Social Marketing in Odoo 18
Odoo Social Marketing is a centralized tool designed for content marketers and businesses to manage, schedule, and analyze social media content across multiple business accounts. It streamlines social media management by connecting various platforms like Facebook, Instagram, LinkedIn, Twitter and YouTube, allowing users to create posts, run campaigns, engage with followers and track the effectiveness of their marketing efforts all from within the Odoo environment.
The application is specifically built for business accounts, not personal profiles, and includes functionalities to manage social media streams, campaigns and visitor interactions with integrated communication options.
Key Features
- Manage multiple social media accounts (Facebook, Twitter, LinkedIn, Instagram, YouTube, etc.) from one dashboard
- Schedule posts, tweets and updates across all platforms
- Design posts with images, videos and links directly inside Odoo
- Plan and run marketing campaigns across various social platforms to increase engagement
- Add or remove social media streams at any time to customize your content feeds
- Create, customize and schedule social media posts for future publishing across all linked accounts
- Track and manage social media streams including accounts, pages and keyword-based feeds
- Monitor mentions, comments and messages from all social platforms
- Track likes, comments, clicks and shares in real time
- Monitor visitors to your connected websites and view their information in kanban, list or graph formats
- Link social media accounts securely via authorized business profiles with proper permissions
- Engage directly with followers without leaving the platform
- Manage and track marketing campaigns end-to-end inside Odoo
- Detailed insights on campaign performance, engagement rates, follower growth and more
- Track ROI of social marketing efforts
- Customizable reports help in making data-driven marketing decisions
- Connect social marketing efforts with CRM, email marketing, sales and website modules
- Link social campaigns with CRM leads and sales pipeline
- Track leads and conversions directly from social campaigns
- Centralized customer data for personalized marketing
- Automate publishing with activity plans and reminders
Social Marketing Workflow
Social Marketing Master Management
- Social Media
- Social Accounts
- Social Streams
Social Marketing Master Management
Social Media
Overview
The Social Media in Odoo Social Marketing allows businesses to centrally manage and link various social media platforms to their Odoo database. This configuration enables scheduling posts, managing accounts and sending notifications across multiple channels including Facebook, Instagram, LinkedIn, X (formerly Twitter), YouTube and Push Notifications. Each platform can be linked individually through the configuration interface, streamlining social media management and content distribution from one unified location.
Process Flow
Business Rules
- Only business accounts from Facebook, Instagram, LinkedIn, X, and YouTube can be connected and managed
- Social media accounts must be authorized via their respective platforms before being added as streams
- Each social media platform must be linked through the Link Account button to authorize Odoo to post and manage content on behalf of the business
- Multiple accounts per platform can be managed, each requiring separate authorization
- Manage all accounts from a single dashboard
- The dashboard displays real-time feeds and analytics for connected accounts
- In multi-company setups, each company must independently activate its social media accounts to avoid permission errors
- Secure authentication using API / OAuth integration
- Define default posting settings (time zones, scheduling preferences)
- Assign accounts to specific teams or users for better access control
- Centralized account repository for campaigns, ensuring no duplication
- Disconnect or update accounts when credentials or tokens expire
- Maintain audit logs of who connected or modified accounts
Screenshot
Social Media View
Social Accounts
Overview
The Social Accounts in Odoo is the central place where social media accounts and push notification channels are configured and linked to companies. Each account (e.g., Facebook page, Instagram Business account or Push Notifications channel) is defined with a name, handle, social media type and assigned company. This setup enables streamlined management of multiple accounts across different brands or business units within Odoo.
Process Flow
Business Rules
- Each social account must have a Name and a unique Handle/Short Name for internal identification
- The Social Media Type defines the platform or channel (Facebook, Instagram, LinkedIn, X, YouTube or Push Notifications)
- Every social account is linked to a specific Company in multi-company setups
- Push Notifications accounts correspond to live notification channels for the company’s website
- Manage all accounts from a centralized dashboard
- Post directly to multiple accounts at once
- Schedule posts across different platforms from Odoo
- Disconnect or switch accounts easily
Screenshot
Social Accounts List View
Social Accounts Form View
Social Streams
Overview
The Social Streams page provides a centralized view of all social media streams that have been added to the Social Marketing dashboard. It allows users to easily manage and monitor the various streams linked to different social media accounts and business entities.
Process Flow
Business Rules
- All added social media streams appear in a list format showing Social Media platform, Stream Title, Stream Type, Created By and associated Company
- Only streams that have been added to the Social Marketing app are displayed on this page
- Centralized live feed of posts, comments, mentions and reactions from all connected accounts
- Reply to comments and messages directly from Odoo
- Streams can represent different types such as Posts, Keywords or other stream types configured during setup
- Streams are associated with a specific company in multi-company environments
- Users can modify stream details by selecting a stream from the list and editing the information
- Changes to stream information affect how social media data is pulled and displayed in Social Marketing dashboards
Screenshot
Social Streams List View
Social Streams Form View
Social Marketing Process Management
- Campaigns
- Social Posts
- Visitors Page
- Social Marketing Dashboard (Feed)
Campaigns
Overview
Campaigns in Odoo enable businesses to plan, manage, and execute multi-channel marketing efforts from a single platform. The module consolidates campaign creation, content posting and performance tracking across email, SMS, social media and push notifications. With an intuitive dashboard and deep integration with other Odoo apps like Sales and CRM, it helps companies engage their audience, promote products or events, and measure marketing impact efficiently.
