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[IMP] sms marketing: few adjusments in content + order of titles on the main page

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keli brugalli (kbr) 2020-03-24 11:20:25 +01:00 committed by Antoine Vandevenne (anv)
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sms_marketing/overview.rst
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@ -5,6 +5,6 @@ Overview
.. toctree::
:titlesonly:
overview/integrations_and_template
overview/sms_mailing_reports
overview/integrations_and_template
overview/contact_lists_and_blacklist

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sms_marketing/overview/contact_lists_and_blacklist.rst
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===========================
Contact lists and Blacklist
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.
distribution 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.
| Choose a name for your *Mailing list*, and activate the option *Is Public* if you would like to
make the mailing list accessible to your recipients in the unsubscription page (allowing users to
update their subscription preferences).
.. 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).
| A record of the mailings sent is kept on the recipient's chatter (whether it is a contact or
an opportunity, for example).
| This is important as you and team members can easily keep track and see a history of the
interactions with your contacts or prospects. Example: your sales representative can easily find
out which SMS mailing promotions a customer has received or not.
.. 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.
blacklisted, you can import those entries to your database.
| For that, go to :menuselection:`Configuration --> Phone Blacklist --> Import`.
.. image:: ./media/sms_marketing11.png

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sms_marketing/overview/integrations_and_template.rst
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==========================
Integrations and Templates
==========================
Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a
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.
Campaigns
=========
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`.
app --> Configuration --> Settings` and enable *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.
Now, the menu *Campaigns* is also available on the *SMS Marketing* app, allowing you to manage and
have an overview of your SMS mailings under campaigns.
.. 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
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
@ -28,6 +29,7 @@ being done.
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
@ -36,18 +38,17 @@ Sending SMSs through the Contacts app
.. 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`.
If you would like to send a message to multiple contacts at once, choose the *List View*, select
all the contacts needed, and under *Action* select *Send SMS*.
.. image:: ./media/sms_marketing16.png
:align: center
Set up SMS Templates
Set up SMS templates
====================
To set up *SMS Templates*, activate
the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to
:menuselection:`Technical --> Phone/SMS section --> SMS Templates`.
To set up *SMS Templates*, activate the :doc:`Developer mode <../../general/developer_mode/activate>`,
then go to :menuselection:`Technical --> SMS Templates`.
.. image:: ./media/sms_marketing17.png
:align: center
@ -59,7 +60,7 @@ the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to
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:
SMS Text Messaging is available throughout Odoo:
- *CRM*: send SMSs to your leads and opportunities.
- *Subscription*: alert customers about their subscription.
@ -70,7 +71,7 @@ the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to
- *SEPA debit payment provider*: send a verification code to your customers.
- *Studio*: send an SMS according to your needs by using automated actions.
.. tip::
.. important::
For more information about SMS integrations in Odoo and a list of frequently asked questions,
go to :doc:`../pricing/pricing_and_faq`.

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sms_marketing/overview/sms_mailing_reports.rst
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@ -1,48 +1,39 @@
===============================================
==============================================
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!
smartphones.
Install the app
===============
Go to *Apps*, search for *SMS Marketing* and click on *Install*.
Build an SMS mailing
====================
Get started
===========
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.
| Specify a *subject* name to help you remembering 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.) 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.
the message would be sent to the 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*.
The *Mailing list* option, on the other hand, allows you to choose the specific mailing lists you
created to group specific contacts. You are allowed to select multiple ones.
.. 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.
| Under the *SMS Content* tab, links can be included and Odoo automatically generates *link
trackers* in order to generate data about these links.
| Under *Settings* you have the option *Include opt-out link*. If activated, the contact
is able to unsubscribe from the mailing list.
.. image:: ./media/sms_marketing4.png
:align: center
@ -58,42 +49,39 @@ Note that you are allowed to select more than one *Mailing list*.
.. note::
Double-check that you have the phone number of your contacts saved.
Sending my mailing
==================
Send a 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
- *Put in Queue*: the mailing is triggered with the next automatic run. Interesting option if you do
not need the message to be sent at a specific time.
- *Send Now*: sends the message immediately. Use this option if the recipient list is not excessive.
- *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
- *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.
Under the *Reporting* menu apply filters, measures, and adopt different layouts to do analyses 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.
You can also check the price to send an SMS for your country by clicking on the *Information*
icon.
.. 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`
**Buy Credits:** in order to take advantage of the app and its features, make sure you have
purchased credits. For more information: :doc:`../pricing/pricing_and_faq`.