e1230a82d7
closes odoo/documentation#10593
X-original-commit: 6aca6f83d3
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
118 lines
5.4 KiB
ReStructuredText
118 lines
5.4 KiB
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===================
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Create SMS messages
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===================
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To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
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a blank SMS template form, which can be configured in a number of different ways.
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.. image:: create_sms/sms-create.png
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:align: center
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:alt: Creating an SMS marketing template.
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First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
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Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
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will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
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:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
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(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
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.. note::
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To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
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Odoo displays all previously created mailing lists, along with various types of data related to
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that specific list (e.g. number of contacts, mailings, recipients, etc.).
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To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
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.. image:: create_sms/sms-mailing-list.png
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:align: center
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:alt: View of the mailing list page in the SMS marketing application.
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To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
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the choices Odoo makes available.
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When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
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chosen field even further becomes available — either with a default recipient filter equation that
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appears automatically (which can be customized to fit any business need), or, if no default
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recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
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Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
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be configured similar to an equation. You can create multiple recipient rules, if necessary.
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Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
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whatever criteria is configured in those fields. Multiple rules can be added.
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.. example::
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If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
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customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
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specific recipient rules are entered.
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For instance, the message below will only be sent to contacts in the database that are located in
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the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
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blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
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.. image:: create_sms/contact-recipient.png
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:align: center
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:alt: Contact recipients on SMS marketing.
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Writing SMS messages
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--------------------
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Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
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:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
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displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
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Service)` mailings it will take to deliver the complete message.
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.. tip::
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To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
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:guilabel:`Information` icon.
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.. image:: create_sms/sms-price-check.png
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:align: center
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:alt: SMS price check icon.
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.. note::
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Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
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:abbr:`SMS (Short Message Service)` messages will not be sent without credits.
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.. seealso::
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`Odoo SMS - FAQ <https://iap-services.odoo.com/iap/sms/pricing>`_
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Track links used in SMS messages
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--------------------------------
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When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
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link trackers to gather analytical data and metrics related to those specific links, which can be
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found by going to :menuselection:`Configuration --> Link Tracker`.
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.. image:: create_sms/sms-link-tracker.png
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:align: center
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:alt: SMS Link Tracker page.
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Adjust SMS settings
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===================
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Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
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opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
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avoiding all future mailings.
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An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
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the :guilabel:`Settings` tab, as well.
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.. image:: create_sms/sms-settings-tab.png
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:align: center
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:alt: SMS Settings tab.
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Send SMS messages
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=================
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Once a mailing is created, choose when Odoo should deliver the message from the following options:
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- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
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is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
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- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
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best option for mailings related to a specific event. Such a method can also be used to promote a
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limited-time offer, or to help plan a company's content strategy in advance.
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- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
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numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
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used as recipients.
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