Social Marketing overview
What the self-contained module does and where everything is in the menu.
Social Media Marketing Automation (social_media_marketing_automation) lets you manage social media accounts, plan campaigns and schedule posts across several platforms from inside SmartERP. It depends only on Odoo's mail and web modules.
What you can do#
- Accounts. Register one or more accounts per platform (Facebook, Instagram, X, LinkedIn, TikTok, YouTube), with a connect/disconnect status and a per-account Test Mode so you can try the whole workflow before wiring up real credentials.
- Campaigns. Group related posts under a responsible user, a date range and a status.
- Posts. A message, an image and an optional link, scheduled for a date and time on a specific account, with a state machine and basic engagement tracking.
- Compose wizard. Write one message and create a post for several accounts at once.
- Templates and hashtags. Save recurring content, and keep a colour-tagged hashtag library.
- Approval workflow. Users submit; Managers approve or reject.
- Character-limit warnings. A live count and a banner when a message is over the platform's guideline.
- Duplicate. Clone a post as a fresh draft.
- Automation. A scheduled action publishes due posts every 15 minutes, and n8n webhooks handle AI drafting and real publishing.
- Views. Kanban pipeline, calendar, list, form, and pivot/graph reporting, with chatter and activities on posts and campaigns.
The menu#
Everything lives under Social Marketing:
| Menu | What it opens | Who sees it |
|---|---|---|
| Posts | Kanban (grouped by status), list, calendar, pivot, graph and form views of all posts. | Everyone in the module |
| Compose Post | The compose wizard. | Everyone |
| Campaigns | Campaigns. | Everyone |
| Reporting | Graph and pivot of post performance. | Everyone |
| Configuration → Accounts | Accounts. | Managers |
| Configuration → Templates | Post templates. | Managers |
| Configuration → Hashtags | The hashtag library. | Managers |
| Configuration → Automation Settings | The n8n webhook URL and shared API key. | Managers |
How a post moves#
Draft → Pending Approval → Scheduled → Published
↘ Failed
(or Cancelled at most stages)The next pages explain each part: Accounts, Compose and posts, Approval workflow, Publishing.
Note
Out of the box every account is in Test Mode: publishing simulates a successful call and contacts no platform. You can try scheduling, campaigns and the scheduled action without a single API key.
Last updated: 2026-10-16