[IMP] crm: update webpage visits

Author: meng-odoo

content/applications/sales/crm/track_leads/prospect_visits.rst

@@ -1,55 +1,138 @@
-===========================
-Track your prospects visits
-===========================
+====================
+Track webpage visits
+====================
 
-Tracking your website pages will give you much more information about
-the interests of your website visitors.
+Tracking the number of visits to individual webpages provides valuable insight about the interests
+of website visitors. It can also be used to analyze the success of marketing campaigns.
 
-Every tracked page they visit will be recorded on your lead/opportunity
-if they use the contact form on your website.
+With Odoo, tracking links can be created to track visits for any page on the website. When a lead is
+created from a website contact form, every page that the prospective customer visits is recorded on
+the lead/opportunity form in the *CRM* app.
 
-Configuration
-=============
+.. _crm/track_leads/link-tracker:
 
-To use this feature, install the free module *Lead Scoring* under your
-*Apps* page (only available in Odoo Enterprise).
+Track a webpage
+===============
+
+Odoo's *link tracker* creates a unique tracking link for any company website page. The link contains
+analytics trackers that can be used in Google Analytics to track clicks and visitors, and in Odoo
+reports to track opportunities and revenue.
+
+The link can also be sent as part of a marketing campaign to track clicks and webpage views for that
+particular campaign.
 
-.. image:: prospect_visits/prospect_visits01.png
+To set up tracking for a webpage, go to any static page on the website through the *Website* app.
+Then, click on the :guilabel:`Site` header menu at the top of the page, and select :guilabel:`Link
+Tracker`.
+
+.. image:: prospect_visits/link-tracker-menu.png
    :align: center
+   :alt: Link tracker selection from the Site header menu.
 
-Track a webpage
-===============
+On the :guilabel:`Link Tracker` page, the :guilabel:`URL` field is already filled in based on the
+webpage that was open when :guilabel:`Link Tracker` was clicked from the :guilabel:`Site` drop-down
+menu. However, the :guilabel:`URL` can be changed to any page on the website.
 
-Go to any static page you want to track on your website and under the
-*Promote* tab you will find *Optimize SEO*
+In the :guilabel:`Campaign` field, specify a marketing campaign to associate with the tracking link.
 
-.. image:: prospect_visits/prospect_visits02.png
+In the :guilabel:`Medium` field, define the specific medium used to share the link, like `Email`,
+for example.
+
+In the :guilabel:`Source` field, define the source that the webpage traffic comes from, like
+`Facebook`, for example.
+
+.. note::
+   The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` information appears in the
+   :guilabel:`Marketing` section of the :guilabel:`Extra Information` tab of a lead or opportunity
+   form.
+
+.. image:: prospect_visits/link-tracker-page.png
    :align: center
+   :alt: Link tracker page.
+
+To create a new :guilabel:`Campaign`, :guilabel:`Medium`, or :guilabel:`Source` directly from this
+page, click on the field's drop-down menu, type in the name of the new campaign, medium, or source,
+and then click :guilabel:`Create`.
+
+When the above fields are filled out as desired, click the :guilabel:`Get tracked link` button to
+create a unique tracking link for the selected webpage. Customize the tracked link URL in the
+:guilabel:`Your tracked links` section by clicking on the :guilabel:`✏️ (pencil)` icon next to the
+link.
+
+To quickly copy the tracked link, click the :guilabel:`Copy` button to the right of the link in the
+:guilabel:`Your tracked links` section.
 
-There you will see a *Track Page* checkbox to track this page.
+View analytics
+--------------
 
-.. image:: prospect_visits/prospect_visits03.png
+To view the status of tracked links, navigate to :menuselection:`Website app --> Site --> Link
+Tracker`. In the :guilabel:`Your tracked links` section, the number of clicks that each tracked link
+has gotten appears on the left side of each link.
+
+To view the tracked link statistics in graph format, click on the :guilabel:`Stats` button to the
+right of each link. Doing so reveals a separate page with information and metrics related to that
+specific tracked link.
+
+In the :guilabel:`Statistics` section of the page, toggle the graph views by clicking :guilabel:`All
+Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` to the right of the :guilabel:`Statistics`
+heading.
+
+.. image:: prospect_visits/link-tracker-stats.png
    :align: center
+   :alt: Link tracker statistics page.
 
-See visited pages in your leads/opportunities
-=============================================
+Track page views for leads/opportunities
+========================================
 
-Now each time a lead is created from the contact form it will keep track
-of the pages visited by that visitor. You have two ways to see those
-pages, on the top right corner of your lead/opportunity you can see a
-*Page Views* button but also further down you will see them in the
-chatter.
+When a lead is created from a prospective customer filling out a :ref:`contact form
+<crm/track_leads/webpage-visits-contact-form>` on the website, Odoo tracks every webpage visited by
+that contact. This information is available on the lead/opportunity form in the *CRM* app.
 
-Both will update if the viewers comes back to your website and visits
-more pages.
+To see a prospective customer's page views, navigate to their lead/opportunity form in the *CRM*
+app.
 
-.. image:: prospect_visits/prospect_visits04.png
+The :guilabel:`Page Views` smart button at the top of the opportunity form shows the total number of
+times the prospective customer viewed a page on the website (including multiple views of the same
+webpage). Click on the smart button to see an organized list of each individual page view.
+
+.. image:: prospect_visits/page-views-smart-button.png
    :align: center
+   :alt: Page views smart button on an opportunity form.
+
+If a prospective customer clicks on a tracked link, then fills out a contact form on the website,
+and the contact form is :ref:`configured to create a lead
+<crm/track_leads/webpage-visits-contact-form>` in Odoo, then the campaign, medium, and source
+information from the :ref:`link tracker <crm/track_leads/link-tracker>` appears on the lead form.
+
+This information appears in the :guilabel:`Marketing` section of the :guilabel:`Extra Information`
+tab of the lead or opportunity form.
 
-.. image:: prospect_visits/prospect_visits05.png
+.. image:: prospect_visits/campaign-medium-source.png
    :align: center
+   :alt: Campaign, medium, and source on an opportunity form.
+
+.. _crm/track_leads/webpage-visits-contact-form:
+
+Contact form configuration
+--------------------------
+
+To configure a website contact form that creates a lead or opportunity in the *CRM* app when it is
+filled out, navigate to the contact form page on the *Website* app. Then, click the :guilabel:`Edit`
+button at the top-right of the page to open the website editor.
+
+Next, click on the existing contact form block on the webpage. Or to add a new form block, scroll
+down to the :guilabel:`Dynamic Content` section of the :guilabel:`Blocks` tab in the website editor.
+Then drag-and-drop the :guilabel:`Form` block onto the body of the webpage.
+
+Click on any field of the form block on the webpage to reveal the :guilabel:`Customize` tab of the
+website editor on the right sidebar. In the :guilabel:`Form` section, set the :guilabel:`Action` to
+:guilabel:`Create an Opportunity`.
+
+With this configuration, submitting a filled-out contact form creates a lead in the
+:guilabel:`Leads` section of the *CRM* app. Or, if the :guilabel:`Leads` feature is **not**
+activated in the CRM settings, it creates an opportunity in the first stage of the pipeline.
 
-The feature will not repeat multiple viewings of the same pages in the
-chatter.
+Finally, click :guilabel:`Save` at the top of the website editor to save any changes.
 
-Your customers will no longer be able to keep any secrets from you!
+.. seealso::
+   :doc:`../acquire_leads/generate_leads`