diff --git a/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst index 0a0bd146d..181e7a826 100644 --- a/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst +++ b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst @@ -3,8 +3,8 @@ 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. +companies expand their market reach, especially in countries where emails might not be 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 @@ -58,26 +58,25 @@ will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is .. 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 + 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 :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 avaialble. +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. +recipient filter equation is present, an :guilabel:`Add Filter` button appears. -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. +Clicking the :guilabel:`Add Filter` button reveals fully customizable domain rule fields, which can +be configured similar to an equation. Multiple recipient rules can be created, 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. @@ -176,6 +175,34 @@ 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 server actions in Odoo. To do so, in :ref:`developer mode + `, navigate to :menuselection:`Settings app --> Technical menu --> Automation + section --> Automated Actions`. Then, click :guilabel:`Create` to create a new action. + + Enter an :guilabel:`Action Name` and select a :guilabel:`Model` to implement this action on. 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 box 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. + + Ensure the :guilabel:`Active` toggle is set to *on* for the automated action to run. + :guilabel:`Save` the completed automated action 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/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