + In order for the :guilabel:`Send New Mailing` option to appear on campaign templates, make sure + the *Mailing Campaigns* feature is enabled in the *Email Marketing* app. To do that, navigate to + :menuselection:`Email Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing + Campaigns`, and click :guilabel:`Save`. + +.. note:: + In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS Marketing* application must + be installed on the database. + +Add content and communications to campaigns +=========================================== + +If the proper settings and applications are installed (as instructed above), there are four forms +of communication/content options that can be added to campaigns. Each of these options are displayed +as buttons in the upper-left corner of the campaign template page. + +- :guilabel:`Send New Mailing`: reveals a blank email template on a separate page, in which the + message can be fully customized in a variety of ways. +- :guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in which a SMS + communication can be created and configured. +- :guilabel:`Send Social Post`: reveals a blank social post template on a separate page, in which + a post can be created, and applied to social media accounts that are already connected to the + database. +- :guilabel:`Push Notification`: reveals a similar blank social post template on a separate page, + however, the :guilabel:`Push Notification` options are already pre-selected in the :guilabel:`Post + on` field. + +Whichever form of communication is created, once it's completed, Odoo returns to the +:guilabel:`Campaign Template` page, showcasing that new content in its corresponding tab (e.g. +:guilabel:`Mailings`, :guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push +Notifications`). + +As content and communications are added to a campaign, tabs for those specific mediums appear, +along with a variety of analytical smart buttons (e.g. :guilabel:`Revenues`, :guilabel:`Quotations`, +:guilabel:`Leads`, etc.). + +These smart buttons, located at the top of the template, display different metrics related to the +campaign, and its various communications and content. Clicking any smart button reveals a separate +page dedicated to that particular element of the campaign, allowing for quicker, more organized +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/essentials/social_campaigns/campaign-stage-dropdown.png new file mode 100644 index 000000000..af845b338 Binary files /dev/null and b/content/applications/marketing/social_marketing/essentials/social_campaigns/campaign-stage-dropdown.png differ diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png b/content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png new file mode 100644 index 000000000..c1c672934 Binary files /dev/null and b/content/applications/marketing/social_marketing/essentials/social_campaigns/campaigns-page.png differ diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png b/content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png new file mode 100644 index 000000000..ebaeaa46d Binary files /dev/null and b/content/applications/marketing/social_marketing/essentials/social_campaigns/create-campaign.png differ diff --git a/content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png b/content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png new file mode 100644 index 000000000..5db629abc Binary files /dev/null and b/content/applications/marketing/social_marketing/essentials/social_campaigns/quick-add-campaign.png differ diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials.rst b/content/applications/marketing/social_marketing/essentials/social_essentials.rst new file mode 100644 index 000000000..82974b753 --- /dev/null +++ b/content/applications/marketing/social_marketing/essentials/social_essentials.rst @@ -0,0 +1,345 @@ +=========================== +Social marketing essentials +=========================== + +Odoo's *Social Marketing* 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. + +Add social media accounts +========================= + +In order to create posts, each social media account must be added as a stream in the Odoo *Social +Marketing* application. + +Add a social media stream +------------------------- + +Add a social media account as a stream by navigating to :menuselection:`Social Marketing` and then +select the :guilabel:`Add A Stream` button located in the upper left corner + +When :guilabel:`Add A Stream` is clicked, the following pop-up appears, displaying the different +social media outlets to choose from. + +.. image:: social_essentials/social-add-streams.png + :align: center + :alt: View of the pop-up that appears when 'Add a Stream' is selected in Odoo. + +.. note:: + Additional social media outlet options are available depending on your version of Odoo. + +From this pop-up, select a social media option: :guilabel:`Facebook`, :guilabel:`LinkedIn`, or +:guilabel:`Twitter`. + +Then, 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 to the +*Social Marketing* application as a stream on the main dashboard of the app. + +.. note:: + A Facebook page can be added as long as the Facebook account that grants permission is the + administrator for the page. Also, different pages can be added for different streams. + +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 are automatically +added. + +From here, new accounts and/or streams can be added and managed at any time. + +.. image:: social_essentials/feed.png + :align: center + :alt: Example of how a populated stream-filled dashboard looks in Odoo Social Marketing + +.. note:: + Adding social media accounts to the feed also links that specific social media platform's KPIs + (if the platform has