[ADD] SMS Marketing documentation (#462)

applications.rst

@@ -24,3 +24,4 @@ Applications
    iot
    mobile/firebase
    social_marketing
+   sms_marketing

sms_marketing.rst

@@ -0,0 +1,12 @@
+:banner: banners/sms.jpg
+
+=============
+SMS Marketing
+=============
+
+.. toctree::
+   :titlesonly:
+
+   sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing
+   sms_marketing/SMS_mkt_integrations_and_template
+   sms_marketing/SMS_mkt_contact_lists_and_blacklist

sms_marketing/SMS_mkt_build_send-and_get_reports_from_a_SMS_mailing.rst

@@ -0,0 +1,76 @@
+===============================================
+Build, send and get reports from a SMS mailing
+===============================================
+
+Why to use SMS?
+Using SMS Marketing as part of my communication strategies can empower me to expand my markets, considering that in some countries emails are not very used or used at all. It also helps to boost my conversion rate, as this strategy has a high open-rate percentage among people who use smartphones - people usually don’t keep unread SMSs!
+
+With Odoo’s SMS Marketing app you can plan, organize, schedule and keep track of your mailings with its easy to use interface.
+
+
+Install the app
+==================================
+Go to *Apps*, search for *SMS Marketing* and click on *Install*.
+
+
+Build an SMS mailing
+==================================
+Go to *SMS Marketing > Create*.
+
+.. image:: ./media/sms_marketing1.png
+   :align: center
+
+First, I’ll be able to specify a *subject* name that will help me to remember what the mailing is about.
+Under *recipients*, I’ll choose to whom I’d like the SMS to be sent. If I choose *Contact*, all my Odoo contacts (vendor, customers, etc.) will receive my SMS.
+From there, I can refine my recipient list with the *add filter* option. In the example below, I choose to send it to my contacts living in Belgium.
+
+.. image:: ./media/sms_marketing2.png
+   :align: center
+
+The *Mailing list* option, on the other hand, allows me to choose mailing lists I’ve created with specific contacts or people who have subscribed to my Newsletters, or both! I’m allowed to select more than one *Mailing list*.
+
+.. image:: ./media/sms_marketing3.png
+   :align: center
+
+Under the *SMS Content* tab, links can be included and Odoo will automatically generate *link trackers*. Thank to those, I’ll be able to get data about those links.
+
+On *Settings* I have the option *include opt-out link* available. If activated, the contact will be able to unsubscribe from the mailing list he’s not interested in anymore.
+
+.. image:: ./media/sms_marketing4.png
+   :align: center
+
+.. tip:: in the *Link Tracker* menu under *Configuration*, I can see the history of my sent links, access them and look at statistics.
+
+.. image:: ./media/sms_marketing5.png
+   :align: center
+
+.. note:: Double-check that you have the phone number of your contacts saved!
+
+
+Sending my mailing
+==================================
+.. image:: ./media/sms_marketing6.png
+
+
+Once I have my mailing created, I must choose when I would like it to be delivered:
+
+- *Put in queue*: the mailing will be triggered with the next automatic run.
+   Interesting option if I don’t mind when the triggering will happen.
+- *Send now*: sends the message immediately.
+   Advised to use this option if there are not that many recipients.
+- *Schedule*: allows me to choose a day and time.
+   Best option for mailings that I would like to send during a specific event, to promote an offer while it is active or to simply plan my content strategy in advance.
+- *Test*: allows me to send an SMS to one or multiple numbers for test purposes.
+   Check, for example, if the link provided lands on the right page while making sure they are responsive. If sending it to multiple numbers, I must remember to use a comma between them.
+
+
+Visualize reports
+==================================
+On the *Reporting* menu, with just a few clicks, I am capable of applying filters, measures and adopt different layouts to do an analysis of the performance of my SMS mailings.
+
+.. image:: ./media/sms_marketing7.png
+   :align: center
+
+.. tip:: I can also check the price to send an SMS on your country when clicking on the *information* icon when creating a new SMS.
+.. image:: ./media/sms_marketing8.png
+   :align: center

sms_marketing/SMS_mkt_contact_lists_and_blacklist.rst

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

sms_marketing/SMS_mkt_integrations_and_template.rst

@@ -0,0 +1,64 @@
+==================================
+Integrations and Templates
+==================================
+Using SMS to reach people can be a strategy not just used for advertisement purposes but also as a reminder of events or issued invoices to your costumers, for example.
+As you know, one of the biggest benefits of using Odoo is the capability of the apps to be integrated. 
+With the SMS Marketing app isn’t different!
+
+Organize Email Marketing and SMS campaigns
+===========================================
+First, make sure to have the necessary feature activated. Go to the *Email Marketing app > Configuration > Settings> activate the option Mailing Campaigns*.
+
+.. image:: ./media/sms_marketing12.png
+   :align: center
+
+Now, I’ll also have the menu *Campaigns* included in my *SMS Marketing* page, allowing me to have an overview of my SMS mailings and my email marketing ones.
+
+.. image:: ./media/sms_marketing13.png
+   :align: center
+
+This feature is especially useful if I have aggregated campaigns, as I have a global reporting view. In addition to that, I can create stages in my kanban view to better organize the work being done.
+
+.. image:: ./media/sms_marketing14.png
+   :align: center
+
+Sending SMSs through the Contacts app
+======================================
+Sending SMSs through the contact’s form is available by default in Odoo. It makes my work easier if I need to send an SMS to a specific contact, for example.
+For that, I’ll go to the *Contacts* app, select the contact and click on the *SMS* icon next to the phone number.
+
+.. image:: ./media/sms_marketing15.png
+   :align: center
+
+If I’d like to send a message in a batch here, I could go to *List View > select all the contacts > Action > Send SMS*.
+
+.. image:: ./media/sms_marketing16.png
+   :align: center
+   
+Set up SMS Templates
+==================================
+To set up *SMS Templates*, I’ll go to the *Settings* app and activate the *developer mode*. Now, back to *Settings* app, I’ll go to *Technical > Phone/SMS section > SMS Templates* and create the content I need.
+
+.. image:: ./media/sms_marketing17.png
+   :align: center
+
+.. image:: ./media/sms_marketing18.png
+   :align: center
+
+.. tip:: Use *Dynamic Placeholders* to adapt automatically the content of the SMS to the context.
+
+.. note:: 
+
+   SMS Text Messaging is available throughout Odoo! Here are some of our extra notable integrations: 
+   
+   - *CRM*: send SMSs to your leads and opportunities.
+   - *Subscription*: alert customers about their subscription.
+   - *Accounting*: send payment reminders.
+   - *Marketing Automation*: automate your SMS marketing campaigns.
+   - *Inventory*: send an automatic confirmation when a delivery order is done.
+   - *Sign*: receive a validation code to verify your identity before signing a document online.
+   - *SEPA debit payment provider*: send a verification code to your customers.
+   - *Studio*: send an SMS according to your needs by using automated actions.
+
+
+