[REF] sms marketing: remove essentials and pricing
closes odoo/documentation#10590
X-original-commit: 6aca6f83d3
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
@ -89,7 +89,7 @@ settings. To use a service, simply interact with it wherever it appears in the d
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- :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
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- :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
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- :doc:`Enrich your contacts base with Partner Autocomplete
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- :doc:`Enrich your contacts base with Partner Autocomplete
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<../sales/crm/optimize/partner_autocomplete>`
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<../sales/crm/optimize/partner_autocomplete>`
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- :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`
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- :doc:`SMS Marketing <../marketing/sms_marketing>`
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.. _in_app_purchase/credits:
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.. _in_app_purchase/credits:
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@ -119,7 +119,7 @@ Credits are purchased in *Packs* from the `Odoo IAP Catalog
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The number of credits consumed depends on the length of the SMS and the country of destination.
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The number of credits consumed depends on the length of the SMS and the country of destination.
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For more information, refer to the :doc:`SMS Pricing and FAQ
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For more information, refer to the :doc:`SMS Pricing and FAQ
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<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
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<../marketing/sms_marketing/pricing_and_faq>` documentation.
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.. _iap/buying_credits:
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.. _iap/buying_credits:
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@ -91,5 +91,5 @@ select :guilabel:`Process follow-ups`.
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.. seealso::
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.. seealso::
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- :doc:`/applications/essentials/in_app_purchase`
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- :doc:`/applications/essentials/in_app_purchase`
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- :doc:`/applications/marketing/sms_marketing/pricing/pricing_and_faq`
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- :doc:`/applications/marketing/sms_marketing/pricing_and_faq`
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- :doc:`../customer_invoices/snailmail`
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- :doc:`../customer_invoices/snailmail`
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@ -89,7 +89,7 @@ feature is enabled.
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.. seealso::
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.. seealso::
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For more information, refer to the :doc:`SMS pricing and FAQs
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For more information, refer to the :doc:`SMS pricing and FAQs
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<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
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<../marketing/sms_marketing/pricing_and_faq>` documentation.
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.. _recruitment/cv-display:
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.. _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
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<../email_marketing>`.
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<../email_marketing>`.
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Clicking :guilabel:`Send SMS` reveals a separate page with a blank SMS template form, which can be
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Clicking :guilabel:`Send SMS` reveals a separate page with a blank SMS template form, which can be
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filled out by following steps explained in the :doc:`SMS essentials doc
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filled out by following steps explained in the :doc:`SMS Marketing doc
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<../sms_marketing/essentials/sms_essentials>`.
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<../sms_marketing>`.
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At the top of the mailing list form is a series of smart buttons that display a variety of metrics
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At the top of the mailing list form is a series of smart buttons that display a variety of metrics
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related to the specific mailing list. When any of the smart buttons are clicked, a separate page is
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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
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<marketing_automation/trigger>`.
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<marketing_automation/trigger>`.
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.. seealso::
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.. seealso::
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:doc:`Creating and configuring SMS templates <../sms_marketing/essentials/sms_essentials>`
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:doc:`Creating and configuring SMS templates <../sms_marketing>`
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.. _marketing_automation/trigger:
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.. _marketing_automation/trigger:
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@ -1,17 +1,83 @@
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:nosearch:
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:show-content:
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:show-content:
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:hide-page-toc:
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:show-toc:
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=============
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=============
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SMS Marketing
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SMS Marketing
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=============
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=============
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Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
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companies expand their market reach, especially in some countries, where emails might not be very
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common, or even used at all.
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|
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||||||
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Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
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|
such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
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channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through
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rate)` outcomes.
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.. seealso::
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.. seealso::
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- `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
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`Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
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.. cards::
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.. card:: Create SMS messages
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:target: sms_marketing/create_sms
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Explore how to create, configure, send, and schedule SMS messages.
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.. card:: SMS analysis
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:target: sms_marketing/sms_analysis
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Examine detailed reporting metrics related to every aspect of sent SMS messages.
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.. card:: SMS marketing campaigns
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:target: sms_marketing/marketing_campaigns
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Discover how to create and customize SMS marketing campaigns for any occasion with Odoo.
