diff --git a/content/applications/marketing/sms_marketing.rst b/content/applications/marketing/sms_marketing.rst index 2146e4e191..68906f9e7c 100644 --- a/content/applications/marketing/sms_marketing.rst +++ b/content/applications/marketing/sms_marketing.rst @@ -13,4 +13,5 @@ SMS Marketing .. toctree:: :titlesonly: + sms_marketing/essentials sms_marketing/pricing diff --git a/content/applications/marketing/sms_marketing/essentials.rst b/content/applications/marketing/sms_marketing/essentials.rst new file mode 100644 index 0000000000..e284a24ed5 --- /dev/null +++ b/content/applications/marketing/sms_marketing/essentials.rst @@ -0,0 +1,12 @@ +:nosearch: + +========== +Essentials +========== + +.. toctree:: + :titlesonly: + + essentials/sms_essentials + essentials/sms_campaigns + essentials/mailing_lists_blacklists diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/import-blacklist.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/import-blacklist.png new file mode 100644 index 0000000000..0f4c57636f Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/import-blacklist.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/mailing-list-contacts-page.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/mailing-list-contacts-page.png new file mode 100644 index 0000000000..2e2c8375a9 Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/mailing-list-contacts-page.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/mailing-list-main-page.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/mailing-list-main-page.png new file mode 100644 index 0000000000..fedae2f2b5 Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/mailing-list-main-page.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-blacklist-create.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-blacklist-create.png new file mode 100644 index 0000000000..1d253acd3f Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-blacklist-create.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-blacklist-menu.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-blacklist-menu.png new file mode 100644 index 0000000000..1e8db16cfa Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-blacklist-menu.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-mailing-list-popup.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-mailing-list-popup.png new file mode 100644 index 0000000000..e7ea32aeab Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-mailing-list-popup.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-mailing-list.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-mailing-list.png new file mode 100644 index 0000000000..67bc50b908 Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-mailing-list.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-marketin-chatter.png b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-marketin-chatter.png new file mode 100644 index 0000000000..66ece9df82 Binary files /dev/null and b/content/applications/marketing/sms_marketing/essentials/mailing-lists-blacklists/sms-marketin-chatter.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst b/content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst new file mode 100644 index 0000000000..ea039cd8bc --- /dev/null +++ b/content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst @@ -0,0 +1,145 @@ +============================ +Mailing lists and blacklists +============================ + +Creating (or importing) mailing lists in the Odoo database is extremely useful, especially if groups +of specific people are already aligned with a company (like subscribers to an already-established +newsletter, for example). Mailing lists are also a great way to get started if a company is +migrating from another system, and already have a built-in audience. + +Moreover, providing an audience with the option to 'unsubscribe' from mailings (by putting their +phone numbers on a blacklist), helps businesses maintain good customer relations, by giving +recipients the power to control what they are sent. + +Mailing lists +============= + +In the :guilabel:`SMS Marketing` app, there's an option on the header menu named :guilabel:`Mailing +Lists`. When clicked, a sub-menu is revealed with options for :guilabel:`Mailing Lists` and +:guilabel:`Mailing List Contacts`. + +Click :menuselection:`Mailing Lists --> Mailing Lists` to see an overview of all mailing lists in +the database. + +.. image:: mailing-lists-blacklists/mailing-list-main-page.png + :align: center + :alt: View of the main SMS mailing list page on the Odoo SMS Marketing application. + +To edit any existing list, select the desired list from the :guilabel:`Mailing Lists` page, and +proceed to modify it in a number of ways. + +To create a new mailing list, click :guilabel:`Create` in the upper left corner of the +:guilabel:`Mailing Lists` page. Doing so, will reveal a blank