diff --git a/content/applications/marketing/social_marketing/essentials/social_essentials.rst b/content/applications/marketing/social_marketing/essentials/social_essentials.rst index 82974b753..0416d09bf 100644 --- a/content/applications/marketing/social_marketing/essentials/social_essentials.rst +++ b/content/applications/marketing/social_marketing/essentials/social_essentials.rst @@ -2,233 +2,416 @@ 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. +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. -Add social media accounts -========================= +Social media accounts +===================== -In order to create posts, each social media account must be added as a stream in the Odoo *Social +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_essentials/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_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. + +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. -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 +.. image:: social_essentials/social-marketing-dashboard.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. + :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 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. +:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added. +Accounts/streams can be added at any time. .. 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. + 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:: - 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. + :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. + +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 + :align: center + :alt: Sample of a social media post's pop-up window in Odoo Social Marketing application. + +If desired, the user can leave a new comment of the post from the post's pop-up window, by typing +one in the :guilabel:`Write a comment...` field, and clicking :guilabel:`Enter` to post that +comment. + +Create leads from comments +-------------------------- + +Odoo *Social Marketing* also provides the ability to create leads directly from social media +comments. + +To create a lead from a comment left on a social media post, click on the desired post from the +dashboard to reveal that post's specific pop-up window. Then, scroll to the desired comment, and +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 + :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 + :align: center + :alt: The convert post to lead pop-up window that appears in Odoo Social Marketing. + +In this pop-up window, select to either: :guilabel:`Create a new customer`, :guilabel:`Link to an +existing customer`, or :guilabel:`Do not link to a customer`. + +.. note:: + If :guilabel:`Link to an existing customer` is selected, a new :guilabel:`Customer` field appears + beneath those options, wherein a customer can be chosen to be linked to this lead. + +Once the desired selection has been made, click the :guilabel:`Convert` button at the bottom of the +:guilabel:`Convert Post to Lead` pop-up window. Doing so reveals a fresh lead detail form, where the +necessary information can be entered and processed. + +.. image:: social_essentials/new-lead-detail-form-comments.png + :align: center + :alt: New lead detail form generated from a social media comment in Odoo Social Marketing. + +Insights +-------- + +When a social media account stream is added to the *Social Marketing* dashboard, each stream also +displays and 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 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 + :align: center + :alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app. + +.. note:: + In a multi-company environment, if not *all* pages are selected, de-authentication happens. + + For example, if the companies have 3 *Facebook* pages, but only grant access to 1, and try to + grant access to another at a later date, they will be de-authenticated, and access to the initial + page's insights/analytics will be lost. + + So, be sure to add *all* pages for *all* companies in a multi-company environment to avoid this + issue. If a page gets de-autenticated, simply remove the stream, and re-establish it. + +Create and post social media content +==================================== + +Odoo *Social Marketing* offers the ability to create and post content for social media accounts +directly through the application. + +To create content for social media accounts, navigated to the :menuselection:`Social Marketing app`, +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 + :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 + :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 + :align: center + :alt: Blank social media post detail page in Odoo Social Marketing. + +Post detail form +---------------- + +The social media post detail form in Odoo *Social Marketing* has many different configurable options +available. + +Company +~~~~~~~ + +If working in a multi-company environment, the first field in the :guilabel:`Your Post` section of +the social media post detail form is :guilabel:`Company`. In this field, select the company that +should be connected to this specific social media post. + +Post on +~~~~~~~ + +If working in a single-company environment, the first field in the :guilabel:`Your Post` section of +the social media post detail form is :guilabel:`Post on`. In this field, determine which social +media outlets (streams) this post is intended to be posted on, and/or which website's visitors this +post should be sent to, via push notification, by checking the box beside the desired option(s). + +Odoo automatically provides every available social media account that's been linked to the database +as an option in this section. 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. + +Multiple social media outlets (streams) and websites can be selected in the :guilabel:`Post on` +field. At least **one** option in the :guilabel:`Post on` field *must* be selected. + +.. important:: + In order for the :guilabel:`Push Notification` option to appear on the social media post detail + form in Odoo *Social Marketing*, make sure the *Enable Web Push Notifications* feature is enabled + in the *Website* app. + + To do that, navigate to :menuselection:`Website app --> Configuration --> Settings`, activate + :guilabel:`Enable Web Push Notifications`, fill out the corresponding fields, and click + :guilabel:`Save`. + +Message +~~~~~~~ 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. +In the :guilabel:`Message` field, type in the desired message for the social post. After typing, +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 + :align: center + :alt: Sample social media post with visual samples of how it will appear on social media outlets. .. 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. + :guilabel:`🙂 (smiley face)` icon, located on the line of the :guilabel:`Message` field to the far + right. Clicking this icon reveals a drop-down menu containing numerous emojis to choose from. .. note:: - A social post does *not* need to be attached to a campaign. + If :guilabel:`Twitter` is chosen in the :guilabel:`Post on` field, a character counter appears + beneath the :guilabel:`Message` field. + +Attach Images +~~~~~~~~~~~~~ + +If images are to be used in the post, click the :guilabel:`Attach Images` button, in the +:guilabel:`Attach Images` field, located beneath the :guilabel:`Message` field. When clicked, Odoo +reveals a pop-up window. In this pop-up window, select the desired image from the hard drive, and +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 + :align: center + :alt: Visualized samples of post with newly-attached images in Odoo Social Marketing. + +Campaign +~~~~~~~~ + +Next, there is the :guilabel:`Campaign` field. This non-required field provides the options to +attach this post to a specific marketing campaign. + +To add this post to a pre-existing campaign, click the empty :guilabel:`Campaign` field to reveal a +drop-down menu, containing