odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/marketing/marketing_automation/workflow_activities.md

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+---
+title: "Campaign workflow activities"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/marketing_automation/workflow_activities.html"
+---
+
+============================
+# Campaign workflow activities
+
+A *workflow* is the overall *activity* structure of a marketing automation campaign. There can only
+be a single workflow in each campaign. However, a workflow can be made up of any number of
+:ref:`activities <marketing_automation/activities>` to meet the needs of the campaign.
+
+.. figure:: workflow_activities/workflow-activities.png
+   :align: center
+   :alt: A workflow in an Odoo Marketing Automation campaign.
+
+   Workflow sequence of three activities; the last child activity has a :ref:`trigger type
+   <marketing_automation/trigger-type>` of **Mail: not opened**.
+
+.. _marketing_automation/activities:
+
+# Activities
+
+Activities are the methods of communication or server actions, organized in a workflow, that are
+executed within a campaign; they are the building blocks of the campaign's workflow.
+
+A new activity can be added to the workflow on a campaign form by selecting an existing campaign or
+:ref:`creating a new campaign <marketing_automation/campaigns>` from the :menuselection:`Marketing
+Automation app --> Campaigns` dashboard, then clicking the :guilabel:`Add new activity` button in
+the :guilabel:`Workflow` section. Doing so opens the :guilabel:`Create Activities` pop-up window.
+
+First, define the name of the activity in the :guilabel:`Activity Name` field, and select the
+:ref:`type of activity <marketing_automation/activity-types>` to be executed from the
+:guilabel:`Activity Type` field.
+
+Then, configure the activity's :ref:`Trigger <marketing_automation/trigger>`, and optionally, the
+:ref:`Expiry Duration <marketing_automation/expiry-duration>` and the :ref:`DOMAIN
+<marketing_automation/activity-domain>` of the activity.
+
+Once the activity is fully configured, click :guilabel:`Save & Close` to add it to the campaign's
+workflow, or click :guilabel:`Save & New` to add the activity to the workflow and open a new
+:guilabel:`Create Activities` pop-up window to add another activity. Clicking :guilabel:`Discard`
+closes the pop-up window without saving the activity.
+
+.. image:: workflow_activities/create-activities.png
+   :align: center
+   :alt: The create activities pop-up window.
+
+.. _marketing_automation/activity-types:
+
+## Activity types
+
+There are three different types of activities available in the *Marketing Automation* app:
+
+- :ref:`Email <marketing_automation/email-activity-type>`: an email that is sent to the target
+  audience.
+- :ref:`Server action <marketing_automation/sa-activity-type>`: an internal action within the
+  database that is executed.
+- :ref:`SMS <marketing_automation/sms-activity-type>`: a text message that is sent to the target
+  audience.
+
+.. _marketing_automation/email-activity-type:
+
+### Email
+
+If :guilabel:`Email` is selected as the :guilabel:`Activity Type`, the option to :guilabel:`Pick a
+Template` in the :guilabel:`Mail Template` field is available.
+
+To create a new template directly from the :guilabel:`Mail Template` field, start typing the title
+of the new template, then select :guilabel:`Create and edit...` to reveal a :guilabel:`Create
+Marketing Template` pop-up window. Proceed to create and configure the new email template.
+
+.. image:: workflow_activities/email-activity-type.png
+   :align: center
+   :alt: The create and edit email drop-down option on create activities pop-up window.
+
+Once the email template is configured, click :guilabel:`Save & Close` to save the activity, and
+return to the :guilabel:`Create Activities` pop-up window, in order to continue to configure the
+:ref:`trigger <marketing_automation/trigger>`.
+
+> **note**:
+>    The title used for the :guilabel:`Mail Template` **must** be unique from any other mail template
+   titles in the campaign, and it also serves as the subject of the email.
+
+.. seealso::
+   :doc:`Creating and configuring email templates <../email_marketing>`
+
+.. _marketing_automation/sa-activity-type:
+
+### Server action
+
+If :guilabel:`Server Action` is selected as the :guilabel:`Activity Type`, the option to
+:guilabel:`Pick a Server Action` in the :guilabel:`Server Action` field is available. This field is
+a drop-down menu containing all the pre-configured server actions for the campaign's
+:guilabel:`Target` model. Optionally, :ref:`create a new server action
+<marketing_automation/create-sa>`.
