[ADD] social marketing: added social marketing documentation to v14

content/applications/marketing.rst

@@ -11,3 +11,4 @@ Marketing
    marketing/sms_marketing
    marketing/events
    marketing/surveys
+   marketing/social_marketing

content/applications/marketing/social_marketing.rst

@@ -0,0 +1,16 @@
+:nosearch:
+:show-content:
+:hide-page-toc:
+:show-toc:
+
+================
+Social Marketing
+================
+
+.. seealso::
+   - `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
+
+.. toctree::
+   :titlesonly:
+
+   social_marketing/essentials

content/applications/marketing/social_marketing/essentials.rst

@@ -0,0 +1,11 @@
+:nosearch:
+
+==========
+Essentials
+==========
+
+.. toctree::
+   :titlesonly:
+
+   essentials/social_essentials
+   essentials/social_campaigns

content/applications/marketing/social_marketing/essentials/social_campaigns.rst

@@ -0,0 +1,151 @@
+==========================
+Social marketing campaigns
+==========================
+
+Social marketing campaigns help companies connect directly with the marketplace. These campaigns
+are helpful when introducing a new product to customers, explaining the value of a product or
+service, or when advertising an upcoming event or product release.
+
+The most effective social marketing campaigns typically involve multiple channels to maximize
+content distribution, and Odoo's *Social Marketing* application acts as a singular control center to
+monitor, plan, post, track, and analyze all of the various content and content channels within a
+single dashboard.
+
+Campaigns page
+==============
+
+To access a complete overview of all social marketing campaigns, open the :menuselection:`Social
+Marketing` application, and click :menuselection:`Campaigns` from the header menu. Doing so reveals
+a separate page with every campaign in a default kanban view.
+
+.. image:: social_campaigns/campaigns-page.png
+   :align: center
+   :alt: View of the campaigns page in the Odoo Social Marketing application.
+
+Each *stage* in the kanban view can be edited, by clicking the :guilabel:`gear icon` to the left of
+the :guilabel:`+ (plus sign)` - located to the right of the stage title.
+
+.. note::
+   The **gear icon** *only* appears when the cursor hovers to the left of the **+ (plus sign)**.
+   When the gear icon is clicked, a drop-down menu reveals the options: :guilabel:`Fold`,
+   :guilabel:`Edit Stage`, and :guilabel:`Delete`.
+
+.. image:: social_campaigns/campaign-stage-dropdown.png
+   :align: center
+   :alt: View of the campaigns page in the Odoo Social Marketing application.
+
+Clicking :guilabel:`Fold` minimizes that specific stage's column. The stage column can be restored
+by clicking the folded version of it on the main :guilabel:`Campaigns` dashboard in the default
+kanban view.
+
+Selecting :guilabel:`Edit Stage` reveals a pop-up window, in which the name and the sequence of the
+stage can be modified. If changes are made, be sure to click :guilabel:`Save`.
+
+Clicking :guilabel:`Delete` removes the stage entirely.
+
+.. note::
+   To add a new stage to the pipeline, side-scroll to the right on the :guilabel:`Campaigns`
+   dashboard, click :guilabel:`Add a Column`, enter in the desired information, and click
+   :guilabel:`Add`.
+
+.. tip::
+   The same social marketing campaign information on the :guilabel:`Campaigns` dashboard can also be
+   viewed as a list, by selecting the :guilabel:`List` option, located under the search bar, in the
+   upper-right corner.
+
+Create social marketing campaigns
+=================================
+
+First, open the :menuselection:`Social Marketing` application, and select :guilabel:`Campaigns` from
+the header menu.
+
+On the :guilabel:`Campaigns` dashboard, a new campaign can be created by clicking the quick add
+:guilabel:`+ (plus sign)` located in the top-right corner of each stage in the pipeline, visible in
+the kanban view. Campaigns can also be created by clicking :guilabel:`Create` in the upper-left
+corner of the :guilabel:`Campaigns` dashboard.
+
+Both options reveal a new campaign detail window directly on the :guilabel:`Campaigns` dashboard
+when clicked.
+
+.. image:: social_campaigns/quick-add-campaign.png
