[MERGE] Forward-port of branch 12.0 to 13.0
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=========
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eCommerce
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=========
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.. toctree::
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:titlesonly:
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ecommerce/overview
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ecommerce/getting_started
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ecommerce/managing_products
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ecommerce/taxes
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ecommerce/shopper_experience
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ecommerce/publish
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ecommerce/maximizing_revenue
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=================
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Get started
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=================
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.. toctree::
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:titlesonly:
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getting_started/product_page
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getting_started/catalog
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==================================
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How to customize my catalog page
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==================================
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Product Catalog
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===============
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All your published items show up in your catalog page (or *Shop* page).
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.. image:: ./media/shop.png
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:align: center
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Most options are available in the *Customize* menu: display attributes,
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website categories, etc.
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.. image:: ./media/shop_customize.png
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:align: center
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Highlight a product
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===================
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Boost the visibility of your star/promoted products: push them to top, make them
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bigger, add a ribbon that you can edit (Sale, New, etc.). Open the Shop page, switch
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to Edit mode and click any item to start customizing the grid.
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See how to do it: https://www.odoo.com/openerp_website/static/src/video/e-commerce/editing.mp4
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Quick add to cart
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=================
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If your customers buy a lot of items at once, make their process shorter by enabling purchases from
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the catalog page. To do so, add product description and add to cart button. Turn on the following
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options in *Customize* menu: Product Description, Add to Cart, List View (to display product
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description better).
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.. image:: ./media/shop_list.png
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:align: center
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|
After Width: | Height: | Size: 4.0 KiB |
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After Width: | Height: | Size: 22 KiB |
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============================
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How to build a product page
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============================
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On the website click *New Page* in the top-right corner.
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Then click *New Product* and follow the blinking tips.
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.. image:: ./media/create_product.png
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:align: center
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Here are the main elements of the Product page:
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.. image:: ./media/product_page_tips.png
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:align: center
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Many elements can be made visible from the *Customize* menu.
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.. image:: ./media/product_customize.png
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:align: center
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See how to configure your products from links here below.
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.. seealso::
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* :doc:`../managing_products/variants`
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* :doc:`../../../sales/sales/products_prices/taxes`
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* :doc:`../managing_products/stock`
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* :doc:`../maximizing_revenue/cross_selling`
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* :doc:`../maximizing_revenue/reviews`
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* :doc:`../maximizing_revenue/pricing`
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* :doc:`../../website/optimize/seo`
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==================
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Manage my products
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==================
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.. toctree::
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:titlesonly:
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managing_products/multi_images
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managing_products/variants
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managing_products/stock
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../../sales/sales/products_prices/products/import
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|
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After Width: | Height: | Size: 33 KiB |
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=========================================
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How to display several images per product
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=========================================
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By default your product web page displays the main image of your product only.
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If you like to show your products under several angles, you can turn the image into a carrousel.
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.. image:: ./media/multi_images01.png
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:align: center
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* Check *Several images per product* in :menuselection:`Website Admin --> Configuration --> Settings`.
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* Open a product detail form and upload images from *Images* tab. Hit *Create* in Edit mode to get the upload wizard.
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.. image:: ./media/multi_images02.png
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:align: center
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.. note::
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Such extra image are common to all the product variants (if any).
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---------------------------------
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How to show product availability
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---------------------------------
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The availability of your products can be shown on the website to reassure your customers.
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.. image:: ./media/stock_web.png
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:align: center
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To display this, open the *Sales* tab in the product detail form and select an option in
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*Availability*.
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.. image:: ./media/stock.png
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:align: center
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A custom warning message can be anything related to a stock out, delivery delay, etc.
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.. image:: ./media/stock_warning.png
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:align: center
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.. note::
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This tool does not require the Inventory app to be installed.
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.. tip::
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If one item is no longer sellable, unpublish it from your website. If it comes to
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one particular product variant, deactivate the variant in the backend (see :doc:`../maximizing_revenue/pricing`).
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==============================
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How to manage product variants
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==============================
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Product variants are used to offer variations of the same product to your
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customers on the products page. For example, the customer chooses a T-shirt
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and then selects its size and color. In the example below, the customer
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chooses a phone, and then selects the memory; color and Wi-Fi band from the
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available options.
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.. image:: ./media/variants.png
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:align: center
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How to create attributes & variants
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===================================
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* Turn on *Products can have several attributes, defining variants (Example:
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size, color,...)* in :menuselection:`Sales --> Settings`.
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* Select a product from the Products list, go to the *Variants* tab.
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* Add as many attributes as you need from 3 different types: radio buttons,
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drop-down menu or color buttons. You get several variants as soon as there are
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2 values for 1 attribute.