mailing list template pop-up. + +.. image:: mailing-lists-blacklists/sms-mailing-list-popup.png + :align: center + :alt: View of the mailing list pop-up window in Odoo SMS Marketing. + +First, choose a name for the :guilabel:`Mailing List`, and activate the option :guilabel:`Is +Public`, to make the mailing list accessible to recipients on the :guilabel:`Subscription Management +page`. Doing so allows users to update their subscription preferences at any time. + +.. note:: + Checking the :guilabel:`Is Public` box is not required, but is recommended to maintain good + customer relations. + +When those fields are filled in, click :guilabel:`Create`, and Odoo removes the pop-up, and returns +to the main :guilabel:`Mailing Lists` page, where there is now a new, accessible list for the +mailing list that was just created. + +As mentioned before, to edit (and customize) the mailing list further, select the mailing list from +the main :guilabel:`Mailing Lists` page, and Odoo reveals the mailing list detail form. + +Along the top, there are various analytical smart buttons displaying statistics for different +metrics related to the mailing list (e.g. :guilabel:`Recipients`, :guilabel:`Mailings`, etc.). + +To take a closer look at (or make changes to) any of those elements, click the desired smart button, +and Odoo reveals a separate page with in-depth data associated with the mailing list. + +To make changes to the mailing list itself, click the :guilabel:`Edit` button in the upper-left +corner of the mailing list form. + +.. image:: mailing-lists-blacklists/sms-mailing-list.png + :align: center + :alt: View of the mailing list template form in Odoo SMS Marketing. + +.. note:: + Don't forget to hit the :guilabel:`Save` button once the necessary changes have been made. + +Mailing lists contacts +====================== + +If :guilabel:`Mailing List Contacts` is selected (from the :guilabel:`Mailing Lists` header menu +drop-down menu), Odoo reveals a separate page with all the contacts associated with one (or more) +of the configured mailing lists in the database. + +.. image:: mailing-lists-blacklists/mailing-list-contacts-page.png + :align: center + :alt: View of the mailing lists contact page in the Odoo SMS Marketing application. + +.. note:: + By default, Odoo reveals the :guilabel:`Mailing List Contacts` page with the :guilabel:`Exclude + Blacklisted Phone` filter in the search bar. Therefore only showing contact information for + recipients who still want to receive communications and mailings. + +Communication history in the Chatter +------------------------------------ + +An accessible record of the sent mailings is kept on each recipient's :guilabel:`Chatter`, located +beneath a recipient's contact form (in the :guilabel:`Contacts` application). + +Database users can reference the :guilabel:`Chatter` to easily keep track of communications, and see +a history of interactions with contacts and prospects. + +For example, sales representative can use the :guilabel:`Chatter` to quickly find out which SMS +mailing promotions a certain customer has received (or not received). + +.. image:: mailing-lists-blacklists/sms-marketin-chatter.png + :align: center + :alt: View of what the chatter looks like in the Odoo Contacts app. + +Blacklist +========= + +:guilabel:`Odoo SMS Marketing` has a :guilabel:`Blacklist` feature that provides recipients with the +power to add their phone number to a list of people who no longer want to receieve communications or +mailings. + +This is also known as the "Unsubscribe Process". Customers will automatically be added onto the +:guilabel:`Blacklist`, if they click :guilabel:`Unsubscribe`, via their :guilabel:`Subscription +Management Page`. Customers can also be added manually to the blacklist, if necessary. + +To see a complete collection of blacklisted numbers, navigate to the :guilabel:`SMS Marketing` app, +and go to :menuselection:`Configuration --> Blacklisted Phone Numbers`. Doing so, reveals a separate +page containing every blacklisted phone number in the database. + +.. image:: mailing-lists-blacklists/sms-blacklist-menu.png + :align: center + :alt: SMS Blacklist menu in the application. + +To manually add a number, click the :guilabel:`Create` button in the upper-left. When clicked, Odoo +reveals a separate page, in which the phone number to be blacklisted is entered. There's also a +checkbox to indicate whether that particular phone numnber is :guilabel:`Active` (or not). + +.. image:: mailing-lists-blacklists/sms-blacklist-create.png + :align: center + :alt: SMS Blacklist menu in the application. + +Once the form is completed, click :guilabel:`Save` to add it to the :guilabel:`Blacklist`. To remove +any number from the :guilabel:`Blacklist`, select the desired number, and click +:guilabel:`Unblacklist`. + +Importing blacklists +-------------------- + +During a software/platform migration, it is possible to import an already existing blacklist of +contacts. This would include customers, who have already asked to be :guilabel:`Blacklisted` on SMS +mailings. + +To do that, navigate to the :guilabel:`SMS Marketing` app, and go to :menuselection:`Configuration +--> Blacklisted Phone Numbers`. 