+   :align: center
+   :alt: View of the quick add option for campaigns in Odoo Social Marketing.
+
+Here, the :guilabel:`Campaign Name`, :guilabel:`Responsible`, and :guilabel:`Tags` can be entered.
+When all modifications are complete, click :guilabel:`Add` to add the campaign to the database.
+
+Edit social marketing campaigns
+===============================
+
+In order to edit a campaign in greater detail, and create/send various forms of communications
+related to it, the template page for that campaign must be accessed and modified, accordingly.
+There are multiple ways to access a template page for a campaign.
+
+- After entering the pertinent information in the :guilabel:`Quick Add` campaign drop-down, click
+  :guilabel:`Edit`.
+- Simply select the desired campaign from the :guilabel:`Campaigns` dashboard in list or kanban
+  view.
+- On the :guilabel:`Campaigns` dashboard in the kanban view, select the :guilabel:`⋮ (three dots)`
+  drop-down menu on the desired campaign, and select :guilabel:`Edit`.
+
+Any of the above routes will reveal the *Campaign Template* page for that specific campaign.
+
+Social marketing campaign templates
+===================================
+
+On a *Campaign Template* page, numerous elements can be customized/modified, and various forms of
+communications can be created, modified, and sent or scheduled. Below is a sample of a completed
+campaign template.
+
+.. image:: social_campaigns/create-campaign.png
+   :align: center
+   :alt: View of a sample campaign template page in Odoo Social Marketing.
+
+.. important::
+   In order for the :guilabel:`Send New Mailing` option to appear on campaign templates, make sure
+   the *Mailing Campaigns* feature is enabled in the *Email Marketing* app. To do that, navigate to
+   :menuselection:`Email Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing
+   Campaigns`, and click :guilabel:`Save`.
+
+.. note::
+   In order for the :guilabel:`Send SMS` option to appear, the Odoo *SMS Marketing* application must
+   be installed on the database.
+
+Add content and communications to campaigns
+===========================================
+
+If the proper settings and applications are installed (as instructed above), there are four forms
+of communication/content options that can be added to campaigns. Each of these options are displayed
+as buttons in the upper-left corner of the campaign template page.
+
+- :guilabel:`Send New Mailing`: reveals a blank email template on a separate page, in which the
+  message can be fully customized in a variety of ways.
+- :guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in which a SMS
+  communication can be created and configured.
+- :guilabel:`Send Social Post`: reveals a blank social post template on a separate page, in which
+  a post can be created, and applied to social media accounts that are already connected to the
+  database.
+- :guilabel:`Push Notification`: reveals a similar blank social post template on a separate page,
+  however, the :guilabel:`Push Notification` options are already pre-selected in the :guilabel:`Post
+  on` field.
+
+Whichever form of communication is created, once it's completed, Odoo returns to the
+:guilabel:`Campaign Template` page, showcasing that new content in its corresponding tab (e.g.
+:guilabel:`Mailings`, :guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push
+Notifications`).
+
+As content and communications are added to a campaign, tabs for those specific mediums appear,
+along with a variety of analytical smart buttons (e.g. :guilabel:`Revenues`, :guilabel:`Quotations`,
+:guilabel:`Leads`, etc.).
+
+These smart buttons, located at the top of the template, display different metrics related to the
+campaign, and its various communications and content. Clicking any smart button reveals a separate
+page dedicated to that particular element of the campaign, allowing for quicker, more organized
+analysis.
+
+.. note::
+   The Odoo *Social Marketing* app is integrated with other Odoo applications, such as *Sales*,
+   *Invoicing*, *CRM*, and *Website*.
+
+.. seealso::
+   :doc:`/applications/marketing/social_marketing/essentials/social_essentials`