them). To get redirected to the statistics and metrics related to any social + account, click on :guilabel:`Insights`. + + .. image:: social_essentials/insights.png + :align: center + :alt: The insights link that can be accessed for each social media stream added in Odoo. + +Create and publish social media posts in Odoo +============================================= + +To create content for social media accounts in the :menuselection:`Social Marketing` application, +click the :guilabel:`New Post` button located in the upper-left corner of the main dashboard, or +navigate to :menuselection:`Posts --> Create` from the header menu. + +Either route reveals a blank post template page that can be customized and configured in a number +of different ways. + +.. image:: social_essentials/social-create-post.png + :align: center + :alt: How to create a social media post directly through Odoo + +Post template +------------- + +The post template page has many different options avaiable. + +'Your Post' section +~~~~~~~~~~~~~~~~~~~ + +The first option is the :guilabel:`Post on` field. This is where it's determined on what social +media account(s), or on which website(s) via push notification, this post will be published. + +.. important:: + In order for the :guilabel:`Push Notification` option to appear, make sure the *Enable Web Push + Notifications* feature is enabled in the *Website* app. To do that, navigate to + :menuselection:`Website --> Configuration --> Settings`, activate :guilabel:`Enable Web Push + Notifications`, fill out the corresponding fields, and click :guilabel:`Save`. + +Odoo automatically provides every available social media account that's been linked to the database +as an option in this section, as well. + +.. note:: + If a social media account hasn't been added as a stream to the *Social Marketing* application, it + will not appear as an option on the post template. + +Next, there's the :guilabel:`Message` field. This is where the main content of the post is created. + +Type the desired message for the post in this field. To the right, as the :guilabel:`Message` field +is populated, Odoo displays visual samples of how the post will look on all the previously selected +social media accounts from the :guilabel:`Post on` field above. + +.. tip:: + Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the + :guilabel:`emoji (smiley face) icon`, located on the line of the :guilabel:`Message` field to the + far right. Clicking this icon reveals a drop-down containing numerous emojis to choose from. + +If images are to be used in the post, click the :guilabel:`ATTACH IMAGES` link beneath the +:guilabel:`Message` field, and Odoo reveals a pop-up window. In this pop-up, the desired image must +be chosen, and then uploaded. + +A preview of the entire post, text and image (if applicable), is instantly displayed in the visual +preview of the post. + +Next, there's the option to attach this post to a specific marketing campaign in the database in +the :guilabel:`Campaign` field. Click the blank line next to :guilabel:`Campaign` to reveal the +previously configured campaigns to choose from. + +.. tip:: + A new campaign can be created, as well, by typing the name of the new campaign on the blank + :guilabel:`Campaign` field, and selecting :guilabel:`Create` from the drop-down field menu. Or, + select :guilabel:`Create and edit` from the menu to further customize that newly-created + campaign. + +.. note:: + A social post does *not* need to be attached to a campaign. + +Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the +post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and +time. + +If :guilabel:`Schedule later` is selected, Odoo reveals a new field beneath it (the +:guilabel:`Scheduled post date` field). Clicking that empty field reveals a pop-up calendar, in +which a future date and time is designated. At which time, Odoo will promptly publish the post on +the pre-determined social media accounts. + +Click on the desired date to schedule the post for that day. Then, either select and customize +the default time in the :guilabel:`Scheduled post date` field manually. Or, adjust the desired post +time, by clicking the :guilabel:`scheduling (clock) icon` located on the calendar pop-up, and choose +the desired time for Odoo to publish this post on that future date. + +If scheduling a post, remember to hit :guilabel:`Schedule` in the upper left of the post template. +Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status of +the post to :guilabel:`Scheduled`. + +.. note:: + Also, when :guilabel:`Schedule` is clicked, a number of analytical smart buttons appear on the + post page. Each one offers up a detailed anaylsis of the corresponding metric (e.g. + :guilabel:`Leads`, :guilabel:`Revenues`, etc.). These same smart buttons appear when a post is + officially published, as well. + +'Web Notification Options' section +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +If any :guilabel:`Push Notifications` are selected in the :guilabel:`Post on` field, Odoo provides +another section of settings/options at the bottom of the post template. It should be noted that +*none* of these fields are required. + +The first field is for a :guilabel:`Push Notification Title`. This is text that is displayed as the +title of the push notification whenever it's sent. Odoo displays a visual preview of this title, if +one is created. + +To designate a specific page on the website that should trigger this push notification, enter that +page's URL in the :guilabel:`Push Target URL` field. Then, once a visitor reaches that specific +page, Odoo will display the push notification. + +Below that field is the option to add a custom :guilabel:`Push Icon Image`. This is