[IMP]SMS Marketing: general improvements

* [IMP] sms_marketing: update costs page

* [IMP] sms_marketing: improve wording

* [MOV] sms_marketing: shorten overly long file names

* [IMP] sms_marketing: improved toctree

Co-authored-by: Antoine Vandevenne (anv) <antoine.vandevenne@gmail.com>

sms_marketing.rst

@@ -7,7 +7,5 @@ SMS Marketing
 .. toctree::
    :titlesonly:
 
-   sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing
-   sms_marketing/SMS_mkt_integrations_and_template
-   sms_marketing/SMS_mkt_contact_lists_and_blacklist
-   sms_marketing/fqapricing.rst
+   sms_marketing/overview
+   sms_marketing/pricing

sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing.rst

@@ -1,77 +0,0 @@
-===============================================
-Build, send and get reports from a SMS mailing
-===============================================
-
-Why to use SMS?
-Using SMS Marketing as part of my communication strategies can empower me to expand my markets, considering that in some countries emails are not very used or used at all. It also helps to boost my conversion rate, as this strategy has a high open-rate percentage among people who use smartphones - people usually don’t keep unread SMSs!
-
-With Odoo’s SMS Marketing app you can plan, organize, schedule and keep track of your mailings with its easy to use interface.
-
-
-Install the app
-===============
-
-Go to *Apps*, search for *SMS Marketing* and click on *Install*.
-
-Build an SMS mailing
-====================
-
-Go to :menuselection:`SMS Marketing --> Create`.
-
-.. image:: ./media/sms_marketing1.png
-   :align: center
-
-First, I’ll be able to specify a *subject* name that will help me to remember what the mailing is about.
-Under *recipients*, I’ll choose to whom I’d like the SMS to be sent. If I choose *Contact*, all my Odoo contacts (vendor, customers, etc.) will receive my SMS.
-From there, I can refine my recipient list with the *add filter* option. In the example below, I choose to send it to my contacts living in Belgium.
-
-.. image:: ./media/sms_marketing2.png
-   :align: center
-
-The *Mailing list* option, on the other hand, allows me to choose mailing lists I’ve created with specific contacts or people who have subscribed to my Newsletters, or both! I’m allowed to select more than one *Mailing list*.
-
-.. image:: ./media/sms_marketing3.png
-   :align: center
-
-Under the *SMS Content* tab, links can be included and Odoo will automatically generate *link trackers*. Thank to those, I’ll be able to get data about those links.
-
-On *Settings* I have the option *include opt-out link* available. If activated, the contact will be able to unsubscribe from the mailing list he’s not interested in anymore.
-
-.. image:: ./media/sms_marketing4.png
-   :align: center
-
-.. tip:: in the *Link Tracker* menu under *Configuration*, I can see the history of my sent links, access them and look at statistics.
-
-.. image:: ./media/sms_marketing5.png
-   :align: center
-
-.. note:: Double-check that you have the phone number of your contacts saved!
-
-
-Sending my mailing
-==================
-
-.. image:: ./media/sms_marketing6.png
-
-Once I have my mailing created, I must choose when I would like it to be delivered:
-
-- **Put in queue**: the mailing will be triggered with the next automatic run. Interesting option if I don’t mind when the triggering will happen.
-- **Send now**: sends the message immediately. Advised to use this option if there are not that many recipients.
-- **Schedule**: allows me to choose a day and time. Best option for mailings that I would like to send during a specific event, to promote an offer while it is active or to simply plan my content strategy in advance.
-- **Test**: allows me to send an SMS to one or multiple numbers for test purposes. Check, for example, if the link provided lands on the right page while making sure they are responsive. If sending it to multiple numbers, I must remember to use a comma between them.
-
-
-Visualize reports
-=================
-On the *Reporting* menu, with just a few clicks, I am capable of applying filters, measures and adopt different layouts to do an analysis of the performance of my SMS mailings.
-
-.. image:: ./media/sms_marketing7.png
-   :align: center
-
-.. tip:: I can also check the price to send an SMS on your country when clicking on the *information* icon when creating a new SMS.
-
-.. image:: ./media/sms_marketing8.png
-   :align: center
-
-.. note:: **Buy Credits!**
-    In order to take advantage of the app and its features, make sure you’ve purchased credits. For more information on that access: :doc:`../sms_marketing/fqapricing`