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b/content/applications/marketing/sms_marketing/essentials/sms-essentials/sms-settings-tab.png differ diff --git a/content/applications/marketing/sms_marketing/essentials/sms_campaigns.rst b/content/applications/marketing/sms_marketing/essentials/sms_campaigns.rst new file mode 100644 index 0000000000..8d31e0bac7 --- /dev/null +++ b/content/applications/marketing/sms_marketing/essentials/sms_campaigns.rst @@ -0,0 +1,153 @@ +============= +SMS campaigns +============= + +Utilizing SMS campaigns with Odoo :guilabel:`SMS Marketing` isn't just an effective advertisement +strategy, it's also a great way to remind people about upcoming events, issued invoices, and so much +more. + +But, before SMS campaigns can be created (and sent), a few specific settings and features must be +enabled. + +SMS campaign setting +==================== + +First and foremost, make sure the :guilabel:`Mailing Campaigns` feature is activated. + +To do that, go to the :guilabel:`Email Marketing` application :menuselection:`Configuration --> +Settings` enable :guilabel:`Mailing Campaigns` and click :guilabel:`Save`. + +.. image:: sms-campaigns/sms-marketing-campaigns.png + :align: center + :alt: View of the mailing campaigns setting in Odoo. + +.. note:: + Activating the :guilabel:`Mailing Campaigns` feature also enables the :guilabel:`A/B Test` + feature. + +Once this is completed, navigate back to the :guilabel:`SMS Marketing` app, and the +:guilabel:`Campaigns` header menu is now available. The :guilabel:`A/B Test` tab is also now +available on every SMS template form. + +A/B tests +========= + +:guilabel:`A/B Tests` allow any SMS to be tested against other versions of the same message to test +which version is the most "successful." + +On an SMS template form, under the :guilabel:`A/B Tests` tab, initially, there's only a single +checkbox labeled: :guilabel:`Allow A/B Testing.` + +When clicked, a series of other options appear. + +.. image:: sms-campaigns/ab-tests-sms.png + :align: center + :alt: AB Test tab on SMS marketing. + +In the first field, enter a desired percentage of recipients to conduct the A/B Test on. + +Beneath the percentage field is the :guilabel:`Winner Selection` field. This is what Odoo will use +to determine the “success” of an A/B Test. In other words, this tells Odoo how to pick a “winning” +A/B test. + +The following sections are available: :guilabel:`Manual`, :guilabel:`Highest Click Rate`, +:guilabel:`Leads`, :guilabel:`Quotations`, or :guilabel:`Revenues`. + +Finally, the :guilabel:`Send Final On` field is listed. This represents the date-time that Odoo uses +as a deadline to determine the “winning” mailing variation. Then, Odoo sends it to the remaining +recipients, who weren't involved in the test at that date-time. + +.. tip:: + Quickly create different versions of the mailing to add to the A/B Test by clicking the + :guilabel:`Create an Alternate Version` button. + +.. note:: + Remember, the “winning” mailing variation is based on the criteria selected in the + :guilabel:`Winner Selection` field. + +Campaigns page +============== + +To create, edit, or analyze any campaign, click :guilabel:`Campaigns` in the header menu of the +:guilabel:`SMS Marketing` app. On the :guilabel:`Campaigns` page, each campaign displays various +information related to the mailings associated with that campaign (e.g. number of emails, social +posts, SMSs, and push notifications). + +.. image:: sms-campaigns/campaigns-page.png + :align: center + :alt: View of an SMS campaign template in Odoo SMS marketing. + +Campaign templates +================== + +Click :guilabel:`Create` to create a new campaign, and Odoo reveals a blank campaign template to +build upon. Or, select any previously-made campaign to review (and edit) its campaign template form. + +Below, is a sample of what a completed campaign template looks like. + +.. image:: sms-campaigns/sms-campaign-template.png + :align: center + :alt: View of an SMS campaign template in Odoo SMS marketing. + +With each campaign, the options to :guilabel:`Send New Mailing`, :guilabel:`Send SMS`, +:guilabel:`Send Social Post`, and :guilabel:`Push Notifications` are available above the template +form. + +Whenever one of those communication options is added to the campaign, Odoo will create a new +corresponding tab on the template form, where those types of messages can be found (and edited, if +possible), along with various data related to each specific mailing. + +At the top of the