[IMP] social marketing: updated essentials for Odoo 16
closes odoo/documentation#7018
X-original-commit: bddbe0fd45
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
@ -2,233 +2,416 @@
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Social marketing essentials
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===========================
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Odoo's *Social Marketing* helps content marketers create and schedule posts, manage various social
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media accounts, analyze content effectiveness, and engage directly with social media followers in
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one, centralized location.
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Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage
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various social media accounts, analyze content effectiveness, and engage directly with social media
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followers in one, centralized location.
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Add social media accounts
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=========================
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Social media accounts
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=====================
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In order to create posts, each social media account must be added as a stream in the Odoo *Social
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In order to create social posts and analyze content with Odoo *Social Marketing*, social media
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accounts **must** be added as a *stream* on the application's main dashboard.
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.. note::
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Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social
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Marketing* is to manage and analyze business accounts on social media platforms.
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.. warning::
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Odoo *Social Marketing* has some limitations in regards to social media accounts. For example,
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Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company.
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The same limitations are present in a multi-company environment because of how the API is
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constructed.
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.. warning::
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In multi-company environments, if every company doesn't activate a page at once, it will result
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in a permission error.
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For example, if Company 1 is the only company selected from the main Odoo dashboard, and
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activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the
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*Social Marketing* dashboard.
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However, if on that same database, the user adds Company 2 from the company drop-down menu in the
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header, and attempts to add those same streams, it results in a permission error.
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.. image:: social_essentials/permission-error.png
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:align: center
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:alt: View of the permission error that appears when incorrectly attempting to add stream.
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Social media streams
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--------------------
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To add a social media business account as a stream, navigate to :menuselection:`Social Marketing
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app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so
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reveals an :guilabel:`Add a Stream` pop-up window.
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.. image:: social_essentials/add-stream-social-popup.png
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:align: center
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:alt: View of the pop-up window that appears when Add a Stream is selected in Odoo.
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In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a
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business from any of the following popular social media platforms: :guilabel:`Facebook`,
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:guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`.
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After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo
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navigates directly to that specific social media outlet's authorization page, where permission must
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be granted, in order for Odoo to add that particular social media account as a stream to the *Social
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Marketing* application.
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Add a social media stream
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-------------------------
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Add a social media account as a stream by navigating to :menuselection:`Social Marketing` and then
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select the :guilabel:`Add A Stream` button located in the upper left corner
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When :guilabel:`Add A Stream` is clicked, the following pop-up appears, displaying the different
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social media outlets to choose from.
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.. image:: social_essentials/social-add-streams.png
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.. image:: social_essentials/social-marketing-dashboard.png
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:align: center
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:alt: View of the pop-up that appears when 'Add a Stream' is selected in Odoo.
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.. note::
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Additional social media outlet options are available depending on your version of Odoo.
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From this pop-up, select a social media option: :guilabel:`Facebook`, :guilabel:`LinkedIn`, or
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:guilabel:`Twitter`.
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Then, Odoo navigates directly to that specific social media outlet's authorization page, where
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permission must be granted, in order for Odoo to add that particular social media account to the
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*Social Marketing* application as a stream on the main dashboard of the app.
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.. note::
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A Facebook page can be added as long as the Facebook account that grants permission is the
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administrator for the page. Also, different pages can be added for different streams.
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:alt: Sample of a populated social marketing dashboard with social media streams and content.
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Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main
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:guilabel:`Social Marketing` dashboard, and a new column with that account's posts are automatically
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added.
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From here, new accounts and/or streams can be added and managed at any time.
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.. image:: social_essentials/feed.png
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:align: center
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:alt: Example of how a populated stream-filled dashboard looks in Odoo Social Marketing
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.. note::
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Adding social media accounts to the feed also links that specific social media platform's KPIs
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(if the platform has them). To get redirected to the statistics and metrics related to any social
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account, click on :guilabel:`Insights`.
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.. image:: social_essentials/insights.png
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:align: center
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:alt: The insights link that can be accessed for each social media stream added in Odoo.
