Marketing: Social Marketing: Campaigns

Purpose

This document covers the Campaigns page in the Social Marketing application of Odoo 16. A social media campaign is a concerted effort to promote a product or service, and allows you to track progress, leads, income, and more.

Process

To get started, navigate to the Social Marketing app.


Once there, click the menu item for Campaigns.


Create a Social Media Campaign

To create a campaign, click NEW. This adds a new card where you'll enter the following details:

Name: Enter the name of your campaign.

Responsible: Select the employee responsible for the campaign.

Tags: If applicable, add or create tags for this campaign.


When you're done, click Add. You can now select this campaign when designing social media posts.

Social Media Campaign Details

From the Campaigns page, select an existing campaign.

Use the ADD Post or SEND PUSH to create content quickly within this campaign.

Smart Buttons: These buttons act as shortcuts to the data they represent.

  •  Engagement: The number of engagements (comments, likes, opens) for this campaign.

  •  Revenues: The incoming generated from this campaign.

  •  Quotations: The number of quotations created based on engagement from this campaign.

  •  Leads: The number of CRM Leads created based on engagement from this campaign.
  •  Clicks: The number of clicks this campaign has gained.

Campaign Name: The name of this campaign.

Responsible: The employee responsible for this campaign. 

Tags: Tags related to this campaign.

Under the push notifications tab, you'll see a card representing each post for this campaign.