template, there are various analytical smart buttons. When clicked, Odoo reveals +in-depth metrics related to that specific topic (e.g. :guilabel:`Engagement`, +:guilabel:`Opportunities`, etc.) on a separate page. + +Beneath the smart buttons, are fields for :guilabel:`Campaign Name` and :guilabel:`Responsible`. +Odoo also allows for various :guilabel:`Tags` to be added, as well (if necessary). + +Sending SMSs through the Contacts app +===================================== + +Sending SMS mailings directly through a contact's form is available by default. + +In order to send an SMS in this fashion, navigate to the :guilabel:`Contacts` app, select the +desired :guilabel:`contact` in the database, and click on the :guilabel:`SMS` icon on the +:guilabel:`contact form` (next to their :guilabel:`phone number`). + +.. image:: sms-campaigns/sms-contact-form.png + :align: center + :alt: The SMS visual on an individual's contact form in Odoo Contacts. + +To send a message to multiple contacts at once, navigate to the main :guilabel:`Contacts` +dashboard, choose the :guilabel:`List View`, and select all the desired to whom the message should +be sent. Then, under :guilabel:`Action`, select :guilabel:`Send SMS`. + +.. image:: sms-campaigns/sms-contacts-action-send-message.png + :align: center + :alt: Select a number of contacts, click action, and select send multiple SMSs. + +Set up SMS templates for future use +=================================== + +In order to set up :guilabel:`SMS Templates` for future use, activate :guilabel:`Developer Mode`. +To do that, navigate to the main Odoo dashboard (full of apps), and select :guilabel:`Settings`. +Then, scroll down to the :guilabel:`Developer Tools` section, and click :guilabel:`Activate the +Developer Mode`. + +When clicked, the main Odoo dashboard appears once more, with a bug icon at the top of the +dashboard, indicating that :guilabel:`Developer Mode` is currently on. + +Once activated, return to :guilabel:`Settings App` then from the header menu select +:menuselection:`Technical --> SMS Templates` (in the :guilabel:`Phone / SMS` sub-section). + +.. image:: sms-campaigns/sms-template-setting.png + :align: center + :alt: Select the SMS Template option in the Technical dropdown on the Settings app. + +Upon clicking :guilabel:`SMS Templates`, Odoo reveals an entire page of SMS templates. The default +:guilabel:`List` view, showcases each tempates name and to which recipients it applies. + +On this page, SMS templates can be edited or created from scratch. + +.. image:: sms-campaigns/sms-template.png + :align: center + :alt: SMS Template page in Odoo. diff --git a/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst new file mode 100644 index 0000000000..f9b5ee34bd --- /dev/null +++ b/content/applications/marketing/sms_marketing/essentials/sms_essentials.rst @@ -0,0 +1,165 @@ +============== +SMS essentials +============== + +Utilizing SMS (Short Message Service) mailings in communication strategies can help companies +expand their market reach, especially in some countries, where emails aren't very common (or used +at all). + +:guilabel:`SMS Marketing` can also boosts conversion rates - mostly because SMS mailings have an +extremely high open-rate percentage. + +SMS Marketing dashboard +======================= + +When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which +showcases the various SMS mailings that have been created, along with pertinent information and +data related to that specific message. + +The :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides +an organized display of the SMS mailings that have been created, and what their current status is +at the moment. + +.. note:: + An SMS can have one of the following statuses: :guilabel:`Draft`, :guilabel:`In Queue`, + :guilabel:`Sending`, or :guilabel:`Sent`. + +In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different +view options to choose from. Each one provides a unique take on the same SMS information. + +The :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more +traditional list layout. + +The :guilabel:`Calendar` view provides a simple calendar, making it easy to see when SMS mailings +are going to be sent (or have been sent). If a future date is clicked, Odoo reveals a blank SMS +template that, when completed, will be scheduled to be sent on that specific future date. + +Lastly, the :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and +charts. Odoo also provides various ways to sort and group the data for more detailed analysis. + +How to create SMS messages +========================== + +To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals +a blank SMS template, which can be customized (and configured) in a number of different ways. + +.. image:: sms-essentials/sms-create.png + :align: center + :alt: Creating an SMS marketing