[REF] sms marketing: remove essentials and pricing

closes odoo/documentation#10593

X-original-commit: 6aca6f83d3
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/essentials/in_app_purchase.rst

@@ -89,7 +89,7 @@ settings. To use a service, simply interact with it wherever it appears in the d
    - :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
    - :doc:`Enrich your contacts base with Partner Autocomplete
      <../sales/crm/optimize/partner_autocomplete>`
-   - :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`
+   - :doc:`SMS Marketing <../marketing/sms_marketing>`
 
 .. _in_app_purchase/credits:
 
@@ -119,7 +119,7 @@ Credits are purchased in *Packs* from the `Odoo IAP Catalog
    The number of credits consumed depends on the length of the SMS and the country of destination.
 
    For more information, refer to the :doc:`SMS Pricing and FAQ
-   <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
+   <../marketing/sms_marketing/pricing_and_faq>` documentation.
 
 .. _iap/buying_credits:
 

content/applications/finance/accounting/payments/follow_up.rst

@@ -91,5 +91,5 @@ select :guilabel:`Process follow-ups`.
 
 .. seealso::
    - :doc:`/applications/essentials/in_app_purchase`
-   - :doc:`/applications/marketing/sms_marketing/pricing/pricing_and_faq`
+   - :doc:`/applications/marketing/sms_marketing/pricing_and_faq`
    - :doc:`../customer_invoices/snailmail`

content/applications/hr/recruitment.rst

@@ -89,7 +89,7 @@ feature is enabled.
 
 .. seealso::
    For more information, refer to the :doc:`SMS pricing and FAQs
-   <../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
+   <../marketing/sms_marketing/pricing_and_faq>` documentation.
 
 .. _recruitment/cv-display:
 

content/applications/marketing/email_marketing/mailing_lists.rst

@@ -38,8 +38,8 @@ can be filled out by following steps explained in the :doc:`Email Marketing doc
 <../email_marketing>`.
 
 Clicking :guilabel:`Send SMS` reveals a separate page with a blank SMS template form, which can be
-filled out by following steps explained in the :doc:`SMS essentials doc
-<../sms_marketing/essentials/sms_essentials>`.
+filled out by following steps explained in the :doc:`SMS Marketing doc
+<../sms_marketing>`.
 
 At the top of the mailing list form is a series of smart buttons that display a variety of metrics
 related to the specific mailing list. When any of the smart buttons are clicked, a separate page is

content/applications/marketing/marketing_automation/workflow_activities.rst

@@ -166,7 +166,7 @@ to the :guilabel:`Create Activities` pop-up window, in order to configure the :r
 <marketing_automation/trigger>`.
 
 .. seealso::
-   :doc:`Creating and configuring SMS templates <../sms_marketing/essentials/sms_essentials>`
+   :doc:`Creating and configuring SMS templates <../sms_marketing>`
 
 .. _marketing_automation/trigger:
 

content/applications/marketing/sms_marketing.rst

@@ -1,17 +1,83 @@
-:nosearch:
 :show-content:
-:hide-page-toc:
-:show-toc:
 
 =============
 SMS Marketing
 =============
 
+Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
+companies expand their market reach, especially in some countries, where emails might not be very
+common, or even used at all.
+
+Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
+such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
+channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through
+rate)` outcomes.
+
 .. seealso::
-   - `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
+   `Odoo Tutorials: Marketing <https://www.odoo.com/slides/marketing-27>`_
+
+.. cards::
+
+   .. card:: Create SMS messages
+      :target: sms_marketing/create_sms
+
+      Explore how to create, configure, send, and schedule SMS messages.
+
+   .. card:: SMS analysis
+      :target: sms_marketing/sms_analysis
+
+      Examine detailed reporting metrics related to every aspect of sent SMS messages.
+
+   .. card:: SMS marketing campaigns
+      :target: sms_marketing/marketing_campaigns
+
+      Discover how to create and customize SMS marketing campaigns for any occasion with Odoo.
+
+   .. card:: Mailing lists and blacklists
+      :target: sms_marketing/mailing_lists_blacklists
+
+      Set up custom mailing lists and blacklists to ensure all SMS messages reach the right
+      recipients.
+
+   .. card:: Pricing and FAQ
+      :target: sms_marketing/pricing_and_faq
+
+      Find out more about Odoo's SMS pricing, and check out some of the most frequently asked
+      questions.
+
+SMS marketing dashboard
+=======================
+
+When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which
+showcases the various SMS mailings that have been created, along with pertinent information and data
+related to that specific message.
+
+The :icon:`oi-view-kanban` :guilabel:`Kanban` view is the default Odoo uses when the application is
+opened, which provides an organized display of the SMS mailings that have been created, and what
+their current status is at the moment.
+
+.. note::
+   An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses:
+   :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`.
+
+In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different
+view options to choose from. Each one provides a unique take on the same SMS information.
+
+The :icon:`oi-view-list` :guilabel:`List` view provides the same useful data related to SMS
+mailings, but in a more traditional list layout.
+
+The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings are scheduled or have been
+sent. Clicking a future date opens a blank SMS template to be scheduled for that date.
+
+Lastly, the :icon:`fa-area-chart` :guilabel:`Graph` view visualizes that same SMS-related data in
+series of graphs and charts. Odoo also provides various ways to sort and group the data for more
+detailed analysis.
 
