[ADD] eCommerce: customer interaction

Adding a page on customer interaction and adding redirects. Forward to
master.

closes odoo/documentation#3862

Taskid: 3224716
X-original-commit: c24f6eca7a
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
This commit is contained in:
Tom Aarab (toaa) 2023-03-08 15:48:42 +00:00
parent 04c732f89e
commit e6e609be76
10 changed files with 120 additions and 1 deletions

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@ -9,3 +9,4 @@ eCommerce management
ecommerce_management/order_handling
ecommerce_management/customer_accounts
ecommerce_management/customer_interaction

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@ -0,0 +1,116 @@
====================
Customer interaction
====================
Odoo offers many ways to interact with customers and for customers to interact with your website.
.. _product-reviews:
Product reviews
===============
Customers can give a rating to your products. This is a great way to promote your products or
services since reviews can influence purchase processes. To activate the **rating** feature, from
your **shop page**, select a product, go to :menuselection:`Edit --> Customize` and enable
:guilabel:`Rating`.
.. image:: customer_interaction/interaction-rating.png
:align: center
:alt: Rating of a product on the product page
.. note::
Only portal users which purchased the product or service can leave ratings.
.. tip::
Customer reviews can be hidden by clicking the :guilabel:`Visible` button next to a published
review.
Live chat
=========
A chatbot is available and can simulate a human-like conversation with website visitors via text
messages in a chat box.
.. seealso::
- :doc:`../../livechat/overview/get_started`
- :doc:`../../livechat/overview/ratings`
- :doc:`../../livechat/overview/responses`
.. _contact-form:
Contact forms
=============
Helpdesk
--------
Customers may need support after purchasing a product or subscribing to a service. It is possible to
create a **contact form**, which, when fulfilled, automatically creates a new ticket for your
**support team**.
.. image:: customer_interaction/interaction-form.png
:align: center
:alt: Contact form to submit a ticket to the support team
To add a contact form, **create** a new page (:menuselection:`+ New --> Page`) if necessary, and
drag and drop a :guilabel:`Form` block from the :guilabel:`Dynamic Content` section onto the page.
Once placed, click on the form (while in :guilabel:`Edit` mode), and in the :guilabel:`Action`
field, select :guilabel:`Create a Ticket`. You can then select to which :guilabel:`Helpdesk team`
the ticket should be assigned.
.. image:: customer_interaction/interaction-ticket.png
:align: center
:alt: Action field to create a task upon submitting a form
Contact us
----------
A 'Contact Us' page makes it easier for customers and prospects to contact your company and get in
touch.
To have a 'Contact Us' page, create a new page (:menuselection:`+ New --> Page`) if necessary, and
click on :menuselection:`Edit --> Customize`. Then, drag and drop a :guilabel:`Form` block onto the
page. Select the form and define the action to be performed when submitted in the :guilabel:`Action`
field.
When clicking on a field, or when adding a new field (:guilabel:`+ Field`), you can select its
:guilabel:`Type`. This enables different options, such as :guilabel:`Multiple Checkboxes`, which
customers can use to indicate the services they are interested in, for example.
.. image:: customer_interaction/interaction-tags.png
:align: center
:alt: Tags to be selected on the 'Contact Us' form
.. image:: customer_interaction/interaction-checkboxes.png
:align: center
:alt: 'Checkboxes' configuration settings
Newsletter
==========
Customers can get updates on your eCommerce activities by subscribing to a newsletter. Visitors
subscribing to the newsletter are automatically added to the mailing list of the **Email Marketing**
application. You can either choose a newsletter **block**, a newsletter **popup**, or both.
- **Popup**: prompts up a newsletter box when visitors scroll down the page;
- **Block**: displays a field on the page where customers can sign up by entering their email.
The newsletter **block** can be configured according to different :guilabel:`Templates`. To do so,
click the **block** while in :menuselection:`Edit --> Customize`, and select a :guilabel:`Template`
in the :guilabel:`Newsletter Block` section. There are **three** templates available:
- :guilabel:`Email Subscription`: visitors can sign up by email to the newsletter, without any
choice to the content. The content is defined in :menuselection:`Edit --> Customize` in the
:guilabel:`Newsletter` field;
- :guilabel:`SMS Subscription`: is the same as :guilabel:`Email Subscription`, but by SMS;
- :guilabel:`Form Subscription`: allows adding several fields, as well as a checkbox for the visitor
to agree to the **GDPR policy** of your website.
.. image:: customer_interaction/interaction-news.png
:align: center
:alt: Form subscription configuration and settings
.. tip::
Alternatively, you can select :guilabel:`Subscribe to Newsletter` as :guilabel:`Action` when
creating a :ref:`contact form <contact-form>`, allowing for the same level of customization. Make
sure to add a checkbox stating visitors agree to be added to the mailing list.

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@ -58,7 +58,7 @@ Additional functions
In the **website builder** window, click :guilabel:`Customize` to enable additional functions:
- :guilabel:`Customers: Rating` allows customers to submit product reviews;
- :guilabel:`Customers: Rating` allows customers to submit :ref:`product reviews <product-reviews>`;
:guilabel:`Share` adds social media and email icon buttons to share the product via those
channels;
- :guilabel:`Select Quantity`: if enabled, allows to choose the quantity added to cart;

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@ -27,6 +27,8 @@ applications/websites/ecommerce/shopper_experience/payment_acquirer.rst applicat
applications/websites/ecommerce/maximizing_revenue/upselling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/upselling -> /products/cross_upselling
applications/websites/ecommerce/maximizing_revenue/cross_selling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/cross_selling -> /products/cross_upselling
applications/websites/ecommerce/shopper_experience/payment_providers.rst applications/websites/ecommerce/checkout_payment_shipping/payments.rst # /shopper_experience/payment_providers -> /checkout_payment_shipping/payments
applications/websites/ecommerce/maximizing_revenue/pricing.rst applications/websites/ecommerce/managing_products/price_management.rst # /maximizing_revenue/pricing -> /managing_products/price_management
applications/websites/ecommerce/maximizing_revenue/reviews.rst applications/websites/ecommerce/ecommerce_management/customer_interaction.rst # /maximizing_revenue/reviews -> /ecommerce_management/customer_interaction
applications/websites/ecommerce/shopper_experience/portal.rst applications/websites/ecommerce/ecommerce_management/customer_accounts.rst # /shopper_experience/portal -> /ecommerce_management/customer_accounts
# developer/howtos