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167 lines
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:show-content:
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================
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Social Marketing
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================
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Odoo's *Social Marketing* application helps content marketers create and schedule posts, manage
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various social media accounts, analyze content effectiveness, and engage directly with social media
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followers in one, centralized location.
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.. seealso::
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- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
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.. cards::
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.. card:: Social posts
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:target: social_marketing/social_posts
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Discover everything there is to know about how to create and customize social media posts
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using Odoo.
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.. card:: Social campaigns
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:target: social_marketing/social_campaigns
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Learn about all the different campaign and marketing tools this application has to offer.
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Social media accounts
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=====================
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In order to create social posts and analyze content with Odoo *Social Marketing*, social media
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accounts **must** be added as a *stream* on the application's main dashboard.
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.. note::
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Be aware that personal profiles **cannot** be added as a stream. The main use of Odoo *Social
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Marketing* is to manage and analyze business accounts on social media platforms.
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.. warning::
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Odoo *Social Marketing* has some limitations in regards to social media accounts. For example,
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Odoo **cannot** handle a large quantity of various pages (e.g. ~40 pages) under the same company.
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The same limitations are present in a multi-company environment because of how the API is
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constructed.
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.. warning::
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In multi-company environments, if every company doesn't activate a page at once, it will result
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in a permission error.
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For example, if Company 1 is the only company selected from the main Odoo dashboard, and
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activates *Facebook Page 1* and *Facebook Page 2*, then those pages will be accesible on the
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*Social Marketing* dashboard.
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However, if on that same database, the user adds Company 2 from the company drop-down menu in the
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header, and attempts to add those same streams, it results in a permission error.
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.. image:: social_marketing/permission-error.png
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:align: center
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:alt: View of the permission error that appears when incorrectly attempting to add stream.
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Social media streams
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====================
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To add a social media business account as a stream, navigate to :menuselection:`Social Marketing
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app` and select the :guilabel:`Add A Stream` button located in the upper-left corner. Doing so
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reveals an :guilabel:`Add a Stream` pop-up window.
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.. image:: social_marketing/add-stream-social-popup.png
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:align: center
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:alt: View of the pop-up window that appears when Add a Stream is selected in Odoo.
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In the :guilabel:`Add a Stream` pop-up window, choose to :guilabel:`Link a new account` for a
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business from any of the following popular social media platforms: :guilabel:`Facebook`,
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:guilabel:`Instagram`, :guilabel:`LinkedIn`, :guilabel:`Twitter`, and :guilabel:`YouTube`.
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After clicking the desired social media outlet from the :guilabel:`Add a Stream` pop-up window, Odoo
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navigates directly to that specific social media outlet's authorization page, where permission must
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be granted, in order for Odoo to add that particular social media account as a stream to the *Social
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Marketing* application.
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.. image:: social_marketing/social-marketing-dashboard.png
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:align: center
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:alt: Sample of a populated social marketing dashboard with social media streams and content.
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Once permission is granted, Odoo navigates back to the :guilabel:`Feed` on the main
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:guilabel:`Social Marketing` dashboard, and a new column, with that account's posts, is added.
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Accounts/streams can be added at any time.
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.. important::
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A :guilabel:`Facebook` page can be added as long as the :guilabel:`Facebook` account that grants
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permission is the administrator for the page. It should also be noted that different pages can be
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added for different streams.
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.. note::
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:guilabel:`Instagram` accounts are added through a :guilabel:`Facebook` login because it uses the
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same API. This means, an :guilabel:`Instagram` account needs to be linked to a
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:guilabel:`Facebook` account in order for it to show up as a stream in Odoo.
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Social media page
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=================
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Another way to quickly link social media accounts to Odoo *Social Marketing* can be done on the
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:guilabel:`Social Media` page. To access the :guilabel:`Social Media` page, navigate to
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:menuselection:`Social Marketing app --> Configuration --> Social Media`.
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On the :guilabel:`Social Media` page there is a collection of all social media options, each
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complete with a :guilabel:`Link account` button: :guilabel:`Facebook`, :guilabel:`Instagram`,
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:guilabel:`LinkedIn`, :guilabel:`Twitter`, :guilabel:`YouTube`, and :guilabel:`Push Notifications`.
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.. image:: social_marketing/social-media-page.png
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:align: center
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:alt: View of the social media page in the Odoo Social Marketing application.
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Social accounts page
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====================
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To see a list of all social accounts and websites linked to the database, go to
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:menuselection:`Social Marketing app --> Configuration --> Social Accounts`. This :guilabel:`Social
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Accounts` display the :guilabel:`Name`, the :guilabel:`Handle/Short Name`, the :guilabel:`Social
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Media` platform, who it was :guilabel:`Created by`, and the :guilabel:`Company` to which it is
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associated.
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.. image:: social_marketing/social-accounts-page.png
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:align: center
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:alt: View of the social accounts page in the Odoo Social Marketing application.
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To edit/modify any of the social accounts on this page, simply select the desired account from the
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list on this page, and proceed to make any adjustments necessary.
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Social streams page
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===================
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To view a separate page with all the social media streams that have been added to the main *Social
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Marketing* dashboard, navigate to :menuselection:`Social Marketing app --> Configuration --> Social
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Streams`.
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.. image:: social_marketing/social-streams-page.png
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:align: center
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:alt: View of the social accounts page in the Odoo Social Marketing application.
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Here, the social stream information is organized in a list with the :guilabel:`Social Media`, the
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:guilabel:`Title` of the stream, the :guilabel:`Type` of the stream (e.g. :guilabel:`Posts`,
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:guilabel:`Keyword`, etc.), who it was :guilabel:`Created by`, and the :guilabel:`Company` to which
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it is associated.
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To modify any stream's information, simply click the desired stream from the list, and proceed to
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make any necessary adjustments.
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Visitors
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========
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To see a complete overview of all the people who have visited the website(s) connected to the
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database, navigate to :menuselection:`Social Marketing app --> Visitors`.
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.. image:: social_marketing/visitors.png
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:align: center
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:alt: View of the Visitors page in the Odoo Social Marketing application.
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Here, Odoo provides a detailed layout of all the visitors' pertinent information in a default kanban
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view. If visitors already have contact information in the database, the option to send them an
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:guilabel:`Email` and/or an :guilabel:`SMS` is available.
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This same visitor data can also be viewed as a list or a graph. Those view options are located in
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the upper-right corner of the :guilabel:`Visitors` page.
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.. toctree::
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social_marketing/social_posts
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social_marketing/social_campaigns
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