diff --git a/content/applications/sales/crm/track_leads/prospect_visits.rst b/content/applications/sales/crm/track_leads/prospect_visits.rst index 9ec8385ca..4f1887442 100644 --- a/content/applications/sales/crm/track_leads/prospect_visits.rst +++ b/content/applications/sales/crm/track_leads/prospect_visits.rst @@ -1,55 +1,140 @@ -=========================== -Track your prospects visits -=========================== +==================== +Track webpage visits +==================== -Tracking your website pages will give you much more information about -the interests of your website visitors. +Tracking the number of visits to individual webpages provides valuable insight about the interests +of website visitors. It can also be used to analyze the success of marketing campaigns. -Every tracked page they visit will be recorded on your lead/opportunity -if they use the contact form on your website. +With Odoo, tracking links can be created to track visits for any page on the website. When a lead is +created from a website contact form, every page that the prospective customer visits is recorded on +the lead/opportunity form in the *CRM* app. -Configuration -============= - -To use this feature, install the free module *Lead Scoring* under your -*Apps* page (only available in Odoo Enterprise). - -.. image:: prospect_visits/prospect_visits01.png - :align: center +.. _crm/track_leads/link-tracker: Track a webpage =============== -Go to any static page you want to track on your website and under the -*Promote* tab you will find *Optimize SEO* +Odoo's *link tracker* creates a unique tracking link for any page on a company website. The link +contains analytics trackers that can be used in Google Analytics to track clicks and visitors, as +well as in Odoo Reports to track opportunities and revenue. -.. image:: prospect_visits/prospect_visits02.png +The link can also be sent as part of a marketing campaign to track clicks and webpage views for that +particular campaign. + +To set up tracking for a webpage, go to any static page on the website through the +:menuselection:`Website` app. Then, click on the :guilabel:`Site` header menu at the top of the +page, and select :guilabel:`Link Tracker`. + +.. image:: prospect_visits/link-tracker-menu.png :align: center + :alt: Link tracker selection from the Site header menu. -There you will see a *Track Page* checkbox to track this page. +On the :guilabel:`Link Tracker` page, the :guilabel:`URL` field is already filled in based on the +webpage that was open when :guilabel:`Link Tracker` was clicked from the :guilabel:`Site` drop-down +menu. However, the :guilabel:`URL` can be changed to any page on the website. -.. image:: prospect_visits/prospect_visits03.png +In the :guilabel:`Campaign` field, specify a marketing campaign to associate with the tracking link. + +In the :guilabel:`Medium` field, define the specific medium used to share the link, like `Email`, +for example. + +In the :guilabel:`Source` field, define the source that the webpage traffic comes from, like +`Facebook`, for example. + +.. note:: + The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` information appears in the + :guilabel:`Marketing` section of the :guilabel:`Extra Information` tab of a lead or opportunity + form. + +.. image:: prospect_visits/link-tracker-page.png :align: center + :alt: Link tracker page. -See visited pages in your leads/opportunities -============================================= +To create a new :guilabel:`Campaign`, :guilabel:`Medium`, or :guilabel:`Source` directly from this +page, click on the field's drop-down menu, type in the name of the new campaign, medium, or source, +and then click :guilabel:`Create`. -Now each time a lead is created from the contact form it will keep track -of the pages visited by that visitor. You have two ways to see those -pages, on the top right corner of your lead/opportunity you can see a -*Page Views* button but also further down you will see them in the -chatter. +When the above fields are filled out as desired, click the :guilabel:`Get tracked link` button to +create a unique tracking link for the selected webpage. -Both will update if the viewers comes back to your website and visits -more pages. +Customize the tracked link URL in the :guilabel:`Your tracked links` section of the :guilabel:`Link +Tracker` page by clicking on the :guilabel:`✏️ (pencil)` icon next to the link. -.. image:: prospect_visits/prospect_visits04.png +To quickly copy the tracked link, click the :guilabel:`Copy` button to the right of the link in the +:guilabel:`Your tracked links` section. + +View analytics +-------------- + +To view the status of tracked links, navigate to :menuselection:`Website app --> Site --> Link +Tracker`. In the :guilabel:`Your tracked links` section, the number of clicks that each tracked link +has gotten appears on the left side of each link. + +To view the tracked link statistics in graph format, click on the :guilabel:`Stats` button to the +right of each link. Doing so reveals a separate page with information and metrics related to that +specific tracked link. + +In the :guilabel:`Statistics` section of the page, toggle the graph views by clicking :guilabel:`All +Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` to the right of the :guilabel:`Statistics` +heading. + +.. image:: prospect_visits/link-tracker-stats.png :align: center + :alt: Link tracker statistics page. -.. image:: prospect_visits/prospect_visits05.png +Track page views for leads/opportunities +======================================== + +When a lead is created from a prospective customer