+
+.. image:: workflow_activities/sa-activity-type.png
+   :align: center
+   :alt: The Server Action drop-down menu on create activities pop-up window.
+
+After selecting a pre-configured server action, no other activity type configuration is needed.
+Click :guilabel:`Save & Close` to save the activity, and return to the :guilabel:`Create Activities`
+pop-up window, in order to configure the :ref:`trigger <marketing_automation/trigger>`.
+
+> **tip**:
+>    To view all server actions in the database, activate :ref:`developer-mode`, and navigate to
+   :menuselection:`Settings app --> Technical --> Actions --> Server Actions` dashboard.
+
+.. _marketing_automation/create-sa:
+
+Create a new server action
+**************************
+
+The option to create a new server action is also available. To do so, type in the :guilabel:`Server
+Action` field a title for the new action, then click :guilabel:`Create and edit...`. Doing so
+reveals a blank :guilabel:`Create Server Action` pop-up window, wherein a custom server action can
+be created and configured.
+
+.. image:: workflow_activities/create-sa.png
+   :align: center
+   :alt: The Create Server Action pop-up window.
+
+On the :guilabel:`Create Server Action` pop-up window, select the :guilabel:`Type` of server action.
+The configuration fields change, depending on the selected :guilabel:`Type`:
+
+- :guilabel:`Update Record`: update the values of a record.
+- :guilabel:`Create Activity`: create an activity with the *Discuss* app.
+- :guilabel:`Send Email`: post a message, a note, or send an email with the *Discuss* app.
+- :guilabel:`Send SMS`: send an SMS, and log them on documents, with the *SMS* app.
+- :guilabel:`Add Followers` or :guilabel:`Remove Followers`: add or remove followers on a record
+  with the *Discuss* app.
+- :guilabel:`Create Record`: create a new record with new values.
+- :guilabel:`Execute Code`: execute a block of Python code.
+- :guilabel:`Send Webhook Notification`: send a POST request to an external system.
+- :guilabel:`Execute Existing Actions`: define an action that triggers several other server
+  actions.
+
+Once the server action is configured, click :guilabel:`Save & Close` to save the activity, and
+return to the :guilabel:`Create Activities` pop-up window, in order to configure the :ref:`trigger
+<marketing_automation/trigger>`.
+
+> **tip**:
+>    Some of the server action types have advanced configurations available when :ref:`developer-mode`
+   is activated, such as specifying the :guilabel:`Allowed Groups` that can execute this server
+   action.
+
+.. _marketing_automation/sms-activity-type:
+
+### SMS
+
+If :guilabel:`SMS` is selected as the :guilabel:`Activity Type`, the option to :guilabel:`Pick a
+Template` in the :guilabel:`SMS Template` field is available.
+
+To create a new template directly from the :guilabel:`SMS Template` field, start typing the title of
+the new template, and select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Marketing
+Template` pop-up window. Proceed to create and configure the new SMS template.
+
+.. image:: workflow_activities/sms-activity-type.png
+   :align: center
+   :alt: The create and edit email drop-down option on create activities pop-up window.
+
+Once the SMS template is configured, click :guilabel:`Save & Close` to save the activity, and return
+to the :guilabel:`Create Activities` pop-up window, in order to configure the :ref:`trigger
+<marketing_automation/trigger>`.
+
+.. seealso::
+   :doc:`Creating and configuring SMS templates <../sms_marketing>`
+
+.. _marketing_automation/trigger:
+
+## Trigger
+
+Once an :ref:`activity type <marketing_automation/activity-types>` is configured, the next step in
+the :guilabel:`Create Activities` pop-up window is to define when the activity should be executed.
+This is done in the :guilabel:`Trigger` field group.
+
+.. image:: workflow_activities/trigger.png
+   :align: center
+   :alt: The trigger field group on Create Activities pop-up window.
