[REM] social marketing: remove all docs (#876)
These pages document very straightforward screens and flows users can easily figure out without dedicated documentation. Besides, those screens are frequently reworked, requiring to maintain the related pages closely. This commit then removes low-value pages to reduce the technical debt and allow focusing on actually useful documentation pages. Docs removed: - campaigns.rst - livechat.rst - manage_social.rst - push_notifications.rst
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@ -72,7 +72,6 @@ Applications
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helpdesk
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live_chat
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email_marketing
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social_marketing
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sms_marketing
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marketing_automation
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survey
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@ -83,5 +83,4 @@ Manage campaigns
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.. seealso::
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- :doc:`../../discuss/advanced/email_servers`
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- :doc:`../../social_marketing/overview/campaigns`
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@ -76,5 +76,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
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go to :doc:`../pricing/pricing_and_faq`.
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.. seealso::
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- :doc:`../../social_marketing/overview/campaigns`
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- :doc:`../../discuss/advanced/email_template`
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@ -1,11 +0,0 @@
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:banner: banners/social_marketing.png
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================
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Social Marketing
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================
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.. toctree::
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:titlesonly:
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social_marketing/overview
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@ -1,11 +0,0 @@
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/manage_social
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overview/push_notifications
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overview/livechat
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overview/campaigns
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@ -1,36 +0,0 @@
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===========================================
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Connecting to my Marketplace with Campaigns
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===========================================
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Whether your goal is to sell a new product, explain the value of your services or advertise your
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event, a campaign helps you to connect with your marketplace. They normally involve multiple
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channels, so it is fundamental to have a solution with which you can plan, execute, track, and
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analyze your content.
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Go to :menuselection:`Social Marketing --> Campaigns --> Create`.
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.. image:: media/create_campaign.png
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:align: center
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:alt: Click on create to start a campaign in Odoo Social Marketing
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As you create content, tabs for that specific channel are shown. The overview of the campaign
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displays global metrics such as:
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- *Revenue*: number of users who, from a link in your content, finished a transaction (paid).
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- *Quotations*: number of users who, from a link in your content, have started but not finished a
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transaction (did not pay).
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- *Leads*: users who have filled out your contact form, from a link in your content.
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.. important::
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To be able to *Send New Mailing*, make sure the feature is enabled in the *Email Marketing*
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application, under :menuselection:`Email Marketing --> Configuration --> Settings`.
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To be able to *Send SMS*, the *SMS Marketing* application must be installed on your database.
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.. note::
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*Social Marketing* works integrated with other applications such as *Sales*,
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*Invoicing*, *CRM* and *Website*.
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.. seealso::
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- :doc:`./push_notifications`
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- :doc:`./manage_social`
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@ -1,60 +0,0 @@
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===================================================
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Interact with Customers and Visitors with Live Chat
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===================================================
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One of the ways you can build stronger relationships with your customers is by making yourself
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available through live chat. Live chats can have a big impact not just on your customer service,
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but also on sales performance, as it gives users a chance of having real-time, fast, and effective
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interaction.
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Configuration
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=============
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Go to :menuselection:`Website --> Configuration --> Settings --> Live Chat` select the appropriate
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channel, and set it up.
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.. image:: media/enable_livechat.png
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:align: center
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:alt: Enable live chat under website configurations for Odoo Social Marketing
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Under *Channel Rules*, choose when the chat pop-up appears, and an action for a given URL and/or
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country. Note that to take the country into account, GeoIP must be installed on your server.
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.. important::
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The *Live Chat* application must be installed on your database.
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Monitor your visitors
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=====================
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Under the *Visitors* menu, see the visitors that landed on one of your
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:ref:`social_marketing/website_tracked_pages` online or offline.
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| You can send emails (if an email address has been saved), send SMSs (if a phone number has been
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saved), send a push notification (if the user has subscribed to it), and even send a live chat
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request that will be received by the user once they move to a tracked page.
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| Open a record to see details including the visited pages, and the first and last date and time
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the user was connected.
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.. image:: media/monitor_visitors.png
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:align: center
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:alt: See a visitor's history of pages in Odoo Social Marketing
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.. tip::
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#. Your online visitors will be authenticated if they are linked to a lead or an existing partner.
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#. If you do not use the *Website* app, you can add a live chat widget to your own website.
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.. _social_marketing/website_tracked_pages:
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Website’s tracked pages
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-----------------------
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To define which pages are tracked, on the *Website* application, go to
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:menuselection:`Website --> Configuration --> Pages` and enable the option *Track*,
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on the respective pages.