sms_marketing/SMS_mkt_contact_lists_and_blacklist.rst

@@ -1,34 +0,0 @@
-==================================
-Contact lists and Blacklist
-==================================
-
-Contact lists
-==================================
-Creating my own list of contacts, or importing it, is useful when I want to create specific groups of people, such as the subscribers of my newsletter. It is also the best way to get started if I am coming from another system and already have built an audience. It makes the SMS distribution a lot easier.
-
-Go to :menuselection:`Contacts lists --> Contacts lists --> Create`.
-I’ll choose a name for my *Mailing list*, and activate the option *Public* if I would like to make the mailing list accessible to my recipients in the unsubscription page to allow them to update their subscription preferences.
-
-Once inside the list, I can again *Create* or *Import* contacts for that specific list.
-
-.. image:: ./media/sms_marketing9.png
-   :align: center
-
-History with the Log Notes
------------------------------
-A record of the mailings sent is kept in the chatter of the recipient (whether it is a contact or an opportunity, for example).
-
-.. image:: ./media/sms_marketing10.png
-   :align: center
-
-This is important as I and my team can easily keep track and see a history of interactions with my contacts or prospects, granting me the ability to better understand them.
-Example: my sales representative can easily find out which SMS mailing promotions a customer has received or not.
-
-
-Blacklist
-==================================
-If I’m coming from another software and have a list of clients who have already asked to be blacklisted from my news, I can import those entries in my database.
-For that, I’ll go to :menuselection:`Configuration --> Phone Blacklist --> Import`.
-
-.. image:: ./media/sms_marketing11.png
-   :align: center

sms_marketing/SMS_mkt_integrations_and_template.rst

@@ -1,68 +0,0 @@
-==================================
-Integrations and Templates
-==================================
-Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a reminder of events or issued invoices to your costumers, for example.
-As you know, one of the biggest benefits of using Odoo is the capability of the apps to be integrated. 
-With the SMS Marketing app isn’t different!
-
-Organize Email Marketing and SMS campaigns
-===========================================
-First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing
-app --> Configuration --> Settings --> activate the option Mailing Campaigns`.
-
-.. image:: ./media/sms_marketing12.png
-   :align: center
-
-Now, I’ll also have the menu *Campaigns* included in my *SMS Marketing* page, allowing me to have an overview of my SMS mailings and my email marketing ones.
-
-.. image:: ./media/sms_marketing13.png
-   :align: center
-
-This feature is especially useful if I have aggregated campaigns, as I have a global reporting view. In addition to that, I can create stages in my kanban view to better organize the work being done.
-
-.. image:: ./media/sms_marketing14.png
-   :align: center
-
-Sending SMSs through the Contacts app
-======================================
-Sending SMSs through the contact’s form is available by default in Odoo. It makes my work easier if I need to send an SMS to a specific contact, for example.
-For that, I’ll go to the *Contacts* app, select the contact and click on the *SMS* icon next to the phone number.
-
-.. image:: ./media/sms_marketing15.png
-   :align: center
-
-If I’d like to send a message in a batch here, I could go to :menuselection:`List View --> select
-all the contacts --> Action --> Send SMS`.
-
-.. image:: ./media/sms_marketing16.png
-   :align: center
-   
-Set up SMS Templates
-==================================
-To set up *SMS Templates*, I’ll go to the *Settings* app and activate the *developer mode*. Now,
-back to *Settings* app, I’ll go to :menuselection:`Technical --> Phone/SMS section -->
-SMS Templates` and create the content I need.
-
-.. image:: ./media/sms_marketing17.png
-   :align: center
-
-.. image:: ./media/sms_marketing18.png
-   :align: center
-
-.. tip:: Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context.
-
-.. note:: 
-
-   SMS Text Messaging is available throughout Odoo! Here are some of our extra notable integrations: 
-   
-   - *CRM*: send SMSs to your leads and opportunities.
-   - *Subscription*: alert customers about their subscription.
-   - *Accounting*: send payment reminders.
-   - *Marketing Automation*: automate your SMS marketing campaigns.
-   - *Inventory*: send an automatic confirmation when a delivery order is done.
-   - *Sign*: receive a validation code to verify your identity before signing a document online.
-   - *SEPA debit payment provider*: send a verification code to your customers.
-   - *Studio*: send an SMS according to your needs by using automated actions.
-
-For more information about SMS integrations in Odoo and a list of frequently asked questions, go to `Pricing and FQA <fqapricing.html>`__.
-

