diff --git a/content/applications/marketing/sms_marketing.rst b/content/applications/marketing/sms_marketing.rst index d5bb0b7b86..f512fad60d 100644 --- a/content/applications/marketing/sms_marketing.rst +++ b/content/applications/marketing/sms_marketing.rst @@ -45,6 +45,12 @@ rate)` outcomes. Find out more about Odoo's SMS pricing, and check out some of the most frequently asked questions. + .. card:: Twilio + :target: sms_marketing/twilio + + In some countries with stricter regulations, the out-of-the-box solution proposed by Odoo + may not work. In this case, you can use our Twilio integration to send SMS worldwide. + SMS marketing dashboard ======================= @@ -81,3 +87,4 @@ detailed analysis. sms_marketing/marketing_campaigns sms_marketing/mailing_lists_blacklists sms_marketing/pricing_and_faq + sms_marketing/twilio diff --git a/content/applications/marketing/sms_marketing/twilio.rst b/content/applications/marketing/sms_marketing/twilio.rst new file mode 100644 index 0000000000..befb358f07 --- /dev/null +++ b/content/applications/marketing/sms_marketing/twilio.rst @@ -0,0 +1,65 @@ +============== +SMS via Twilio +============== + +What is Twilio +============== + +Twilio is a third-party provider that enables you to send SMS messages to your clients. +Odoo provides an easy way to use this service within your Odoo apps. + +Why would I need it? +-------------------- + +Altough Odoo already comes with an out-of-the-box (IAP) solution for SMS messages, it might +not work in some countries with stricter legal requirements. Currently, Odoo registers +itself when possible to avoid extra setup for its customers, however in some countries +that is not enough and the client itself must do it. This can be done through Twilio. + +Setup your Twilio account +========================= + +By creating a Twilio account, you will be able to create a virtual phone number from +which you will be able to send SMS messages. These cost credits that are to be bought +on Twilio, not Odoo. + +#. Go to `Twilio `_ +#. Sign up and create a Twilio account +#. Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each sub-company, etc.) +#. Create a new account + + #. Enter the name, and select :guilabel:`Twilio` for the type + #. Select your :guilabel:`Billing Country` and click :guilabel:`Create new account` + #. Select the different options that match your needs + + - For the :guilabel:`Twilio product`, select :guilabel:`SMS` + - For :guilabel:`How to build with Twilio`, select :guilabel:`With no code at all` + - For your :guilabel:`goal`, select :guilabel:`3rd party integrations` + #. Click on :guilabel:`Get Started with Twilio` +#. You account is now created, and you should arrive on your :guilabel:`Dashboard` +#. Go to :menuselection:`Phone Numbers --> Manage --> Buy a number` +#. Buy a number (it is a paying service, but you should have received some credits to start with) +#. Go back to bottom of the :guilabel:`Dashboard` page +#. Copy the :guilabel:`Account SID` and :guilabel:`Auth Token` + +Beware that sending SMS to some countries (such as the US or Canada) might require a registration. +This can only be done by you, and not by Odoo. Please check out +`Twilio's Help Center `_ + + +Setup Odoo to use Twilio +======================== + +#. :ref:`Install ` the :guilabel:`Twilio SMS` module (`sms_twilio`) +#. In Odoo, go to :menuselection:`Settings --> General Settings --> Contacts --> Send SMS`, + select :guilabel:`Twilio` in the list of options, and save your change. +#. Go back to that option, and click :guilabel:`Manage Twilio Connection` +#. Paste the copied credentials accordingly +#. Click on :guilabel:`Reload numbers` +#. Your newly bought phone number should appear in the list +#. You can use the testing section to send an SMS + +You can have multiple numbers (for instance once per country, or one per campaign), in that case, +you can reorder the numbers. By default, when sending an SMS to a client, Odoo will select the +number whose country is the same as the client. If none matches, Odoo will use the first number +available from the list respecting the order you have chosen.