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.. card:: Mailing lists and blacklists
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:target: sms_marketing/mailing_lists_blacklists
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Set up custom mailing lists and blacklists to ensure all SMS messages reach the right
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recipients.
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.. card:: Pricing and FAQ
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:target: sms_marketing/pricing_and_faq
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Find out more about Odoo's SMS pricing, and check out some of the most frequently asked
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questions.
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SMS marketing dashboard
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=======================
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When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which
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showcases the various SMS mailings that have been created, along with pertinent information and data
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related to that specific message.
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The :icon:`oi-view-kanban` :guilabel:`Kanban` view is the default Odoo uses when the application is
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opened, which provides an organized display of the SMS mailings that have been created, and what
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their current status is at the moment.
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.. note::
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An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses:
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:guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`.
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In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different
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view options to choose from. Each one provides a unique take on the same SMS information.
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The :icon:`oi-view-list` :guilabel:`List` view provides the same useful data related to SMS
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mailings, but in a more traditional list layout.
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The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings are scheduled or have been
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sent. Clicking a future date opens a blank SMS template to be scheduled for that date.
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Lastly, the :icon:`fa-area-chart` :guilabel:`Graph` view visualizes that same SMS-related data in
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series of graphs and charts. Odoo also provides various ways to sort and group the data for more
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detailed analysis.
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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sms_marketing/essentials
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sms_marketing/create_sms
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sms_marketing/pricing
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sms_marketing/sms_analysis
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sms_marketing/marketing_campaigns
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sms_marketing/mailing_lists_blacklists
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sms_marketing/pricing_and_faq
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117
content/applications/marketing/sms_marketing/create_sms.rst
Normal file
@ -0,0 +1,117 @@
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===================
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Create SMS messages
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===================
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To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
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a blank SMS template form, which can be configured in a number of different ways.
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.. image:: create_sms/sms-create.png
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:align: center
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:alt: Creating an SMS marketing template.
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First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
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Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
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will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
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:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
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(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
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.. note::
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To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
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Odoo displays all previously created mailing lists, along with various types of data related to
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that specific list (e.g. number of contacts, mailings, recipients, etc.).
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To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
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.. image:: create_sms/sms-mailing-list.png
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:align: center
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:alt: View of the mailing list page in the SMS marketing application.
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To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
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the choices Odoo makes available.
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When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
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chosen field even further becomes available — either with a default recipient filter equation that
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appears automatically (which can be customized to fit any business need), or, if no default
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recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
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Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
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be configured similar to an equation. You can create multiple recipient rules, if necessary.
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Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
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whatever criteria is configured in those fields. Multiple rules can be added.
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.. example::
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If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
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customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
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specific recipient rules are entered.
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For instance, the message below will only be sent to contacts in the database that are located in
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the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
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blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
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.. image:: create_sms/contact-recipient.png
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:align: center
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:alt: Contact recipients on SMS marketing.
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Writing SMS messages
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--------------------
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Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
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:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
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displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
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Service)` mailings it will take to deliver the complete message.
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.. tip::
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To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
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:guilabel:`Information` icon.
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.. image:: create_sms/sms-price-check.png
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:align: center
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:alt: SMS price check icon.
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.. note::
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Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
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:abbr:`SMS (Short Message Service)` messages will not be sent without credits.
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.. seealso::
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`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_
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Track links used in SMS messages
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--------------------------------
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When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
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link trackers to gather analytical data and metrics related to those specific links, which can be
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found by going to :menuselection:`Configuration --> Link Tracker`.
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.. image:: create_sms/sms-link-tracker.png
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:align: center
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:alt: SMS Link Tracker page.
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Adjust SMS settings
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===================
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Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
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opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
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avoiding all future mailings.
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An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
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the :guilabel:`Settings` tab, as well.
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.. image:: create_sms/sms-settings-tab.png
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:align: center
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:alt: SMS Settings tab.
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Send SMS messages
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=================
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Once a mailing is created, choose when Odoo should deliver the message from the following options:
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- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
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is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
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- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
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best option for mailings related to a specific event. Such a method can also be used to promote a
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limited-time offer, or to help plan a company's content strategy in advance.