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.. image:: media/website_track_pages.png
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:align: center
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:alt: Choose the pages to be tracked in the website application for Odoo Social Marketing
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.. seealso::
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- :doc:`../../livechat/overview/get_started`
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@ -1,79 +0,0 @@
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============================================
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Manage Social Media Pages and Create Content
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============================================
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Once you are present on social media platforms, it is important to keep them up-to-date. However,
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that might feel like a full-time job. Having a solution that allows you to create, schedule, keep
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track, engage with your audience and measure results saves you time and helps you to successfully
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execute your online strategy, from posts to results.
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Add accounts and create your feed
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=================================
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Click on *Add Stream* and grant the required permissions to add your accounts.
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.. image:: media/add_streams.png
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:align: center
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:alt: Click on add streams to add accounts in Odoo Social Marketing
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.. note::
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You can link a Facebook page for which you are the admin.
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| You are then redirected to your *Feed* and a column with the publications is automatically added.
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| You can then add new accounts and/or streams, such as Facebook mentions, and customize your
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Kanban view.
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.. image:: media/feed.png
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:align: center
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:alt: See all streams in the feed in Odoo Social Marketing
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Adding social media accounts to your feed will also link KPIs. To get redirected to the statistics
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page of the social account, click on *Insights*.
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.. image:: media/insights.png
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:align: center
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:alt: Click on insights to be redirected to the social account from Odoo Social Marketing
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Link a LinkedIn account
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-----------------------
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Go to :menuselection:`Social Marketing --> Configuration --> Social Media`.
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.. image:: media/add_linkedin.png
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:align: center
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:alt: Go to configuration to link a linkedin account in Odoo Social Marketing
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.. note::
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LinkedIn is in Beta Version, therefore, the feed is not available. Only the creation of content.
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Publish content
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===============
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Click on :menuselection:`Social Marketing --> Feed --> New Post`, or go to
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:menuselection:`Social Marketing --> Posts → Create`.
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.. image:: media/publish_content.png
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:align: center
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:alt: Click on create or new post to create and publish content in Odoo Social Marketing
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| Choose to upload your post right away or to schedule it.
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| Saving your post will apply a draft status to it.
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Overview and plan your posts with a calendar view
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=================================================
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| Through the calendar view, besides having an overview of your planned day, week or month, also see
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your drafted, scheduled and published posts.
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| Drag and drop (scheduled posts) to change their scheduled date.
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| Double-click on a date to create a post directly from the *Calendar view*, and click on an
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existing one to edit it.
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.. image:: media/calendar_view.png
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:align: center
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:alt: Click on the calendar view option in Odoo Social Marketing
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.. seealso::
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- :doc:`./push_notifications`
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- :doc:`./campaigns`
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- :doc:`./livechat`
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==========================
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Use Web Push Notifications
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==========================
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Web Push Notifications deliver messages to your user’s device without the need to be on your
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website, or for them to give personal information. They can be used to inform your users about news,
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articles and content posted, practical messages like traffic and weather updates,
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flight information, sales alerts, coupons, and product updates.
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Ask users for permission
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========================
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In the *Website* application go to :menuselection:`Website --> Configuration --> Settings`
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and enable *Web Push Notifications*.
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.. image:: media/enable_push.png
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:align: center
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:alt: Go to settings and enable web push notifications for Odoo Social Marketing
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Choose your message, icon, and delay time (which is the wait time for the permission request to be
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shown once the user lands on your page).
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.. image:: media/push_permission.png
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:align: center
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:alt: Request to send messages is being shown on the page for Odoo Social Marketing
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Send notifications
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==================
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Individually
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------------
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You can send individual messages through the menu *Visitors*.
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.. image:: media/individually_push.png
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:align: center
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:alt: Choose individually to whom send web push notifications in Odoo Social Marketing
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To a group
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----------
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Target a bigger segment by selecting multiple visitors in the *View List* (e.g.: all visitors that
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visited your Homepage).
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.. image:: media/push_to_a_group.png
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:align: center
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:alt: Select multiple contacts to send web push notifications in Odoo Social Marketing
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.. note::
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Visitors records are kept under *Visitors* for a week, before getting archived.
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By rules
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--------
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Or go to :menuselection:`Social Marketing --> Posts --> Create`. Under *Web Notification options*,
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apply filters to send your message to the records that match the rules you set.
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.. image:: media/push_rules.png
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:align: center
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:alt: Define rules to send push notifications in Odoo Social Marketing
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.. note::
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The feature only works with Odoo Website application.
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.. seealso::
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- :doc:`./manage_social`
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- :doc:`./campaigns`
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