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.. image:: ./media/variants_setup.png
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:align: center
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How to edit variants
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====================
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See all the variants from the product template detail form.
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.. image:: ./media/variants_button.png
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:align: center
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:scale: 50
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:width: 50
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:height: 50
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You can edit following data:
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* Picture (will update in real time on the website),
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* Barcode,
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* Internal Reference (SKU #),
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* Volume,
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* Weight,
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* Active (available in quotes & website).
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.. note::
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Both the Barcode and the Internal Reference are variant-specific.
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You need to populate them once the variants generated.
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.. tip::
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See and edit all the variants from :menuselection:`Sales --> Sales --> Product Variants`
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as well. This might be quicker if you manage lots of variants.
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How to set specific prices per variant
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======================================
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You can also set a specific public price per variant by clicking *Variant Prices*
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in the product detail form (action in top-left corner).
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.. image:: ./media/variant_prices_button.png
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:align: center
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The Price Extra is added to the product price whenever the corresponding attribute
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value is selected.
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.. image:: ./media/variant_prices.png
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:align: center
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.. image:: ./media/variant_prices_web.png
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:align: center
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.. tip::
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Pricelist formulas let you set advanced price computation methods for product variants.
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See :doc:`../maximizing_revenue/pricing`.
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How to disable/archive variants
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===============================
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You can disable/archive specific variants so that they are no longer available in quotes &
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website (not existing in your stock, deprecated, etc.). Simply uncheck *Active* in their detail form.
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.. image:: ./media/variant_active.png
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:align: center
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To retrieve such archived items, hit *Archived* on searching the variants list. You can
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reactivate them the same way.
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.. image:: ./media/variant_archive.png
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:align: center
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===================
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Maximize my revenue
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===================
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||||
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||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
maximizing_revenue/upselling
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maximizing_revenue/cross_selling
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maximizing_revenue/reviews
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maximizing_revenue/pricing
|
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maximizing_revenue/promo_code
|
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|
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=============================================================
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How to sell accessories and optional products (cross-selling)
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=============================================================
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You sell computers. Why not stimulating your customers to buy a top-notch
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screen or an extra-warranty? That's the goal of cross-selling functionalities:
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* Accessory products on checkout page,
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* Optional products on a new *Add to Cart* screen (not installed by default).
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Accessory products when checking out
|
||||
====================================
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Accessories (e.g. for computers: mouse, keyboard) show up when the customer
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reviews the cart before paying.
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.. image:: ./media/cross_sell_accessory_web.png
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:align: center
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Select accessories in the *Sales* tab of the product detail page.
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.. image:: ./media/cross_sell_accessory.png
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:align: center
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|
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.. note::
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||||
There is an algorithm to figure out the best accessories to display in case
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several items are added to cart. If any item is the accessory of several products
|
||||
added to cart, it is most likely that it will be atop the list of suggested accessories.
|
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|
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Optional products when adding to cart
|
||||
=====================================
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|
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Optional products are directly related to the item added to cart (e.g. for computers:
|
||||
warranty, OS software, extra components). Whenever the main product is added to cart,
|
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such a new screen pops up as an extra step.
|
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.. image:: ./media/cross_sell_optional_web.png
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:align: center
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To publish optional products:
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||||
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* Install *eCommerce Optional Products* addon in *Apps* menu. Remove the default filter to
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||||
search on addons as well, otherwise only main apps show up.
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.. image:: ./media/cross_sell_optional_install.png
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:align: center
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* Select optional items from the *Sales* tab of the product detail form.
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||||
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||||
.. image:: ./media/cross_sell_optional.png
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||||
:align: center
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.. note::
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The quantity of optional items added to cart is the same than the main item.
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================================
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Adapt prices to website visitors
|
||||
================================
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|
||||
This section sheds light on pricing features found in the eCommerce app:
|
||||
|
||||
* force a price by geo-localization,
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||||
|
||||
* let the customer choose the currency.