 .. toctree::
    :titlesonly:
 
-   sms_marketing/essentials
-   sms_marketing/pricing
+   sms_marketing/create_sms
+   sms_marketing/sms_analysis
+   sms_marketing/marketing_campaigns
+   sms_marketing/mailing_lists_blacklists
+   sms_marketing/pricing_and_faq

content/applications/marketing/sms_marketing/create_sms.rst

@@ -0,0 +1,117 @@
+===================
+Create SMS messages
+===================
+
+To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
+a blank SMS template form, which can be configured in a number of different ways.
+
+.. image:: create_sms/sms-create.png
+   :align: center
+   :alt: Creating an SMS marketing template.
+
+First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
+
+Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
+will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
+:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
+(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
+
+.. note::
+   To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
+   Odoo displays all previously created mailing lists, along with various types of data related to
+   that specific list (e.g. number of contacts, mailings, recipients, etc.).
+
+   To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
+
+.. image:: create_sms/sms-mailing-list.png
+   :align: center
+   :alt: View of the mailing list page in the SMS marketing application.
+
+To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
+the choices Odoo makes available.
+
+When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
+chosen field even further becomes available — either with a default recipient filter equation that
+appears automatically (which can be customized to fit any business need), or, if no default
+recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
+
+Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
+be configured similar to an equation. You can create multiple recipient rules, if necessary.
+
+Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
+whatever criteria is configured in those fields. Multiple rules can be added.
+
+.. example::
+   If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
+   customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
+   specific recipient rules are entered.
+
+   For instance, the message below will only be sent to contacts in the database that are located in
+   the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
+   blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
+
+   .. image:: create_sms/contact-recipient.png
+      :align: center
+      :alt: Contact recipients on SMS marketing.
+
+Writing SMS messages
+--------------------
+
+Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
+:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
+displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
+Service)` mailings it will take to deliver the complete message.
+
+.. tip::
+   To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
+   :guilabel:`Information` icon.
+
+.. image:: create_sms/sms-price-check.png
+   :align: center
+   :alt: SMS price check icon.
+
+.. note::
+   Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
+   :abbr:`SMS (Short Message Service)` messages will not be sent without credits.
+
+.. seealso::
+   `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_
+
+Track links used in SMS messages
+--------------------------------
+
+When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
+link trackers to gather analytical data and metrics related to those specific links, which can be
+found by going to :menuselection:`Configuration --> Link Tracker`.
+
+.. image:: create_sms/sms-link-tracker.png
+   :align: center
+   :alt: SMS Link Tracker page.
+
+Adjust SMS settings
+===================
+
+Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
+opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
+avoiding all future mailings.
+
+An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
+the :guilabel:`Settings` tab, as well.
+
+.. image:: create_sms/sms-settings-tab.png
+   :align: center
+   :alt: SMS Settings tab.
+
+Send SMS messages
+=================
+
+Once a mailing is created, choose when Odoo should deliver the message from the following options:
+
+- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
+  is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
+- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
+  best option for mailings related to a specific event. Such a method can also be used to promote a
+  limited-time offer, or to help plan a company's content strategy in advance.
+- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
+  numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
+  used as recipients.

