odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/marketing/social_marketing/social_campaigns.md

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+---
+title: "Social marketing campaigns"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/social_marketing/social_campaigns.html"
+---
+
+==========================
+# 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*.

package/payload/skills/odoo18-docs/references/docs/applications/marketing/social_marketing/social_posts.md

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+---
+title: "Social posts"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/social_marketing/social_posts.html"
+---
+
+============
+# Social posts
+
+The Odoo *Social Marketing* application provides various ways to create posts for any type of social
+media outlet.
+
+# Posts page
+
+To see a complete overview of posts, go to Odoo :menuselection:`Social Marketing app --> Posts`.
+Here, on the :guilabel:`Social Posts` page, every post that has been created and posted with Odoo
+can be seen and accessed.
+
+There are four different view options for the :guilabel:`Social Posts` page data: *kanban*,
+*calendar*, *list*, and *pivot*.
+
+The view options are located in the upper right corner of the :guilabel:`Posts` page, beneath the
+search bar.
+
+.. tabs::
+
+   .. tab:: Kanban view
+
+      By default, Odoo displays the posts in a kanban view. The information on this page can be
+      sorted even further, via the left sidebar, where all connected social accounts and posts can
+      be quickly seen, accessed, and analyzed.
+
+      The kanban view is represented by an :guilabel:`inverted bar graph icon` in the upper-right
+      corner.
+
+      .. image:: social_posts/posts-page-kanban.png
+         :align: center
+         :alt: Kanban view of the posts page in the Odoo Social Marketing application.
+
+   .. tab:: Calendar view
+
+      The calendar view option displays a visual representation of posts in a calendar format of
+      when posts were published, or are scheduled to be published. This option provides a clear
+      overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and
+      published posts.
+
+      Clicking on a date reveals a blank social media post detail form, in which a social media
+      post can be created, and Odoo will post it on that specific date/time.
+
+      The calendar view is represented by a :guilabel:`calendar icon` in the upper-right corner.
+
+      .. image:: social_posts/calendar-view.png
+         :align: center
+         :alt: Example of the calendar view in Odoo Social Marketing.
+
+   .. tab:: List view
+
+      The list view option is similar to the kanban option, but instead of individual blocks, all
+      post information is displayed in a clear, list layout. Each line of the list displays the
+      :guilabel:`Social Accounts`, :guilabel:`Message`, and :guilabel:`Status` of every post.
+
+      There is also a helpful left sidebar that organizes all posts by :guilabel:`Status` and lists
+      all connected :guilabel:`Social Accounts`, as well.
+
+      The list view is represented by four vertical lines in the upper-right corner.
+
+      .. image:: social_posts/list-view.png
+         :align: center
+         :alt: View of the list option on the posts page in Odoo Social Marketing.
+
+   .. tab:: Pivot view
+
+      The pivot view option provides a fully customizable grid table, where different measures of
+      data can be added and analyzed.
+
+      .. image:: social_posts/pivot-view.png
+         :align: center
+         :alt: View of the pivot option on the posts page in Odoo Social Marketing.
+
+      The pivot view option provides numerous analytical options, allowing for in-depth, detailed
+      analysis of various posts and metrics.
+
+      Click on any :guilabel:`➕ (plus sign) icon` next to a line in the pivot table to reveal more
+      metric options to add to the grid.
+
+      While in the pivot view, the option to :guilabel:`Insert in Spreadsheet` is available, located
+      to the right of the :guilabel:`Measures` drop-down menu, in the upper-left corner of the
+      :guilabel:`Social Posts` page.
+
+      Next to the :guilabel:`Insert in Spreadsheet` are three options, specific to the pivot view.
+
+      From left to right, those options are:
+
+      - :guilabel:`Flip Axis`, which switches the *X* and *Y* axis in the grid table.
+      - :guilabel:`Expand All`, which expands each line in the grid, revealing more detailed
+        information related to it.
+      - :guilabel:`Download`, which, when clicked, instantly downloads the pivot table as a
+        spreadsheet.
+
+## Posts
+
+Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of
+that specific post, along with all the engagement data related to it (e.g. likes, comments, etc.).
