Your First SMS Marketing Message | Odoo SMS Marketing — Transcript

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1. 0:05what's going on o doers and welcome back
2. 0:08today we're going to take a look on how
3. 0:09to send SMS campaign messages using the
4. 0:11one and only SMS marketing app these SMS
5. 0:15marketing messages can be used as a part
6. 0:16of a larger marketing campaign that
7. 0:18involves multiple channels think of a
8. 0:20Black Friday campaign for example an SMS
9. 0:23marketing message about the upcoming
10. 0:24sale could be used in conjunction with a
11. 0:26similar email about the same subject
12. 0:28along with a few social social media
13. 0:30post as well for the campaign all of
14. 0:33which play a vital role in larger
15. 0:34campaigns of course so let's jump into
16. 0:36our database to see what this is all
17. 0:39about now before we do anything it must
18. 0:41be mentioned that in order to send SMS
19. 0:44messages through Odo you'll need IAP
20. 0:46credits or in other terms Ina purchase
21. 0:48credits there's another tutorial and a
22. 0:50documentation article Linked In the
23. 0:52description to teach you how to add
24. 0:53credits so be sure to check that out
25. 0:55before you continue now as you can
26. 0:57imagine we already have some credits
27. 0:58locked in for this database so let's
28. 1:00jump over to the SMS marketing
29. 1:02application and create a new SMS message
30. 1:05so from this dashboard here all we need
31. 1:06to do is click new in the upper left
32. 1:08corner to create that new message and
33. 1:10let's go ahead and say we have a big
34. 1:12sale coming up but it's only for
35. 1:13American customers because we have to
36. 1:15cut back on our international shipping
37. 1:17so let me show you how I can add and
38. 1:19tell all my American customers about
39. 1:21this sale with a text so we'll start by
40. 1:23giving this SMS a title which will be
41. 1:25for internal reference only the
42. 1:27recipient won't see it so how about we
43. 1:29go with some something like Black
44. 1:32Friday sale and let's also go ahead and
45. 1:35keep note that this is
46. 1:37for us
47. 1:41only next is the recipients field here
48. 1:44here we can create rules that ODU uses
49. 1:46as a guide to determine which of our
50. 1:48contacts will be sent this message these
51. 1:50rules can be as detailed or as simple as
52. 1:53you'd like really depends on your target
53. 1:54audience for the campaign now to learn
54. 1:56more about these recipient rules and how
55. 1:58to customize them to fit any check out
56. 2:00our documentation in the link below if
57. 2:03we click on the recipients field here
58. 2:05which is currently set to mailing list
59. 2:07by default we'll see a drop down of all
60. 2:10the other options on our recipient
61. 2:12criteria so I'll go ahead and start by
62. 2:15clicking on sales order as the base for
63. 2:17my recipient since I'm aiming for
64. 2:18customers who have purchased our
65. 2:19products before and then I'll click on
66. 2:22this little right arrow next to the rule
67. 2:25which allows me to change delete or add
68. 2:27to the criteria here you'll see by
69. 2:29default def fault that the first rule is
70. 2:32status does not equal cancell that line
71. 2:35tells Odo only to Target recipients who
72. 2:37have sales order in the database that
73. 2:39have never been cancelled so great start
74. 2:41OD do while I'm here I'll need to create
75. 2:43a new rule to Target only my American
76. 2:45customers so to do that I'll select new
77. 2:48rule and here we'll click in the
78. 2:50salesperson field in the first field of
79. 2:53course in the menu and then let's go
80. 2:55ahead and put customer here and instead
81. 2:57of selecting just the customer we're
82. 2:59going to click the right arrow next to
83. 3:01it to reveal even more detailed options
84. 3:03for my customers and from the customers
85. 3:06list here in the right arrow let's go
86. 3:08ahead put contact and then we're going
87. 3:10to select that uh right arrow again in
88. 3:13the contact field and now let's go ahead
89. 3:16and type in
90. 3:18country and then click on country and
91. 3:21when I return to the rule I'll keep the
92. 3:23Middle Field set two is in and then in
93. 3:26the last field on the right or the Third
94. 3:28Field of course let's go ahead and put
95. 3:30United States and there we go now with
96. 3:33these rules intact we can make sure that
97. 3:35this is only sent to American customers
98. 3:37who have never canceled their order
99. 3:39great now let's knock out a quick
100. 3:41message in the SMS content tab how about
101. 3:43we go with something simple
102. 3:46like we've got a big us sale coming up
103. 3:49don't miss it and then we can also go
104. 3:51ahead and include our link to our shop
105. 3:53right down below just to make it easy
106. 3:54for our customers and with Odo link
107. 3:57tracker we can track the links perform
108. 3:59performance of this by using any URL by
109. 4:02attaching some UTM to the link you can
110. 4:04learn that about that in other