content/applications/marketing/sms_marketing/essentials.rst

@@ -1,12 +0,0 @@
-:nosearch:
-
-==========
-Essentials
-==========
-
-.. toctree::
-   :titlesonly:
-
-   essentials/sms_essentials
-   essentials/sms_campaign_settings
-   essentials/mailing_lists_blacklists

content/applications/marketing/sms_marketing/essentials/sms_essentials.rst

@@ -1,256 +0,0 @@
-==============
-SMS essentials
-==============
-
-Utilizing :abbr:`SMS (Short Message Service)` outreach in communication strategies can help
-companies expand their market reach, especially in some countries, where emails might not be very
-common, or even used at all.
-
-Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions,
-such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
-channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through
-rate)` outcomes.
-
-SMS marketing dashboard
-=======================
-
-When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which
-showcases the various SMS mailings that have been created, along with pertinent information and data
-related to that specific message.
-
-The :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides
-an organized display of the SMS mailings that have been created, and what their current status is at
-the moment.
-
-.. note::
-   An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses:
-   :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`.
-
-In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different
-view options to choose from. Each one provides a unique take on the same SMS information.
-
-The :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more
-traditional list layout.
-
-The :guilabel:`Calendar` view provides a simple calendar, making it easy to see when SMS mailings
-are going to be sent (or have been sent). If a future date is clicked, Odoo reveals a blank SMS
-template that, when completed, will be scheduled to be sent on that specific future date.
-
-Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and
-charts. Odoo also provides various ways to sort and group the data for more detailed analysis.
-
-Create SMS messages
-===================
-
-To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
-a blank SMS template form, which can be configured in a number of different ways.
-
-.. image:: sms_essentials/sms-create.png
-   :align: center
-   :alt: Creating an SMS marketing template.
-
-First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
-
-Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
-will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
-:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
-(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
-
-.. note::
-   To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
-   Odoo displays all previously created mailing lists, along with various types of data related to
-   that specific list (e.g. number of contacts, mailings, recipients, etc.).
-
-   To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
-
-.. image:: sms_essentials/sms-mailing-list.png
-   :align: center
-   :alt: View of the mailing list page in the SMS marketing application.
-
-To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
-the choices Odoo makes available.
-
-When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
-chosen field even further becomes available — either with a default recipient filter equation that
-appears automatically (which can be customized to fit any business need), or, if no default
-recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
-
-Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
-be configured similar to an equation. You can create multiple recipient rules, if necessary.
-
-Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
-whatever criteria is configured in those fields. Multiple rules can be added.
-
-.. example::
-   If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
-   customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
-   specific recipient rules are entered.
-
-   For instance, the message below will only be sent to contacts in the database that are located in
-   the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
-   blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
-
-   .. image:: sms_essentials/contact-recipient.png
-      :align: center
-      :alt: Contact recipients on SMS marketing.
-
-Writing SMS messages
---------------------
-
-Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
-:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
-displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
-Service)` mailings it will take to deliver the complete message.
-
-.. tip::
-   To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
-   :guilabel:`Information` icon.
-
-.. image:: sms_essentials/sms-price-check.png
-   :align: center
-   :alt: SMS price check icon.
-
-.. note::
-   Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
-   :abbr:`SMS (Short Message Service)` messages will not be sent without credits.
-
-.. seealso::
-   `Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_
-
-Track links used in SMS messages
---------------------------------
-
-When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
-link trackers to gather analytical data and metrics related to those specific links, which can be
-found by going to :menuselection:`Configuration --> Link Tracker`.
-
-.. image:: sms_essentials/sms-link-tracker.png
-   :align: center
-   :alt: SMS Link Tracker page.
-
-Adjust SMS settings
-===================
-
-Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
-opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
-avoiding all future mailings.
-
-An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
-the :guilabel:`Settings` tab, as well.
-
-.. image:: sms_essentials/sms-settings-tab.png
-   :align: center
-   :alt: SMS Settings tab.
-
-Send SMS messages
-=================
-
-Once a mailing is created, choose when Odoo should deliver the message from the following options:
-
-- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
-  is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
-- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
-  best option for mailings related to a specific event. Such a method can also be used to promote a
-  limited-time offer, or to help plan a company's content strategy in advance.
-- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
-  numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
-  used as recipients.
-
-Visualize reports
-=================
-
-On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the
-header menu), there are options to apply different combinations of :guilabel:`Filters` and
-:guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`,
-:guilabel:`List`, and :guilabel:`Cohort` views.)
-
-Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of
-:abbr:`SMS (Short Message Service)` mailings.
-
-For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data
-is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g.
-:guilabel:`Measures` drop down menu).
-
-.. image:: sms_essentials/sms-reporting-page.png
-   :align: center
-   :alt: Reporting page in SMS Marketing.
-
-.. tip::
-   SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is required to use
-   automation rules.
-
-   To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then, using the
-   :guilabel:`Search...` bar, search for `studio`.
-
-   If it is not already installed, click :guilabel:`Install`.
-
-   Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the
-   cost. Consult `support <https://www.odoo.com/contactus>`_, or reach out to the database's
-   customer success manager, with any questions on making the change.
-
-   To use automation rules, navigate in :ref:`developer mode <developer-mode>`, to
-   :menuselection:`Settings app --> Technical menu --> Automation section --> Automation Rules`.
-   Then, click :guilabel:`New` to create a new rule.
-
-   Enter a name for the automation rule, and select a :guilabel:`Model` to implement this rule on.
-
-   Based on the selection for the :guilabel:`Trigger`, additional fields will populate below. Set
-   the :guilabel:`Trigger` to one of the following options:
-
-   :guilabel:`Values Updated`
-
-   - :guilabel:`User is set`
-   - :guilabel:`State is set to`
-   - :guilabel:`On archived`
-   - :guilabel:`On unarchived`
-
-   :guilabel:`Timing Conditions`
-
-   - :guilabel:`Based on date field`
-   - :guilabel:`After creation`
-   - :guilabel:`After last update`
-
-   :guilabel:`Custom`
-
-   - :guilabel:`On save`
-   - :guilabel:`On deletion`
-   - :guilabel:`On UI change`
-
-   :guilabel:`External`
-
-   - :guilabel:`On webhook`
-
-   Other options may appear based on the :guilabel:`Model` selected. For example if the
-   :guilabel:`Calendar Event` model is selected, then the following options appear in addition to
-   those above:
-
-   :guilabel:`Email Events`
-
-   - :guilabel:`On incoming message`
-   - :guilabel:`On outgoing message`
-
-   Under the :guilabel:`Before Update Domain` field, set a condition to be met before updating the
-   record. Click :guilabel:`Edit Domain` to set record parameters.
-
-   Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. Next, in the resulting
-   :guilabel:`Create Actions` pop-up window, select :guilabel:`Send SMS`, and set the
-   :guilabel:`Allowed Groups`. :guilabel:`Allowed Groups` are the access rights groups that are
-   allowed to execute this rule. Leave the field empty to allow all groups. See this documentation:
-   :ref:`access-rights/groups`.
-
-   Next, set the :guilabel:`SMS Template` and choose whether the SMS message should be logged as a
-   note, by making a selection in the drop-down menu: :guilabel:`Send SMS as`. Click
-   :guilabel:`Save and Close` to save the changes to this new action.
-
-   .. image:: sms_essentials/automation-rule-sms.png
-      :align: center
-      :alt: Automation rule template with rule to do, SMS template and log as note highlighted.
-
-   Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the
-   completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to
-   implement the change.
-
-.. seealso::
-   - :doc:`sms_campaign_settings`
-   - :doc:`mailing_lists_blacklists`
-   - :doc:`../../../essentials/in_app_purchase`

