[REM] sms marketing: remove docs (#875)
These pages document very straightforward screens and flows users can easily figure out without dedicated documentation. Besides, those screens are frequently reworked, requiring to maintain the related pages closely. This commit then removes low-value pages to reduce the technical debt and allow focusing on actually useful documentation pages. In addition, the eLearning platform covers the educationl needs of the app. Docs removed: - contact_lists_and_blacklist.rst - integrations_and_template.rst - sms_mailing_reports.rst
@ -7,5 +7,4 @@ SMS Marketing
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.. toctree::
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:titlesonly:
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sms_marketing/overview
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sms_marketing/pricing
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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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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===========================
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Contact Lists and Blacklist
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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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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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distribution easier.
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Contact lists
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=============
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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 *Is Public* if you would like to
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make the mailing list accessible to your recipients in the unsubscription page (allowing users to
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update their subscription preferences).
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.. image:: ./media/sms_marketing9.png
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:align: center
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History with the Log Notes
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--------------------------
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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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:align: center
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:height: 300
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Blacklist
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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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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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.. image:: ./media/sms_marketing11.png
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:align: center
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@ -1,79 +0,0 @@
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==========================
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Integrations and Templates
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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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reminder of events or issued invoices to your costumers, for example.
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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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app --> Configuration --> Settings` and enable *Mailing Campaigns*.
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.. image:: ./media/sms_marketing12.png
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:align: center
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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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have an overview of your SMS mailings under campaigns.
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.. image:: ./media/sms_marketing13.png
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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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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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.. image:: ./media/sms_marketing14.png
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:align: center
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Sending SMSs through the Contacts app
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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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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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phone number.
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.. image:: ./media/sms_marketing15.png
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:align: center
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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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all the contacts needed, and under *Action* select *Send SMS*.
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.. image:: ./media/sms_marketing16.png
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:align: center
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Set up SMS templates
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====================
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To set up *SMS Templates*, activate the :doc:`Developer mode <../../general/developer_mode/activate>`,
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then go to :menuselection:`Technical --> SMS Templates`.
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.. image:: ./media/sms_marketing17.png
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:align: center
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.. image:: ./media/sms_marketing18.png
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:align: center
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.. tip::
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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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SMS Text Messaging is available throughout Odoo:
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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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- *Accounting*: send payment reminders.
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- *Marketing Automation*: automate your SMS marketing campaigns.
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- *Inventory*: send an automatic confirmation when a delivery order is done.
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- *Sign*: receive a validation code to verify your identity before signing a document online.
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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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.. important::
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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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.. seealso::
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- :doc:`../../discuss/advanced/email_template`
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@ -1,87 +0,0 @@
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==============================================
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Build, Send and Get Reports from a SMS Mailing
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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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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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smartphones.
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Get started
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===========
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Go to :menuselection:`SMS Marketing --> Create`.
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.. image:: ./media/sms_marketing1.png
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:align: center
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| Specify a *subject* name to help you remembering what the 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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all your Odoo contacts (vendor, customers, etc.) 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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the message would be sent to the contacts living in Belgium.
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.. image:: ./media/sms_marketing2.png
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:align: center
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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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created to group specific contacts. You are allowed to select multiple ones.
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.. image:: ./media/sms_marketing3.png
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:align: center
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| Under the *SMS Content* tab, links can be included and Odoo automatically generates *link
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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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is able to unsubscribe from the mailing list.
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.. image:: ./media/sms_marketing4.png
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:align: center
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:width: 450
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.. tip::
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In the *Link Tracker* menu under *Configuration*, you can see the history of your sent links,
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access them and look at statistics.
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.. image:: ./media/sms_marketing5.png
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:align: center
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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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Send a mailing
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==============
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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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- *Put in Queue*: the mailing is triggered with the next automatic run. Interesting option if you do
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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. Use this option if the recipient list is not excessive.
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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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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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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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Visualize reports
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=================
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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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:align: center
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.. tip::
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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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icon.
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.. image:: ./media/sms_marketing8.png
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:align: center
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.. note::
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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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purchased credits. For more information: :doc:`../pricing/pricing_and_faq`.
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