[IMP] sms marketing: few adjusments in content + order of titles on the main page
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@ -5,6 +5,6 @@ Overview
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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overview/integrations_and_template
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overview/sms_mailing_reports
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overview/sms_mailing_reports
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overview/integrations_and_template
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overview/contact_lists_and_blacklist
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overview/contact_lists_and_blacklist
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@ -1,42 +1,41 @@
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===========================
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===========================
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Contact lists and Blacklist
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Contact Lists and Blacklist
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===========================
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===========================
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Creating your own list of contacts, or importing it, is useful when you want to create specific
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Creating your own list of contacts, or importing it, is useful when you want to create specific
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groups of people, such as the subscribers of your newsletter. It is also the best way to get started
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groups of people, such as the subscribers of your newsletter. It is also the best way to get started
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if you are coming from another system and already have built an audience. It makes the SMS
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if you are coming from another system and already have built an audience. It makes the SMS
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distribution a lot easier.
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distribution easier.
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Contact lists
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Contact lists
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=============
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=============
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| Go to :menuselection:`Contacts lists --> Contacts lists --> Create`.
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| Go to :menuselection:`Contacts lists --> Contacts lists --> Create`.
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| Choose a name for your *Mailing list*, and activate the option *Public* if you would like to make
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| Choose a name for your *Mailing list*, and activate the option *Is Public* if you would like to
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the mailing list accessible to your recipients in the unsubscription page to allow them to update
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make the mailing list accessible to your recipients in the unsubscription page (allowing users to
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their subscription preferences.
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update their subscription preferences).
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| Once inside the list, you can again *Create* or *Import* contacts for that specific list.
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.. image:: ./media/sms_marketing9.png
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.. image:: ./media/sms_marketing9.png
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:align: center
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:align: center
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History with the Log Notes
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History with the Log Notes
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--------------------------
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--------------------------
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A record of the mailings sent is kept in the chatter of the recipient (whether it is a contact or
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an opportunity, for example).
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| A record of the mailings sent is kept on the recipient's chatter (whether it is a contact or
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an opportunity, for example).
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| This is important as you and team members can easily keep track and see a history of the
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interactions with your contacts or prospects. Example: your sales representative can easily find
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out which SMS mailing promotions a customer has received or not.
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.. image:: ./media/sms_marketing10.png
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.. image:: ./media/sms_marketing10.png
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:align: center
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:align: center
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:height: 300
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:height: 300
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| This is important as you and your team can easily keep track and see a history of interactions
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with your contacts or prospects, granting you the ability to better understand them.
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| Example: your sales representative can easily find out which SMS mailing promotions a customer has
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received or not.
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Blacklist
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Blacklist
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=========
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=========
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| If you are coming from another software and have a list of clients who have already asked to be
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| If you are coming from another software and have a list of clients who have already asked to be
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blacklisted, you can import those entries in your database.
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blacklisted, you can import those entries to your database.
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| For that, go to :menuselection:`Configuration --> Phone Blacklist --> Import`.
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| For that, go to :menuselection:`Configuration --> Phone Blacklist --> Import`.
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.. image:: ./media/sms_marketing11.png
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.. image:: ./media/sms_marketing11.png
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@ -1,26 +1,27 @@
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==========================
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==========================
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Integrations and Templates
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Integrations and Templates
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==========================
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==========================
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Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a
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Using SMS to reach people can be a strategy not just used for advertisement purposes, but also as a
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reminder of events or issued invoices to your costumers, for example.
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reminder of events or issued invoices to your costumers, for example.
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Campaigns
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=========
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Organize Email Marketing and SMS Campaigns
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==========================================
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First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing
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First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing
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app --> Configuration --> Settings --> activate the option Mailing Campaigns`.
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app --> Configuration --> Settings` and enable *Mailing Campaigns*.
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.. image:: ./media/sms_marketing12.png
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.. image:: ./media/sms_marketing12.png
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:align: center
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:align: center
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Now, you will also have the menu *Campaigns* included in your *SMS Marketing* page, allowing you
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Now, the menu *Campaigns* is also available on the *SMS Marketing* app, allowing you to manage and
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to have an overview of your SMS mailings and your email marketing ones.
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have an overview of your SMS mailings under campaigns.
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.. image:: ./media/sms_marketing13.png
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.. image:: ./media/sms_marketing13.png
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:align: center
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:align: center
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This feature is especially useful if you have aggregated campaigns, as you have a global reporting
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This feature is especially useful if you have aggregated campaigns, as you have a global reporting
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view. In addition to that, you can create stages in your kanban view to better organize the work
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view. In addition to that, you can create stages in your Kanban view to better organize the work
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being done.
