[REF] sms marketing: remove essentials and pricing

closes odoo/documentation#10277

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
This commit is contained in:
KC (ksc) 2024-07-19 09:19:42 -07:00
parent 00077597d2
commit 6aca6f83d3
45 changed files with 306 additions and 301 deletions

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@ -89,7 +89,7 @@ settings. To use a service, simply interact with it wherever it appears in the d
- :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
- :doc:`Enrich your contacts base with Partner Autocomplete
<../sales/crm/optimize/partner_autocomplete>`
- :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`
- :doc:`SMS Marketing <../marketing/sms_marketing>`
.. _in_app_purchase/credits:
@ -119,7 +119,7 @@ Credits are purchased in *Packs* from the `Odoo IAP Catalog
The number of credits consumed depends on the length of the SMS and the country of destination.
For more information, refer to the :doc:`SMS Pricing and FAQ
<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
<../marketing/sms_marketing/pricing_and_faq>` documentation.
.. _iap/buying_credits:

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@ -91,5 +91,5 @@ select :guilabel:`Process follow-ups`.
.. seealso::
- :doc:`/applications/essentials/in_app_purchase`
- :doc:`/applications/marketing/sms_marketing/pricing/pricing_and_faq`
- :doc:`/applications/marketing/sms_marketing/pricing_and_faq`
- :doc:`../customer_invoices/snailmail`

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@ -89,7 +89,7 @@ feature is enabled.
.. seealso::
For more information, refer to the :doc:`SMS pricing and FAQs
<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
<../marketing/sms_marketing/pricing_and_faq>` documentation.
.. _recruitment/cv-display:

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@ -38,8 +38,8 @@ can be filled out by following steps explained in the :doc:`Email Marketing doc
<../email_marketing>`.
Clicking :guilabel:`Send SMS` reveals a separate page with a blank SMS template form, which can be
filled out by following steps explained in the :doc:`SMS essentials doc
<../sms_marketing/essentials/sms_essentials>`.
filled out by following steps explained in the :doc:`SMS Marketing doc
<../sms_marketing>`.
At the top of the mailing list form is a series of smart buttons that display a variety of metrics
related to the specific mailing list. When any of the smart buttons are clicked, a separate page is

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@ -166,7 +166,7 @@ to the :guilabel:`Create Activities` pop-up window, in order to configure the :r
<marketing_automation/trigger>`.
.. seealso::
:doc:`Creating and configuring SMS templates <../sms_marketing/essentials/sms_essentials>`
:doc:`Creating and configuring SMS templates <../sms_marketing>`
.. _marketing_automation/trigger:

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@ -1,17 +1,83 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
=============
SMS Marketing
=============
Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
companies expand their market reach, especially in some countries, where emails might not be very
common, or even used at all.
Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through
rate)` outcomes.
.. seealso::
- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
.. cards::
.. card:: Create SMS messages
:target: sms_marketing/create_sms
Explore how to create, configure, send, and schedule SMS messages.
.. card:: SMS analysis
:target: sms_marketing/sms_analysis
Examine detailed reporting metrics related to every aspect of sent SMS messages.
.. card:: SMS marketing campaigns
:target: sms_marketing/marketing_campaigns
Discover how to create and customize SMS marketing campaigns for any occasion with Odoo.
.. card:: Mailing lists and blacklists
:target: sms_marketing/mailing_lists_blacklists
Set up custom mailing lists and blacklists to ensure all SMS messages reach the right
recipients.
.. card:: Pricing and FAQ
:target: sms_marketing/pricing_and_faq
Find out more about Odoo's SMS pricing, and check out some of the most frequently asked
questions.
SMS marketing dashboard
=======================
When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which
showcases the various SMS mailings that have been created, along with pertinent information and data
related to that specific message.
The :icon:`oi-view-kanban` :guilabel:`Kanban` view is the default Odoo uses when the application is
opened, which provides an organized display of the SMS mailings that have been created, and what
their current status is at the moment.
.. note::
An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses:
:guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`.
In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different
view options to choose from. Each one provides a unique take on the same SMS information.
The :icon:`oi-view-list` :guilabel:`List` view provides the same useful data related to SMS
mailings, but in a more traditional list layout.
The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings are scheduled or have been
sent. Clicking a future date opens a blank SMS template to be scheduled for that date.
Lastly, the :icon:`fa-area-chart` :guilabel:`Graph` view visualizes that same SMS-related data in
series of graphs and charts. Odoo also provides various ways to sort and group the data for more
detailed analysis.
.. toctree::
:titlesonly:
sms_marketing/essentials
sms_marketing/pricing
sms_marketing/create_sms
sms_marketing/sms_analysis
sms_marketing/marketing_campaigns
sms_marketing/mailing_lists_blacklists
sms_marketing/pricing_and_faq

