[MERGE] Forward port 12.0 to 13.0

crm/optimize.rst

@@ -9,3 +9,4 @@ Optimize your Day-to-Day work
    optimize/onsip
    optimize/setup
    optimize/partner_autocomplete
+   optimize/gamification

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

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 <enterprise_agreement>`
 
-..    -- Uncomment when needed --
+.. warning::
-..    ESTA VERSIÓN NO ESTÁ ACTUALIZADA. PARA LA ÚLTIMA VERSIÓN POR FAVOR VEA
+    ESTA VERSIÓN NO ESTÁ ACTUALIZADA. PARA LA ÚLTIMA VERSIÓN POR FAVOR VEA
-..    :ref:`LA VERSIÓN ORIGINAL EN INGLÉS <enterprise_agreement>`
+    :ref:`LA VERSIÓN ORIGINAL EN INGLÉS <enterprise_agreement>`
 
 .. note:: Version 8.0 - 2018-05-22
 

website/optimize.rst

@@ -8,6 +8,7 @@ Optimize
    optimize/seo
    optimize/google_analytics
    optimize/google_analytics_dashboard
+   optimize/link_tracker
 
 
 

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 <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.