Intégrations et modèles

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.

Campagnes

First, make sure to have the necessary feature activated. Go to the Email Marketing app ‣ Configuration ‣ Settings and enable Mailing Campaigns.

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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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Envoyer des SMS via l’application Contacts

Sending SMSs through the contact’s form is available by default in Odoo. It makes your work easier if you need to send an SMS to a specific contact, for example.
For that, go to the Contacts app, select the contact and click on the SMS icon next to the phone number.
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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 Technical ‣ SMS Templates.

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Astuce

Utilisez des espaces réserves pour adapter automatiquement le contenu du SMS au contexte.

Note

SMS Text Messaging is available throughout Odoo:

  • CRM: envoyez des SMS à vos pistes et opportunités.

  • Abonnement : prévenez les clients sur leur abonnement.

  • Comptabilité : envoyer des rappels de paiement.

  • Automatisation du marketing : automatisez vos campagnes de marketing SMS.

  • Inventaire : envoyez une confirmation automatique lorsque un bon de livraison est généré.

  • Signer : recevez un code de validation pour vérifier votre identité avant de signer un document en ligne.

  • Le fournisseur de prélèvement automatique SEPA : envoie un code de vérification à vos clients.

  • Studio : envoie un SMS en fonction de vos besoins via des actions automatisées.

Important

For more information about SMS integrations in Odoo and a list of frequently asked questions, go to Tarification SMS et FAQ.

Voir aussi