[REM] crm: track prospects visits
closes odoo/documentation#8596
X-original-commit: 88e9b69855
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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Sam Lieber (sali)
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@ -7,7 +7,6 @@ Assign and track leads
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.. toctree::
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:titlesonly:
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track_leads/prospect_visits
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track_leads/lead_scoring
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track_leads/unattended_leads_report
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track_leads/quality_leads_report
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@ -1,140 +0,0 @@
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====================
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Track webpage visits
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====================
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Tracking the number of visits to individual webpages provides valuable insight about the interests
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of website visitors. It can also be used to analyze the success of marketing campaigns.
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With Odoo, tracking links can be created to track visits for any page on the website. When a lead is
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created from a website contact form, every page that the prospective customer visits is recorded on
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the lead/opportunity form in the *CRM* app.
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.. _crm/track_leads/link-tracker:
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Track a webpage
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===============
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Odoo's *link tracker* creates a unique tracking link for any page on a company website. The link
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contains analytics trackers that can be used in Google Analytics to track clicks and visitors, as
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well as in Odoo Reports to track opportunities and revenue.
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The link can also be sent as part of a marketing campaign to track clicks and webpage views for that
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particular campaign.
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To set up tracking for a webpage, go to any static page on the website through the
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:menuselection:`Website` app. Then, click on the :guilabel:`Site` header menu at the top of the
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page, and select :guilabel:`Link Tracker`.
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.. image:: prospect_visits/link-tracker-menu.png
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:align: center
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:alt: Link tracker selection from the Site header menu.
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On the :guilabel:`Link Tracker` page, the :guilabel:`URL` field is already filled in based on the
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webpage that was open when :guilabel:`Link Tracker` was clicked from the :guilabel:`Site` drop-down
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menu. However, the :guilabel:`URL` can be changed to any page on the website.
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In the :guilabel:`Campaign` field, specify a marketing campaign to associate with the tracking link.
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In the :guilabel:`Medium` field, define the specific medium used to share the link, like `Email`,
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for example.
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In the :guilabel:`Source` field, define the source that the webpage traffic comes from, like
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`Facebook`, for example.
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.. note::
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The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` information appears in the
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:guilabel:`Marketing` section of the :guilabel:`Extra Information` tab of a lead or opportunity
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form.
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.. image:: prospect_visits/link-tracker-page.png
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:align: center
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:alt: Link tracker page.
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To create a new :guilabel:`Campaign`, :guilabel:`Medium`, or :guilabel:`Source` directly from this
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page, click on the field's drop-down menu, type in the name of the new campaign, medium, or source,
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and then click :guilabel:`Create`.
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When the above fields are filled out as desired, click the :guilabel:`Get tracked link` button to
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create a unique tracking link for the selected webpage.
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Customize the tracked link URL in the :guilabel:`Your tracked links` section of the :guilabel:`Link
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Tracker` page by clicking on the :guilabel:`✏️ (pencil)` icon next to the link.
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To quickly copy the tracked link, click the :guilabel:`Copy` button to the right of the link in the
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:guilabel:`Your tracked links` section.
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View analytics
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--------------
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To view the status of tracked links, navigate to :menuselection:`Website app --> Site --> Link
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Tracker`. In the :guilabel:`Your tracked links` section, the number of clicks that each tracked link
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has gotten appears on the left side of each link.
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To view the tracked link statistics in graph format, click on the :guilabel:`Stats` button to the
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right of each link. Doing so reveals a separate page with information and metrics related to that
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specific tracked link.
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In the :guilabel:`Statistics` section of the page, toggle the graph views by clicking :guilabel:`All
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Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` to the right of the :guilabel:`Statistics`
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heading.
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.. image:: prospect_visits/link-tracker-stats.png
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:align: center
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:alt: Link tracker statistics page.
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Track page views for leads/opportunities
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========================================
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When a lead is created from a prospective customer filling out a :ref:`contact form
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<crm/track_leads/webpage-visits-contact-form>` on the website, Odoo tracks every webpage visited by
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that contact. This information is available on the lead/opportunity form in the *CRM* app.
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To see a prospective customer's page views, navigate to their lead/opportunity form in the
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:menuselection:`CRM` app.
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The :guilabel:`Page Views` smart button at the top of the opportunity form shows the total number of
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times the prospective customer viewed a page on the website (including multiple views of the same
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webpage). Click on the smart button to see an organized list of each individual page view.
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.. image:: prospect_visits/page-views-smart-button.png
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:align: center
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:alt: Page views smart button on an opportunity form.
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If a prospective customer clicks on a tracked link, then fills out a contact form on the website,
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and the contact form is :ref:`configured to create a lead
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<crm/track_leads/webpage-visits-contact-form>` in Odoo, then the campaign, medium, and source
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information from the :ref:`link tracker <crm/track_leads/link-tracker>` appears on the lead form.
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This information appears in the :guilabel:`Marketing` section of the :guilabel:`Extra Information`
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tab of the lead or opportunity form.
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.. image:: prospect_visits/campaign-medium-source.png
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:align: center
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:alt: Campaign, medium, and source on an opportunity form.
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.. _crm/track_leads/webpage-visits-contact-form:
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Contact form configuration
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--------------------------
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To configure a website contact form that creates a lead or opportunity in the *CRM* app when it is
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filled out, navigate to the contact form page on the :menuselection:`Website` app, which is
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typically accessible via a :guilabel:`Contact Us` page in the header menu of the company website.
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Then, click the :guilabel:`Edit` button at the top-right of the page to open the website editor.
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Next, click on the existing contact form block on the webpage. Or, to add a new form block, scroll
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down to the :guilabel:`Dynamic Content` section of the :guilabel:`Blocks` tab in the website editor.
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Then drag-and-drop the :guilabel:`Form` block onto the body of the webpage.
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Click on any field of the form block on the webpage to reveal the :guilabel:`Customize` tab of the
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website editor on the right sidebar. In the :guilabel:`Form` section, set the :guilabel:`Action` to
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:guilabel:`Create an Opportunity`.
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With this configuration, submitting a filled-out contact form creates a lead in the *Leads* section
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of the *CRM* app. Or, if the *Leads* feature is **not** activated in the *CRM* settings, it creates
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an opportunity in the first stage of the pipeline.
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Finally, click :guilabel:`Save` at the top of the website editor to save any changes.
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.. seealso::
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:doc:`../acquire_leads/generate_leads`
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@ -167,6 +167,7 @@ applications/general/voip/voip_widget.rst applications/productivity/voip/voip_wi
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# applications/sales
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applications/sales/crm/optimize/outlook_extension.rst applications/general/integrations/outlook.rst
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applications/sales/crm/track_leads/prospect_visits.rst applications/sales/crm/track_leads.rst # track_leads/prospect_visits -> track_leads
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applications/sales/point_of_sale/overview/customer_note.rst applications/sales/point_of_sale.rst # point_of_sale/overview/customer_note -> point_of_sale
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applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_of_sale/payment_methods/terminals/worldline.rst # point_of_sale/payment/* -> point_of_sale/payment_methods/terminals/*
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