filling out a :ref:`contact form +` on the website, Odoo tracks every webpage visited by +that contact. This information is available on the lead/opportunity form in the *CRM* app. + +To see a prospective customer's page views, navigate to their lead/opportunity form in the +:menuselection:`CRM` app. + +The :guilabel:`Page Views` smart button at the top of the opportunity form shows the total number of +times the prospective customer viewed a page on the website (including multiple views of the same +webpage). Click on the smart button to see an organized list of each individual page view. + +.. image:: prospect_visits/page-views-smart-button.png :align: center + :alt: Page views smart button on an opportunity form. -The feature will not repeat multiple viewings of the same pages in the -chatter. +If a prospective customer clicks on a tracked link, then fills out a contact form on the website, +and the contact form is :ref:`configured to create a lead +` in Odoo, then the campaign, medium, and source +information from the :ref:`link tracker ` appears on the lead form. -Your customers will no longer be able to keep any secrets from you! +This information appears in the :guilabel:`Marketing` section of the :guilabel:`Extra Information` +tab of the lead or opportunity form. + +.. image:: prospect_visits/campaign-medium-source.png + :align: center + :alt: Campaign, medium, and source on an opportunity form. + +.. _crm/track_leads/webpage-visits-contact-form: + +Contact form configuration +-------------------------- + +To configure a website contact form that creates a lead or opportunity in the *CRM* app when it is +filled out, navigate to the contact form page on the :menuselection:`Website` app, which is +typically accessible via a :guilabel:`Contact Us` page in the header menu of the company website. +Then, click the :guilabel:`Edit` button at the top-right of the page to open the website editor. + +Next, click on the existing contact form block on the webpage. Or, to add a new form block, scroll +down to the :guilabel:`Dynamic Content` section of the :guilabel:`Blocks` tab in the website editor. +Then drag-and-drop the :guilabel:`Form` block onto the body of the webpage. + +Click on any field of the form block on the webpage to reveal the :guilabel:`Customize` tab of the +website editor on the right sidebar. In the :guilabel:`Form` section, set the :guilabel:`Action` to +:guilabel:`Create an Opportunity`. + +With this configuration, submitting a filled-out contact form creates a lead in the *Leads* section +of the *CRM* app. Or, if the *Leads* feature is **not** activated in the *CRM* settings, it creates +an opportunity in the first stage of the pipeline. + +Finally, click :guilabel:`Save` at the top of the website editor to save any changes. + +.. seealso:: + :doc:`../acquire_leads/generate_leads` diff --git a/content/applications/sales/crm/track_leads/prospect_visits/campaign-medium-source.png b/content/applications/sales/crm/track_leads/prospect_visits/campaign-medium-source.png new file mode 100644 index 000000000..717e1a512 Binary files /dev/null and b/content/applications/sales/crm/track_leads/prospect_visits/campaign-medium-source.png differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-menu.png b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-menu.png new file mode 100644 index 000000000..e0be5812f Binary files /dev/null and b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-menu.png differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-page.png b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-page.png new file mode 100644 index 000000000..4aa6f9596 Binary files /dev/null and b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-page.png differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-stats.png b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-stats.png new file mode 100644 index 000000000..213471af1 Binary files /dev/null and b/content/applications/sales/crm/track_leads/prospect_visits/link-tracker-stats.png differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/page-views-smart-button.png b/content/applications/sales/crm/track_leads/prospect_visits/page-views-smart-button.png new file mode 100644 index 000000000..f3607a05d Binary files /dev/null and b/content/applications/sales/crm/track_leads/prospect_visits/page-views-smart-button.png differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits01.png b/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits01.png deleted file mode 100644 index 21eefd2d5..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits01.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits02.png b/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits02.png deleted file mode 100644 index 2b8ef0fa8..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits02.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits03.png b/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits03.png deleted file mode 100644 index e71e3e5aa..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits03.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits04.png b/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits04.png deleted file mode 100644 index 224f79b22..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits04.png and /dev/null differ diff --git a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits05.png b/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits05.png deleted file mode 100644 index 15ad910b5..000000000 Binary files a/content/applications/sales/crm/track_leads/prospect_visits/prospect_visits05.png and /dev/null differ