65 lines
3.0 KiB
ReStructuredText
65 lines
3.0 KiB
ReStructuredText
==================================
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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 reminder of events or issued invoices to your costumers, for example.
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As you know, one of the biggest benefits of using Odoo is the capability of the apps to be integrated.
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With the SMS Marketing app isn’t different!
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Organize Email Marketing and SMS campaigns
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First, make sure to have the necessary feature activated. Go to the *Email Marketing app > Configuration > Settings> activate the option Mailing Campaigns*.
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.. image:: ./media/sms_marketing12.png
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:align: center
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Now, I’ll also have the menu *Campaigns* included in my *SMS Marketing* page, allowing me to have an overview of my SMS mailings and my email marketing ones.
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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 I have aggregated campaigns, as I have a global reporting view. In addition to that, I can create stages in my kanban view to better organize the work 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 my work easier if I need to send an SMS to a specific contact, for example.
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For that, I’ll go to the *Contacts* app, select the contact and click on the *SMS* icon next to the phone number.
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.. image:: ./media/sms_marketing15.png
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:align: center
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If I’d like to send a message in a batch here, I could go to *List View > select all the contacts > Action > 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*, I’ll go to the *Settings* app and activate the *developer mode*. Now, back to *Settings* app, I’ll go to *Technical > Phone/SMS section > SMS Templates* and create the content I need.
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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:: 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! Here are some of our extra notable integrations:
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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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For more information about SMS integrations in Odoo and a list of frequently asked questions, go to `Pricing and FQA <fqapricing.html>`__.
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