88 lines
3.4 KiB
ReStructuredText
88 lines
3.4 KiB
ReStructuredText
==============================================
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Build, Send and Get Reports from a SMS Mailing
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==============================================
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Using SMS Marketing as part of your communication strategies can empower you to expand your markets,
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considering that in some countries emails are not very used or used at all. It also helps to boost
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conversion rates, as this strategy has a high open-rate percentage among people who use
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smartphones.
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Get started
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===========
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Go to :menuselection:`SMS Marketing --> Create`.
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.. image:: ./media/sms_marketing1.png
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:align: center
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| Specify a *subject* name to help you remembering what the mailing is about.
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| Under *Recipients*, choose to whom you would like the SMS to be sent. If you choose *Contact*,
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all your Odoo contacts (vendor, customers, etc.) receive your SMS.
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| From there, you can refine your recipient list with the *add filter* option. In the example below,
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the message would be sent to the contacts living in Belgium.
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.. image:: ./media/sms_marketing2.png
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:align: center
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The *Mailing list* option, on the other hand, allows you to choose the specific mailing lists you
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created to group specific contacts. You are allowed to select multiple ones.
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.. image:: ./media/sms_marketing3.png
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:align: center
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| Under the *SMS Content* tab, links can be included and Odoo automatically generates *link
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trackers* in order to generate data about these links.
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| Under *Settings* you have the option *Include opt-out link*. If activated, the contact
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is able to unsubscribe from the mailing list.
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.. image:: ./media/sms_marketing4.png
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:align: center
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:width: 450
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.. tip::
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In the *Link Tracker* menu under *Configuration*, you can see the history of your sent links,
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access them and look at statistics.
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.. image:: ./media/sms_marketing5.png
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:align: center
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.. note::
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Double-check that you have the phone number of your contacts saved.
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Send a mailing
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==============
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.. image:: ./media/sms_marketing6.png
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Once you have your mailing created, you must choose when you would like it to be delivered:
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- *Put in Queue*: the mailing is triggered with the next automatic run. Interesting option if you do
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not need the message to be sent at a specific time.
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- *Send Now*: sends the message immediately. Use this option if the recipient list is not excessive.
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- *Schedule*: allows you to choose a day and time. Best option for mailings that you would like to
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send during a specific event, to promote an offer while it is active, or to simply plan your
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content strategy in advance.
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- *Test*: allows you to send an SMS to one or multiple numbers for test purposes. Check, for
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example, if the link provided lands on the right page while making sure they are responsive. If
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sending it to multiple numbers, you must remember to use a comma between them.
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Visualize reports
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=================
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Under the *Reporting* menu apply filters, measures, and adopt different layouts to do analyses of
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the performance of your SMS mailings.
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.. image:: ./media/sms_marketing7.png
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:align: center
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.. tip::
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You can also check the price to send an SMS for your country by clicking on the *Information*
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icon.
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.. image:: ./media/sms_marketing8.png
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:align: center
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.. note::
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**Buy Credits:** in order to take advantage of the app and its features, make sure you have
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purchased credits. For more information: :doc:`../pricing/pricing_and_faq`.
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