How to setup SMS marketing in Odoo?

Best practices for utilising Odoo SMS Marketing to effectively reach your target audience and drive engagement.
29 March 2024 by
How to setup SMS marketing in Odoo?
Hari Prabhu

To set up SMS marketing in Odoo, you'll need to follow these general steps:

Install SMS Marketing Module: 

Ensure that you have the SMS marketing module installed and activated in your Odoo instance. You can find this module in the Odoo Apps Store or in your Odoo instance's app list.

Choose a SMS Service Provider: 

Select a SMS service provider that integrates with Odoo. Odoo supports integration with various SMS gateways like Twilio, ClickSend, Msg91, etc. Sign up for an account with your chosen provider and obtain the necessary credentials (API key, username, password, etc.).

Configure SMS Gateway Integration:

In your Odoo instance, navigate to the SMS marketing module settings and configure the integration with your chosen SMS service provider. Enter the API credentials provided by the SMS gateway provider.

Set Up SMS Templates: 

Create SMS templates for your marketing messages. These templates should be concise and engaging, as SMS messages have character limitations.

Import Contacts: 

Import your contact list into Odoo. Make sure your contacts have phone numbers associated with them.

Create SMS Campaigns: 

Design your SMS marketing campaigns within Odoo. Define the target audience, select the appropriate SMS template, and schedule the campaign to be sent at the desired time.

Monitor Campaign Performance: 

Track the performance of your SMS marketing campaigns within Odoo. Monitor metrics such as delivery rate, open rate, click-through rate, etc. Use this data to optimise your future campaigns.

Comply with Regulations: 

Ensure that your SMS marketing activities comply with relevant regulations, such as GDPR (General Data Protection Regulation) and TCPA (Telephone Consumer Protection Act), depending on your jurisdiction.

Test and Iterate: 

Continuously test different SMS marketing strategies and iterate based on the results. Experiment with factors like message content, timing, and frequency to optimise your campaigns for better engagement and conversion rates.

Stay Updated: 

Keep abreast of any updates or new features released for the SMS marketing module in Odoo, as well as any changes to regulations that may affect your SMS marketing activities.

By following these steps, you can effectively set up SMS marketing in Odoo and leverage it as a powerful tool for reaching and engaging with your target audience.

How to setup SMS marketing in Odoo?
Hari Prabhu 29 March 2024
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