diff --git a/crm/optimize.rst b/crm/optimize.rst index b1f3848da..e76f760d1 100644 --- a/crm/optimize.rst +++ b/crm/optimize.rst @@ -9,3 +9,4 @@ Optimize your Day-to-Day work optimize/onsip optimize/setup optimize/partner_autocomplete + optimize/gamification diff --git a/crm/optimize/gamification.rst b/crm/optimize/gamification.rst new file mode 100644 index 000000000..245f11bc6 --- /dev/null +++ b/crm/optimize/gamification.rst @@ -0,0 +1,86 @@ +========================================== +How to motivate and reward my salespeople? +========================================== + +Challenging your employees to reach specific targets with goals and rewards is an excellent way to +reinforce good habits and improve your salespeople productivity. The Gamification module gives you +simple and creative ways to motivate and evaluate your employees with real-time recognition and +badges inspired by game mechanics. + +Configuration +============= + +Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data +(goals and challenges) that can be used on *CRM/Sale*. + +.. image:: media/gamification_module_install.png + :align: center + :alt: View of the gamification module being installed in Odoo + +Create a challenge +================== + +Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools +--> Challenges`. + +.. note:: + As the gamification tool is a one-time technical setup, you need to activate the technical + features in order to access the configuration. To do so, go to *Settings* and *Activate the + developer mode*. + +.. image:: media/gamification_tools_menu.png + :align: center + :alt: View if the gamification tools menu in Odoo Settings + +A challenge is a mission that you send to your sales team. It can include one or several goals, set +for a specific period of time. Configure your challenge as follows: + +#. Assign the salespeople to be challenged; +#. Assign a responsible; +#. Set up the periodicity along with the start and the end date; +#. Select your goals; +#. Set up your rewards (badges). + +.. note:: + Badges are granted when a challenge is finished. This is either at the end of a running period + (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity + is set), or when the challenge is manually closed. + +In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge +is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the +month, the winner will be granted with a badge. + +.. image:: media/challenges.png + :align: center + :alt: View of the challenge form and a challenge being created for Odoo Sales + +Set up goals +------------ + +| The users can be evaluated using goals and numerical objectives to reach. +| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of + a team throughout time. +| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under + *Goals*. Select the business object according to your company's needs. Examples: number of new + leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time + frame based on your management preferences, etc. + +.. image:: media/goal_definitions.png + :align: center + :alt: View of the goal definition form and a goal definition being created for Odoo Sales + +.. note:: + Goals may include your database setup as well (e.g. set your company data and a timezone, + create new users, etc.). + +Set up rewards +-------------- + +For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an +exceptional achievement, a badge is an easy way to express gratitude to a user for their good work. +To create and grant badges to your employees based on their performance, go to +:menuselection:`Settings --> Gamification Tools --> Badges`. + +.. image:: media/badges.png + :align: center + :alt: View of the badges page in Odoo diff --git a/crm/optimize/media/badges.png b/crm/optimize/media/badges.png new file mode 100644 index 000000000..e22aa786b Binary files /dev/null and b/crm/optimize/media/badges.png differ diff --git a/crm/optimize/media/challenges.png b/crm/optimize/media/challenges.png new file mode 100644 index 000000000..e3bd84751 Binary files /dev/null and b/crm/optimize/media/challenges.png differ diff --git a/crm/optimize/media/gamification_module_install.png b/crm/optimize/media/gamification_module_install.png new file mode 100644 index 000000000..d1a785ffc Binary files /dev/null and b/crm/optimize/media/gamification_module_install.png differ diff --git a/crm/optimize/media/gamification_tools_menu.png b/crm/optimize/media/gamification_tools_menu.png new file mode 100644 index 000000000..d578d70e9 Binary files /dev/null and b/crm/optimize/media/gamification_tools_menu.png differ diff --git a/crm/optimize/media/goal_definitions.png