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||||
|
||||
As a pre-requisite, check out how to managing product pricing:
|
||||
:doc:`../../../sales/sales/products_prices/prices/pricing`).
|
||||
|
||||
Geo-IP automatically applies the right price
|
||||
============================================
|
||||
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||||
Assign country groups to your pricelists. That way, visitors who aren't
|
||||
logged in yet will get their own currency when landing on your website.
|
||||
|
||||
Once logged in, they get the pricelist matching their country.
|
||||
|
||||
Currency selector
|
||||
=================
|
||||
|
||||
In the case that you sell in several currencies, you can let your customers choose
|
||||
their own. Check the *Selectable* box to add the pricelist to the website drop-down menu, which
|
||||
can be found in *Pricelists* under the *Products* menu, located in the Website application.
|
||||
|
||||
.. image:: ./media/website_pricelist_select.png
|
||||
:align: center
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||||
:width: 50 %
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`../../../sales/sales/products_prices/prices/pricing`
|
||||
* :doc:`../../../sales/sales/products_prices/prices/currencies`
|
||||
* :doc:`promo_code`
|
||||
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|
||||
=======================================
|
||||
How to create & share promotional codes
|
||||
=======================================
|
||||
|
||||
Want to boost your sales for Xmas? Share promocodes through your marketing campaigns
|
||||
and apply any kind of discounts.
|
||||
|
||||
Setup
|
||||
=====
|
||||
|
||||
* Go to :menuselection:`Sales --> Settings` and choose
|
||||
*Advanced pricing based on formula* for *Sale Price*.
|
||||
|
||||
* Go to :menuselection:`Website Admin --> Catalog --> Pricelists` and create a new
|
||||
pricelist with the discount rule (see :doc:`pricing`).
|
||||
Then enter a code.
|
||||
|
||||
.. image:: ./media/promocode.png
|
||||
:align: center
|
||||
|
||||
* Make the promocode field available on your *Shopping Cart* page (option in
|
||||
*Customize* menu). Add a product to cart to reach it.
|
||||
|
||||
.. image:: ./media/promocode_publish.png
|
||||
:align: center
|
||||
|
||||
Once turned on you see a new section on the right side. On clicking *Apply* prices get
|
||||
automatically updated in the cart.
|
||||
|
||||
.. image:: ./media/promocode_web.png
|
||||
:align: center
|
||||
|
||||
The promocode used by the customer is stored in the system so you can analyze the
|
||||
performance of your marketing campaigns.
|
||||
|
||||
.. image:: ./media/promocode_backend.png
|
||||
:align: center
|
||||
|
||||
+ Show sales per pricelists...
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`pricing`
|
||||
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|
||||
===============================
|
||||
How to enable comments & rating
|
||||
===============================
|
||||
|
||||
Publishing and monitoring customer experience will help you gain the trust
|
||||
of new customers and better engage with your community. In 2 clicks, allow
|
||||
your customer to share their feedback!
|
||||
|
||||
.. image:: ./media/comment_post.png
|
||||
:align: center
|
||||
|
||||
Setup
|
||||
=====
|
||||
|
||||
Activate comments & rating from the *Customize* menu of the product web page.
|
||||
|
||||
.. image:: ./media/comment_setup.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
Visitors must log in to share their comments. Make sure they are able to
|
||||
do so (see Portal documentation).
|
||||
|
||||
Review the posts in real time
|
||||
=============================
|
||||
|
||||
Whenever a post is published, the product manager and all the product followers
|
||||
get notified in their Inbox (*Discuss* menu).
|
||||
|
||||
.. image:: ./media/comment_new.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
By default the user who created the product is automatically set as follower.
|
||||
|
||||
Click the product name to open the detail form and review the comment (in the
|
||||
product discussion thread).
|
||||
|
||||
.. image:: ./media/comment_inbox.png
|
||||
:align: center
|
||||
|
||||
Moderate & unpublish
|
||||
====================
|
||||
|
||||
You can easily moderate by using the chatter, either in the product detail form
|
||||
or on the web page.
|
||||
|
||||
To unpublish the post, open the product web page and click the *Published* button
|
||||
to turn it red (*Unpublished*).
|
||||
|
||||
.. image:: ./media/comment_unpublish.png
|
||||
:align: center
|
||||
|
||||
..tip::
|
||||
You can access the web page from the detail form by clicking the *Published*
|
||||
smart button (and vice versa).
|
||||
|
||||
.. image:: ./media/comment_webpage.png
|
||||
:align: center
|
||||
@@ -0,0 +1,25 @@
|
||||
====================================================
|
||||
How to sell pricier alternative products (upselling)
|
||||
====================================================
|
||||
|
||||
In order to maximize your revenue, suggesting pricier alternative products is
|
||||
strongly advised for basic items. That way, your customer will spend more time
|
||||
browsing your catalog.
|
||||
|
||||
.. image:: ./media/upsell_web.png
|
||||
:align: center
|
||||
|
||||
To do so:
|
||||
|
||||
* Select such *Alternative Products* in the *Sales* tab of the product detail form.
|
||||
3 alternatives are fine! Don't publish too many otherwise your customers will be confused.
|
||||
|
||||
.. image:: ./media/upsell.png
|
||||
:align: center
|
||||
|
||||
* Turn on *Alternative Products* from the *Customize* menu of the product web page.