sms_marketing/fqapricing.rst

@@ -1,92 +0,0 @@
-======================
-SMS Pricing and FAQ
-======================
-
-Pricing
-==================================
-SMS Text Messaging is an In-App Purchase (IAP) service which requires prepaid credits to work.
-The price of an SMS depends on the destination and the length of the message. With 1 credit, I can
-send up to 92 SMSs.
-
-**For more information, please consult our FAQ page**:
-`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_
-
-To buy credits I will go to :menuselection:`Settings -->  Buy Credits` (under *Send SMS*); or go to
-:menuselection:`Settings --> View my Services` (under *Odoo IAP*).
-
-.. image:: media/fqa1.png
-    :align: center
-.. image:: media/fqa2.png
-    :align: center
-
-.. tip::
-   If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
-   credits to test the feature.
-
-FAQ
-==================================
-**Is there an expiration time for my credits?**
-
-No, your credits won’t expire.
-
-**Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in front
-of the field “phone”?**
-
-Only if that phone number supports SMS (e.g. SIP phones).
-
-**Do I receive an invoice to buy my credits?**
-
-Yes.
-
-**Can the recipient answer to me?**
-
-No, it is not possible to reply to the SMS.
-
-**What happens if I send multiple SMS but I do not have enough credits to send them all?**
-
-The whole transaction is counted as a single one, so no SMS will be sent until you have enough
-credits to send them all.
-
-**Do I have a history of the sent SMSs?**
-
-Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete
-history of SMS sent is available under :menuselection:`Settings --> Activate the developer mode -->
-Technical --> SMS`.
-
-**Can I send as many SMSs I want at once?**
-
-Yes, if you have enough credits.
-
-**If I have a number that does not exist in the list of recipients, will I lose credits?**
-
-Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is sent
-to the wrong person or to a fake number, the credit will be lost.
-
-**What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a
-festival)?**
-
-The SMS will not be delivered to that kind of number, so you won’t be charged.
-
-**Can I identify the numbers that do not exist when I send several SMSs?**
-
-Only the ones that have an invalid format.
-
-**How does the GDPR regulation affect this service?**
-
-Please find our Privacy Policy here: `Odoo IPA Purchase Privacy Policy
-<https://iap.odoo.com/privacy#sms>`__
-
-**How many types of SMS exist and how many characters make 1 SMS?**
-
-There are 2 types of SMS message:
-
-*Standard* (GSM-7): contains only characters from the GSM-7 set, which can be seen in the following
-picture.
-
-.. image:: media/fqa3.png
-    :align: center
-
-*Unicode*: contains at least one character that is not in the previous table.
-For Standard SMS the size limit is 160 characters, and for Unicode is 70. Above these limits, the
-content is divided into a multi-part message. The system will inform you in real-time about the
-number of SMS your message represents.

