[IMP] Link trackers: updating content

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Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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Donatienne (dopi) 2024-03-15 11:21:13 +01:00 committed by XPL
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=============
Link trackers
=============
============
Link tracker
============
Link Trackers allow you to track your marketing campaigns (emails, banner ads, blog posts, social
media posts, affiliate links, etc.). This way, you are able to identify your best traffic sources
and make informed decisions about the distribution of your marketing budget.
The link tracker allow you to create tracked links to measure your marketing campaigns'
effectiveness. They let you determine which channels bring you the most visitors and make informed
decisions.
Configuration
=============
Go to :menuselection:`Website --> Configuration --> Settings` and activate *Link Trackers*.
The :guilabel:`Link Tracker` module is not installed by default. You need to enable the
:guilabel:`Email Marketing` option by going to :menuselection:`Website --> Configuration -->
Settings.` Alternatively, you can :doc:`install <../../../general/apps_modules>` the :guilabel:`Link
Tracker` module itself or one of the marketing apps.
.. image:: link_tracker/enable_link_tracker.png
:align: center
:alt: View of Website settings page emphasizing the link trackers field in Odoo Website
Create a traceable URL
======================
Set up traceable URLs
---------------------
To create and manage tracked links, navigate to :menuselection:`Website --> Site --> Link Tracker`.
Fill in the following information and click :guilabel:`Get tracked link` to generate a tracking URL.
Go to :menuselection:`Website --> Go to website --> Promote --> Track this page`. Here, you are able
to get a specific tracked URL based on the campaign, medium, and source being used.
#. :guilabel:`URL`: The URL which is the target of the campaign. It is automatically populated with
the URL from where you access the menu.
.. image:: link_tracker/link_tracker_fields.png
:align: center
:alt: View of the link tracker fields for Odoo Website
#. :guilabel:`Campaign`: The specific campaign the link should be associated with. This parameter is
used to distinguish the different campaigns.
- **URL**: url of the page you want to track (e.g. the home page or a product's page).
- **Campaign**: context of your link (e.g. a special promotion).
- **Medium**: channel used to share (deliver) your link (e.g. an email or a Facebook ad).
- **Source**: platform where the traffic originates (e.g. Google or Twitter).
#. :guilabel:`Medium`: The medium describes the category or method through which the visitor arrives
at your site, such as organic search, paid search, social media ad, email, etc.
Now, click on *Get tracked link* to generate a URL that you can post or send by the source you have
decided on.
#. :guilabel:`Source`: The source identifies the precise platform or website that referred the
visitor, such as a search engine, a newsletter, or a website.
Follow-up on tracked links
==========================
.. image:: link_tracker/create-link-tracker.png
:alt: Create a link tracker URL
To look at statistics of your links, go to :menuselection:`Website --> Go to website --> Promote
--> Track this page`. Besides being able to see the *Most Clicked* and *Recently Used* links, you
can also see complete statistics by clicking on *Stats*, including the number of clicks, and the
country of origin for those clicks.
The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` are called :abbr:`UTM (Urchin
Tracking Module)` parameters. They are incorporated in the tracked URL.
.. image:: link_tracker/links_statistics.png
:align: center
:alt: View of the tracked list emphasizing the statistics buttons in Odoo Website
Website visibility
------------------
.. tip::
You can use the :abbr:`UTM (Urchin Tracking Module)` parameters to hide or show building blocks for
specific audiences. To achieve this, click the :guilabel:`Edit` button on your website, select a
building block, go to the :guilabel:`Customize` tab, scroll down to :guilabel:`Visibility`, and
click :guilabel:`Conditionally`.
#. You can also access the link tracker on *odoo.com/r* via your browser.
#. Activate the developer mode (:menuselection:`Settings --> Activate the developer mode`) and
get access to the *Link Tracker* module and its back-end functionalities.
#. Integrated with :ref:`analytics/google-analytics`, those trackers allow you to see the number
of clicks and visitors to keep you on top of your marketing campaigns.
#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
you to understand where your leads and opportunities are coming from.
.. image:: link_tracker/conditional-visibility.png
:alt: Use the conditional visibility to display site elements to specific audiences.
For each parameter available in the :ref:`Visibility <blocks/visibility>` section, you can choose
:guilabel:`Visible for` or :guilabel:`Hidden for` and select the record you want from the dropdown
list.
Tracked links overview
======================
To get an overview of your tracked links, go to :menuselection:`Website --> Site --> Link Tracker`
and scroll down to :guilabel:`Your tracked links` section.
.. image:: link_tracker/your-tracked-links.png
:alt: Get an overview of all the links you track.
Statistics
----------
To measure the performance of tracked links, click the :guilabel:`Stats` button.
.. image:: link_tracker/statistics.png
:alt: View the statistics related to a specific tracked link.
Scroll down to the :guilabel:`Statistics` section to get an overview of the number of clicks of your
tracked links. You can display information for a specific period by clicking the
:guilabel:`All Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` options.

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@ -88,6 +88,8 @@ You can also use the drag-and-drop icon to move a block manually.
.. image:: building_blocks/reordering-blocks.png
:alt: Reordering building blocks
.. _blocks/visibility:
Visibility
==========
@ -117,7 +119,7 @@ instead. Then, configure the condition(s) to apply by selecting :guilabel:`Visib
:guilabel:`Hidden for` and which :guilabel:`Records` will be impacted.
.. seealso::
:doc:`Link Tracker and UTMs <../reporting/link_tracker>`
:doc:`Link Tracker <../reporting/link_tracker>`
Invisible elements
------------------