diff --git a/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst index 0e3b2e87c..31f5c31ba 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 +175,50 @@ 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 automated actions in Odoo. Odoo *Studio* is required to use + automated actions. + + To install Odoo *Studio*, go to :menuselection:`Apps application`. Then, using the + :guilabel:`Search...` bar, and 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 upgrading. + + To use automated actions, navigate in :ref:`developer mode `, to + :menuselection:`Settings app --> Technical menu --> Automation section --> Automated Actions`. + Then, click :guilabel:`New` to create a new action. + + Enter an :guilabel:`Action Name`, and select a :guilabel:`Model` to implement this action on. + + Ensure the :guilabel:`Active` toggle is set to *on*, represented by a full-green switch, in order + for the automated action to run. + + Set the :guilabel:`Trigger` to either :guilabel:`On Creation`, :guilabel:`On Update`, + :guilabel:`On Creation & Update`, :guilabel:`On Deletion`, :guilabel:`Based on Form + Modification`, or :guilabel:`Based on Timed Condition`. + + Based on the selection for the :guilabel:`Trigger`, additional fields may populate. + + Under the :guilabel:`Apply on` field, a record filter using a domain can be created. Ensure a + model has been selected before setting any domains on the :guilabel:`Apply on` field. Click + :guilabel:`Edit Domain` to set record parameters. + + Under :guilabel:`Action To Do` drop-down field, select :guilabel:`Send SMS Text Message`. Next, + set the :guilabel:`SMS Template`, and choose whether the SMS message should be logged as a note, + by ticking the checkbox next to :guilabel:`Log as Note`. + + .. image:: sms_essentials/automated-action-sms.png + :align: center + :alt: Automated action template with action to do, SMS template and log as note highlighted. + + To implement the automated action, save it; either by navigating away, or manually saving it + (using the :guilabel:`☁️ (cloud)` icon). + .. 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/automated-action-sms.png b/content/applications/marketing/sms_marketing/essentials/sms_essentials/automated-action-sms.png new file mode 100644 index 000000000..c0b4c2365 Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/sms_essentials/automated-action-sms.png differ