mirror of
https://github.com/odoo/documentation.git
synced 2026-01-03 18:26:27 +07:00
[IMP] sms_marketing: add Twilio documentation
task-4658352
closes odoo/documentation#14150
X-original-commit: e0a9aac7b2
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Ricardo Gomes Rodrigues (rigr) <rigr@odoo.com>
This commit is contained in:
@@ -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
|
||||
|
||||
66
content/applications/marketing/sms_marketing/twilio.rst
Normal file
66
content/applications/marketing/sms_marketing/twilio.rst
Normal file
@@ -0,0 +1,66 @@
|
||||
|
||||
==============
|
||||
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?
|
||||
--------------------
|
||||
|
||||
Although 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 <https://www.twilio.com>`_
|
||||
#. 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
|
||||
<https://help.twilio.com>`_
|
||||
|
||||
|
||||
Setup Odoo to use Twilio
|
||||
========================
|
||||
|
||||
#. :ref:`Install <general/install>` the :guilabel:`Twilio SMS` module (`sms_twilio`)
|
||||
#. In Odoo, go to :menuselection:`Settings --> General Settings --> Contacts --> Send SMS`, select
|
||||
:guilabel:`Send via Twilio` option, and save your change.
|
||||
#. Go back to that option, and click :guilabel:`Configure Twilio Account`
|
||||
#. Paste the copied credentials accordingly
|
||||
#. Click on :guilabel:`Reload numbers`
|
||||
#. Your newly bought phone number should appear in the list
|
||||
#. You can use the :guilabel:`Test Number` field 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.
|
||||
Reference in New Issue
Block a user