|
||||
|
||||
.. image:: ./media/upsell_publish.png
|
||||
:align: center
|
||||
|
||||
|
||||
@@ -0,0 +1,9 @@
|
||||
=================
|
||||
Overview
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/introduction
|
||||
|
||||
@@ -0,0 +1,24 @@
|
||||
==============================
|
||||
Introduction to Odoo eCommerce
|
||||
==============================
|
||||
|
||||
.. youtube:: tR0xandHlhU
|
||||
:align: right
|
||||
:width: 700
|
||||
:height: 394
|
||||
|
||||
The documentation will help you go live with your eCommerce website in no time.
|
||||
The topics follow the buying process:
|
||||
|
||||
* Product Page
|
||||
* Shop Page
|
||||
* Pricing
|
||||
* Taxes
|
||||
* Checkout process
|
||||
* Upselling & cross-selling
|
||||
* Payment
|
||||
* Shipping & Tracking
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`../../website/publish/domain_name`
|
||||
@@ -0,0 +1,13 @@
|
||||
===================
|
||||
Launch my website
|
||||
===================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
../website/publish/domain_name
|
||||
../website/publish/on-premise_geo-ip-installation
|
||||
../website/publish/translate
|
||||
|
||||
|
||||
|
||||
@@ -0,0 +1,13 @@
|
||||
========
|
||||
Get paid
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
shopper_experience/payment_acquirer
|
||||
shopper_experience/portal
|
||||
|
||||
|
||||
|
||||
|
||||
|
After Width: | Height: | Size: 13 KiB |
|
After Width: | Height: | Size: 29 KiB |
|
After Width: | Height: | Size: 34 KiB |
|
After Width: | Height: | Size: 13 KiB |
|
After Width: | Height: | Size: 4.7 KiB |
|
After Width: | Height: | Size: 35 KiB |
|
After Width: | Height: | Size: 18 KiB |
@@ -0,0 +1,78 @@
|
||||
===================================================
|
||||
How to manage orders paid with payment acquirers
|
||||
===================================================
|
||||
|
||||
Odoo confirms orders automatically as soon as the payment is authorized
|
||||
by a payment acquirer. This triggers the delivery.
|
||||
If you invoice based on ordered quantities,
|
||||
you are also requested to invoice the order.
|
||||
|
||||
|
||||
What are the payment status
|
||||
===========================
|
||||
At anytime, the salesman can check the transaction status from the order.
|
||||
|
||||
.. image:: media/payment_transaction.png
|
||||
:align: center
|
||||
|
||||
* *Draft*: transaction under processing.
|
||||
|
||||
* *Pending*: the payment acquirer keeps the transaction on hold and you
|
||||
need to authorize it from the acquirer interface.
|
||||
|
||||
* *Authorized*: the payment has been authorized but not yet captured.
|
||||
In Odoo, the order is already confirmed. Once the delivery done, you
|
||||
can capture the amount from the acquirer interface (or from Odoo if you use
|
||||
Authorize.net).
|
||||
|
||||
* *Done*: the payment is authorized and captured. The order has been confirmed.
|
||||
|
||||
* *Error*: an error has occured during the transaction.
|
||||
The customer needs to retry the payment.
|
||||
The order is still in draft.
|
||||
|
||||
* *Cancelled*: when the customer cancels the payment in the payment acquirer form.
|
||||
They are taken back to Odoo in order to modify the order.
|
||||
|
||||
.. note:: Specific messages are provided to your customers for every
|
||||
payment status, when they are redirected to Odoo after the transaction.
|
||||
To edit such messages, go to the *Messages* tab of the payment
|
||||
method.
|
||||
|
||||
|
||||
Auto-validate invoices at order
|
||||
===============================
|
||||
|
||||
When the order is confirmed you can also have an invoice automatically issued
|
||||
and paid. This fully-automated made for businesses that invoice
|
||||
orders straight on.
|
||||
|
||||
.. image:: media/payment_invoice.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
If you choose this mode you are requested to select a payment journal in order to record payments
|
||||
in your books. This payment is automatically reconcilied with the invoice, marking it as paid.
|
||||
Select your **bank account** if you get paid immediately on your bank account. If you don't you
|
||||
can create a specific journal for the payment acquirer (type = Bank). That way, you can track
|
||||
online payments in an intermediary account of your books until you get paid into your bank
|
||||
account (see :doc:`../../../general/payment_acquirers/payment_acquirers`).
|
||||
|
||||
|
||||
Capture the payment after the delivery
|
||||
======================================
|
||||
With this mode, the order is confirmed but the amount is kept on hold.