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Create and publish social media posts in Odoo
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=============================================
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To create content for social media accounts in the :menuselection:`Social Marketing` application,
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click the :guilabel:`New Post` button located in the upper-left corner of the main dashboard, or
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navigate to :menuselection:`Posts --> Create` from the header menu.
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Either route reveals a blank post template page that can be customized and configured in a number
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of different ways.
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.. image:: social_essentials/social-create-post.png
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:align: center
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:alt: How to create a social media post directly through Odoo
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Post template
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-------------
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The post template page has many different options avaiable.
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'Your Post' section
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~~~~~~~~~~~~~~~~~~~
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The first option is the :guilabel:`Post on` field. This is where it's determined on what social
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media account(s), or on which website(s) via push notification, this post will be published.
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:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added.
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Accounts/streams can be added at any time.
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.. important::
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In order for the :guilabel:`Push Notification` option to appear, make sure the *Enable Web Push
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Notifications* feature is enabled in the *Website* app. To do that, navigate to
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:menuselection:`Website --> Configuration --> Settings`, activate :guilabel:`Enable Web Push
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Notifications`, fill out the corresponding fields, and click :guilabel:`Save`.
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Odoo automatically provides every available social media account that's been linked to the database
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as an option in this section, as well.
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A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants
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permission is the administrator for the page. It should also be noted that different pages can be
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added for different streams.
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.. note::
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If a social media account hasn't been added as a stream to the *Social Marketing* application, it
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will not appear as an option on the post template.
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:guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the
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same API. This means, an :guilabel:`Instagram` account needs to be linked to a
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:guilabel:`Facebook` account in order for it to show up as a stream in Odoo.
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Posts
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-----
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Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of
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that specific post, along with all the engagement data related to it (e.g. likes, comments, etc.).
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.. image:: social_essentials/social-post-popup.png
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:align: center
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:alt: Sample of a social media post's pop-up window in Odoo Social Marketing application.
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If desired, the user can leave a new comment of the post from the post's pop-up window, by typing
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one in the :guilabel:`Write a comment...` field, and clicking :guilabel:`Enter` to post that
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comment.
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Create leads from comments
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--------------------------
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Odoo *Social Marketing* also provides the ability to create leads directly from social media
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comments.
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To create a lead from a comment left on a social media post, click on the desired post from the
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dashboard to reveal that post's specific pop-up window. Then, scroll to the desired comment, and
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click the :guilabel:`three vertical dots` icon to the right of that comment.
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Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`.
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.. image:: social_essentials/create-lead-drop-down.png
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:align: center
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:alt: The drop-down menu beside a comment revealing the option to create a lead.
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Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a :guilabel:`Conver Post to
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Lead` pop-up window appears.
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.. image:: social_essentials/convert-post-to-lead-popup.png
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:align: center
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:alt: The convert post to lead pop-up window that appears in Odoo Social Marketing.
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In this pop-up window, select to either: :guilabel:`Create a new customer`, :guilabel:`Link to an
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existing customer`, or :guilabel:`Do not link to a customer`.
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.. note::
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If :guilabel:`Link to an existing customer` is selected, a new :guilabel:`Customer` field appears
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beneath those options, wherein a customer can be chosen to be linked to this lead.
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Once the desired selection has been made, click the :guilabel:`Convert` button at the bottom of the
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:guilabel:`Convert Post to Lead` pop-up window. Doing so reveals a fresh lead detail form, where the
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necessary information can be entered and processed.
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.. image:: social_essentials/new-lead-detail-form-comments.png
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:align: center
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:alt: New lead detail form generated from a social media comment in Odoo Social Marketing.
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Insights
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--------
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When a social media account stream is added to the *Social Marketing* dashboard, each stream also
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displays and links that specific social media platform's KPIs (if the platform has them).
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To get redirected to the statistics and metrics related to any social media account's KPIs, click on
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the :guilabel:`Insights` link, located at the top of each stream.
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.. image:: social_essentials/social-marketing-insights-link.png
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:align: center
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:alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app.