content/applications/marketing/sms_marketing/marketing_campaigns.rst

@@ -16,7 +16,7 @@ To enable :abbr:`SMS (Short Message Service)` campaigns in Odoo, make sure the *
 feature is activated by going to :menuselection:`Email Marketing --> Configuration --> Settings`,
 and then enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes.
 
-.. image:: sms_campaign_settings/sms-mailing-campaigns.png
+.. image:: marketing_campaigns/sms-mailing-campaigns.png
    :align: center
    :alt: View of the mailing campaigns setting in Odoo.
 
@@ -40,7 +40,7 @@ initially, there's only a single checkbox labeled: :guilabel:`Allow A/B Testing.
 
 When clicked, a series of other options appear.
 
-.. image:: sms_campaign_settings/ab-tests-sms.png
+.. image:: marketing_campaigns/ab-tests-sms.png
    :align: center
    :alt: The A/B Test tab is located on an Odoo SMS Marketing app campaign form.
 
@@ -74,7 +74,7 @@ To create, edit, or analyze any campaign, click :menuselection:`Campaigns` in th
 information related to the mailings associated with that campaign (e.g. number of emails, social
 posts, SMSs, and push notifications).
 
-.. image:: sms_campaign_settings/campaigns-page.png
+.. image:: marketing_campaigns/campaigns-page.png
    :align: center
    :alt: Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, separated by stage.
 
@@ -85,7 +85,7 @@ Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank camp
 to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or
 edit its campaign template form.
 