|
||||
Once the delivery processed, you can capture the payment from Odoo.
|
||||
This mode is only available with Authorize.net.
|
||||
|
||||
.. image:: media/payment_capture_mode.png
|
||||
:align: center
|
||||
|
||||
To capture the payment, open the transaction from the order.
|
||||
Then click *Capture Transaction*.
|
||||
|
||||
.. image:: media/payment_capture.png
|
||||
:align: center
|
||||
|
||||
With other payment acquirers, you can manage the capture in
|
||||
their own interfaces, not from Odoo.
|
||||
@@ -0,0 +1,38 @@
|
||||
=================================================
|
||||
How customers can access their customer account
|
||||
=================================================
|
||||
|
||||
It has never been so easy for your customers to access their
|
||||
customer account. Forget endless signup forms,
|
||||
Odoo makes it as easy as ABC.
|
||||
They are suggested to sign up (name, email, password) when the order
|
||||
is placed, and not before.
|
||||
Indeed, nothing is more annoying than going through a signup process
|
||||
before buying something.
|
||||
|
||||
Sign up
|
||||
=======
|
||||
|
||||
The invitation to sign up shows up when the customer wants to visualize
|
||||
the order from order confirmation email.
|
||||
|
||||
.. image:: ./media/portal_odoo_signup.png
|
||||
:align: center
|
||||
|
||||
Customer account
|
||||
================
|
||||
|
||||
Once logged in the customer will access the account by clicking *My Account*
|
||||
in the login dropdown menu.
|
||||
|
||||
.. image:: ./media/portal_link.png
|
||||
:align: center
|
||||
|
||||
THere they find all their history. The main address (billing) can also be modified.
|
||||
|
||||
.. image:: ./media/portal_menu.png
|
||||
:align: center
|
||||
|
||||
.. note::
|
||||
If the customer is set as a contact of a company in your address book,
|
||||
they will see all the documents whose the customer belongs to this company.
|
||||
@@ -0,0 +1,11 @@
|
||||
=================
|
||||
Collect taxes
|
||||
=================
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
../../finance/accounting/taxation/taxes/default_taxes
|
||||
../../finance/accounting/taxation/taxes/fiscal_positions
|
||||
../../finance/accounting/taxation/taxes/taxes
|
||||
../../finance/accounting/taxation/taxes/taxcloud
|
||||
@@ -0,0 +1,9 @@
|
||||
|
||||
=========
|
||||
Live Chat
|
||||
=========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
livechat/overview
|
||||
@@ -0,0 +1,10 @@
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/get_started
|
||||
overview/ratings
|
||||
overview/responses
|
||||
@@ -0,0 +1,83 @@
|
||||
==========================
|
||||
Get Started with Live Chat
|
||||
==========================
|
||||
|
||||
Live Chat has the highest satisfaction rating of any communication tool. It allows fast responses
|
||||
and it is accessible and convenient, as your customers can keep doing what they are doing while
|
||||
interacting with you. Remember: your customers want to talk to you, so let's make it easy.
|
||||
|
||||
Set up
|
||||
======
|
||||
|
||||
Once *Live Chat* is installed on your database, if your website was created with Odoo, the
|
||||
application is automatically added to it. All that is left to do is to go to
|
||||
:menuselection:`Website --> Configuration --> Settings --> Live Chat`.
|
||||
|
||||
.. image:: media/livechat_settings.png
|
||||
:align: center
|
||||
:height: 300
|
||||
:alt: View of the settings page and the live chat feature for Odoo Live Chat
|
||||
|
||||
Select the channel to be linked to your website or create one on the fly.
|
||||
|
||||
.. image:: media/channels.png
|
||||
:align: center
|
||||
:alt: View of a live chat channel form for Odoo Live Chat
|
||||
|
||||
| For both scenarios, under:
|
||||
| - **Operators**: add agents to respond to the chat requests. Add as many as you like, and keep in
|
||||
mind that operators that do not show any activity in Odoo for more than 30min are considered
|
||||
disconnected.
|
||||
| - **Options**: set the default text to be shown on the live chat button; an automated welcome
|
||||
message to be seen by visitors when a conversation is initiated, and the text that prompts the
|
||||
user to initiate a chat.
|
||||
| - **Channel Rules**: choose an action for a given URL, and/or per country. In the example below,
|
||||
the chat window automatically pops-up 3 seconds after users (from any country) land on the
|
||||
contact us page.
|
||||
|
||||
.. image:: media/rules.png
|
||||
:align: center
|
||||
:alt: View of a channel’s rules form for Odoo Live Chat
|
||||
|
||||
.. note::
|
||||
GeoIP, which refers to the process of finding a computer terminal’s geographical location by its
|
||||
IP address, must be installed on your server. Otherwise, under *Channel Rules*, countries are
|
||||
not taken into account.