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.. note::
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In a multi-company environment, if not *all* pages are selected, de-authentication happens.
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For example, if the companies have 3 *Facebook* pages, but only grant access to 1, and try to
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grant access to another at a later date, they will be de-authenticated, and access to the initial
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page's insights/analytics will be lost.
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So, be sure to add *all* pages for *all* companies in a multi-company environment to avoid this
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issue. If a page gets de-autenticated, simply remove the stream, and re-establish it.
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Create and post social media content
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====================================
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Odoo *Social Marketing* offers the ability to create and post content for social media accounts
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directly through the application.
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To create content for social media accounts, navigated to the :menuselection:`Social Marketing app`,
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and click :guilabel:`New Post` located in the upper-right corner of the *Social Marketing*
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dashboard.
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.. image:: social_essentials/new-post-button-social-marketing-dashboard.png
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:align: center
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:alt: New Post button on the main dashboard of the Odoo Social Marketing application.
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Or, navigate to :menuselection:`Social Marketing app --> Posts` and click the :guilabel:`New`
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button.
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.. image:: social_essentials/new-button-social-posts-page.png
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:align: center
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:alt: New button on the Social Posts page in the Odoo Social Marketing application.
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Either route reveals a blank social media post detail form that can be customized and configured in
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a number of different ways.
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.. image:: social_essentials/blank-post-detail-page.png
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:align: center
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:alt: Blank social media post detail page in Odoo Social Marketing.
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Post detail form
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----------------
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The social media post detail form in Odoo *Social Marketing* has many different configurable options
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available.
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Company
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~~~~~~~
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If working in a multi-company environment, the first field in the :guilabel:`Your Post` section of
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the social media post detail form is :guilabel:`Company`. In this field, select the company that
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should be connected to this specific social media post.
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Post on
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~~~~~~~
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If working in a single-company environment, the first field in the :guilabel:`Your Post` section of
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the social media post detail form is :guilabel:`Post on`. In this field, determine which social
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media outlets (streams) this post is intended to be posted on, and/or which website's visitors this
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post should be sent to, via push notification, by checking the box beside the desired option(s).
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Odoo automatically provides every available social media account that's been linked to the database
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as an option in this section. If a social media account hasn't been added as a stream to the *Social
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Marketing* application, it will **not** appear as an option on the post template.
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Multiple social media outlets (streams) and websites can be selected in the :guilabel:`Post on`
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field. At least **one** option in the :guilabel:`Post on` field *must* be selected.
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.. important::
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In order for the :guilabel:`Push Notification` option to appear on the social media post detail
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form in Odoo *Social Marketing*, make sure the *Enable Web Push Notifications* feature is enabled
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in the *Website* app.
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To do that, navigate to :menuselection:`Website app --> Configuration --> Settings`, activate
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:guilabel:`Enable Web Push Notifications`, fill out the corresponding fields, and click
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:guilabel:`Save`.
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Message
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~~~~~~~
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Next, there's the :guilabel:`Message` field. This is where the main content of the post is created.
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Type the desired message for the post in this field. To the right, as the :guilabel:`Message` field
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is populated, Odoo displays visual samples of how the post will look on all the previously selected
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social media accounts from the :guilabel:`Post on` field above.
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In the :guilabel:`Message` field, type in the desired message for the social post. After typing,
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click away from the :guilabel:`Message` field to reveal visual samples of how the post will look on
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all the previously selected social media accounts (and/or websites, as push notifications).
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.. image:: social_essentials/visual-samples-social-media-outlets-preview.png
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:align: center
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:alt: Sample social media post with visual samples of how it will appear on social media outlets.
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.. tip::
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Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the
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:guilabel:`emoji (smiley face) icon`, located on the line of the :guilabel:`Message` field to the
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far right. Clicking this icon reveals a drop-down containing numerous emojis to choose from.
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If images are to be used in the post, click the :guilabel:`ATTACH IMAGES` link beneath the
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:guilabel:`Message` field, and Odoo reveals a pop-up window. In this pop-up, the desired image must
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be chosen, and then uploaded.