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@ -0,0 +1,117 @@
===================
Create SMS messages
===================
To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
a blank SMS template form, which can be configured in a number of different ways.
.. image:: create_sms/sms-create.png
:align: center
:alt: Creating an SMS marketing template.
First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
.. note::
To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
Odoo displays all previously created mailing lists, along with various types of data related to
that specific list (e.g. number of contacts, mailings, recipients, etc.).
To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
.. image:: create_sms/sms-mailing-list.png
:align: center
:alt: View of the mailing list page in the SMS marketing application.
To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
the choices Odoo makes available.
When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
chosen field even further becomes available — either with a default recipient filter equation that
appears automatically (which can be customized to fit any business need), or, if no default
recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
be configured similar to an equation. You can create multiple recipient rules, if necessary.
Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
whatever criteria is configured in those fields. Multiple rules can be added.
.. example::
If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
specific recipient rules are entered.
For instance, the message below will only be sent to contacts in the database that are located in
the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
.. image:: create_sms/contact-recipient.png
:align: center
:alt: Contact recipients on SMS marketing.
Writing SMS messages
--------------------
Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
Service)` mailings it will take to deliver the complete message.
.. tip::
To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
:guilabel:`Information` icon.
.. image:: create_sms/sms-price-check.png
:align: center
:alt: SMS price check icon.
.. note::
Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
:abbr:`SMS (Short Message Service)` messages will not be sent without credits.
.. seealso::
`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_
Track links used in SMS messages
--------------------------------
When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
link trackers to gather analytical data and metrics related to those specific links, which can be
found by going to :menuselection:`Configuration --> Link Tracker`.
.. image:: create_sms/sms-link-tracker.png
:align: center
:alt: SMS Link Tracker page.
Adjust SMS settings
===================
Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
avoiding all future mailings.
An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
the :guilabel:`Settings` tab, as well.
.. image:: create_sms/sms-settings-tab.png
:align: center
:alt: SMS Settings tab.
Send SMS messages
=================
Once a mailing is created, choose when Odoo should deliver the message from the following options:
- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
best option for mailings related to a specific event. Such a method can also be used to promote a
limited-time offer, or to help plan a company's content strategy in advance.
- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
used as recipients.

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@ -1,12 +0,0 @@
:nosearch:
==========
Essentials
==========
.. toctree::
:titlesonly:
essentials/sms_essentials
essentials/sms_campaign_settings
essentials/mailing_lists_blacklists