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being done.
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.. image:: ./media/sms_marketing14.png
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.. image:: ./media/sms_marketing14.png
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@ -28,6 +29,7 @@ being done.
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Sending SMSs through the Contacts app
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Sending SMSs through the Contacts app
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=====================================
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=====================================
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| Sending SMSs through the contact’s form is available by default in Odoo. It makes your work easier
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| Sending SMSs through the contact’s form is available by default in Odoo. It makes your work easier
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if you need to send an SMS to a specific contact, for example.
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if you need to send an SMS to a specific contact, for example.
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| For that, go to the *Contacts* app, select the contact and click on the *SMS* icon next to the
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| For that, go to the *Contacts* app, select the contact and click on the *SMS* icon next to the
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@ -36,18 +38,17 @@ Sending SMSs through the Contacts app
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.. image:: ./media/sms_marketing15.png
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.. image:: ./media/sms_marketing15.png
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:align: center
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:align: center
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If you would like to send a message in a batch here, you could go to
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If you would like to send a message to multiple contacts at once, choose the *List View*, select
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:menuselection:`List View --> select all the contacts --> Action --> Send SMS`.
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all the contacts needed, and under *Action* select *Send SMS*.
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.. image:: ./media/sms_marketing16.png
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.. image:: ./media/sms_marketing16.png
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:align: center
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:align: center
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Set up SMS templates
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Set up SMS Templates
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====================
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====================
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To set up *SMS Templates*, activate
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the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to
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To set up *SMS Templates*, activate the :doc:`Developer mode <../../general/developer_mode/activate>`,
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:menuselection:`Technical --> Phone/SMS section --> SMS Templates`.
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then go to :menuselection:`Technical --> SMS Templates`.
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.. image:: ./media/sms_marketing17.png
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.. image:: ./media/sms_marketing17.png
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:align: center
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:align: center
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@ -59,7 +60,7 @@ the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to
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Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context.
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Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context.
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.. note::
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.. note::
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SMS Text Messaging is available throughout Odoo! Here are some of our extra notable integrations:
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SMS Text Messaging is available throughout Odoo:
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- *CRM*: send SMSs to your leads and opportunities.
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- *CRM*: send SMSs to your leads and opportunities.
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- *Subscription*: alert customers about their subscription.
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- *Subscription*: alert customers about their subscription.
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@ -70,7 +71,7 @@ the :doc:`Developer mode <../../general/developer_mode/activate>`. Now, go to
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- *SEPA debit payment provider*: send a verification code to your customers.
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- *SEPA debit payment provider*: send a verification code to your customers.
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- *Studio*: send an SMS according to your needs by using automated actions.
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- *Studio*: send an SMS according to your needs by using automated actions.
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.. tip::
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.. important::
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For more information about SMS integrations in Odoo and a list of frequently asked questions,
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For more information about SMS integrations in Odoo and a list of frequently asked questions,
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go to :doc:`../pricing/pricing_and_faq`.
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go to :doc:`../pricing/pricing_and_faq`.
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@ -1,48 +1,39 @@
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===============================================
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==============================================
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Build, Send and Get Reports from a SMS Mailing
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Build, Send and Get Reports from a SMS Mailing
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===============================================
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==============================================
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Using SMS Marketing as part of your communication strategies can empower you to expand your markets,
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Using SMS Marketing as part of your communication strategies can empower you to expand your markets,
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considering that in some countries emails are not very used or used at all. It also helps to boost
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considering that in some countries emails are not very used or used at all. It also helps to boost
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conversion rates, as this strategy has a high open-rate percentage among people who use
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conversion rates, as this strategy has a high open-rate percentage among people who use
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smartphones - people usually don’t keep unread SMSs!
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smartphones.
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Get started
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Install the app
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===========
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===============
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Go to *Apps*, search for *SMS Marketing* and click on *Install*.
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Build an SMS mailing
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====================
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Go to :menuselection:`SMS Marketing --> Create`.
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Go to :menuselection:`SMS Marketing --> Create`.
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.. image:: ./media/sms_marketing1.png
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.. image:: ./media/sms_marketing1.png
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:align: center
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:align: center
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| First, you will be able to specify a *subject* name that will help you to remember what the
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| Specify a *subject* name to help you remembering what the mailing is about.
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mailing is about.
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| Under *Recipients*, choose to whom you would like the SMS to be sent. If you choose *Contact*,
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| Under *recipients*, choose to whom you would like the SMS to be sent. If you choose *Contact*,
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all your Odoo contacts (vendor, customers, etc.) receive your SMS.
