Social Media Management¶

Overview¶

The Social Media Management module (sr_social_media) is Scott Recycling's centralized platform for managing content across eight social media platforms. It combines AI-powered content generation, multi-level approval workflows, scheduled publishing, unified analytics, and a consolidated inbox -- all from within Odoo.

Supported platforms: Facebook, Instagram, LinkedIn, X (Twitter), YouTube, Google Business Profile, TikTok, and Pinterest.

Last Updated: February 2026 Target Audience: Marketing, Managers

The Social Media menu contains the following sections:

Menu Item	What It Shows
Approval Queue	Posts awaiting review and approval
Inbox	Messages and comments from all connected platforms
All Posts	Complete list of all posts across all statuses
Analytics	Performance dashboards with follower, reach, and engagement data
Calendar	Visual calendar of scheduled and published posts
Media Library	Uploaded images, videos, and other media assets
Configuration	Platform connections, locations, templates, and settings

Accounts¶

Each social media platform requires an account connection via OAuth. To connect an account:

Navigate to Social Media > Configuration > Accounts
Click New
Select the Platform (Facebook, Instagram, LinkedIn, etc.)
Click Connect -- this opens the platform's OAuth authorization page
Log in and grant Scott Recycling access
The account status changes to Connected

Account Fields¶

Field	Description
Platform	Which social network (Facebook, Instagram, LinkedIn, X, YouTube, GBP, TikTok, Pinterest)
Account Name	Display name for this account
Connection Status	Connected, Disconnected, or Expired
Followers	Current follower count (synced from platform)
Post Count	Total number of posts published through this account
Location	Associated business location (optional)
Last Synced	When the account data was last refreshed

Social Media Accounts — connected platforms with follower counts and connection status

Reconnect expired accounts promptly

OAuth tokens expire periodically. If an account shows Expired status, reconnect it immediately to avoid missed scheduled posts.

Locations¶

Locations represent Scott Recycling business locations. They provide context for AI content generation and allow multi-location posting strategies.

Field	Description
Name	Location name (e.g., "Scott Recycling - Pomona")
Address	Physical address
Social Accounts	Which social accounts are associated with this location
Active	Whether the location is available for content generation

Navigate to Social Media > Configuration > Locations to manage locations.

Creating Posts¶

The Post Editor¶

To create a new post:

Navigate to Social Media > All Posts
Click New
Fill in the post form:

Field	Description
Content	The post text -- supports hashtags and mentions
Hashtags	Hashtag field for organizing and tracking
Media	Upload images or videos, or select from the Media Library
Accounts	Select one or more social accounts to publish to
Category	Content category for organization and analytics
Scheduled Date	When to publish (leave blank for manual publishing)

All Posts view — manage content across all platforms with status filtering

Post Categories¶

Posts are organized by content category:

Category	Description
Educational	Tips about e-waste recycling, environmental facts, how-to guides
Impact	Metrics and stories about recycling impact and sustainability
Promotional	Service promotions, special offers, new capabilities
Behind the Scenes	Warehouse tours, employee spotlights, daily operations
Engagement	Questions, polls, community interaction posts
Event	Upcoming events, open houses, community drives

AI Content Generation¶

The AI content generation feature uses prompt templates and location context to draft post content automatically.

Generating Content with AI¶

Open a new or existing post
Click Generate with AI
The generation wizard opens:

Field	Description
Template	Select a prompt template (filtered to Social category)
Location	Choose a business location for context
Variables	Fill in any template variables (topic, tone, platform, etc.)

Click Generate -- the AI creates draft content
Review the generated text in the preview
Click Use This Content to insert it into the post editor, or Regenerate for a new version
Edit the content as needed before submitting

Treat AI content as a starting point

AI-generated content is a first draft. Always review and personalize it before submitting for approval. Add specific details, adjust the tone, and verify any claims or statistics.

Approval Workflow¶

Every post goes through an approval workflow before it can be published. This ensures content quality and brand consistency.