sms_marketing/overview.rst

@@ -0,0 +1,10 @@
+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/integrations_and_template
+   overview/sms_mailing_reports
+   overview/contact_lists_and_blacklist

sms_marketing/overview/contact_lists_and_blacklist.rst

@@ -0,0 +1,43 @@
+===========================
+Contact lists and Blacklist
+===========================
+Creating your own list of contacts, or importing it, is useful when you want to create specific
+groups of people, such as the subscribers of your newsletter. It is also the best way to get started
+if you are coming from another system and already have built an audience. It makes the SMS
+distribution a lot easier.
+
+
+Contact lists
+=============
+| Go to :menuselection:`Contacts lists --> Contacts lists --> Create`.
+| Choose a name for your *Mailing list*, and activate the option *Public* if you would like to make
+  the mailing list accessible to your recipients in the unsubscription page to allow them to update
+  their subscription preferences.
+| Once inside the list, you can again *Create* or *Import* contacts for that specific list.
+
+.. image:: ./media/sms_marketing9.png
+   :align: center
+
+History with the Log Notes
+--------------------------
+A record of the mailings sent is kept in the chatter of the recipient (whether it is a contact or
+an opportunity, for example).
+
+.. image:: ./media/sms_marketing10.png
+   :align: center
+   :height: 300
+
+| This is important as you and your team can easily keep track and see a history of interactions
+  with your contacts or prospects, granting you the ability to better understand them.
+| Example: your sales representative can easily find out which SMS mailing promotions a customer has
+  received or not.
+
+
+Blacklist
+=========
+| If you are coming from another software and have a list of clients who have already asked to be
+  blacklisted, you can import those entries in your database.
+| For that, go to :menuselection:`Configuration --> Phone Blacklist --> Import`.
+
+.. image:: ./media/sms_marketing11.png
+   :align: center

sms_marketing/overview/integrations_and_template.rst

@@ -0,0 +1,75 @@
+==========================
+Integrations and Templates
+==========================
+Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a
+reminder of events or issued invoices to your costumers, for example.
+
+
+Organize Email Marketing and SMS Campaigns
+==========================================
+First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing
+app --> Configuration --> Settings --> activate the option Mailing Campaigns`.
+
+.. image:: ./media/sms_marketing12.png
+   :align: center
+
+Now, you will also have the menu *Campaigns* included in your *SMS Marketing* page, allowing you
+to have an overview of your SMS mailings and your email marketing ones.
+
+.. image:: ./media/sms_marketing13.png
+   :align: center
+
+This feature is especially useful if you have aggregated campaigns, as you have a global reporting
+view. In addition to that, you can create stages in your kanban view to better organize the work
+being done.
+
+.. image:: ./media/sms_marketing14.png
+   :align: center
+
+Sending SMSs through the Contacts app
+=====================================
+| Sending SMSs through the contact’s form is available by default in Odoo. It makes your work easier
+  if you need to send an SMS to a specific contact, for example.
+| For that, go to the *Contacts* app, select the contact and click on the *SMS* icon next to the
+  phone number.
+
+.. image:: ./media/sms_marketing15.png
+   :align: center
+
+If you would like to send a message in a batch here, you could go to
+:menuselection:`List View --> select all the contacts --> Action --> Send SMS`.
+
+.. image:: ./media/sms_marketing16.png
+   :align: center
+
+
+Set up SMS Templates
+====================
+To set up *SMS Templates*, go to the *Settings* app and activate the *developer mode*. Now,
+go to :menuselection:`Technical --> Phone/SMS section --> SMS Templates`.
+
+.. image:: ./media/sms_marketing17.png
+   :align: center
+
+.. image:: ./media/sms_marketing18.png
+   :align: center
+
+.. tip::
+   Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context.
+
+.. note::
+   SMS Text Messaging is available throughout Odoo! Here are some of our extra notable integrations: 
+   
+   - *CRM*: send SMSs to your leads and opportunities.
+   - *Subscription*: alert customers about their subscription.
+   - *Accounting*: send payment reminders.
+   - *Marketing Automation*: automate your SMS marketing campaigns.
+   - *Inventory*: send an automatic confirmation when a delivery order is done.
+   - *Sign*: receive a validation code to verify your identity before signing a document online.
+   - *SEPA debit payment provider*: send a verification code to your customers.
+   - *Studio*: send an SMS according to your needs by using automated actions.
+
+.. tip::
+   For more information about SMS integrations in Odoo and a list of frequently asked questions,
+   go to :doc:`../pricing/pricing_and_faq`.
+