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all your Odoo contacts (vendor, customers, etc.) will receive your SMS.
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| From there, you can refine your recipient list with the *add filter* option. In the example below,
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| From there, you can refine your recipient list with the *add filter* option. In the example below,
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the message will be sent to contacts living in Belgium.
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the message would be sent to the contacts living in Belgium.
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.. image:: ./media/sms_marketing2.png
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.. image:: ./media/sms_marketing2.png
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:align: center
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:align: center
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The *Mailing list* option, on the other hand, allows you to choose mailing lists you ve created with
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The *Mailing list* option, on the other hand, allows you to choose the specific mailing lists you
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specific contacts or people who have subscribed to your Newsletters, or both!
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created to group specific contacts. You are allowed to select multiple ones.
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Note that you are allowed to select more than one *Mailing list*.
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.. image:: ./media/sms_marketing3.png
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.. image:: ./media/sms_marketing3.png
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:align: center
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:align: center
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| Under the *SMS Content* tab, links can be included and Odoo will automatically generate
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| Under the *SMS Content* tab, links can be included and Odoo automatically generates *link
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*link trackers*. Thank to those, you will be able to get data about those links.
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trackers* in order to generate data about these links.
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| Under *Settings* you have the option *Include opt-out link*. If activated, the contact
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| On *Settings* you have the option *include opt-out link* available. If activated, the contact
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is able to unsubscribe from the mailing list.
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will be able to unsubscribe from the mailing list he is not interested in anymore.
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.. image:: ./media/sms_marketing4.png
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.. image:: ./media/sms_marketing4.png
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:align: center
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:align: center
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@ -58,42 +49,39 @@ Note that you are allowed to select more than one *Mailing list*.
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.. note::
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.. note::
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Double-check that you have the phone number of your contacts saved.
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Double-check that you have the phone number of your contacts saved.
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Send a mailing
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Sending my mailing
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==============
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==================
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.. image:: ./media/sms_marketing6.png
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.. image:: ./media/sms_marketing6.png
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Once you have your mailing created, you must choose when you would like it to be delivered:
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Once you have your mailing created, you must choose when you would like it to be delivered:
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- Put in queue: the mailing will be triggered with the next automatic run. Interesting option
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- *Put in Queue*: the mailing is triggered with the next automatic run. Interesting option if you do
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if you do not mind when the triggering will happen.
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not need the message to be sent at a specific time.
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- Send now: sends the message immediately. Advised to use this option if there are not that
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- *Send Now*: sends the message immediately. Use this option if the recipient list is not excessive.
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many recipients.
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- *Schedule*: allows you to choose a day and time. Best option for mailings that you would like to
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- Schedule: allows you to choose a day and time. Best option for mailings that you would like to
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send during a specific event, to promote an offer while it is active, or to simply plan your
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send during a specific event, to promote an offer while it is active or to simply plan your
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content strategy in advance.
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content strategy in advance.
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- Test: allows you to send an SMS to one or multiple numbers for test purposes. Check, for
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- *Test*: allows you to send an SMS to one or multiple numbers for test purposes. Check, for
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example, if the link provided lands on the right page while making sure they are responsive. If
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example, if the link provided lands on the right page while making sure they are responsive. If
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sending it to multiple numbers, you must remember to use a comma between them.
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sending it to multiple numbers, you must remember to use a comma between them.
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Visualize reports
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Visualize reports
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=================
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=================
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On the *Reporting* menu, with just a few clicks, you are capable of applying filters, measures and
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adopt different layouts to do an analysis of the performance of your SMS mailings.
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Under the *Reporting* menu apply filters, measures, and adopt different layouts to do analyses of
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the performance of your SMS mailings.
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.. image:: ./media/sms_marketing7.png
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.. image:: ./media/sms_marketing7.png
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:align: center
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:align: center
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.. tip::
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.. tip::
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You can also check the price to send an SMS on your country when clicking on the
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You can also check the price to send an SMS for your country by clicking on the *Information*
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*information* icon when creating a new SMS.
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icon.
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.. image:: ./media/sms_marketing8.png
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.. image:: ./media/sms_marketing8.png
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:align: center
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:align: center
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.. note::
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.. note::
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**Buy Credits!**
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**Buy Credits:** in order to take advantage of the app and its features, make sure you have
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In order to take advantage of the app and its features, make sure you have purchased credits.
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purchased credits. For more information: :doc:`../pricing/pricing_and_faq`.
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For more information on that access: :doc:`../pricing/pricing_and_faq`
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