+
+.. image:: social_posts/social-post-popup.png
+   :align: center
+   :alt: Sample of a social media post's pop-up window in Odoo Social Marketing application.
+
+If desired, the user can leave a new comment of the post from the post's pop-up window, by typing
+one in the :guilabel:`Write a comment...` field, and clicking :guilabel:`Enter` to post that
+comment.
+
+## Create leads from comments
+
+Odoo *Social Marketing* also provides the ability to create leads directly from social media
+comments.
+
+To create a lead from a comment left on a social media post, click on the desired post from the
+dashboard to reveal that post's specific pop-up window. Then, scroll to the desired comment, and
+click the :guilabel:`three vertical dots` icon to the right of that comment.
+
+Doing so reveals a drop-down menu with the option: :guilabel:`Create Lead`.
+
+.. image:: social_posts/create-lead-drop-down.png
+   :align: center
+   :alt: The drop-down menu beside a comment revealing the option to create a lead.
+
+Upon clicking :guilabel:`Create Lead` from the comment's drop-down menu, a :guilabel:`Conver Post to
+Lead` pop-up window appears.
+
+.. image:: social_posts/convert-post-to-lead-popup.png
+   :align: center
+   :alt: The convert post to lead pop-up window that appears in Odoo Social Marketing.
+
+In this pop-up window, select to either: :guilabel:`Create a new customer`, :guilabel:`Link to an
+existing customer`, or :guilabel:`Do not link to a customer`.
+
+> **note**:
+>    If :guilabel:`Link to an existing customer` is selected, a new :guilabel:`Customer` field appears
+   beneath those options, wherein a customer can be chosen to be linked to this lead.
+
+Once the desired selection has been made, click the :guilabel:`Convert` button at the bottom of the
+:guilabel:`Convert Post to Lead` pop-up window. Doing so reveals a fresh lead detail form, where the
+necessary information can be entered and processed.
+
+.. image:: social_posts/new-lead-detail-form-comments.png
+   :align: center
+   :alt: New lead detail form generated from a social media comment in Odoo Social Marketing.
+
+## Insights
+
+When a social media account stream is added to the *Social Marketing* dashboard, each stream also
+displays and links that specific social media platform's KPIs (if the platform has them).
+
+To get redirected to the statistics and metrics related to any social media account's KPIs, click on
+the :guilabel:`Insights` link, located at the top of each stream.
+
+.. image:: social_posts/social-marketing-insights-link.png
+   :align: center
+   :alt: Visual of how the Insights link appears on the dashboard of the Social Marketing app.
+
+> **note**:
+>    In a multi-company environment, if not *all* pages are selected, de-authentication happens.
+
+   For example, if the companies have 3 *Facebook* pages, but only grant access to 1, and try to
+   grant access to another at a later date, they will be de-authenticated, and access to the initial
+   page's insights/analytics will be lost.
+
+   So, be sure to add *all* pages for *all* companies in a multi-company environment to avoid this
+   issue. If a page gets de-autenticated, simply remove the stream, and re-establish it.
+
+# Create and post social media content
+
+Odoo *Social Marketing* offers the ability to create and post content for social media accounts
+directly through the application.
+
+To create content for social media accounts, navigated to the :menuselection:`Social Marketing app`,
+and click :guilabel:`New Post` located in the upper-right corner of the *Social Marketing*
+dashboard.
+
+.. image:: social_posts/new-post-button-social-marketing-dashboard.png
+   :align: center
+   :alt: New Post button on the main dashboard of the Odoo Social Marketing application.
+
+Or, navigate to :menuselection:`Social Marketing app --> Posts` and click the :guilabel:`New`
+button.
+
+.. image:: social_posts/new-button-social-posts-page.png
+   :align: center
+   :alt: New button on the Social Posts page in the Odoo Social Marketing application.
+
+Either route reveals a blank social media post detail form that can be customized and configured in
+a number of different ways.
+
+.. image:: social_posts/blank-post-detail-page.png
+   :align: center
+   :alt: Blank social media post detail page in Odoo Social Marketing.
+
+## Post detail form
+
+The social media post detail form in Odoo *Social Marketing* has many different configurable options
+available.