|
||||
|
||||
External options
|
||||
----------------
|
||||
|
||||
| If your website was not created with Odoo, you can find the code to be added to your own, under
|
||||
the *Widget* tab.
|
||||
| Odoo also offers an URL you can send to users so they can have access to a single live chat page.
|
||||
|
||||
.. image:: media/widget.png
|
||||
:align: center
|
||||
:alt: View of the widget tab for Odoo Live Chat
|
||||
|
||||
Managing chat requests
|
||||
======================
|
||||
|
||||
Conversations initiated by visitors pop up as a direct message, and are shown in *Discuss*.
|
||||
Therefore, inquiries can be answered wherever you are in Odoo.
|
||||
|
||||
.. image:: media/discuss.png
|
||||
:align: center
|
||||
:alt: View of the discuss application with a message sent through live chat in Odoo
|
||||
|
||||
.. note::
|
||||
Conversations are dispatched based on the current workload of the online operators.
|
||||
|
||||
Leave or join a channel
|
||||
=======================
|
||||
|
||||
Go to :menuselection:`Website --> Configuration --> Settings`, access your channel under
|
||||
*Live Chat*, and *Join Channel* or *Leave Channel*.
|
||||
|
||||
.. image:: media/joinchannel.png
|
||||
:align: center
|
||||
:alt: View of a channel form and the option to join a channel for Odoo Live Chat
|
||||
|
||||
.. seealso::
|
||||
- :doc:`ratings`
|
||||
- :doc:`responses`
|
||||
|
After Width: | Height: | Size: 5.4 KiB |
|
After Width: | Height: | Size: 37 KiB |
|
After Width: | Height: | Size: 6.9 KiB |
|
After Width: | Height: | Size: 29 KiB |
|
After Width: | Height: | Size: 42 KiB |
|
After Width: | Height: | Size: 44 KiB |
|
After Width: | Height: | Size: 26 KiB |
|
After Width: | Height: | Size: 30 KiB |
|
After Width: | Height: | Size: 41 KiB |
|
After Width: | Height: | Size: 28 KiB |
|
After Width: | Height: | Size: 24 KiB |
|
After Width: | Height: | Size: 19 KiB |
@@ -0,0 +1,45 @@
|
||||
=======
|
||||
Ratings
|
||||
=======
|
||||
|
||||
Giving users the opportunity to rate their interactions can help you improving the experience you
|
||||
offer. That means staying on top of your customers' needs, besides keeping track of your operators’
|
||||
performances.
|
||||
|
||||
Customer Rating
|
||||
===============
|
||||
|
||||
| Once the user chooses to close the chat window, he can rate his interaction.
|
||||
| If the user is *Not satisfied* or *Highly dissatisfied*, a field allowing for an explanation
|
||||
is shown.
|
||||
| A copy of the conversation can also be sent by email.
|
||||
|
||||
.. image:: media/user_chatwindow.png
|
||||
:align: center
|
||||
:height: 400
|
||||
:alt: View of the chat window from a user’s side for Odoo Live Chat
|
||||
|
||||
The rating is shown on the chat window itself for the operator.
|
||||
|
||||
.. image:: media/operator_chatwindow.png
|
||||
:align: center
|
||||
:alt: View of a chat window from an operator’s side highlighting a rating for Odoo Live Chat
|
||||
|
||||
And under :menuselection:`Report --> Customer Ratings`.
|
||||
|
||||
.. image:: media/customer_ratings.png
|
||||
:align: center
|
||||
:alt: View of the customer ratings page in Odoo Live Chat
|
||||
|
||||
Make the rating public
|
||||
======================
|
||||
|
||||
Go to :menuselection:`Website --> Configuration --> Settings`, access your channel form, click on
|
||||
*Go to Website* and on *Unpublished*, to publish the rating of that channel on your website.
|
||||
|
||||
.. image:: media/publish_ratings.png
|
||||
:align: center
|
||||
:alt: View of the public ratings in the website for Odoo Live Chat
|
||||
|
||||
.. seealso::
|
||||
- :doc:`responses`
|
||||
@@ -0,0 +1,48 @@
|
||||
=============================
|
||||
Commands and Canned Responses
|
||||
=============================
|
||||
|
||||
Using canned responses can help you save time and have a previous, well-thought response, to some
|
||||
of your most common questions and comments.
|
||||
|
||||
Use commands
|
||||
============
|
||||
|
||||
Commands are shortcuts that do specific actions within the chat window:
|
||||
|
||||
#. **/help**: shows a help message.