template. + +First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about. + +Next, in the :guilabel:`Recipients` field, choose to whom this SMS will be sent. By default, Odoo +has :guilabel:`Mailing List` selected. If this is the desired :guilabel:`Recipients` field option, +specify which mailing list Odoo should send this SMS to, in the :guilabel:`Select Mailing List` +field to the right. + +.. note:: + To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There, + Odoo displays all previously created mailing lists, along with various types of data related to + that specific list (e.g. number of contacts, mailings, recipients, etc.). + +.. image:: sms-essentials/sms-mailing-list.png + :align: center + :alt: View of the mailing list page in the SMS marketing application. + +To learn more about mailing lists (and contacts) check out :doc:`mailing_lists_blacklists`. + +To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all +the choices Odoo makes avaialble. When another field (other than :guilabel:`Mailing List`) is +selected, the option to specify that chosen field even further becomes available, via an +:guilabel:`Add Filter` button. + +Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can +be configured similar to an equation. You can create multiple recipient rules, if necessary. Then, +Odoo will be sure to only send the SMS to recipients who fit into whatever criteria is configured in +those fields. + +For instance, if :guilabel:`Contact` is chosen, all of the Odoo contacts in the database (vendors, +customers, etc.) will receive the SMS, unless a specific recipient rule(s) are entered. + +In the example below, the message will only be sent to contacts who haven't chosen to +:guilabel:`Blacklist` their contact information through the :guilabel:`Unsubscribing` process. + +.. image:: sms-essentials/contact-recipient.png + :align: center + :alt: Contact recipients on SMS marketing. + +How to create SMS messages +========================== + +Enter the content of the SMS in the text field, found in the :guilabel:`SMS Content` tab. Links and +emojis can also be included. Beneath the text field, Odoo displays how many characters are used in +the message, along with how many SMS mailings it will take to deliver the complete message. + +.. tip:: + To check the price of sending an SMS for a country, click on the :guilabel:`Information` icon. + +.. image:: sms-essentials/sms-price-check.png + :align: center + :alt: SMS price check icon + +.. note:: + Credits must be purchased from Odoo in order to take advantage of the app (and its features). SMS + messages will not be sent without credits. + +.. seealso:: + - :doc:`../pricing/pricing_and_faq` + +How to track links used in SMS messages +--------------------------------------- + +When links are used, Odoo automatically generates link trackers to gather analytical data and +metrics related to those specific links, which can be found by going to +:menuselection:`Configuration --> Link Tracker`. + +.. image:: sms-essentials/sms-link-tracker.png + :align: center + :alt: SMS Link Tracker page. + +How to adjust SMS Settings +========================== + +Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include +opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus +avoiding all future mailings. + +An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of +the :guilabel:`Settings` tab, as well. + +.. image:: sms-essentials/sms-settings-tab.png + :align: center + :alt: SMS Settings tab. + +How to send SMS messages +======================== + +Once a mailing is created, choose when Odoo should deliver the message from the following options: + +:guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list +isn't excessive. + +:guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the +best option for mailings related to a specific event. Such a method can also be used to promote a +limited-time offer, or to help plan a company's content strategy in advance. + +:guilabel:`Test`: allows for an SMS to be sent to one or multiple numbers for test purposes. +Remember to use a comma between phone numbers, if multiple numbers are used as recipients. + +Visualize reports +================= + +On the :guilabel:`Reporting` page (accessible via the :guilabel:`Reporting` option in the header +menu), there are options to apply filters, measures, and view metrics in a number of different +layouts (:guilabel:`Graph`, :guilabel:`List`, and :guilabel:`Cohort`). + +Each :guilabel:`Reporting` metric view option allows for more extensive performance analysis of SMS +mailings. + +For example, while in the default :guilabel:`Graph` view, SMS data is visualized as different graphs +and charts, which can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop down +menu). + +.. image:: sms-essentials/sms-reporting-page.png + :align: center + :alt: Reporting page in SMS Marketing.