diff --git a/sms_marketing.rst b/sms_marketing.rst index 854169931..d39fd8278 100644 --- a/sms_marketing.rst +++ b/sms_marketing.rst @@ -7,5 +7,4 @@ SMS Marketing .. toctree:: :titlesonly: - sms_marketing/overview sms_marketing/pricing \ No newline at end of file diff --git a/sms_marketing/overview.rst b/sms_marketing/overview.rst deleted file mode 100644 index b28e1342b..000000000 --- a/sms_marketing/overview.rst +++ /dev/null @@ -1,10 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/sms_mailing_reports - overview/integrations_and_template - overview/contact_lists_and_blacklist diff --git a/sms_marketing/overview/contact_lists_and_blacklist.rst b/sms_marketing/overview/contact_lists_and_blacklist.rst deleted file mode 100644 index b96bff05c..000000000 --- a/sms_marketing/overview/contact_lists_and_blacklist.rst +++ /dev/null @@ -1,42 +0,0 @@ -=========================== -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 easier. - -Contact lists -============= - -| Go to :menuselection:`Contacts lists --> Contacts lists --> Create`. -| 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 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 - -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 to your database. -| For that, go to :menuselection:`Configuration --> Phone Blacklist --> Import`. - -.. image:: ./media/sms_marketing11.png - :align: center \ No newline at end of file diff --git a/sms_marketing/overview/integrations_and_template.rst b/sms_marketing/overview/integrations_and_template.rst deleted file mode 100644 index 664c6c923..000000000 --- a/sms_marketing/overview/integrations_and_template.rst +++ /dev/null @@ -1,79 +0,0 @@ -========================== -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. - -Campaigns -========= - -First, make sure to have the necessary feature activated. Go to the :menuselection:`Email Marketing -app --> Configuration --> Settings` and enable *Mailing Campaigns*. - -.. image:: ./media/sms_marketing12.png - :align: center - -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 -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 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 - phone number. - -.. image:: ./media/sms_marketing15.png - :align: center - -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 -==================== - -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 - -.. 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: - - - *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. - -.. important:: - For more information about SMS integrations in Odoo and a list of frequently asked questions, - go to :doc:`../pricing/pricing_and_faq`. - -.. seealso:: - - :doc:`../../discuss/advanced/email_template` \ No newline at end of file diff --git a/sms_marketing/overview/media/sms_marketing1.png b/sms_marketing/overview/media/sms_marketing1.png deleted file mode 100644 index eb3e9b6c8..000000000 Binary files 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It also helps to boost -conversion rates, as this strategy has a high open-rate percentage among people who use -smartphones. - -Get started -=========== - -Go to :menuselection:`SMS Marketing --> Create`. - -.. image:: ./media/sms_marketing1.png - :align: center - -| 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 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 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 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 - :width: 450 - -.. tip:: - In the *Link Tracker* menu under *Configuration*, you can see the history of your 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. - -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 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 - 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 -================= - -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 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: :doc:`../pricing/pricing_and_faq`.