[ADD] social marketing: added basic social marketing doc for v15

content/applications/marketing.rst

@@ -10,3 +10,4 @@ Marketing
     marketing/marketing_automation
     marketing/sms_marketing
     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/overview

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

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`
+

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`

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`

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`