Create SMS messages¶
To start, click Create on the main SMS Marketing dashboard, and Odoo reveals a blank SMS template form, which can be configured in a number of different ways.
- menu
- SMS Marketing ‣ Mailings ‣ New
- shows
- A new SMS mailing form with the Subject field filled in, a mailing list selected in Recipients and the message typed in the SMS Content tab.
- highlight
- The SMS Content tab with the message body (red frame).
- data
- Mailing 'Spring sale', mailing list 'Newsletter (HU)'.
- module
- mass_mailing_sms
- notes
- English UI, light theme, 1440px width.
First, give the mailing a Subject, which describes what the mailing is about.
Next, in the Recipients field, choose to whom this SMS will be sent. By default, Odoo has Mailing List selected. If this is the desired Recipients field option, specify which mailing list Odoo should send this SMS to in the Select Mailing List field.
Note
To create (or edit) a mailing list, go to . 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.).
To learn more about mailing lists and contacts, check out Mailing lists and blacklists.
- menu
- SMS Marketing ‣ Mailings ‣ New
- shows
- The Recipients field of an SMS mailing set to Mailing List, with the Select Mailing List drop-down open.
- highlight
- The Recipients and Select Mailing List fields (red frame).
- data
- Two mailing lists: 'Newsletter (HU)', 'Webshop customers'.
- module
- mass_mailing_sms
- notes
- English UI, light theme, 1440px width.
To reveal all the possible options in the Recipients field, click the field to see all the choices Odoo makes available.
When another field (other than Mailing List) is selected, the option to specify that chosen field even further becomes available — either with a default recipient filter equation that appears automatically (which can be customized to fit any business need), or, if no default recipient filter equation is present, an Add Filter button will appear.
Clicking the 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 only send the SMS to recipients who fit into whatever criteria is configured in those fields. Multiple rules can be added.
Example
If Contact is chosen, all of the Contacts records in the Odoo database (vendors, customers, etc.) will receive the SMS, by default — unless more specific recipient rules are entered.
For instance, the message below will only be sent to contacts in the database that are located in
the United States (e.g. Country > Country Name equals United States), and they haven’t
blacklisted themselves from any mailings (e.g. Blacklist > is > not set).
- menu
- SMS Marketing ‣ Mailings ‣ New
- shows
- The Recipients field set to Contact, showing the filter rule builder used to narrow the recipients.
- highlight
- The rule builder line under Recipients (red frame).
- data
- One rule: Country is in 'Hungary'.
- module
- mass_mailing_sms
- notes
- English UI, light theme, 1440px width.
Writing SMS messages¶
Enter the content of the SMS in the text field, found in the 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 Information icon.
- menu
- SMS Marketing ‣ Mailings ‣ New
- shows
- The SMS Content tab of a mailing with the character counter and the estimated price/credit information shown under the message field.
- highlight
- The counter line under the message field (red frame).
- data
- A message of about 170 characters.
- module
- mass_mailing_sms
- notes
- English UI, light theme, 1440px width.
Note
Credits must be purchased from Odoo in order to take advantage of the SMS Marketing app; SMS messages will not be sent without credits.
See also
Track links used in SMS messages¶
When links are used in SMS messages, Odoo automatically generates link trackers to gather analytical data and metrics related to those specific links, which can be found by going to .
- menu
- SMS Marketing ‣ Configuration ‣ Link Tracker
- shows
- The Link Tracker list with tracked links and their Clicks, Campaign, Medium and Source columns.
- highlight
- The Clicks column (red frame).
- data
- Two tracked links from a sent SMS mailing.
- module
- mass_mailing_sms
- notes
- English UI, light theme, 1440px width.
Adjust SMS settings¶
Under the Settings tab of the SMS template, there is an option to 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 Responsible in the Tracking section of the Settings tab, as well.
- menu
- SMS Marketing ‣ Mailings ‣ New
- shows
- The Settings tab of an SMS mailing form showing the Blacklist, Opt-out, Campaign, Send Date and Responsible fields.
- highlight
- The whole Settings tab (red frame).
- data
- Campaign 'Spring sale'.
- module
- mass_mailing_sms
- notes
- English UI, light theme, 1440px width.
Send SMS messages¶
Once a mailing is created, choose when Odoo should deliver the message from the following options:
Send: sends the message immediately. Consider using this option if the recipient list is highly refined, or in cases that involve fast approaching deadlines, such as a “flash sale.”
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.
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.