sms_marketing/overview/sms_mailing_reports.rst

@@ -0,0 +1,99 @@
+===============================================
+Build, Send and Get Reports from a SMS Mailing
+===============================================
+Using SMS Marketing as part of your communication strategies can empower you to expand your markets,
+considering that in some countries emails are not very used or used at all. It also helps to boost
+conversion rates, as this strategy has a high open-rate percentage among people who use
+smartphones - people usually don’t keep unread SMSs!
+
+
+Install the app
+===============
+
+Go to *Apps*, search for *SMS Marketing* and click on *Install*.
+
+Build an SMS mailing
+====================
+
+Go to :menuselection:`SMS Marketing --> Create`.
+
+.. image:: ./media/sms_marketing1.png
+   :align: center
+
+| First, you will be able to specify a *subject* name that will help you to remember what the
+  mailing is about.
+| Under *recipients*, choose to whom you would like the SMS to be sent. If you choose *Contact*,
+  all your Odoo contacts (vendor, customers, etc.) will receive your SMS.
+| From there, you can refine your recipient list with the *add filter* option. In the example below,
+  the message will be sent to contacts living in Belgium.
+
+
+.. image:: ./media/sms_marketing2.png
+   :align: center
+
+The *Mailing list* option, on the other hand, allows you to choose mailing lists you ve created with
+specific contacts or people who have subscribed to your Newsletters, or both!
+Note that you are allowed to select more than one *Mailing list*.
+
+.. image:: ./media/sms_marketing3.png
+   :align: center
+
+| Under the *SMS Content* tab, links can be included and Odoo will automatically generate
+  *link trackers*. Thank to those, you will be able to get data about those links.
+
+| On *Settings* you have the option *include opt-out link* available. If activated, the contact
+  will be able to unsubscribe from the mailing list he is not interested in anymore.
+
+.. image:: ./media/sms_marketing4.png
+   :align: center
+   :width: 450
+
+.. tip::
+   In the *Link Tracker* menu under *Configuration*, you can see the history of your sent links,
+   access them and look at statistics.
+
+   .. image:: ./media/sms_marketing5.png
+      :align: center
+
+.. note::
+   Double-check that you have the phone number of your contacts saved.
+
+
+Sending my mailing
+==================
+
+.. image:: ./media/sms_marketing6.png
+
+Once you have your mailing created, you must choose when you would like it to be delivered:
+
+- Put in queue: the mailing will be triggered with the next automatic run. Interesting option
+  if you do not mind when the triggering will happen.
+- Send now: sends the message immediately. Advised to use this option if there are not that
+  many recipients.
+- Schedule: allows you to choose a day and time. Best option for mailings that you would like to
+  send during a specific event, to promote an offer while it is active or to simply plan your
+  content strategy in advance.
+- Test: allows you to send an SMS to one or multiple numbers for test purposes. Check, for
+  example, if the link provided lands on the right page while making sure they are responsive. If
+  sending it to multiple numbers, you must remember to use a comma between them.
+
+
+Visualize reports
+=================
+On the *Reporting* menu, with just a few clicks, you are capable of applying filters, measures and
+adopt different layouts to do an analysis of the performance of your SMS mailings.
+
+.. image:: ./media/sms_marketing7.png
+   :align: center
+
+.. tip::
+   You can also check the price to send an SMS on your country when clicking on the
+   *information* icon when creating a new SMS.
+
+   .. image:: ./media/sms_marketing8.png
+      :align: center
+
+.. note::
+   **Buy Credits!**
+   In order to take advantage of the app and its features, make sure you have purchased credits.
+   For more information on that access: :doc:`../pricing/pricing_and_faq`