an icon that +appears beside the push notification. By default, Odoo uses a "smiley face" as the icon. + +To upload a new image, click the :guilabel:`Edit (pencil) icon` when the :guilabel:`Push Icon Image` +field is hovered over with the cursor. Then, proceed to locate and upload the desired image, and +Odoo automatically displays a preview of how the icon will appear on the push notification. + +Next, there is the option to :guilabel:`Send at Visitors' Timezone`. If enabled, Odoo will send it +at the appropriate, pre-determined time, taking the visitor's location into consideration. + +Save, post, and test notification options +----------------------------------------- + +When all the modifications have been made, and the post is completed, either click :guilabel:`Save` +to save the post as a *Draft*. Or, if the post is ready to be published immediately, click +:guilabel:`Post`, and Odoo automatically publishes the post on the pre-determined social media +accounts. + +There is also the option to :guilabel:`Test Notification`, if a :guilabel:`Push Notification` was +selected in the :guilabel:`Post on` field. Clicking that, provides a quick example of how the +notification will appear for visitors. + +Social post status bar +---------------------- + +In the top-right of the :guilabel:`Post Template` page is the :guilabel:`Status Bar`. This displays +the current status of the post. + +When :guilabel:`Save` is clicked, the post is in the *Draft* status. + +If the post is scheduled to be sent at a future date/time, and the :guilabel:`Schedule` button has +been clicked, the status of the post is *Scheduled*. + +If the post is in the process of currently being published or sent, the status of the post is +*Posting*. And, lastly, if the post has already been published or sent, the status is *Posted*. + +Posts page +========== + +To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing`, and click +:menuselection:`Posts` in the header menu. Here, every post that has been created and posted with +Odoo is available. + +There are four different view options for :guilabel:`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 :guilabel:`Filters` and :guilabel:`Group by` drop-down menu. + + .. image:: social_essentials/posts-page.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 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. + + .. 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 + the 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. + + .. 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. + + 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. + + When clicked, a pop-up appears, where the option to add this information to a current + spreadsheet is available. The option to create a new spreadsheet for this information + on-the-fly is also available in this pop-up, as well. + + Next to the :guilabel:`Insert in Spreadsheet` are three view options, specific to the pivot + view. + + From left to right, the 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 --> Visitors` in the header menu. + +.. 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. This same information can be sorted via the :guilabel:`Filters` and :guilabel:`Group +By` options. + +The 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 beneath the search bar. + +Social media page +================= + +Go to :menuselection:`Configuration --> Social Media` to see a collection of all social media +options: :guilabel:`Facebook`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, 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. + +If no account has been linked to any particular social media, click :guilabel:`Link Account` to +proceed through the linking process. + +Social accounts page +==================== + +To see a list of all social accounts linked to the database, go to :menuselection:`Configuration --> +Social Accounts`. This page will display the :guilabel:`Medium Name` and the :guilabel:`Social +Media` platform it is associated with. + +.. 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 social accounts, simply select the desired account from the list on this page, +and proceed to make any adjustments necessary. Don't forget to hit :guilabel:`Save` to secure any +changes. + +Social streams page +=================== + +Navigate to :menuselection:`Configuration --> Social Streams` to reveal a separate page containing +all of the social media streams that have been added to the main dashboard of the *Social Marketing* +app, accessible via the :guilabel:`Feed` option in the header menu. + +.. 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, and the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, +:guilabel:`Keyword`, etc.). + +To modify any stream's information, simply click the desired stream from the list, and proceed to +make any necessary adjustments. 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b/redirects/14.0.txt @@ -107,6 +107,12 @@ developer/howtos/web.rst developer/tutorials/web.rst developer/howtos/website.rst developer/tutorials/website.rst # reorganize the developer doc developer/iot.rst developer/howtos/connect_device.rst # reorganize the developer doc +# applications/marketing + +applications/marketing/social_marketing/overview/livechat.rst applications/marketing/social_marketing/essentials/sms_essentials.rst +applications/marketing/social_marketing/overview/push_notifications.rst applications/marketing/social_marketing/essentials/sms_essentials.rst +applications/marketing/social_marketing/overview/create_posts.rst applications/marketing/social_marketing/essentials/sms_essentials.rst + # developer/misc developer/misc/api/external_api.rst developer/api/external_api.rst # better location for misc/ content (#2350)