=================== 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 `_ 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.