111. 4:06tutorials now just to add some character
112. 4:09let's also go ahead and add a little
113. 4:11smiley face
114. 4:12here and you'll notice down here Odo
115. 4:15also tells us how many characters our
116. 4:17message uses as well as how many SMS
117. 4:20messages it'll take to deliver this
118. 4:21content ideally we want to fit our
119. 4:23message in one clean text that includes
120. 4:25a clear call to action this is to
121. 4:28improve deliverability and click the
122. 4:29rates and also to save on your IAP
123. 4:31credits now let's go ahead and save this
124. 4:34manually and jump over to our settings
125. 4:35tab here and within the settings tab
126. 4:38we'll see a couple things and we first
127. 4:40want to make sure to check the include
128. 4:42optout link check
129. 4:44box doing so gives our customers the
130. 4:47ability to stop our messages and
131. 4:49Communications from us if they so desire
132. 4:52and that ladies and gentlemen is how we
133. 4:54go ahead and create an SMS marketing
134. 4:56campaign message now let me show you how
135. 4:59we AB test and of course eventually send
136. 5:02it so first if we jump into the AB
137. 5:04testing tab here and allow AB testing
138. 5:07through checking the Teck box here this
139. 5:10reveals additional Fields first we'll
140. 5:12determine our percentage of total
141. 5:14recipients who will receive our original
142. 5:17message we'll keep it at the default 10%
143. 5:19for this video meaning a sample of 10%
144. 5:21of recipients will receive the alternate
145. 5:23version of this message then in the
146. 5:25winter selection field right directly
147. 5:27below we can choose the aspect of our
148. 5:30message that ODU should review to
149. 5:31determine the winning version for this
150. 5:33example since we're telling people about
151. 5:35an upcoming sale with a link to our
152. 5:37store let's go ahead and choose
153. 5:38quotations because I want to use the
154. 5:40version that results in the most
155. 5:42quotations which will hopefully turn
156. 5:43into sales orders next directly on that
157. 5:46we have the send final
158. 5:48onfield that'll be used to determine the
159. 5:50a winner and to send a more effective
160. 5:53version of our message on the remaining
161. 5:55recipients so let's go ahead and pick a
162. 5:57date in the future and just keep moving
163. 5:59forward here
164. 6:00then on the right we can also go ahead
165. 6:03and create an alternate version that
166. 6:05takes us to the SMS content page for the
167. 6:08alternate message which can be modified
168. 6:10in different approaches phrases and just
169. 6:12things like that so let's change this
170. 6:14copy a little bit here let's add a new
171. 6:16intro sentence something like of the
172. 6:19same old furniture then we've got big
173. 6:20news for you and just a further test
174. 6:23let's go ahead and remove the Emoji to
175. 6:25see what's more effective now when we
176. 6:27hop back to the AB testing tab
177. 6:30we'll see a breakdown of our test here
178. 6:32on the right beneath that we can also go
179. 6:34ahead and compare the alternate versions
180. 6:36and take a closer look at the metrics
181. 6:38related to one another or just even
182. 6:40create another alternate version if we'd
183. 6:42like now before we begin delivery it's a
184. 6:45good idea to test the SMS internally
185. 6:47just to catch any mistakes like typos or
186. 6:49perhaps a broken link and you can go
187. 6:51ahead and do that by clicking the test
188. 6:52button at the top of the form and then
189. 6:55of course entering a number or numbers
190. 6:57to send to
191. 7:00and that party people is how you can
192. 7:02create a testing for an SMS marketing
193. 7:04campaign now let's say you've created a
194. 7:06couple versions of the message tested
195. 7:08them out and you found the perfect one
196. 7:10at that point you could wait for ODU to
197. 7:12send the winning version on the date
198. 7:13designated for the AB testing tab or if
199. 7:16you're ready before then you could also
200. 7:18go ahead and schedule your message
201. 7:22through clicking schedule and selecting
202. 7:24a date on what to send this message on
203. 7:27or we can go ahead and click the send
204. 7:29button here and go ahead and send this
205. 7:32as soon as we're ready ODU will give us
206. 7:34a popup here prompting us that it'll
207. 7:36send it to our participants and if we
208. 7:38are ready all we have to do is simply
209. 7:40click Send to
210. 7:41all when we do we're greeted with a blue
211. 7:44Banner here at the top of the form
212. 7:45letting us know that ODU will send our
213. 7:47message as soon as possible and once the
214. 7:49message is sent we can monitor various
215. 7:51statistics related to it via the metrics
216. 7:53related smart button that appears at the
217. 7:55top of the
218. 7:56page and there you have it OD doers
219. 7:59that's how you can create test and send
220. 8:00SMS marketing campaigns with the ODU SMS
221. 8:03marketing application thanks for
222. 8:05watching and I will see you soon