all the existing campaigns in the database. Select the desired campaign +from this drop-down menu to add this post to that campaign. + +To create a new campaign directly from the social media post detail form, start typing the name of +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 + :align: center + :alt: Drop-down menu options of Create or Create and edit in the Campaign field. + +Clicking :guilabel:`Create` creates the campaign, which can be edited/customized later. + +Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :guilabel:`Create +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 + :align: center + :alt: Create campaign pop-up window that appears on a social media post detail form. + +When all the desired settings have been entered, click :guilabel:`Save & Close` to save the campaign +and return to the social media post detail form. + +When +~~~~ 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. +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. -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. +.. image:: social_essentials/schedule-post-calendar-popup.png + :align: center + :alt: Schedule date pop-up window that appears on social media post detail form in Odoo. -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`. +After selecting a desired date and time, click :guilabel:`Apply`. Then, Odoo will promptly publish +the post at that specific date and time on the pre-detemined social media account(s). .. 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. + If scheduling a post, the :guilabel:`Post` button at the top of the social media post detail form + changes to :guilabel:`Schedule`. Be sure to click :guilabel:`Schedule` after completing the + social media post detail form. -'Web Notification Options' section -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + 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`. -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. +Push Notification Options +~~~~~~~~~~~~~~~~~~~~~~~~~ -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. +If one (or multiple) :guilabel:`[Push Notification]` options are chosen in the :guilabel:`Post on` +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 + :align: center + :alt: Push notification options section on a social media post detail form. + +It should be noted that *none* of these fields are required. + +The first field in this section is :guilabel:`Notification Title`. In this field, there is the +option to add a custom title to the push notification that will be sent. 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. +page's URL in the :guilabel:`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. +Below that field is the option to add a custom :guilabel:`Icon Image` to the push notification. This +is an icon that appears beside the push notification. -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. +To upload a new image, click the :guilabel:`✏️ (pencil) icon` when hovering over the :guilabel:`Icon +Image` camera icon. Doing so reveals a pop-up window, in which the desired icon image can be located +on the hard drive, and subsequently uploaded. -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. +Once that's complete, Odoo automatically updates the visual preview of how the icon appears on the +push notification. -Save, post, and test notification options ------------------------------------------ +.. note:: + Next, if the post is scheduled to be posted later, there is the option to ensure the post is sent + in the visitor's timezone, by enabling the :guilabel:`Local Time` option. If enabled, Odoo will + send it at the appropriate, pre-determined time, taking the visitor's location into + consideration. -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. + .. image:: social_essentials/push-notification-local-time.png + :align: center + :alt: The Local Time option in the Push Notification Options section of features. -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. +Then, there is the :guilabel:`Match all records` field. This field provides the ability to target a +specific group of recipients in the database, based on certain criteria, and can be applied to match +:guilabel:`all` or :guilabel:`any` of the rules. -Social post status bar ----------------------- +To utilize this field, click the :guilabel:`+ Add condition` button, which reveals an equation-like +rule field. -In the top-right of the :guilabel:`Post Template` page is the :guilabel:`Status Bar`. This displays -the current status of the post. +In this equation-like rule field, specifiy the specific criteria Odoo should take into account when +sending this post to a particular target audience. -When :guilabel:`Save` is clicked, the post is in the *Draft* status. +.. image:: social_essentials/push-notification-condition.png + :align: center + :alt: Push notification conditions set up to match a specific amount of records in the database. -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*. +To add an additional rule, click the :guilabel:`➕ (plus sign) icon` to the far-right of the rule. -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*. +To add a branch (series of additional rules based on the previous rule, to further specify a target +audience), click the unique :guilabel:`branch icon`, located to the right of the :guilabel:`➕ (plus +sign) icon`. + +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`, and click -:menuselection:`Posts` in the header menu. Here, every post that has been created and posted with -Odoo is available. +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 :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. +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 :guilabel:`Filters` and :guilabel:`Group by` drop-down menu. + sorted even further, via the left sidebar, where all connected social accounts and posts can + be quickly seen, accessed, and analyzed. - .. image:: social_essentials/posts-page.png + 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 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. + 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 @@ -237,9 +420,14 @@ beneath the search bar. .. 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 + 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. @@ -254,22 +442,18 @@ beneath the search bar. :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. + 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. + 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. + to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the + :guilabel:`Social Posts` page. - 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 options, specific to the pivot view. - Next to the :guilabel:`Insert in Spreadsheet` are three view options, specific to the pivot - view. - - From left to right, the options are: + 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 @@ -281,65 +465,68 @@ 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. +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. This same information can be sorted via the :guilabel:`Filters` and :guilabel:`Group -By` options. +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. -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. +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 ================= -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`. +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. -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. +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 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. +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 =================== -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. +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, and the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, -:guilabel:`Keyword`, etc.). +: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. 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