[ADD] social marketing: added social marketing documentation to v14

closes odoo/documentation#4232

X-original-commit: 42148acbec
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/marketing.rst

@@ -11,3 +11,4 @@ Marketing
    marketing/sms_marketing
    marketing/events
    marketing/surveys
+   marketing/social_marketing

content/applications/marketing/social_marketing.rst

@@ -0,0 +1,16 @@
+:nosearch:
+:show-content:
+:hide-page-toc:
+:show-toc:
+
+================
+Social Marketing
+================
+
+.. seealso::
+   - `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
+
+.. toctree::
+   :titlesonly:
+
+   social_marketing/essentials

content/applications/marketing/social_marketing/essentials.rst

@@ -0,0 +1,11 @@
+:nosearch:
+
+==========
+Essentials
+==========
+
+.. toctree::
+   :titlesonly:
+
+   essentials/social_essentials
+   essentials/social_campaigns

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`

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. Don't forget to hit :guilabel:`Save` to secure any changes.
+
+.. seealso::
+   :doc:`/applications/marketing/social_marketing/essentials/social_campaigns`

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)