Compare commits
1 Commits
18.0
...
14.0-forum
Author | SHA1 | Message | Date | |
---|---|---|---|---|
![]() |
0509a9e913 | [IMP] Rewrote sentences in the introduction portion for both sections |
|
@ -5,68 +5,80 @@ Forum and eLearning
|
||||||
Forum
|
Forum
|
||||||
=====
|
=====
|
||||||
|
|
||||||
To go above and beyond email, live chat, web forms, and phone lines, offer your customers a
|
Phone lines, email support, and live chat are necessary for excellent customer service, but
|
||||||
support forum. This way, customers might become more attached to your company as they would be
|
adding a support forum can improve satisfaction rates and build a loyal community. A forum
|
||||||
investing time to get into details of your business. You also encourage the exchange of experiences
|
encourages customer engagement, knowledge sharing, and brand trust. By providing a space for
|
||||||
and knowledge, supporting the feeling of belonging to a community (your community!).
|
questions and conversation, you'll gain valuable business insights, and your
|
||||||
|
customers will be happier.
|
||||||
|
|
||||||
Set up
|
Set up
|
||||||
------
|
------
|
||||||
|
|
||||||
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Team` and enable *Help Center*.
|
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Team`, select a Helpdesk Team, and
|
||||||
|
turn on *Help Center* under Self-Service.
|
||||||
|
|
||||||
.. image:: media/help_center_feature.png
|
.. image:: forum_and_elearning/help-center-feature.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of the settings page of a helpdesk team emphasizing the help center feature in
|
:alt: Overview of the settings page of a helpdesk team emphasizing the help center feature in
|
||||||
Odoo Helpdesk
|
Odoo Helpdesk
|
||||||
|
|
||||||
Create, or edit a forum by clicking on the external link. Among the editing options, choose
|
Click on the external link to create or edit a forum. Among the editing options, choose
|
||||||
if you would like the *Forum Mode* to be *Questions*: only one answer is allowed per question or
|
if you would like the *Forum Mode* to be *Questions* (only one answer is allowed per question) or
|
||||||
*Discussions*: multiple answers are allowed per question.
|
*Discussions* (multiple answers are allowed per question).
|
||||||
|
|
||||||
.. image:: media/help_center_customer_care.png
|
.. image:: forum_and_elearning/help-center-customer-care.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of a forum’s settings page in Odoo Helpdesk
|
:alt: Overview of a forum’s settings page in Odoo Helpdesk
|
||||||
|
|
||||||
From now on, logged in users can start their discussions. To keep track of posts, go to
|
After clicking *Save*, logged in users can now start their discussions. To keep track of posts,
|
||||||
|
go to
|
||||||
:menuselection:`Website --> Forum --> Posts`.
|
:menuselection:`Website --> Forum --> Posts`.
|
||||||
|
|
||||||
.. image:: media/customer_care_website.png
|
.. image:: forum_and_elearning/customer-care-website.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of the Forums page of a website to show the available ones in Odoo Helpdesk
|
:alt: Overview of the Forums page of a website to show the available ones in Odoo Helpdesk
|
||||||
|
|
||||||
Turn tickets into forum posts by simply clicking on *Share on the Forum* on the ticket's page.
|
Turn tickets into forum posts by simply clicking *Share on the Forum* on the ticket form.
|
||||||
|
|
||||||
.. image:: media/share_forum.png
|
.. image:: forum_and_elearning/customer-care-share-on-forum.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of the Forums page of a website to show the available ones in Odoo Helpdesk
|
:alt: Helpdesk ticket form setting to select Share on the Forum feature.
|
||||||
|
|
||||||
eLearning
|
eLearning
|
||||||
=========
|
=========
|
||||||
|
|
||||||
In addition to a forum, offer online courses. When doing so, you link your customers and users’
|
In addition to a forum, online courses can improve customer experience and save your support team
|
||||||
needs and questions to useful content, helping to boost efficiency as they can also find their
|
valuable time. Your customers can find answers themselves through tutorials, and your team
|
||||||
answers there.
|
can send links to helpful content rather than writing out lengthy emails.
|
||||||
|
|
||||||
Set up
|
Set up
|
||||||
------
|
------
|
||||||
|
|
||||||
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *eLearning*.
|
Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, select a Helpdesk Team, and
|
||||||
|
enable *eLearning* under Self-Service.
|
||||||
|
|
||||||
.. image:: media/elearning_feature.png
|
.. image:: forum_and_elearning/customer-care-eLearning-setting.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of the settings page of a customer care team emphasizing the feature elearning in
|
:alt: Overview of the settings page of a customer care team emphasizing the feature elearning in
|
||||||
Odoo Helpdesk
|
Odoo Helpdesk
|
||||||
|
|
||||||
Once the structure and content of your course are ready, *Publish* it by clicking on *Unpublished*.
|
Click on the external link to create or edit an eLearning channel.
|
||||||
|
|
||||||
.. image:: media/course_website.png
|
.. image:: forum_and_elearning/customer-care-basics-furniture-creation.png
|
||||||
|
:align: center
|
||||||
|
:alt: Overview of the settings page of an eLearning course emphasizing the feature elearning in
|
||||||
|
Odoo Helpdesk
|
||||||
|
|
||||||
|
Once the structure and content of your course are ready, *Publish* by clicking on *Unpublished*.
|
||||||
|
|
||||||
|
.. image:: forum_and_elearning/eLearning-course-published.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of a course being published for Odoo Helpdesk
|
:alt: View of a course being published for Odoo Helpdesk
|
||||||
|
|
||||||
To keep track of your course statistics, go to *eLearning* and *View Course*.
|
Use the *eLearning app* for an overview of all your courses and to keep track of course
|
||||||
|
statistics, attendees, views, reviews, and more.
|
||||||
|
|
||||||
.. image:: media/view_course_elearning.png
|
.. image:: forum_and_elearning/eLearning-app-statistics.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of the elearning applications dashboard for Odoo Helpdesk
|
:alt: View of the elearning applications dashboard for Odoo Helpdesk
|
||||||
|
|
||||||
|
|
After Width: | Height: | Size: 24 KiB |
After Width: | Height: | Size: 12 KiB |
After Width: | Height: | Size: 11 KiB |
After Width: | Height: | Size: 21 KiB |
After Width: | Height: | Size: 17 KiB |
After Width: | Height: | Size: 42 KiB |
After Width: | Height: | Size: 16 KiB |
After Width: | Height: | Size: 7.0 KiB |
Before Width: | Height: | Size: 141 KiB |
Before Width: | Height: | Size: 107 KiB |
Before Width: | Height: | Size: 75 KiB |
Before Width: | Height: | Size: 47 KiB |
Before Width: | Height: | Size: 54 KiB |
Before Width: | Height: | Size: 26 KiB |
Before Width: | Height: | Size: 36 KiB |