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A preview of the entire post, text and image (if applicable), is instantly displayed in the visual
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preview of the post.
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Next, there's the option to attach this post to a specific marketing campaign in the database in
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the :guilabel:`Campaign` field. Click the blank line next to :guilabel:`Campaign` to reveal the
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previously configured campaigns to choose from.
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.. tip::
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A new campaign can be created, as well, by typing the name of the new campaign on the blank
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:guilabel:`Campaign` field, and selecting :guilabel:`Create` from the drop-down field menu. Or,
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select :guilabel:`Create and edit` from the menu to further customize that newly-created
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campaign.
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:guilabel:`🙂 (smiley face)` icon, located on the line of the :guilabel:`Message` field to the far
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right. Clicking this icon reveals a drop-down menu containing numerous emojis to choose from.
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.. note::
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A social post does *not* need to be attached to a campaign.
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If :guilabel:`Twitter` is chosen in the :guilabel:`Post on` field, a character counter appears
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beneath the :guilabel:`Message` field.
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Attach Images
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~~~~~~~~~~~~~
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If images are to be used in the post, click the :guilabel:`Attach Images` button, in the
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:guilabel:`Attach Images` field, located beneath the :guilabel:`Message` field. When clicked, Odoo
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reveals a pop-up window. In this pop-up window, select the desired image from the hard drive, and
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upload it.
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After successfully uploading and attaching the desired image, Odoo reveals a new preview of the
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social media post, complete with the newly-added image, on the right side of the detail form.
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.. image:: social_essentials/attach-images-visual-social-post-sample.png
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:align: center
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:alt: Visualized samples of post with newly-attached images in Odoo Social Marketing.
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Campaign
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~~~~~~~~
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Next, there is the :guilabel:`Campaign` field. This non-required field provides the options to
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attach this post to a specific marketing campaign.
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To add this post to a pre-existing campaign, click the empty :guilabel:`Campaign` field to reveal a
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drop-down menu, containing all the existing campaigns in the database. Select the desired campaign
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from this drop-down menu to add this post to that campaign.
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To create a new campaign directly from the social media post detail form, start typing the name of
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the new campaign in the blank :guilabel:`Campaign` field, and select either :guilabel:`Create` or
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:guilabel:`Create and edit...`.
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.. image:: social_essentials/campaign-drop-down-menu-options.png
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:align: center
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:alt: Drop-down menu options of Create or Create and edit in the Campaign field.
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Clicking :guilabel:`Create` creates the campaign, which can be edited/customized later.
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Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :guilabel:`Create
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Campaign` pop-up form, wherein the :guilabel:`Campaign Identifier`, :guilabel:`Responsible`, and
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:guilabel:`Tags` can be instantly configured.
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.. image:: social_essentials/create-campaign-popup.png
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:align: center
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:alt: Create campaign pop-up window that appears on a social media post detail form.
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When all the desired settings have been entered, click :guilabel:`Save & Close` to save the campaign
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and return to the social media post detail form.
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When
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~~~~
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Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the
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post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and
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time.
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If :guilabel:`Schedule later` is selected, Odoo reveals a new field beneath it (the
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:guilabel:`Scheduled post date` field). Clicking that empty field reveals a pop-up calendar, in
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which a future date and time is designated. At which time, Odoo will promptly publish the post on
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the pre-determined social media accounts.
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If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` field appears. Clicking
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the empty field reveals a pop-up calendar, in which a future date and time can be designated.
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Click on the desired date to schedule the post for that day. Then, either select and customize
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the default time in the :guilabel:`Scheduled post date` field manually. Or, adjust the desired post
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time, by clicking the :guilabel:`scheduling (clock) icon` located on the calendar pop-up, and choose
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the desired time for Odoo to publish this post on that future date.
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.. image:: social_essentials/schedule-post-calendar-popup.png
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:align: center
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:alt: Schedule date pop-up window that appears on social media post detail form in Odoo.
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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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