diff --git a/content/applications/marketing.rst b/content/applications/marketing.rst index 6d5203f2cf..01b001b401 100644 --- a/content/applications/marketing.rst +++ b/content/applications/marketing.rst @@ -10,3 +10,4 @@ Marketing marketing/marketing_automation marketing/sms_marketing marketing/surveys + marketing/social_marketing diff --git a/content/applications/marketing/social_marketing.rst b/content/applications/marketing/social_marketing.rst new file mode 100644 index 0000000000..3360cce161 --- /dev/null +++ b/content/applications/marketing/social_marketing.rst @@ -0,0 +1,16 @@ +:nosearch: +:show-content: +:hide-page-toc: +:show-toc: + +================ +Social Marketing +================ + +.. seealso:: + - `Odoo Tutorials: Marketing `_ + +.. toctree:: + :titlesonly: + + social_marketing/overview diff --git a/content/applications/marketing/social_marketing/overview.rst b/content/applications/marketing/social_marketing/overview.rst new file mode 100644 index 0000000000..056f64aa11 --- /dev/null +++ b/content/applications/marketing/social_marketing/overview.rst @@ -0,0 +1,13 @@ +:nosearch: + +======== +Overview +======== + +.. toctree:: + :titlesonly: + + overview/create_posts + overview/push_notifications + overview/livechat + overview/campaigns \ No newline at end of file diff --git a/content/applications/marketing/social_marketing/overview/campaigns.rst b/content/applications/marketing/social_marketing/overview/campaigns.rst new file mode 100644 index 0000000000..0a7dbd595c --- /dev/null +++ b/content/applications/marketing/social_marketing/overview/campaigns.rst @@ -0,0 +1,36 @@ +=========================================== +Connecting to my Marketplace with Campaigns +=========================================== + +Whether your goal is to sell a new product, explain the value of your services or advertise your +event, a campaign helps you to connect with your marketplace. They normally involve multiple +channels, so it is fundamental to have a solution with which you can plan, execute, track, and +analyze your content. + +Go to :menuselection:`Social Marketing --> Campaigns --> Create`. + +.. image:: campaigns/create_campaign.png + :align: center + :alt: Click on create to start a campaign in Odoo Social Marketing + +As you create content, tabs for that specific channel are shown. The overview of the campaign +displays global metrics such as: + +- *Revenue*: number of users who, from a link in your content, finished a transaction (paid). +- *Quotations*: number of users who, from a link in your content, have started but not finished a + transaction (did not pay). +- *Leads*: users who have filled out your contact form, from a link in your content. + +.. important:: + To be able to *Send New Mailing*, make sure the feature is enabled in the *Email Marketing* + application, under :menuselection:`Email Marketing --> Configuration --> Settings`. + To be able to *Send SMS*, the *SMS Marketing* application must be installed on your database. + +.. note:: + *Social Marketing* works integrated with other applications such as *Sales*, + *Invoicing*, *CRM* and *Website*. + +.. seealso:: + - :doc:`./push_notifications` + - :doc:`./manage_social` + diff --git a/content/applications/marketing/social_marketing/overview/campaigns/create_campaign.png b/content/applications/marketing/social_marketing/overview/campaigns/create_campaign.png new file mode 100644 index 0000000000..8d44fea0c8 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/campaigns/create_campaign.png differ diff --git a/content/applications/marketing/social_marketing/overview/create_posts.rst b/content/applications/marketing/social_marketing/overview/create_posts.rst new file mode 100644 index 0000000000..9bb0cb6882 --- /dev/null +++ b/content/applications/marketing/social_marketing/overview/create_posts.rst @@ -0,0 +1,84 @@ +=================== +Create & Plan posts +=================== + +If you're on social media, you know how important it is to update your accounts with consistent +posts and engaging content. However, as easy as that may seem, maintaining and managing various +social media accounts can be exhausting, time-consuming, and tedious. + +:guilabel:`Odoo Social Marketing`, allows you to create, schedule, manage, and engage with your +social media followers better and easier than ever before. + +Not only that, but :guilabel:`Odoo Social Marketing` also measures the results of your social media +posts/accounts for you. This saves valuable time, and helps you successfully execute your different +social media strategies - from posts to results. + +Add accounts & create a feed +============================ + +To begin, start on the main :guilabel:`Odoo Social Marketing` dashboard. Then, click +:guilabel:`Add Stream`. + +A pop-up will appear where social media accounts can be added to the database's social media +stream. In order to properly add social accounts to the :guilabel:`Odoo Social Marketing` +dashboard, permissions will need to be granted. + +.. image:: create_posts/social-add-streams.png + :align: center + :alt: How to add streams to the Odoo Social Marketing dashboard + +.. note:: + A Facebook page can be added as long as the Facebook account that grants permission is the + Administrator for the page. Also, different pages can be added for different streams. + +Odoo will redirect the page to the :guilabel:`Feed`, and a column with the new account's posts or +publications are automatically added. From here new accounts and/or streams (such as Facebook +mentions, etc.) can be added. Customize the Kanban view to fit your company's unique needs. + +.. image:: create_posts/feed.png + :align: center + :alt: Example of how a populated stream-filled dashboard looks in Odoo Social Marketing + +Adding social media accounts to the feed will also link