-.. image:: sms_campaign_settings/sms-campaign-template.png
+.. image:: marketing_campaigns/sms-campaign-template.png
    :align: center
    :alt: View of an SMS campaign template in Odoo SMS marketing.
 
@@ -114,7 +114,7 @@ In order to send an :abbr:`SMS (Short Message Service)` in this fashion, navigat
 :menuselection:`Contacts` app, select the desired contact in the database, and click on the
 :guilabel:`SMS` icon on the contact form (next to the :guilabel:`Phone Number` field).
 
-.. image:: sms_campaign_settings/sms-contact-form.png
+.. image:: marketing_campaigns/sms-contact-form.png
    :align: center
    :alt: The SMS icon is located on an individual's contact form in Odoo Contacts.
 
@@ -122,7 +122,7 @@ To send a message to multiple contacts at once, navigate to the main :menuselect
 main dashboard, choose the :guilabel:`List View`, and select all the desired contacts to whom the
 message should be sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`.
 
-.. image:: sms_campaign_settings/sms-contacts-action-send-message.png
+.. image:: marketing_campaigns/sms-contacts-action-send-message.png
    :align: center
    :alt: Select a number of contacts, click action, and select send multiple SMSs.
 
@@ -142,7 +142,7 @@ Next return to the :menuselection:`Settings app` and, in the now-visible header
 choose :menuselection:`Technical --> SMS Templates` to begin setting up :abbr:`SMS (Short Message
 Service)` templates for future marketing campaigns.
 
-.. image:: sms_campaign_settings/sms-template-setting.png
+.. image:: marketing_campaigns/sms-template-setting.png
    :align: center
    :alt: Select the SMS Template option in the Technical dropdown on the Settings app.
 
@@ -152,7 +152,7 @@ to which recipients it applies.
 
 On this page, :abbr:`SMS (Short Message Service)` templates can be edited or created from scratch.
 
-.. image:: sms_campaign_settings/sms-template.png
+.. image:: marketing_campaigns/sms-template.png
    :align: center
    :alt: The SMS Templates page in Odoo is available after enabling developer mode in the General
          Settings

content/applications/marketing/sms_marketing/pricing.rst

@@ -1,10 +0,0 @@
-:nosearch:
-
-===============
-Pricing and FAQ
-===============
-
-.. toctree::
-   :titlesonly:
-
-   pricing/pricing_and_faq