+
+To set an execution delay for the activity from when the :ref:`trigger type
+<marketing_automation/trigger-type>` occurs, type a whole number in the *interval number* input
+(e.g. `2` is valid, `0` is also valid, and `1.5` is not).
+
+Next, select the unit of time for the interval number in the *interval type* drop-down menu, the
+options are: :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and :guilabel:`Months`.
+
+.. example::
+   If the interval number is set to `0` and the interval type is set to :guilabel:`Hours`, the
+   activity will be executed immediately after the trigger type occurs (at the next scheduled run of
+   the :ref:`Mail: Email Queue Manager cron <email-issues-outgoing-execution-time>`).
+
+.. _marketing_automation/trigger-type:
+
+### Trigger type
+
+To define the event occurrence that sets the activity into motion, select a *trigger type* from the
+drop-down menu:
+
+- :guilabel:`beginning of workflow`: the activity is executed when the campaign is started.
+
+All other trigger types reveal a drop-down menu :guilabel:`Activity` field containing all of the
+other activities in the campaign. Selecting one of these types converts this activity into a
+:ref:`child activity <marketing_automation/child-activities>` to be executed directly after the
+selected :guilabel:`Activity`:
+
+- :guilabel:`another activity`: to be executed after another activity in the campaign.
+- :guilabel:`Mail: opened`: the activity's email was opened by the participant.
+- :guilabel:`Mail: not opened`: the activity's email was **not** opened by the participant.
+- :guilabel:`Mail: replied`: the activity's email was replied to by the participant.
+- :guilabel:`Mail: not replied`: the activity's email was **not** replied to by the participant.
+- :guilabel:`Mail: clicked`: a link in the activity's email was clicked by the participant.
+- :guilabel:`Mail: not clicked`: a link in the activity's email was **not** clicked by the
+  participant.
+- :guilabel:`Mail: bounced`: the activity's email has bounced.
+- :guilabel:`SMS: clicked`: a link in the activity's SMS was clicked by the participant.
+- :guilabel:`SMS: not clicked`: a link in the activity's SMS was **not** clicked by the participant.
+- :guilabel:`SMS: bounced`: the activity's SMS has bounced.
+
+.. example::
+   If the trigger type is set to :guilabel:`Mail: clicked`, this activity is converted to a
+   :ref:`child activity <marketing_automation/child-activities>` and will execute **after** a
+   participant clicks on a link from the parent activity defined in the :guilabel:`Activity` field.
+
+.. _marketing_automation/expiry-duration:
+
+## Expiry duration
+
+Optionally, an :guilabel:`Expiry Duration` can be defined in the :guilabel:`Create Activities`
+pop-up window to cancel the execution of this activity after a specific amount of time. Selecting
+this checkbox reveals the :guilabel:`Cancel after` field with *interval* and *interval type* inputs.
+
+Type a whole number in the interval number input (e.g. `2` is valid, `0` is also valid, and `1.5`
+is not). Then, select the unit of time for the interval number in the interval type drop-down menu,
+the options are: :guilabel:`Hours`, :guilabel:`Days`, :guilabel:`Weeks`, and :guilabel:`Months`.
+
+.. example::
+   If the interval number is set to `2` and the interval type is set to :guilabel:`Days`, the
+   activity will be cancelled if it has not been executed within 2 days of the trigger type.
+
+.. _marketing_automation/activity-domain:
+
+## Activity domain
+
+The :guilabel:`DOMAIN` section of the :guilabel:`Create Activities` pop-up window contains fields to
+further filter the target audience of the activity.
+
+The :guilabel:`Activity Filter` field focuses this activity, **and** its :ref:`child activities
+<marketing_automation/child-activities>`, even further on a specific group of the campaign's filter.
+The process is the same as :ref:`defining filters <marketing_automation/defining-filters>` for the
+campaign, and the fields that are available to filter are also specific to the :guilabel:`Target`
+of the campaign.
+
+The :guilabel:`# record(s)` beside the :guilabel:`Activity Filter` field indicates how many records
+are currently being targeted by this :guilabel:`Activity Filter`.