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- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
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numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
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used as recipients.
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Before Width: | Height: | Size: 8.7 KiB After Width: | Height: | Size: 8.7 KiB |
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Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
Before Width: | Height: | Size: 5.0 KiB After Width: | Height: | Size: 5.0 KiB |
@ -1,12 +0,0 @@
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:nosearch:
|
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||||||
==========
|
|
||||||
Essentials
|
|
||||||
==========
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
essentials/sms_essentials
|
|
||||||
essentials/sms_campaign_settings
|
|
||||||
essentials/mailing_lists_blacklists
|
|
@ -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`
|
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 7.9 KiB After Width: | Height: | Size: 7.9 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 15 KiB After Width: | Height: | Size: 15 KiB |
@ -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`,
|
feature is activated by going to :menuselection:`Email Marketing --> Configuration --> Settings`,
|
||||||
and then enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes.
|
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
|
:align: center
|
||||||
:alt: View of the mailing campaigns setting in Odoo.
|
: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.
|
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
|
:align: center
|
||||||
:alt: The A/B Test tab is located on an Odoo SMS Marketing app campaign form.
|
: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
|
information related to the mailings associated with that campaign (e.g. number of emails, social
|
||||||
posts, SMSs, and push notifications).
|
posts, SMSs, and push notifications).
|
||||||
|
|
||||||
.. image:: sms_campaign_settings/campaigns-page.png
|
.. image:: marketing_campaigns/campaigns-page.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, separated by stage.
|
: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
|
to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or
|
||||||
edit its campaign template form.
|
edit its campaign template form.
|
||||||
|
|
||||||
.. image:: sms_campaign_settings/sms-campaign-template.png
|
.. image:: marketing_campaigns/sms-campaign-template.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of an SMS campaign template in Odoo SMS marketing.
|
: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
|
: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).
|
: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
|
:align: center
|
||||||
:alt: The SMS icon is located on an individual's contact form in Odoo Contacts.
|
: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
|
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`.
|
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
|
:align: center
|
||||||
:alt: Select a number of contacts, click action, and select send multiple SMSs.
|
: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
|
choose :menuselection:`Technical --> SMS Templates` to begin setting up :abbr:`SMS (Short Message
|
||||||
Service)` templates for future marketing campaigns.
|
Service)` templates for future marketing campaigns.
|
||||||
|
|
||||||
.. image:: sms_campaign_settings/sms-template-setting.png
|
.. image:: marketing_campaigns/sms-template-setting.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Select the SMS Template option in the Technical dropdown on the Settings app.
|
: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.
|
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
|
:align: center
|
||||||
:alt: The SMS Templates page in Odoo is available after enabling developer mode in the General
|
:alt: The SMS Templates page in Odoo is available after enabling developer mode in the General
|
||||||
Settings
|
Settings
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 35 KiB After Width: | Height: | Size: 35 KiB |
Before Width: | Height: | Size: 6.2 KiB After Width: | Height: | Size: 6.2 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
@ -1,10 +0,0 @@
|
|||||||
:nosearch:
|
|
||||||
|
|
||||||
===============
|
|
||||||
Pricing and FAQ
|
|
||||||
===============
|
|
||||||
|
|
||||||
.. toctree::
|
|
||||||
:titlesonly:
|
|
||||||
|
|
||||||
pricing/pricing_and_faq
|
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
Before Width: | Height: | Size: 34 KiB After Width: | Height: | Size: 34 KiB |
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 5.7 KiB After Width: | Height: | Size: 5.7 KiB |
@ -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.
|
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 63 KiB After Width: | Height: | Size: 63 KiB |
@ -179,7 +179,7 @@ have any credits left, the authentication steps will be skipped.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`
|
- :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:
|
.. _sign/sms:
|
||||||
|
|
||||||
|
@ -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
|
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`.
|
information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`.
|
||||||
For more information on sending SMS messages, visit
|
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
|
If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` field, the following fields
|
||||||
appear:
|
appear:
|
||||||
|
@ -67,6 +67,12 @@ 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.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_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/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
|
# applications/sales
|
||||||
|
|
||||||
|