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@ -1,256 +0,0 @@
==============
SMS essentials
==============
Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
companies expand their market reach, especially in some countries, where emails might not be very
common, or even used at all.
Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through
rate)` outcomes.
SMS marketing dashboard
=======================
When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which
showcases the various SMS mailings that have been created, along with pertinent information and data
related to that specific message.
The :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides
an organized display of the SMS mailings that have been created, and what their current status is at
the moment.
.. note::
An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses:
:guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`.
In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different
view options to choose from. Each one provides a unique take on the same SMS information.
The :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more
traditional list layout.
The :guilabel:`Calendar` view provides a simple calendar, making it easy to see when SMS mailings
are going to be sent (or have been sent). If a future date is clicked, Odoo reveals a blank SMS
template that, when completed, will be scheduled to be sent on that specific future date.
Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and
charts. Odoo also provides various ways to sort and group the data for more detailed analysis.
Create SMS messages
===================
To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
a blank SMS template form, which can be configured in a number of different ways.
.. image:: sms_essentials/sms-create.png
:align: center
:alt: Creating an SMS marketing template.
First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
.. note::
To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
Odoo displays all previously created mailing lists, along with various types of data related to
that specific list (e.g. number of contacts, mailings, recipients, etc.).
To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
.. image:: sms_essentials/sms-mailing-list.png
:align: center
:alt: View of the mailing list page in the SMS marketing application.
To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
the choices Odoo makes available.
When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
chosen field even further becomes available — either with a default recipient filter equation that
appears automatically (which can be customized to fit any business need), or, if no default
recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
be configured similar to an equation. You can create multiple recipient rules, if necessary.
Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
whatever criteria is configured in those fields. Multiple rules can be added.
.. example::
If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
specific recipient rules are entered.
For instance, the message below will only be sent to contacts in the database that are located in
the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
.. image:: sms_essentials/contact-recipient.png
:align: center
:alt: Contact recipients on SMS marketing.
Writing SMS messages
--------------------
Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
Service)` mailings it will take to deliver the complete message.
.. tip::
To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
:guilabel:`Information` icon.
.. image:: sms_essentials/sms-price-check.png
:align: center
:alt: SMS price check icon.
.. note::
Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
:abbr:`SMS (Short Message Service)` messages will not be sent without credits.
.. seealso::
`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_
Track links used in SMS messages
--------------------------------
When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
link trackers to gather analytical data and metrics related to those specific links, which can be
found by going to :menuselection:`Configuration --> Link Tracker`.
.. image:: sms_essentials/sms-link-tracker.png
:align: center
:alt: SMS Link Tracker page.
Adjust SMS settings
===================
Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
avoiding all future mailings.
An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
the :guilabel:`Settings` tab, as well.
.. image:: sms_essentials/sms-settings-tab.png
:align: center
:alt: SMS Settings tab.
Send SMS messages
=================
Once a mailing is created, choose when Odoo should deliver the message from the following options:
- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
best option for mailings related to a specific event. Such a method can also be used to promote a
limited-time offer, or to help plan a company's content strategy in advance.
- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
used as recipients.
Visualize reports
=================
On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the
header menu), there are options to apply different combinations of :guilabel:`Filters` and
:guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`,
:guilabel:`List`, and :guilabel:`Cohort` views.)
Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of
:abbr:`SMS (Short Message Service)` mailings.
For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data
is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g.
:guilabel:`Measures` drop down menu).
.. image:: sms_essentials/sms-reporting-page.png
:align: center
:alt: Reporting page in SMS Marketing.
.. tip::
SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is required to use
automation rules.
To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then, using the
:guilabel:`Search...` bar, search for `studio`.
If it is not already installed, click :guilabel:`Install`.
Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the
cost. Consult `support <https://www.odoo.com/contactus>`_, or reach out to the database's
customer success manager, with any questions on making the change.
To use automation rules, navigate in :ref:`developer mode <developer-mode>`, to
:menuselection:`Settings app --> Technical menu --> Automation section --> Automation Rules`.
Then, click :guilabel:`New` to create a new rule.
Enter a name for the automation rule, and select a :guilabel:`Model` to implement this rule on.
Based on the selection for the :guilabel:`Trigger`, additional fields will populate below. Set
the :guilabel:`Trigger` to one of the following options:
:guilabel:`Values Updated`
- :guilabel:`User is set`
- :guilabel:`State is set to`
- :guilabel:`On archived`
- :guilabel:`On unarchived`
:guilabel:`Timing Conditions`
- :guilabel:`Based on date field`
- :guilabel:`After creation`
- :guilabel:`After last update`
:guilabel:`Custom`
- :guilabel:`On save`
- :guilabel:`On deletion`
- :guilabel:`On UI change`
:guilabel:`External`
- :guilabel:`On webhook`
Other options may appear based on the :guilabel:`Model` selected. For example if the
:guilabel:`Calendar Event` model is selected, then the following options appear in addition to
those above:
:guilabel:`Email Events`
- :guilabel:`On incoming message`
- :guilabel:`On outgoing message`
Under the :guilabel:`Before Update Domain` field, set a condition to be met before updating the
record. Click :guilabel:`Edit Domain` to set record parameters.
Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. Next, in the resulting
:guilabel:`Create Actions` pop-up window, select :guilabel:`Send SMS`, and set the
:guilabel:`Allowed Groups`. :guilabel:`Allowed Groups` are the access rights groups that are
allowed to execute this rule. Leave the field empty to allow all groups. See this documentation:
:ref:`access-rights/groups`.
Next, set the :guilabel:`SMS Template` and choose whether the SMS message should be logged as a
note, by making a selection in the drop-down menu: :guilabel:`Send SMS as`. Click
:guilabel:`Save and Close` to save the changes to this new action.
.. image:: sms_essentials/automation-rule-sms.png
:align: center
:alt: Automation rule template with rule to do, SMS template and log as note highlighted.
Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the
completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to
implement the change.
.. seealso::
- :doc:`sms_campaign_settings`
- :doc:`mailing_lists_blacklists`
- :doc:`../../../essentials/in_app_purchase`

