diff --git a/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst index 0e3b2e87c..88d4429e1 100644 --- a/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst +++ b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst @@ -61,8 +61,7 @@ will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is 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` + To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`. .. image:: sms_essentials/sms-mailing-list.png :align: center @@ -176,6 +175,82 @@ is visualized as different graphs and charts, which can be sorted and grouped in :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 `_, 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 `, 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` diff --git a/content/applications/marketing/sms_marketing/essentials/sms_essentials/automation-rule-sms.png b/content/applications/marketing/sms_marketing/essentials/sms_essentials/automation-rule-sms.png new file mode 100644 index 000000000..df022d119 Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/sms_essentials/automation-rule-sms.png differ