Post Status Workflow¶

Draft --> AI Generated --> Pending Approval --> Approved --> Scheduled --> Published
                                     |
                                     v
                                  Rejected

Status	Meaning
Draft	Post is being written, not yet submitted
AI Generated	Content was created by AI and needs human review
Pending Approval	Post has been submitted and is waiting for an approver
Approved	An approver has accepted the post -- ready to schedule or publish
Rejected	An approver has sent the post back with feedback
Scheduled	Post is approved and queued for automatic publishing at the scheduled date
Published	Post has been sent to the platform(s)

Submitting for Approval¶

Open a post in Draft or AI Generated status
Review the content, media, and target accounts
Click Submit for Approval
The post moves to Pending Approval and appears in the Approval Queue

Approving or Rejecting a Post¶

Navigate to Social Media > Approval Queue
Open a post with Pending Approval status
Review the content, media, and target platforms
Click Approve to advance the post, or Reject to send it back with comments
If rejecting, add feedback in the chatter explaining what needs to change

Content Calendar¶

The Content Calendar provides a visual overview of all posts by date across month, week, and day views.

Calendar Features¶

Feature	Description
Month / Week / Day Views	Toggle between time scales using the view buttons
Color Coding	Posts are color-coded by status (draft, scheduled, published, etc.)
Drag-and-Drop Scheduling	Drag a post to a different date to reschedule it
Click to Create	Click an empty date to start a new post for that day
Filter by Account	Show only posts for specific social accounts

Navigate to Social Media > Calendar to access the calendar view.

Publishing¶

Immediate Publishing¶

Open an Approved post
Click Publish Now
The post is sent to all selected platforms immediately
Status changes to Published and engagement tracking begins

Scheduled Publishing¶

Open an Approved post
Set the Scheduled Date field to the desired date and time
Click Schedule
The post status changes to Scheduled
At the scheduled time, the system automatically publishes to all selected platforms

Publishing Results¶

After a post is published, the system tracks results per platform:

Field	Description
Platform	Which social network
Post URL	Direct link to the published post
Published At	Exact timestamp of publication
Likes	Like/reaction count
Comments	Comment count
Shares	Share/repost count
Impressions	Number of times the post was displayed
Reach	Number of unique users who saw the post
Engagement Rate	(Likes + Comments + Shares) / Reach as a percentage

Analytics Dashboard¶

The Analytics Dashboard provides a unified view of social media performance across all connected accounts.

Key Metrics¶

Metric	Description
Followers	Total follower count across all platforms, with growth trends
Impressions	Total number of times content was displayed
Reach	Total unique users who saw content
Engagements	Total likes, comments, shares, and clicks
Engagement Rate	Overall engagement as a percentage of reach
Platform Comparison	Side-by-side performance of each connected platform

Analytics Dashboard — unified performance metrics across all connected platforms

Using Analytics¶

Navigate to Social Media > Analytics
Select the date range using the date picker
View summary cards at the top for high-level metrics
Scroll down for platform-by-platform breakdowns
Use filters to narrow by account, platform, or content category

Unified Inbox¶

The Unified Inbox consolidates messages and comments from all connected social platforms into a single view.

Feature	Description
All Messages	Comments, direct messages, and replies from every platform
Platform Icon	Each message shows which platform it came from
Reply	Respond directly from the inbox -- the reply is sent to the original platform
Mark as Read	Track which messages have been reviewed
Assign	Route messages to specific team members

Navigate to Social Media > Inbox to access the unified inbox.

Advanced Features¶

A/B Testing¶

Create multiple content variations for the same post and compare performance:

Open a post and click Create A/B Test
Write two or more content variations
Select the test audience and duration
Publish -- the system tracks which variation performs best

Hashtag Analytics¶

Track hashtag performance across all posts:

See which hashtags drive the most engagement
View hashtag usage frequency and trends
Identify top-performing hashtag combinations

Sentiment Analysis¶

The system analyzes comments and messages to detect sentiment:

Positive, Neutral, and Negative sentiment labels
Aggregated sentiment scores per post and per account
Alerts for posts receiving negative sentiment spikes

Competitor Tracking¶

Monitor competitor social media activity:

Add competitor accounts to track
Compare follower growth, posting frequency, and engagement rates
Identify content strategies that perform well in the industry