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@ -16,7 +16,7 @@ To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure the *
feature is activated by going to :menuselection:`Email Marketing --> Configuration --> Settings`,
and then enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes.
.. image:: sms_campaign_settings/sms-mailing-campaigns.png
.. image:: marketing_campaigns/sms-mailing-campaigns.png
:align: center
:alt: View of the mailing campaigns setting in Odoo.
@ -40,7 +40,7 @@ initially, there's only a single checkbox labeled: :guilabel:`Allow A/B Testing.
When clicked, a series of other options appear.
.. image:: sms_campaign_settings/ab-tests-sms.png
.. image:: marketing_campaigns/ab-tests-sms.png
:align: center
:alt: The A/B Test tab is located on an Odoo SMS Marketing app campaign form.
@ -74,7 +74,7 @@ To create, edit, or analyze any campaign, click :menuselection:`Campaigns` in th
information related to the mailings associated with that campaign (e.g. number of emails, social
posts, SMSs, and push notifications).
.. image:: sms_campaign_settings/campaigns-page.png
.. image:: marketing_campaigns/campaigns-page.png
:align: center
:alt: Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, separated by stage.
@ -85,7 +85,7 @@ Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank camp
to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or
edit its campaign template form.
.. image:: sms_campaign_settings/sms-campaign-template.png
.. image:: marketing_campaigns/sms-campaign-template.png
:align: center
:alt: View of an SMS campaign template in Odoo SMS marketing.
@ -114,7 +114,7 @@ In order to send an :abbr:`SMS (Short Message Service)` in this fashion, navigat
:menuselection:`Contacts` app, select the desired contact in the database, and click on the
:guilabel:`SMS` icon on the contact form (next to the :guilabel:`Phone Number` field).
.. image:: sms_campaign_settings/sms-contact-form.png
.. image:: marketing_campaigns/sms-contact-form.png
:align: center
:alt: The SMS icon is located on an individual's contact form in Odoo Contacts.
@ -122,7 +122,7 @@ To send a message to multiple contacts at once, navigate to the main :menuselect
main dashboard, choose the :guilabel:`List View`, and select all the desired contacts to whom the
message should be sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`.
.. image:: sms_campaign_settings/sms-contacts-action-send-message.png
.. image:: marketing_campaigns/sms-contacts-action-send-message.png
:align: center
:alt: Select a number of contacts, click action, and select send multiple SMSs.
@ -142,7 +142,7 @@ Next return to the :menuselection:`Settings app` and, in the now-visible header
choose :menuselection:`Technical --> SMS Templates` to begin setting up :abbr:`SMS (Short Message
Service)` templates for future marketing campaigns.
.. image:: sms_campaign_settings/sms-template-setting.png
.. image:: marketing_campaigns/sms-template-setting.png
:align: center
:alt: Select the SMS Template option in the Technical dropdown on the Settings app.
@ -152,7 +152,7 @@ to which recipients it applies.
On this page, :abbr:`SMS (Short Message Service)` templates can be edited or created from scratch.
.. image:: sms_campaign_settings/sms-template.png
.. image:: marketing_campaigns/sms-template.png
:align: center
:alt: The SMS Templates page in Odoo is available after enabling developer mode in the General
Settings

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@ -1,10 +0,0 @@
:nosearch:
===============
Pricing and FAQ
===============
.. toctree::
:titlesonly:
pricing/pricing_and_faq

