[IMP] social marketing: updated essentials for Odoo 16

closes odoo/documentation#5218

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
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KC (ksc) 2023-07-26 14:54:02 -07:00
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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. Don't forget to hit :guilabel:`Save` to secure any changes.
make any necessary adjustments.
.. seealso::
:doc:`/applications/marketing/social_marketing/essentials/social_campaigns`

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