Content Recycling¶

Reuse high-performing content:

Navigate to All Posts and sort by engagement
Select a top-performing post
Click Recycle to create a new draft based on the original content
Edit and update for the new posting date

RSS Feed Integration¶

Automatically generate post drafts from RSS feeds:

Go to Configuration > RSS Feeds
Add a feed URL (industry news, company blog, etc.)
Set the polling frequency
New feed items create draft posts for review

UTM Builder¶

Add UTM tracking parameters to links in posts for campaign attribution:

Parameter	Description
utm_source	The social platform (auto-filled)
utm_medium	Set to "social" by default
utm_campaign	The campaign name for this post or group of posts
utm_content	Optional -- used for A/B test differentiation

Best Times to Post¶

The system analyzes historical engagement data to recommend optimal posting times:

Recommendations are per-platform and per-account
Based on when your audience is most active
Updated weekly as new data comes in

Configuration¶

Platform API Setup¶

Each platform requires API credentials to be configured. Navigate to Social Media > Configuration > Platform Settings to manage connections.

Platform	Requirements
Facebook / Instagram	Meta Business Suite App ID, App Secret, Page Access Token
X (Twitter)	API Key, API Secret, Access Token, Access Token Secret
LinkedIn	Client ID, Client Secret, Organization ID
YouTube	Google API Key, OAuth Client ID, OAuth Client Secret, Channel ID
TikTok	App ID, App Secret
Pinterest	App ID, App Secret
Google Business Profile	Google API Key, OAuth Client ID, OAuth Client Secret, Location ID

Store API credentials securely

API keys and secrets are stored in Odoo's system parameters. Only AI Administrators should have access to the platform configuration screens. Never share API credentials via email or chat.

Security Groups¶

Access to Social Media features is controlled by five security groups:

Group	Permissions
Viewer	View published posts and analytics (read-only)
User	Create and edit draft posts, use AI generation, access Media Library
Approver	All User permissions plus approve or reject posts in the Approval Queue
Manager	All Approver permissions plus manage accounts, locations, and templates
Administrator	Full access including platform API configuration and security settings

If you cannot see Social Media menu items, ask your manager to assign you the appropriate group.

Common Tasks¶

Connecting a New Account¶

Go to Social Media > Configuration > Accounts
Click New
Select the platform
Click Connect and complete the OAuth flow
Verify the status shows Connected
Optionally assign the account to a location

Creating and Publishing a Post¶

Go to Social Media > All Posts > New
Write content or use Generate with AI for a draft
Add media from the Media Library or upload new files
Select target accounts
Choose a category
Click Submit for Approval
Once approved, set a scheduled date or click Publish Now

Submitting a Post for Approval¶

Open a draft post
Review content, media, and target accounts
Click Submit for Approval
The post appears in Social Media > Approval Queue for reviewers

Scheduling Posts¶

Open an approved post
Set the Scheduled Date field
Click Schedule
Verify the post appears on the Content Calendar at the correct date and time

Viewing Analytics¶

Go to Social Media > Analytics
Set the date range
Review summary metrics (followers, reach, engagement)
Scroll down for per-platform and per-post breakdowns
Export data if needed for reporting

Tips¶

Always review AI-generated content before approving

AI content generation produces solid first drafts, but every post should be reviewed for accuracy, brand voice, and platform-specific formatting before approval.

Check analytics weekly

Set a recurring time each week to review the Analytics Dashboard. Look for trends in engagement rate, follower growth, and which content categories perform best. Use these insights to guide your content strategy.

Use the calendar to space out content

Open the Content Calendar before scheduling new posts. Avoid clustering multiple posts on the same day -- spread content evenly across the week for better reach.

Respond to inbox messages promptly

The Unified Inbox collects messages from all platforms. Check it daily and respond within 24 hours. Fast response times improve customer perception and platform algorithm rankings.

Leverage best times to post

Check the Best Times to Post recommendations before scheduling. Publishing when your audience is most active significantly increases reach and engagement.

Questions? Contact your supervisor or refer to the AI & Automation overview.