|
||||
#. **/helpdesk**: creates a helpdesk ticket.
|
||||
#. **/helpdesk_search**: searches for a helpdesk ticket.
|
||||
#. **/history**: shows the last 15 visited pages.
|
||||
#. **/lead**: creates a new lead.
|
||||
#. **/leave**: leaves the channel.
|
||||
|
||||
.. important::
|
||||
| - For *helpdesk tickets*: make sure the application is installed on your database and the
|
||||
option *Live Chat* under :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`
|
||||
is enabled.
|
||||
| - For *leads*: the *CRM* application must be installed on your database.
|
||||
|
||||
To access the ticket or lead created from the chat, click on the shortcut link.
|
||||
|
||||
.. image:: media/create_ticket.png
|
||||
:align: center
|
||||
:alt: View of the chat window with a helpdesk ticket created in Odoo Live Chat
|
||||
|
||||
.. tip::
|
||||
Helpdesk tickets created from the chat automatically add the conversation as a description of
|
||||
the ticket. The same goes for the creation of a lead.
|
||||
|
||||
Send canned responses
|
||||
=====================
|
||||
|
||||
| Canned responses allow you to have a full piece of text being placed when you type a shortcut word.
|
||||
To create them, go to :menuselection:`Live Chat --> Configuration --> Canned Responses`.
|
||||
| To use them during a conversation, simply type **:** followed by the shortcut word you created.
|
||||
|
||||
.. image:: media/canned_response.png
|
||||
:align: center
|
||||
:alt: View of a chat window and the use of a canned response in Odoo Live Chat
|
||||
|
||||
.. seealso::
|
||||
- :doc:`ratings`
|
||||
@@ -0,0 +1,10 @@
|
||||
|
||||
=======
|
||||
Website
|
||||
=======
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
website/publish
|
||||
website/optimize
|
||||
@@ -0,0 +1,14 @@
|
||||
========
|
||||
Optimize
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
optimize/seo
|
||||
optimize/google_analytics
|
||||
optimize/google_analytics_dashboard
|
||||
optimize/link_tracker
|
||||
|
||||
|
||||
|
||||
@@ -0,0 +1,32 @@
|
||||
=======================================================
|
||||
How to track your website's traffic in Google Analytics
|
||||
=======================================================
|
||||
|
||||
To follow your website's traffic with Google Analytics:
|
||||
|
||||
- `Create a Google Analytics account <https://www.google.com/analytics/>`__ if
|
||||
you don't have any.
|
||||
|
||||
- Go through the creation form and accept the conditions to get the tracking ID.
|
||||
|
||||
.. image:: media/google_analytics_account.png
|
||||
:align: center
|
||||
|
||||
- Copy the tracking ID to insert it in Odoo.
|
||||
|
||||
.. image:: media/google_analytics_tracking_id.png
|
||||
:align: center
|
||||
|
||||
- Go to the *Configuration* menu of your Odoo's Website app.
|
||||
In the settings, turn on Google Analytics and paste the tracking ID.
|
||||
Then save the page.
|
||||
|
||||
.. image:: media/google_analytics_settings.png
|
||||
:align: center
|
||||
|
||||
To make your first steps in Google Analytics, refer to `Google Documentation
|
||||
<https://support.google.com/analytics/answer/1008015?hl=en/>`_.
|
||||
|
||||
.. seealso::
|
||||
|
||||
* :doc:`google_analytics_dashboard`
|
||||
@@ -0,0 +1,70 @@
|
||||
==========================================================
|
||||
How to track your website traffic from your Odoo Dashboard
|
||||
==========================================================
|
||||
|
||||
You can follow your traffic statistics straight from your Odoo Website
|
||||
Dashboard thanks to Google Analytics.
|
||||
|
||||
- A preliminary step is creating a Google Analytics account and entering the
|
||||
tracking ID in your Website's settings (see :doc:`google_analytics`).
|
||||
|
||||
- Go to `Google APIs platform <https://console.developers.google.com>`__
|
||||
to generate Analytics API credentials. Log in with your Google account.
|
||||
|
||||
- Select Analytics API.
|
||||
|
||||
.. image:: media/google_analytics_api.png
|
||||
:align: center
|
||||
|
||||
- Create a new project and give it a name (e.g. Odoo).
|
||||
This project is needed to store your API credentials.
|
||||
|
||||
.. image:: media/google_analytics_create_project.png
|
||||
:align: center
|
||||
|
||||
- Enable the API.
|
||||
|
||||
.. image:: media/google_analytics_enable.png
|
||||
:align: center
|
||||
|
||||
- Create credentials to use in Odoo.