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@ -0,0 +1,94 @@
============
SMS analysis
============
On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the
header menu), there are options to apply different combinations of :guilabel:`Filters` and
:guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`,
:guilabel:`List`, and :guilabel:`Cohort` views.)
Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of
:abbr:`SMS (Short Message Service)` mailings.
For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data
is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g.
:guilabel:`Measures` drop down menu).
.. image:: sms_analysis/sms-reporting-page.png
:align: center
:alt: Reporting page in SMS Marketing.
.. tip::
SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is required to use
automation rules.
To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then, using the
:guilabel:`Search...` bar, search for `studio`.
If it is not already installed, click :guilabel:`Install`.
Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the
cost. Consult `support <https://www.odoo.com/contactus>`_, or reach out to the database's
customer success manager, with any questions on making the change.
To use automation rules, navigate in :ref:`developer mode <developer-mode>`, to
:menuselection:`Settings app --> Technical menu --> Automation section --> Automation Rules`.
Then, click :guilabel:`New` to create a new rule.
Enter a name for the automation rule, and select a :guilabel:`Model` to implement this rule on.
Based on the selection for the :guilabel:`Trigger`, additional fields will populate below. Set
the :guilabel:`Trigger` to one of the following options:
:guilabel:`Values Updated`
- :guilabel:`User is set`
- :guilabel:`State is set to`
- :guilabel:`On archived`
- :guilabel:`On unarchived`
:guilabel:`Timing Conditions`
- :guilabel:`Based on date field`
- :guilabel:`After creation`
- :guilabel:`After last update`
:guilabel:`Custom`
- :guilabel:`On save`
- :guilabel:`On deletion`
- :guilabel:`On UI change`
:guilabel:`External`
- :guilabel:`On webhook`
Other options may appear based on the :guilabel:`Model` selected. For example if the
:guilabel:`Calendar Event` model is selected, then the following options appear in addition to
those above:
:guilabel:`Email Events`
- :guilabel:`On incoming message`
- :guilabel:`On outgoing message`
Under the :guilabel:`Before Update Domain` field, set a condition to be met before updating the
record. Click :guilabel:`Edit Domain` to set record parameters.
Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. Next, in the resulting
:guilabel:`Create Actions` pop-up window, select :guilabel:`Send SMS`, and set the
:guilabel:`Allowed Groups`. :guilabel:`Allowed Groups` are the access rights groups that are
allowed to execute this rule. Leave the field empty to allow all groups. See this documentation:
:ref:`access-rights/groups`.
Next, set the :guilabel:`SMS Template` and choose whether the SMS message should be logged as a
note, by making a selection in the drop-down menu: :guilabel:`Send SMS as`. Click
:guilabel:`Save and Close` to save the changes to this new action.
.. image:: sms_analysis/automation-rule-sms.png
:align: center
:alt: Automation rule template with rule to do, SMS template and log as note highlighted.
Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the
completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to
implement the change.

View File

@ -175,7 +175,7 @@ have any credits left, the authentication steps will be skipped.
.. seealso::
- :doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`
- :doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing/pricing_and_faq>`
- :doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing_and_faq>`
.. _sign/sms:

View File

@ -132,7 +132,7 @@ In the :guilabel:`Trigger On` field, decide whether the automated rule should be
Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more
information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`.
For more information on sending SMS messages, visit
:doc:`../../marketing/sms_marketing/essentials/sms_essentials`.
:doc:`../../marketing/sms_marketing`.
If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` field, the following fields
appear:

View File

@ -74,6 +74,12 @@ applications/marketing/surveys/time_random.rst applications/marketing/surveys/qu
applications/marketing/social_marketing/essentials.rst applications/marketing/social_marketing.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
applications/marketing/social_marketing/essentials/social_posts.rst applications/marketing/social_marketing/social_posts.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
applications/marketing/social_marketing/essentials/social_campaigns.rst applications/marketing/social_marketing/social_campaigns.rst # /marketing/social_marketing/essentials --> /marketing/social_marketing
applications/marketing/sms_marketing/essentials.rst applications/marketing/sms_marketing.rst # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
applications/marketing/sms_marketing/essentials/sms_essentials.rst applications/marketing/sms_marketing.rst # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst applications/marketing/sms_marketing.rst # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst applications/marketing/sms_marketing/mailing_lists_blacklists.rst # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
applications/marketing/sms_marketing/pricing.rst applications/marketing/sms_marketing/pricing_and_faq.rst # /marketing/sms_marketing/pricing --> /marketing/sms_marketing
applications/marketing/sms_marketing/pricing/pricing_and_faq.rst applications/marketing/sms_marketing/pricing_and_faq.rst # /marketing/sms_marketing/pricing --> /marketing/sms_marketing
# applications/sales