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.
Campaigns
First, make sure to have the necessary feature activated. Go to the
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Now, the menu Campaigns is also available on the SMS Marketing app, allowing you to manage and have an overview of your SMS mailings under campaigns.
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This feature is especially useful if you have aggregated campaigns, as you have a global reporting view. In addition to that, you can create stages in your Kanban view to better organize the work being done.
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Sending SMSs through the Contacts app
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If you would like to send a message to multiple contacts at once, choose the List View, select all the contacts needed, and under Action select Send SMS.
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Set up SMS templates
To set up SMS Templates, activate the Developer mode, then go to .
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Tip
Use Dynamic Placeholders to adapt automatically the content of the SMS to the context.
Note
SMS Text Messaging is available throughout Odoo:
- CRM: send SMSs to your leads and opportunities.
- Subscription: alert customers about their subscription.
- Accounting: send payment reminders.
- Marketing Automation: automate your SMS marketing campaigns.
- Inventory: send an automatic confirmation when a delivery order is done.
- Sign: receive a validation code to verify your identity before signing a document online.
- SEPA debit payment provider: send a verification code to your customers.
- Studio: send an SMS according to your needs by using automated actions.
Important
For more information about SMS integrations in Odoo and a list of frequently asked questions, go to SMS Pricing and FAQ.