the Social Media’s KPIs, if the platform +has them. To get redirected to the statistics and metrics related to any social account, simply +click on :guilabel:`Insights`. + +.. image:: create_posts/insights.png + :align: center + :alt: The insights link that you can access for each social media stream added in Odoo. + +Publish content +=============== + +To publish content for social media accounts directly through Odoo, click on +:guilabel:`Social Marketing` > :guilabel:`Feed` > :guilabel:`New Post` or go to + :guilabel:`Social Marketing` > :guilabel:`Posts` > :guilabel:`Create`. + +.. image:: create_posts/social-create-post.png + :align: center + :alt: How to create a social media post directly through Odoo + +With :guilabel:`Odoo Social Marketing`, the post can be uploaded immediately, or it can be +scheduled for later. If necessary, a number of :guilabel:`Push Notification` options can also be +configured. It should be noted that saving the post will apply a :guilabel:`Draft` status to it. + +Overview & plan posts with calendar view +======================================== + +:guilabel:`Odoo Social Marketing` has a very useful :guilabel:`Calendar` view to better manage +social media posts. In addition to having a clear overview of a planned day, week, or month, Odoo +will also display drafted, scheduled, and published posts. + +Feel free to drag-and-drop already scheduled posts to automatically change their scheduled date. + +Double-click on a :guilabel:`date` to create a post directly through the :guilabel:`Calendar` view. +Click on an existing :guilabel:`post` to edit it at any time. + +.. image:: create_posts/calendar-view.png + :align: center + :alt: Example of the calendar view in Odoo Social Marketing + +.. seealso:: + - :doc:`./push_notifications` + - :doc:`./campaigns` + - :doc:`./livechat` diff --git a/content/applications/marketing/social_marketing/overview/create_posts/calendar-view.png b/content/applications/marketing/social_marketing/overview/create_posts/calendar-view.png new file mode 100644 index 0000000000..0d1cdf991b Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/create_posts/calendar-view.png differ diff --git a/content/applications/marketing/social_marketing/overview/create_posts/feed.png b/content/applications/marketing/social_marketing/overview/create_posts/feed.png new file mode 100644 index 0000000000..e5002f2912 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/create_posts/feed.png differ diff --git a/content/applications/marketing/social_marketing/overview/create_posts/insights.png b/content/applications/marketing/social_marketing/overview/create_posts/insights.png new file mode 100644 index 0000000000..6539c717f7 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/create_posts/insights.png differ diff --git a/content/applications/marketing/social_marketing/overview/create_posts/social-add-streams.png b/content/applications/marketing/social_marketing/overview/create_posts/social-add-streams.png new file mode 100644 index 0000000000..032dbb0ff2 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/create_posts/social-add-streams.png differ diff --git a/content/applications/marketing/social_marketing/overview/create_posts/social-create-post.png b/content/applications/marketing/social_marketing/overview/create_posts/social-create-post.png new file mode 100644 index 0000000000..4fc94ed7fa Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/create_posts/social-create-post.png differ diff --git a/content/applications/marketing/social_marketing/overview/livechat.rst b/content/applications/marketing/social_marketing/overview/livechat.rst new file mode 100644 index 0000000000..d1a00d8b26 --- /dev/null +++ b/content/applications/marketing/social_marketing/overview/livechat.rst @@ -0,0 +1,60 @@ +=================================================== +Interact with Customers and Visitors with Live Chat +=================================================== + +One of the ways you can build stronger relationships with your customers is by making yourself +available through live chat. Live chats can have a big impact not just on your customer service, +but also on sales performance, as it gives users a chance of having real-time, fast, and effective +interaction. + +Configuration +============= + +Go to :menuselection:`Website --> Configuration --> Settings --> Live Chat` select the appropriate +channel, and set it up. + +.. image:: livechat/enable_livechat.png + :align: center + :alt: Enable live chat under website configurations for Odoo Social Marketing + +Under *Channel Rules*, choose when the chat pop-up appears, and an action for a given URL and/or +country. Note that to take the country into account, GeoIP must be installed on your server. + +.. important:: + The *Live Chat* application must be installed on your database. + +Monitor your visitors +===================== + +Under the *Visitors* menu, see the visitors that landed on one of your +:ref:`social_marketing/website_tracked_pages` online or offline. + +| You can send emails (if an email address has been saved), send SMSs (if a phone number has been + saved), send a push notification (if the user has subscribed to it), and even send a live chat + request that will be received by the user once they move to a tracked page. +| Open a record to see details including the visited pages, and the first and last date and time + the user was connected. + +.. image:: livechat/monitor_visitors.png + :align: center + :alt: See a visitor's history of pages in Odoo Social Marketing + +.. tip:: + #. Your online visitors will be authenticated if they are linked to a lead or an existing partner. + #. If you do not use the *Website* app, you can add a live chat widget to your own website. + +.. _social_marketing/website_tracked_pages: + +Website’s tracked