SMS Marketing Module in Odoo 15

February 20, 2022 by
SMS Marketing Module in Odoo 15
Konsultoo Software Consulting PVT. LTD, Nitesh Macwan

The SMS Marketing module in Odoo 15 helps increase your reach amongst the customers. SMS Marketing is an effective strategy that is used to perform SMS marketing operations efficiently.

In this blog, we are going to talk about how Odoo 15 SMS Marketing module works.

As we mentioned above, the Odoo marketing module allows you to carry out your SMS marketing tasks effectively. Just like other marketing modules of Odoo, the SMS marketing application also works efficiently. It is user-friendly and impactful in handling your marketing department. It is the perfect choice to fulfill your marketing requirements. 

As mobile users are increasing leaps and bounds what could be a better option than sending SMS to the customers? It is an easy and effective way to make the customers familiar with your marketing ideas. 

How to Create and Configure?

After clicking on the Create button, you can easily configure and create a new SMS marketing campaign. A configuration page will open to configure the new campaign.

Here, you can configure the entire marketing process. To start the procedure, first of all, enter the SMS title. Make sure that your SMS title should be catchy, which can catch more customer attention. Furthermore, select the Recipients from the drop-down list. 

Add the name of your desired Recipients for sending messages. There is a filter option to filter the selected list if required. Some categories do not require the filter option. You can see the description below. 

Additionally, the filter option also permits you to filter the leads as shown below.

You have so many options for lead filtration. After configuration, you can go ahead with the procedure. Afterward, select the non-filtering option from the given list and add a mailing list to the chosen list as displayed below.

To carry out the process, you can pick the Recipient  along with the mailing list. Then, create  rich content for the SMS to send it to your customers and leads as shown below.

There is a space provided under the tab of SMS content to write the content of SMS as we have already mentioned above. The charges for the SMS are different based on the countries or regions. Moreover, you can check the charges for the SMS and rules. For SMS charges information, just go to the information symbol given on the configuration page. This way you can know the price of the SMS.

Simply, click on it to get details about it as shown in the screenshot given below.

You can try more options to get more details about the SMS pricing.

The settings tab in the configuration page helps you set the person who will administrate the SMS task as pointed out in the screenshot given below.

Using the Responsible tab, you can easily choose the responsible person. Select the person from the drop-down list, which will appear after clicking on the Responsible tab. Click on the Save button to save the configuration and use it in the module.

You are provided with the option through which you can Send, Schedule, and test your message as shown below.

After clicking the Send button, the message will be sent to the customers and leads within a second. You can also schedule your message by clicking on the Schedule button and setting the time and date for sending the message as highlighted below.

You can choose the date from here. There is a clock icon, which indicated the time. Just click on it to schedule the time as highlighted in the image given below.

Your messages will be saved in the draft in any circumstances. No need to worry as your message will be saved in the module safely so that you can edit and review it further whenever required. If you are skeptical about the SMS campaign you have created and want to make changes to it, you can test your SMS campaign using the Test feature.

Click on the mailing list to access the contact list. You can find the screenshot given below.

There are many options on this page. These options include the contacts of customers. In addition, you can click on the Create button to create  or configure a new contact list. With the use of the Newsletter tab, you can check their emails and contact details as mentioned below.

On top of that, you can easily view the entire contact list by clicking on the Mailing list contact as shown below.

Herein, you can go through their phone numbers and emails. If you want to know your desired contacts instantly, you can use the various filtering options given in this module.

The reporting tab in this module will give you regular updates on your SMS marketing campaigns and other crucial data as shown below.

Additionally, there are various chart formats such as Pie, charts, line charts, and Bar charts to view the data. You can check your data in the pivot view by clicking on the Pivot button as indicated below.

Winding Up

The SMS marketing module is indeed very easy to use. The new features in the Odoo 15 SMS marketing application have made the SMS marketing campaign process much easier and faster than it was earlier. 

SMS Marketing Module in Odoo 15
Konsultoo Software Consulting PVT. LTD, Nitesh Macwan February 20, 2022
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