80991f155c
* [IMP] sms_marketing: update costs page * [IMP] sms_marketing: improve wording * [MOV] sms_marketing: shorten overly long file names * [IMP] sms_marketing: improved toctree Co-authored-by: Antoine Vandevenne (anv) <antoine.vandevenne@gmail.com>
100 lines
3.8 KiB
ReStructuredText
100 lines
3.8 KiB
ReStructuredText
===============================================
|
||
Build, Send and Get Reports from a SMS Mailing
|
||
===============================================
|
||
Using SMS Marketing as part of your communication strategies can empower you to expand your markets,
|
||
considering that in some countries emails are not very used or used at all. It also helps to boost
|
||
conversion rates, as this strategy has a high open-rate percentage among people who use
|
||
smartphones - people usually don’t keep unread SMSs!
|
||
|
||
|
||
Install the app
|
||
===============
|
||
|
||
Go to *Apps*, search for *SMS Marketing* and click on *Install*.
|
||
|
||
Build an SMS mailing
|
||
====================
|
||
|
||
Go to :menuselection:`SMS Marketing --> Create`.
|
||
|
||
.. image:: ./media/sms_marketing1.png
|
||
:align: center
|
||
|
||
| First, you will be able to specify a *subject* name that will help you to remember 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.) will receive your SMS.
|
||
| From there, you can refine your recipient list with the *add filter* option. In the example below,
|
||
the message will be sent to contacts living in Belgium.
|
||
|
||
|
||
.. image:: ./media/sms_marketing2.png
|
||
:align: center
|
||
|
||
The *Mailing list* option, on the other hand, allows you to choose mailing lists you ve created with
|
||
specific contacts or people who have subscribed to your Newsletters, or both!
|
||
Note that you are allowed to select more than one *Mailing list*.
|
||
|
||
.. image:: ./media/sms_marketing3.png
|
||
:align: center
|
||
|
||
| Under the *SMS Content* tab, links can be included and Odoo will automatically generate
|
||
*link trackers*. Thank to those, you will be able to get data about those links.
|
||
|
||
| On *Settings* you have the option *include opt-out link* available. If activated, the contact
|
||
will be able to unsubscribe from the mailing list he is not interested in anymore.
|
||
|
||
.. 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.
|
||
|
||
|
||
Sending my 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 will be triggered with the next automatic run. Interesting option
|
||
if you do not mind when the triggering will happen.
|
||
- Send now: sends the message immediately. Advised to use this option if there are not that
|
||
many recipients.
|
||
- 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
|
||
=================
|
||
On the *Reporting* menu, with just a few clicks, you are capable of applying filters, measures and
|
||
adopt different layouts to do an analysis 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 on your country when clicking on the
|
||
*information* icon when creating a new SMS.
|
||
|
||
.. 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 on that access: :doc:`../pricing/pricing_and_faq`
|