+
+### Company
+
+If working in a multi-company environment, the first field in the :guilabel:`Your Post` section of
+the social media post detail form is :guilabel:`Company`. In this field, select the company that
+should be connected to this specific social media post.
+
+### Post on
+
+If working in a single-company environment, the first field in the :guilabel:`Your Post` section of
+the social media post detail form is :guilabel:`Post on`. In this field, determine which social
+media outlets (streams) this post is intended to be posted on, and/or which website's visitors this
+post should be sent to, via push notification, by checking the box beside the desired option(s).
+
+Odoo automatically provides every available social media account that's been linked to the database
+as an option in this section. If a social media account hasn't been added as a stream to the *Social
+Marketing* application, it will **not** appear as an option on the post template.
+
+Multiple social media outlets (streams) and websites can be selected in the :guilabel:`Post on`
+field. At least **one** option in the :guilabel:`Post on` field *must* be selected.
+
+> **important**:
+>    In order for the :guilabel:`Push Notification` option to appear on the social media post detail
+   form in Odoo *Social Marketing*, make sure the *Enable Web Push Notifications* feature is enabled
+   in the *Website* app.
+
+   To do that, navigate to :menuselection:`Website app --> Configuration --> Settings`, activate
+   :guilabel:`Enable Web Push Notifications`, fill out the corresponding fields, and click
+   :guilabel:`Save`.
+
+### Message
+
+Next, there's the :guilabel:`Message` field. This is where the main content of the post is created.
+
+In the :guilabel:`Message` field, type in the desired message for the social post. After typing,
+click away from the :guilabel:`Message` field to reveal visual samples of how the post will look on
+all the previously selected social media accounts (and/or websites, as push notifications).
+
+.. image:: social_posts/visual-samples-social-media-outlets-preview.png
+   :align: center
+   :alt: Sample social media post with visual samples of how it will appear on social media outlets.
+
+> **tip**:
+>    Emojis can also be added directly to the text in the :guilabel:`Message` field. Just click the
+   :guilabel:`🙂 (smiley face)` icon, located on the line of the :guilabel:`Message` field to the far
+   right. Clicking this icon reveals a drop-down menu containing numerous emojis to choose from.
+
+> **note**:
+>    If :guilabel:`Twitter` is chosen in the :guilabel:`Post on` field, a character counter appears
+   beneath the :guilabel:`Message` field.
+
+### Attach Images
+
+If images are to be used in the post, click the :guilabel:`Attach Images` button, in the
+:guilabel:`Attach Images` field, located beneath the :guilabel:`Message` field. When clicked, Odoo
+reveals a pop-up window. In this pop-up window, select the desired image from the hard drive, and
+upload it.
+
+After successfully uploading and attaching the desired image, Odoo reveals a new preview of the
+social media post, complete with the newly-added image, on the right side of the detail form.
+
+.. image:: social_posts/attach-images-visual-social-post-sample.png
+   :align: center
+   :alt: Visualized samples of post with newly-attached images in Odoo Social Marketing.
+
+### Campaign
+
+Next, there is the :guilabel:`Campaign` field. This non-required field provides the options to
+attach this post to a specific marketing campaign.
+
+To add this post to a pre-existing campaign, click the empty :guilabel:`Campaign` field to reveal a
+drop-down menu, containing all the existing campaigns in the database. Select the desired campaign
+from this drop-down menu to add this post to that campaign.
+
+To create a new campaign directly from the social media post detail form, start typing the name of
+the new campaign in the blank :guilabel:`Campaign` field, and select either :guilabel:`Create` or
+:guilabel:`Create and edit...`.
+
+.. image:: social_posts/campaign-drop-down-menu-options.png
+   :align: center
+   :alt: Drop-down menu options of Create or Create and edit in the Campaign field.
+
+Clicking :guilabel:`Create` creates the campaign, which can be edited/customized later.
+
+Clicking :guilabel:`Create and edit...` creates the campaign, and reveals a :guilabel:`Create
+Campaign` pop-up form, wherein the :guilabel:`Campaign Identifier`, :guilabel:`Responsible`, and
+:guilabel:`Tags` can be instantly configured.
