:show-content: ================ Social Marketing ================ Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage various social media accounts, analyze content effectiveness, and engage directly with social media followers in one, centralized location. .. seealso:: - `Odoo Tutorials: Marketing `_ .. cards:: .. card:: Social posts :target: social_marketing/social_posts Discover everything there is to know about how to create and customize social media posts using Odoo. .. card:: Social campaigns :target: social_marketing/social_campaigns Learn about all the different campaign and marketing tools this application has to offer. Social media accounts ===================== In order to create social posts and analyze content with Odoo *Social Marketing*, social media accounts **must** be added as a *stream* on the application's main dashboard. .. note:: Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social Marketing* is to manage and analyze business accounts on social media platforms. .. warning:: Odoo *Social Marketing* has some limitations in regards to social media accounts. For example, Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company. The same limitations are present in a multi-company environment because of how the API is constructed. .. warning:: In multi-company environments, if every company doesn't activate a page at once, it will result in a permission error. For example, if Company 1 is the only company selected from the main Odoo dashboard, and activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the *Social Marketing* dashboard. However, if on that same database, the user adds Company 2 from the company drop-down menu in the header, and attempts to add those same streams, it results in a permission error. .. image:: social_marketing/permission-error.png :align: center :alt: View of the permission error that appears when incorrectly attempting to add stream. Social media streams ==================== To add a social media business account as a stream, navigate to :menuselection:`Social Marketing app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so reveals an :guilabel:`Add a Stream` pop-up window. .. image:: social_marketing/add-stream-social-popup.png :align: center :alt: View of the pop-up window that appears when Add a Stream is selected in Odoo. In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a business from any of the following popular social media platforms: :guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`. After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo navigates directly to that specific social media outlet's authorization page, where permission must be granted, in order for Odoo to add that particular social media account as a stream to the *Social Marketing* application. .. image:: social_marketing/social-marketing-dashboard.png :align: center :alt: Sample of a populated social marketing dashboard with social media streams and content. Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main :guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added. Accounts/streams can be added at any time. .. important:: A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants permission is the administrator for the page. It should also be noted that different pages can be added for different streams. .. note:: :guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the same API. This means, an :guilabel:`Instagram` account needs to be linked to a :guilabel:`Facebook` account in order for it to show up as a stream in Odoo. Social media page ================= Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the :guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to :menuselection:`Social Marketing app --> Configuration --> Social Media`. On the :guilabel:`Social Media` page there is a collection of all social media options, each complete with a :guilabel:`Link account` button: :guilabel:`Facebook`, :guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push Notifications`. .. image:: social_marketing/social-media-page.png :align: center :alt: View of the social media page in the Odoo Social Marketing application. Social accounts page ==================== To see a list of all social accounts and websites linked to the database, go to :menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social Accounts` display the :guilabel:`Name`, the :guilabel:`Handle/Short Name`, the :guilabel:`Social Media` platform, who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is associated. .. image:: social_marketing/social-accounts-page.png :align: center :alt: View of the social accounts page in the Odoo Social Marketing application. To edit/modify any of the social accounts on this page, simply select the desired account from the list on this page, and proceed to make any adjustments necessary. Social streams page =================== To view a separate page with all the social media streams that have been added to the main *Social Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social Streams`. .. image:: social_marketing/social-streams-page.png :align: center :alt: View of the social accounts page in the Odoo Social Marketing application. Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the :guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`, :guilabel:`Keyword`, etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is associated. To modify any stream's information, simply click the desired stream from the list, and proceed to make any necessary adjustments. Visitors ======== To see a complete overview of all the people who have visited the website(s) connected to the database, navigate to :menuselection:`Social Marketing app --> Visitors`. .. image:: social_marketing/visitors.png :align: center :alt: View of the Visitors page in the Odoo Social Marketing application. Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban view. If visitors already have contact information in the database, the option to send them an :guilabel:`Email` and/or an :guilabel:`SMS` is available. This same visitor data can also be viewed as a list or a graph. Those view options are located in the upper-right corner of the :guilabel:`Visitors` page. .. toctree:: social_marketing/social_posts social_marketing/social_campaigns