b/crm/optimize/media/goal_definitions.png new file mode 100644 index 000000000..ab008b13e Binary files /dev/null and b/crm/optimize/media/goal_definitions.png differ diff --git a/legal/terms/i18n/enterprise_es.rst b/legal/terms/i18n/enterprise_es.rst index e045026ba..2adf8448d 100644 --- a/legal/terms/i18n/enterprise_es.rst +++ b/legal/terms/i18n/enterprise_es.rst @@ -12,9 +12,9 @@ Odoo Enterprise Subscription Agreement (ES) "Odoo Enterprise Subscription Agreement" es :ref:`la versión original en inglés ` -.. -- Uncomment when needed -- -.. ESTA VERSIÓN NO ESTÁ ACTUALIZADA. PARA LA ÚLTIMA VERSIÓN POR FAVOR VEA -.. :ref:`LA VERSIÓN ORIGINAL EN INGLÉS ` +.. warning:: + ESTA VERSIÓN NO ESTÁ ACTUALIZADA. PARA LA ÚLTIMA VERSIÓN POR FAVOR VEA + :ref:`LA VERSIÓN ORIGINAL EN INGLÉS ` .. note:: Version 8.0 - 2018-05-22 diff --git a/website/optimize.rst b/website/optimize.rst index 102f50f24..cb26a5186 100644 --- a/website/optimize.rst +++ b/website/optimize.rst @@ -8,6 +8,7 @@ Optimize optimize/seo optimize/google_analytics optimize/google_analytics_dashboard + optimize/link_tracker diff --git a/website/optimize/link_tracker.rst b/website/optimize/link_tracker.rst new file mode 100644 index 000000000..006b8ec8b --- /dev/null +++ b/website/optimize/link_tracker.rst @@ -0,0 +1,56 @@ +============================================= +Track clicks and visitors using Link Trackers +============================================= + +Link Trackers allow you to track your marketing campaigns (emails, banner ads, blog posts, social +media posts, affiliate links, etc.). This way, you are able to identify your best traffic sources +and make informed decisions about the distribution of your marketing budget. + +Configuration +============= + +Go to :menuselection:`Website --> Configuration --> Settings` and activate *Link Trackers*. + +.. image:: media/enable_link_tracker.png + :align: center + :alt: View of Website settings page emphasizing the link trackers field in Odoo Website + +Set up traceable URLs +--------------------- + +Go to :menuselection:`Website --> Go to website --> Promote --> Track this page`. Here, you are able +to get a specific tracked URL based on the campaign, medium, and source being used. + +.. image:: media/link_tracker_fields.png + :align: center + :alt: View of the link traker fields for Odoo Website + +- **URL**: url of the page you want to track (e.g. the home page or a product's page). +- **Campaign**: context of your link (e.g. a special promotion). +- **Medium**: channel used to share (deliver) your link (e.g. an email or a Facebook ad). +- **Source**: platform where the traffic originates (e.g. Google or Twitter). + +Now, click on *Get tracked link* to generate a URL that you can post or send by the source you have +decided on. + +Follow-up on tracked links +========================== + +To look at statistics of your links, go to :menuselection:`Website --> Go to website --> Promote +--> Track this page`. Besides being able to see the *Most Clicked* and *Recently Used* links, click +on *Stats* to see complete statistics about the number of clicks and the country of origin of those +clicks. + +.. image:: media/links_statistics.png + :align: center + :alt: View of the tracked list emphasizing the statistics buttons in Odoo Website + +.. tip:: + + #. You can also access the link tracker by typing *odoo.com/r* on your browser. + #. Activate the developer mode (:menuselection:`Settings --> Activate the developer mode`) and + get access to the *Link Tracker* module and its back-end functionalities. + #. Integrated with :doc:`Google Analytics `, those trackers allow you to see + the number of clicks and visitors to keep you on top of your marketing campaigns. + #. The integration with the :doc:`CRM <../../crm/track_leads/prospect_visits>` application allows + you to understand where your leads and opportunities are coming from. \ No newline at end of file diff --git a/website/optimize/media/enable_link_tracker.png b/website/optimize/media/enable_link_tracker.png new file mode 100644 index 000000000..e03f57dbe Binary files /dev/null and b/website/optimize/media/enable_link_tracker.png differ diff --git a/website/optimize/media/link_tracker_fields.png b/website/optimize/media/link_tracker_fields.png new file mode 100644 index 000000000..f6da9dc9a Binary files /dev/null and b/website/optimize/media/link_tracker_fields.png differ diff --git a/website/optimize/media/links_statistics.png b/website/optimize/media/links_statistics.png new file mode 100644 index 000000000..cbafc46dc Binary files /dev/null and b/website/optimize/media/links_statistics.png differ