Process Flow
Business Rules
- Social marketing campaigns are managed through a centralized dashboard that provides a clear visual overview of all campaigns and their progress
- Campaigns move through customizable stages in a pipeline, allowing teams to tailor workflows and track campaign status efficiently
- Users can easily create new campaigns with essential details such as the campaign name, responsible person and relevant tags to organize efforts
- Detailed editing of campaigns includes the ability to craft and schedule various types of communications, ensuring targeted messaging
- Multiple communication channels email, SMS, social media posts, and push notifications are supported, providing flexibility to reach audiences across platforms
- Integration with Odoo’s Email Marketing and SMS Marketing apps is required to enable email and SMS campaign functionalities
- All created campaign content is organized within the campaign’s template, making it simple to review and manage messaging assets
- Performance tracking is built-in, with analytical buttons offering insights into how campaigns influence sales, leads and other key business metrics
- The system’s integration with sales, CRM, and invoicing modules allows marketing efforts to be closely tied to revenue and customer engagement data
- Users have the ability to customize the campaign workflow by adding, renaming, or removing pipeline stages, adapting the process to fit business needs
Screenshot
Campaigns Kanban View
Campaigns Form View
Social Posts
Overview
Odoo Social Marketing allows businesses to create, schedule, and publish content directly to connected social media accounts and websites. Users can build rich, targeted posts, attach visuals and integrate them into broader marketing campaigns all from within a single interface. Posts can be sent instantly or scheduled, and even include push notifications tailored to specific website visitors or audiences.
Process Flow
Business Rules
- Users can create social posts directly from the Social Marketing dashboard or the Posts page
- Posts can be published to multiple connected social media accounts and websites at once
- In multi-company setups, users must select the company associated with the post
- Only linked social media accounts appear as available options for posting
- The message field supports text, emojis and live previews for each selected platform
- Images can be uploaded and attached to enhance visual content in posts
- Posts can be linked to existing campaigns or used to create new ones on the fly
- Posts can be published immediately or scheduled for a future date and time
- Web push notifications can be enabled and configured if supported by the Website app
- Push notifications can include a custom title, target URL and icon image
- Posts can be scheduled to match the visitor’s local time zone
- Advanced targeting rules allow for personalized push notifications based on database conditions
- The system shows the number of matched recipients based on the defined targeting rules
Screenshot
Social Posts Kanban View
New Post Creation View
Visitors Page
Overview
The Visitors page in Odoo Social Marketing provides a comprehensive view of all website visitors linked to the database. It shows detailed visitor information and integrates with contact records, allowing marketers to engage visitors directly via email or SMS from within the app. Visitor data can be visualized in multiple formats including Kanban, list and graph views
Process Flow
Business Rules
- The Visitors page displays detailed information about all website visitors connected to the database
- Visitor data integrates with other apps like CRM and Email Marketing for campaign follow-ups
- Visitor tracking is done in real time when someone visits the connected website
- Visitors are shown by default in Kanban view, with options to switch to List or Graph views
- If visitor contact information exists in the database, users can send Email or SMS communications directly from the Visitors page
- Visitor data helps track engagement and facilitates targeted marketing outreach
- The system integrates visitor data with other Odoo apps for a unified customer management experience
Screenshot
Visitors kanban View
Visitors Form View
Social Marketing Dashboard (Feed)
Overview
The Social Marketing Dashboard (Feed) in Odoo provides a centralized, real-time feed of all social media activity across connected accounts. It displays posts, engagement metrics and keywords, allowing users to monitor, manage and analyze social media content efficiently. The dashboard organizes content by streams, companies and channels, giving a comprehensive overview of social interactions and campaign performance.
Process Flow
Key Features
- The dashboard consolidates posts from multiple social media platforms into one feed
- Users can create and publish new social media posts directly from the dashboard
- New social media accounts (streams) can be added and authorized for monitoring and posting
- Real-time engagement metrics such as likes, comments, shares and views are displayed on each post
- Posts show visual previews including images, videos and links
- Keywords and hashtags related to the company or competitors are tracked for social listening
- Posts can be linked to marketing campaigns for performance tracking
- Supports multi-company environments by segregating social media data by company
- Social media interactions can be converted into sales leads directly from the dashboard
- Leads created from posts can be converted into sales opportunities within Odoo CRM
- Users can schedule posts for future publishing to maintain consistent social presence
- Author information, timestamps and engagement details help monitor social activity
- Data can be viewed in Kanban feed, list or graph formats for flexible analysis
Screenshot
Feed Kanban View
