c71d623ef4
- monitoring.rst + mentions.rst = get_started.rst; - mail_twitter.rst = deleted (functionality does not exist since V12) - tracking.rst = project/tasks/collaborate.rst
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80 lines
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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:`../../social_marketing/overview/campaigns`
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- :doc:`../../discuss/advanced/email_template` |