|
||||
|
||||
.. image:: media/google_analytics_create_credentials.png
|
||||
:align: center
|
||||
|
||||
- Select *Web browser (Javascript)*
|
||||
as calling source and *User data* as kind of data.
|
||||
|
||||
.. image:: media/google_analytics_get_credentials.png
|
||||
:align: center
|
||||
|
||||
- Then you can create a Client ID.
|
||||
Enter the name of the application (e.g. Odoo) and the allowed pages on
|
||||
which you will be redirected. The *Authorized JavaScript origin* is your
|
||||
Odoo's instance URL. The *Authorized redirect URI* is your Odoo's instance
|
||||
URL followed by '/google_account/authentication'.
|
||||
|
||||
.. image:: media/google_analytics_authorization.png
|
||||
:align: center
|
||||
|
||||
|
||||
- Go through the Consent Screen step by entering a product name
|
||||
(e.g. Google Analytics in Odoo). Feel free to check the customizations options
|
||||
but this is not mandatory. The Consent Screen will only show up when you enter
|
||||
the Client ID in Odoo for the first time.
|
||||
|
||||
- Finally you are provided with your Client ID. Copy and paste it in Odoo.
|
||||
|
||||
.. image:: media/google_analytics_client_id.png
|
||||
:align: center
|
||||
|
||||
- Open your Website Dashboard in Odoo and link your Analytics account.
|
||||
to past your Client ID.
|
||||
|
||||
.. image:: media/google_analytics_start.png
|
||||
:align: center
|
||||
|
||||
- As a last step, authorize Odoo to access Google API.
|
||||
|
||||
.. image:: media/google_analytics_login.png
|
||||
:align: center
|
||||
@@ -0,0 +1,56 @@
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=============================================
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Track clicks and visitors using Link Trackers
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||||
=============================================
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|
||||
Link Trackers allow you to track your marketing campaigns (emails, banner ads, blog posts, social
|
||||
media posts, affiliate links, etc.). This way, you are able to identify your best traffic sources
|
||||
and make informed decisions about the distribution of your marketing budget.
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Configuration
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||||
=============
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||||
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||||
Go to :menuselection:`Website --> Configuration --> Settings` and activate *Link Trackers*.
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||||
|
||||
.. image:: media/enable_link_tracker.png
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||||
:align: center
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||||
:alt: View of Website settings page emphasizing the link trackers field in Odoo Website
|
||||
|
||||
Set up traceable URLs
|
||||
---------------------
|
||||
|
||||
Go to :menuselection:`Website --> Go to website --> Promote --> Track this page`. Here, you are able
|
||||
to get a specific tracked URL based on the campaign, medium, and source being used.
|
||||
|
||||
.. image:: media/link_tracker_fields.png
|
||||
:align: center
|
||||
:alt: View of the link traker fields for Odoo Website
|
||||
|
||||
- **URL**: url of the page you want to track (e.g. the home page or a product's page).
|
||||
- **Campaign**: context of your link (e.g. a special promotion).
|
||||
- **Medium**: channel used to share (deliver) your link (e.g. an email or a Facebook ad).
|
||||
- **Source**: platform where the traffic originates (e.g. Google or Twitter).
|
||||
|
||||
Now, click on *Get tracked link* to generate a URL that you can post or send by the source you have
|
||||
decided on.
|
||||
|
||||
Follow-up on tracked links
|
||||
==========================
|
||||
|
||||
To look at statistics of your links, go to :menuselection:`Website --> Go to website --> Promote
|
||||
--> Track this page`. Besides being able to see the *Most Clicked* and *Recently Used* links, click
|
||||
on *Stats* to see complete statistics about the number of clicks and the country of origin of those
|
||||
clicks.
|
||||
|
||||
.. image:: media/links_statistics.png
|
||||
:align: center
|
||||
:alt: View of the tracked list emphasizing the statistics buttons in Odoo Website
|
||||
|
||||
.. tip::
|
||||
|
||||
#. You can also access the link tracker by typing *odoo.com/r* on your browser.
|
||||
#. Activate the developer mode (:menuselection:`Settings --> Activate the developer mode`) and
|
||||
get access to the *Link Tracker* module and its back-end functionalities.
|
||||
#. Integrated with :doc:`Google Analytics <google_analytics>`, those trackers allow you to see
|
||||
the number of clicks and visitors to keep you on top of your marketing campaigns.
|
||||
#. The integration with the :doc:`CRM <../../../sales/crm/track_leads/prospect_visits>` application allows
|
||||
you to understand where your leads and opportunities are coming from.
|
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