+
+.. image:: social_posts/create-campaign-popup.png
+   :align: center
+   :alt: Create campaign pop-up window that appears on a social media post detail form.
+
+When all the desired settings have been entered, click :guilabel:`Save & Close` to save the campaign
+and return to the social media post detail form.
+
+### When
+
+Then, in the :guilabel:`When` field, choose either :guilabel:`Send Now` to have Odoo publish the
+post immediately, or :guilabel:`Schedule later` to have Odoo publish the post at a later date and
+time.
+
+If :guilabel:`Schedule later` is selected, a new :guilabel:`Scheduled Date` field appears. Clicking
+the empty field reveals a pop-up calendar, in which a future date and time can be designated.
+
+.. image:: social_posts/schedule-post-calendar-popup.png
+   :align: center
+   :alt: Schedule date pop-up window that appears on social media post detail form in Odoo.
+
+After selecting a desired date and time, click :guilabel:`Apply`. Then, Odoo will promptly publish
+the post at that specific date and time on the pre-detemined social media account(s).
+
+> **note**:
+>    If scheduling a post, the :guilabel:`Post` button at the top of the social media post detail form
+   changes to :guilabel:`Schedule`. Be sure to click :guilabel:`Schedule` after completing the
+   social media post detail form.
+
+   Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status
+   of the post to :guilabel:`Scheduled`.
+
+### Push Notification Options
+
+If one (or multiple) :guilabel:`[Push Notification]` options are chosen in the :guilabel:`Post on`
+field, a specific :guilabel:`Push Notification Options` section appears at the bottom of the social
+media post detail form.
+
+.. image:: social_posts/push-notification-options-section.png
+   :align: center
+   :alt: Push notification options section on a social media post detail form.
+
+It should be noted that *none* of these fields are required.
+
+The first field in this section is :guilabel:`Notification Title`. In this field, there is the
+option to add a custom title to the push notification that will be sent.
+
+To designate a specific page on the website that should trigger this push notification, enter that
+page's URL in the :guilabel:`Target URL` field. Then, once a visitor reaches that specific page,
+Odoo will display the push notification.
+
+Below that field is the option to add a custom :guilabel:`Icon Image` to the push notification. This
+is an icon that appears beside the push notification.
+
+To upload a new image, click the :guilabel:`✏️ (pencil) icon` when hovering over the :guilabel:`Icon
+Image` camera icon. Doing so reveals a pop-up window, in which the desired icon image can be located
+on the hard drive, and subsequently uploaded.
+
+Once that's complete, Odoo automatically updates the visual preview of how the icon appears on the
+push notification.
+
+> **note**:
+>    Next, if the post is scheduled to be posted later, there is the option to ensure the post is sent
+   in the visitor's timezone, by enabling the :guilabel:`Local Time` option. If enabled, Odoo will
+   send it at the appropriate, pre-determined time, taking the visitor's location into
+   consideration.
+
+   .. image:: social_posts/push-notification-local-time.png
+      :align: center
+      :alt: The Local Time option in the Push Notification Options section of features.
+
+Then, there is the :guilabel:`Match all records` field. This field provides the ability to target a
+specific group of recipients in the database, based on certain criteria, and can be applied to match
+:guilabel:`all` or :guilabel:`any` of the rules.
+
+To utilize this field, click the :guilabel:`+ Add condition` button, which reveals an equation-like
+rule field.
+
+In this equation-like rule field, specifiy the specific criteria Odoo should take into account when
+sending this post to a particular target audience.
+
+.. image:: social_posts/push-notification-condition.png
+   :align: center
+   :alt: Push notification conditions set up to match a specific amount of records in the database.
+
+To add an additional rule, click the :guilabel:`➕ (plus sign) icon` to the far-right of the rule.
+
+To add a branch (series of additional rules based on the previous rule, to further specify a target
+audience), click the unique :guilabel:`branch icon`, located to the right of the :guilabel:`➕ (plus
+sign) icon`.
+
+Lastly, click the :guilabel:`🗑️ (trash can) icon` to delete any rule.
+
+The size of the specified target audience of recipients is represented by the number of
+:guilabel:`Records` displayed beneath the rules.
+
+.. seealso::
+   :doc:`social_campaigns`