content/applications/marketing/sms_marketing/sms_analysis.rst

@@ -0,0 +1,94 @@
+============
+SMS analysis
+============
+
+On the :guilabel:`Reporting` page (accessible via the :menuselection:`Reporting` option in the
+header menu), there are options to apply different combinations of :guilabel:`Filters` and
+:guilabel:`Measures` to view metrics in a number of different layouts (e.g. :guilabel:`Graph`,
+:guilabel:`List`, and :guilabel:`Cohort` views.)
+
+Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of
+:abbr:`SMS (Short Message Service)` mailings.
+
+For example, while in the default :guilabel:`Graph` view, :abbr:`SMS (Short Message Service)` data
+is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g.
+:guilabel:`Measures` drop down menu).
+
+.. image:: sms_analysis/sms-reporting-page.png
+   :align: center
+   :alt: Reporting page in SMS Marketing.
+
+.. tip::
+   SMS messages can be sent using automation rules in Odoo. Odoo *Studio* is required to use
+   automation rules.
+
+   To install Odoo *Studio*, go to the :menuselection:`Apps application`. Then, using the
+   :guilabel:`Search...` bar, search for `studio`.
+
+   If it is not already installed, click :guilabel:`Install`.
+
+   Adding the *Studio* application upgrades the subscription status to *Custom*, which increases the
+   cost. Consult `support <https://www.odoo.com/contactus>`_, or reach out to the database's
+   customer success manager, with any questions on making the change.
+
+   To use automation rules, navigate in :ref:`developer mode <developer-mode>`, to
+   :menuselection:`Settings app --> Technical menu --> Automation section --> Automation Rules`.
+   Then, click :guilabel:`New` to create a new rule.
+
+   Enter a name for the automation rule, and select a :guilabel:`Model` to implement this rule on.
+
+   Based on the selection for the :guilabel:`Trigger`, additional fields will populate below. Set
+   the :guilabel:`Trigger` to one of the following options:
+
+   :guilabel:`Values Updated`
+
+   - :guilabel:`User is set`
+   - :guilabel:`State is set to`
+   - :guilabel:`On archived`
+   - :guilabel:`On unarchived`
+
+   :guilabel:`Timing Conditions`
+
+   - :guilabel:`Based on date field`
+   - :guilabel:`After creation`
+   - :guilabel:`After last update`
+
+   :guilabel:`Custom`
+
+   - :guilabel:`On save`
+   - :guilabel:`On deletion`
+   - :guilabel:`On UI change`
+
+   :guilabel:`External`
+
+   - :guilabel:`On webhook`
+
+   Other options may appear based on the :guilabel:`Model` selected. For example if the
+   :guilabel:`Calendar Event` model is selected, then the following options appear in addition to
+   those above:
+
+   :guilabel:`Email Events`
+
+   - :guilabel:`On incoming message`
+   - :guilabel:`On outgoing message`
+
+   Under the :guilabel:`Before Update Domain` field, set a condition to be met before updating the
+   record. Click :guilabel:`Edit Domain` to set record parameters.
+
+   Under the :guilabel:`Actions To Do` tab, select :guilabel:`Add an action`. Next, in the resulting
+   :guilabel:`Create Actions` pop-up window, select :guilabel:`Send SMS`, and set the
+   :guilabel:`Allowed Groups`. :guilabel:`Allowed Groups` are the access rights groups that are
+   allowed to execute this rule. Leave the field empty to allow all groups. See this documentation:
+   :ref:`access-rights/groups`.
+
+   Next, set the :guilabel:`SMS Template` and choose whether the SMS message should be logged as a
+   note, by making a selection in the drop-down menu: :guilabel:`Send SMS as`. Click
+   :guilabel:`Save and Close` to save the changes to this new action.
+
+   .. image:: sms_analysis/automation-rule-sms.png
+      :align: center
+      :alt: Automation rule template with rule to do, SMS template and log as note highlighted.
+
+   Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the
+   completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to
+   implement the change.

content/applications/productivity/sign.rst

@@ -179,7 +179,7 @@ have any credits left, the authentication steps will be skipped.
 
 .. seealso::
    - :doc:`In-App Purchase (IAP) <../essentials/in_app_purchase>`
-   - :doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing/pricing_and_faq>`
+   - :doc:`SMS pricing and FAQ <../marketing/sms_marketing/pricing_and_faq>`
 
 .. _sign/sms:
 

content/applications/sales/subscriptions/automatic_alerts.rst

@@ -132,7 +132,7 @@ In the :guilabel:`Trigger On` field, decide whether the automated rule should be
    Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more
    information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`.
    For more information on sending SMS messages, visit
-   :doc:`../../marketing/sms_marketing/essentials/sms_essentials`.
+   :doc:`../../marketing/sms_marketing`.
 
 If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` field, the following fields
 appear:

redirects/17.0.txt

@@ -67,6 +67,12 @@ applications/marketing/surveys/time_random.rst applications/marketing/surveys/qu
 applications/marketing/social_marketing/essentials.rst applications/marketing/social_marketing.rst                                                        # /marketing/social_marketing/essentials --> /marketing/social_marketing
 applications/marketing/social_marketing/essentials/social_posts.rst applications/marketing/social_marketing/social_posts.rst                              # /marketing/social_marketing/essentials --> /marketing/social_marketing
 applications/marketing/social_marketing/essentials/social_campaigns.rst applications/marketing/social_marketing/social_campaigns.rst                      # /marketing/social_marketing/essentials --> /marketing/social_marketing
+applications/marketing/sms_marketing/essentials.rst applications/marketing/sms_marketing.rst                                                              # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
+applications/marketing/sms_marketing/essentials/sms_essentials.rst applications/marketing/sms_marketing.rst                                               # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
+applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst applications/marketing/sms_marketing.rst                                        # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
+applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst applications/marketing/sms_marketing/mailing_lists_blacklists.rst            # /marketing/sms_marketing/essentials --> /marketing/sms_marketing
+applications/marketing/sms_marketing/pricing.rst applications/marketing/sms_marketing/pricing_and_faq.rst                                                 # /marketing/sms_marketing/pricing --> /marketing/sms_marketing
+applications/marketing/sms_marketing/pricing/pricing_and_faq.rst applications/marketing/sms_marketing/pricing_and_faq.rst                                 # /marketing/sms_marketing/pricing --> /marketing/sms_marketing
 
 # applications/sales