sms_marketing/pricing.rst

@@ -0,0 +1,8 @@
+===============
+Pricing and FAQ
+===============
+
+.. toctree::
+   :titlesonly:
+
+   pricing/pricing_and_faq

sms_marketing/pricing/pricing_and_faq.rst

@@ -0,0 +1,129 @@
+===================
+SMS Pricing and FAQ
+===================
+
+What do I need to send SMSs?
+============================
+SMS Text Messaging is an In-App Purchase (IAP) service that *requires prepaid credits* to work.
+
+
+How many types of SMSs are there?
+=================================
+There are 2 types: GSM7 and UNICODE.
+
+**GSM7** is the standard format, with a limit of 160 characters per message, that includes the
+following characters:
+
+
+.. image:: media/faq1.png
+   :align: center
+   :alt: GSM7 in Odoo SMS Marketing
+
+
+**UNICODE** is the format applied if a special character, that *is not* in the GSM7 list, is used.
+Limit per SMS: 70 characters.
+
+.. note::
+   For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. *Above these limits, the
+   content is divided into a multi-part message* and the limit of characters is lowered to 153 for
+   GSM7 and to 67 for Unicode. The system will inform you in real-time about the number of SMS your
+   message represents.
+
+
+How much does it cost to send an SMS?
+=====================================
+| The price of an SMS depends on the destination and the length (number of characters) of the message.
+| To see the **price per country,
+  please consult**: `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing#sms_faq_01>`_.
+
+The number of SMSs a message represents will be always available to you in your database.
+
+
+.. image:: media/faq2.png
+   :align: center
+   :height: 300
+   :alt: SMS pricing and FAQ Odoo SMS Marketing
+
+
+How do I buy credits?
+=====================
+Go to :menuselection:`Settings --> Buy Credits`.
+
+
+.. image:: media/faq3.png
+   :alt: SMS pricing and FAQ Odoo SMS Marketing
+
+
+Or go to :menuselection:`Settings --> View my Services`.
+
+
+.. image:: media/faq4.png
+   :alt: SMS pricing and FAQ Odoo SMS Marketing
+
+
+.. tip::
+   If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
+   credits to test the feature.
+
+
+More common questions
+=====================
+
+#. **Is there an expiration time for my credits?**
+
+   No, credits do not expire.
+
+
+#. **Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in
+   front of the field “phone”?**
+
+   Only if that phone number supports SMS (e.g. SIP phones).
+
+
+#. **Do I receive an invoice to buy my credits?**
+
+   Yes.
+
+
+#. **Can the recipient answer to me?**
+
+   No, it is not possible to reply to the SMS.
+
+
+#. **What happens if I send multiple SMS but I do not have enough credits to send them all?**
+
+   The whole transaction is counted as a single one, so no SMS will be sent until you have enough
+   credits to send them all.
+
+
+#. **Do I have a history of the sent SMSs?**
+
+   Yes, the SMS is logged as a note under the chatter of the corresponding record, and a complete
+   history of SMS sent is available under :menuselection:`Settings --> Activate the developer mode
+   --> Technical --> SMS`.
+
+
+#. **Can I send as many SMSs I want at once?**
+
+   Yes, if you have enough credits.
+
+
+#. **If I have a number that does not exist in the list of recipients, will I lose credits?**
+
+   Not if the phone number is in the wrong format (e.g. too many digits). Otherwise, if the SMS is
+   sent to the wrong person or to a fake number, the credit will be lost.
+
+
+#. **What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a festival)?**
+
+   The SMS will not be delivered to that kind of number, so you won’t be charged.
+
+
+#. **Can I identify the numbers that do not exist when I send several SMSs?**
+
+   Only the ones that have an invalid format.
+
+
+#. **How does the GDPR regulation affect this service?**
+
+   Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__.