Social posts

Estimated reading: 3 minutes 15 views

Introduction

Odoo’s Social Marketing app makes creating and managing social media content simple for businesses. You can create posts, schedule them, track engagement, and convert interactions into leads all from one central platform.

 

Whether you manage Facebook, Instagram, LinkedIn, Twitter, or YouTube accounts, Social Marketing helps streamline your social media efforts and maximize your reach.

Step-by-Step Instructions

  1. Access the Social Posts Page
  • Go to Social Marketing › Posts.
  • You will see all posts created with Odoo.
  • Choose from four views to manage your posts: Kanban, Calendar, List, and Pivot (icons in the upper-right corner).
  • Use the left sidebar to filter by connected social accounts or posts for easier analysis.

Tip: Kanban view is the default and provides a visual overview of your posts.

  1. View Post Details
  • Click any post to open a pop-up window.
  • Review engagement metrics like likes, comments, and shares.
  • Leave a comment directly in the Write a comment… field and press Enter.
Pro Tip: Engaging with followers directly in Odoo saves time and keeps all interactions in one place.
  1. Create Leads from Comments
  • In the post pop-up, find the desired comment.
  • Click the three vertical dots next to the comment.
  • Select Create Lead.
  • In the pop-up, choose to:
    • Create a new customer
    • Link to an existing customer
    • Do not link to a customer
  • Click Convert to generate a new lead form where you can enter additional details.

Note: Linking to an existing customer reveals a new field to select the customer.

  1. Access Social Insights
  • Each social media stream shows a link to Insights at the top of the stream.
  • Click Insights to view KPIs and performance metrics for that social account.

Important: In multi-company environments, ensure all pages are selected at once. If pages are de-authenticated, remove and re-add the stream to restore access.

  1. Create and Post New Content
  1. Click New Post from the dashboard or go to Social Marketing › Posts › New.
  2. Fill out the Post Detail Form:
  • Company / Post On
  • In multi-company setups, select the Company.
  • In single-company setups, choose the social media accounts or website visitors to post to.
  • At least one account must be selected.

Tip: For push notifications, enable Web Push Notifications in the Website app (Website › Configuration › Settings › Enable Web Push Notifications).

  • Message
  • Type your post content in the Message field.
  • Click away to preview how the post appears on selected accounts.
  • Add emojis via the 🙂 icon.
  • Twitter posts display a character counter automatically.
  • Attach Images
  • Click Attach Images to upload visuals.
  • Preview updates immediately on the right side of the form.
  • Campaign
  • Optionally, attach the post to a marketing campaign.
  • Choose an existing campaign or create a new one directly in the form.
  • Use Create or Create and Edit… to configure campaign details.
  • Schedule Posting
  • In the When field, select Send Now or Schedule Later.
  • For scheduled posts, pick a date and time using the pop-up calendar.
  • Click Schedule to confirm.
  • Push Notification Options
  • If selected in Post On, a Push Notification Options section appears.
  • Customize:
    • Notification Title
    • Target URL (page that triggers the notification)
    • Icon Image
  • Enable Local Time to send notifications in the visitor’s time zone.
  • Use Match all records to target specific audiences with custom rules.
  • Add additional rules or branches to refine targeting.

The number of records shows the size of the targeted audience.

Tips

  • Engage quickly: Respond to comments to create leads.
  • Schedule posts: Save time and maintain a consistent posting routine.
  • Visual previews: Always check how posts will appear on each platform.
  • Multi-company caution: Ensure all pages are linked before scheduling content.
  • Campaign linking: Connect posts to campaigns for better analytics.

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