pages +----------------------- + +To define which pages are tracked, on the *Website* application, go to +:menuselection:`Website --> Configuration --> Pages` and enable the option *Track*, +on the respective pages. + +.. image:: livechat/website_track_pages.png + :align: center + :alt: Choose the pages to be tracked in the website application for Odoo Social Marketing + +.. seealso:: + - :doc:`/applications/websites/livechat/overview/get_started` diff --git a/content/applications/marketing/social_marketing/overview/livechat/enable_livechat.png b/content/applications/marketing/social_marketing/overview/livechat/enable_livechat.png new file mode 100644 index 0000000000..1f9d93547b Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/livechat/enable_livechat.png differ diff --git a/content/applications/marketing/social_marketing/overview/livechat/monitor_visitors.png b/content/applications/marketing/social_marketing/overview/livechat/monitor_visitors.png new file mode 100644 index 0000000000..15bba8d983 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/livechat/monitor_visitors.png differ diff --git a/content/applications/marketing/social_marketing/overview/livechat/website_track_pages.png b/content/applications/marketing/social_marketing/overview/livechat/website_track_pages.png new file mode 100644 index 0000000000..2d4f674d95 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/livechat/website_track_pages.png differ diff --git a/content/applications/marketing/social_marketing/overview/push_notifications.rst b/content/applications/marketing/social_marketing/overview/push_notifications.rst new file mode 100644 index 0000000000..7a8b2ac9fb --- /dev/null +++ b/content/applications/marketing/social_marketing/overview/push_notifications.rst @@ -0,0 +1,67 @@ +========================== +Use Web Push Notifications +========================== + +Web Push Notifications deliver messages to your user’s device without the need to be on your +website, or for them to give personal information. They can be used to inform your users about news, +articles and content posted, practical messages like traffic and weather updates, +flight information, sales alerts, coupons, and product updates. + +Ask users for permission +======================== + +In the *Website* application go to :menuselection:`Website --> Configuration --> Settings` +and enable *Web Push Notifications*. + +.. image:: push_notifications/enable_push.png + :align: center + :alt: Go to settings and enable web push notifications for Odoo Social Marketing + +Choose your message, icon, and delay time (which is the wait time for the permission request to be +shown once the user lands on your page). + +.. image:: push_notifications/push_permission.png + :align: center + :alt: Request to send messages is being shown on the page for Odoo Social Marketing + +Send notifications +================== + +Individually +------------ + +You can send individual messages through the menu *Visitors*. + +.. image:: push_notifications/individually_push.png + :align: center + :alt: Choose individually to whom send web push notifications in Odoo Social Marketing + +To a group +---------- + +Target a bigger segment by selecting multiple visitors in the *View List* (e.g.: all visitors that +visited your Homepage). + +.. image:: push_notifications/push_to_a_group.png + :align: center + :alt: Select multiple contacts to send web push notifications in Odoo Social Marketing + +.. note:: + Visitors records are kept under *Visitors* for a week, before getting archived. + +By rules +-------- + +Or go to :menuselection:`Social Marketing --> Posts --> Create`. Under *Web Notification options*, +apply filters to send your message to the records that match the rules you set. + +.. image:: push_notifications/push_rules.png + :align: center + :alt: Define rules to send push notifications in Odoo Social Marketing + +.. note:: + The feature only works with Odoo Website application. + +.. seealso:: + - :doc:`./manage_social` + - :doc:`./campaigns` diff --git a/content/applications/marketing/social_marketing/overview/push_notifications/enable_push.png b/content/applications/marketing/social_marketing/overview/push_notifications/enable_push.png new file mode 100644 index 0000000000..3c6e4a2a60 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/push_notifications/enable_push.png differ diff --git a/content/applications/marketing/social_marketing/overview/push_notifications/individually_push.png b/content/applications/marketing/social_marketing/overview/push_notifications/individually_push.png new file mode 100644 index 0000000000..cf1dd78b45 Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/push_notifications/individually_push.png differ diff --git a/content/applications/marketing/social_marketing/overview/push_notifications/push_permission.png b/content/applications/marketing/social_marketing/overview/push_notifications/push_permission.png new file mode 100644 index 0000000000..796e789bbb Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/push_notifications/push_permission.png differ diff --git a/content/applications/marketing/social_marketing/overview/push_notifications/push_rules.png b/content/applications/marketing/social_marketing/overview/push_notifications/push_rules.png new file mode 100644 index 0000000000..46ef0afcae Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/push_notifications/push_rules.png differ diff --git a/content/applications/marketing/social_marketing/overview/push_notifications/push_to_a_group.png b/content/applications/marketing/social_marketing/overview/push_notifications/push_to_a_group.png new file mode 100644 index 0000000000..4df21ea21b Binary files /dev/null and b/content/applications/marketing/social_marketing/overview/push_notifications/push_to_a_group.png differ