+
+The :guilabel:`Applied Filter` displays the combined filters from the :guilabel:`Activity Filter`
+and the inherited campaign :doc:`Filter <target_audience>`. This field is read-only.
+
+The :guilabel:`# record(s)` beside the :guilabel:`Applied Filter` field indicates how many records,
+in total, are currently being targeted by the activity.
+
+.. _marketing_automation/child-activities:
+
+# Child activities
+
+Activities that are connected to, and triggered by, another activity are known as, *child
+activities*.
+
+The activity that triggers a child activity is known as its *parent activity*.
+
+A child activity can be added to a campaign's workflow by hovering over the :guilabel:`➕ Add child
+activity` button, located beneath the desired parent activity.
+
+The child activity's :ref:`trigger types <marketing_automation/trigger-type>` are specific to the
+parent :ref:`activity type <marketing_automation/activity-types>` (*Email*, *SMS*, or *Server
+Action*), and are as follows:
+
+.. tabs::
+
+   .. tab:: Email
+
+      .. image:: workflow_activities/email-trigger-types.png
+         :align: center
+         :alt: The trigger types for child activities of an email activity.
+
+      Each trigger the child activity on the following conditions of the parent activity:
+
+      - :guilabel:`Add Another Activity`: to be executed after the parent activity.
+      - :guilabel:`Opened`: the email was opened by the participant.
+      - :guilabel:`Not Opened`: the email was **not** opened by the participant.
+      - :guilabel:`Replied`: the email was replied to by the participant.
+      - :guilabel:`Not Replied`: the email was **not** replied to by the participant.
+      - :guilabel:`Clicked`: a link in the email was clicked by the participant.
+      - :guilabel:`Not Clicked`: a link in the email was **not** clicked by the participant.
+      - :guilabel:`Bounced`: the email has bounced.
+
+   .. tab:: Server Action
+
+      .. image:: workflow_activities/sa-trigger-types.png
+         :align: center
+         :alt: The trigger types for child activities of a server action activity.
+
+      Triggers the child activity on the following condition of the parent activity:
+
+      - :guilabel:`Add Another Activity`: to be executed after the parent activity.
+
+   .. tab:: SMS
+
+      .. image:: workflow_activities/sms-trigger-types.png
+         :align: center
+         :alt: The trigger types for child activities of an SMS activity.
+
+      Each trigger the child activity on the following conditions of the parent activity:
+
+      - :guilabel:`Add Another Activity`: to be executed after the parent activity.
+      - :guilabel:`Clicked`: a link in the SMS was clicked by the participant.
+      - :guilabel:`Not Clicked`: a link in the SMS was **not** clicked by the participant.
+      - :guilabel:`Bounced`: the SMS has bounced.
+
+Once a trigger type is selected, the :guilabel:`Create Activities` pop-up window opens to configure
+the child activity. The process is the same as :ref:`creating a new activity
+<marketing_automation/activities>`, with the exception that the :guilabel:`Trigger` field is
+pre-filled with the selected trigger type, and the :guilabel:`Activity` field has the parent
+activity selected.
+
+.. seealso::
+   - :doc:`testing_running`
+   - :doc:`understanding_metrics`
+   - :doc:`target_audience`

package/payload/skills/odoo18-docs/references/docs/applications/marketing/marketing_automation.md

@@ -0,0 +1,200 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/marketing_automation.html"
+---
+
+:show-content:
+# 
+# Marketing Automation
+
+Use the Odoo **Marketing Automation** application to create dynamic campaigns with actions that
+automatically occur within a defined duration, such as sending a series of timed mass emails or
+engaging with leads based on their interactions with marketing campaigns.
+
+While the application is designed to be user-friendly for creating, launching, and reviewing
+marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the
+database.
+
+Get started by creating a :ref:`new campaign from scratch <marketing_automation/campaigns>` or start
+with a :ref:`campaign template <marketing_automation/campaign-templates>`.
+
+.. seealso::
+   [Odoo Tutorials: Marketing ](https://www.odoo.com/slides/marketing-27)
+
+.. cards::
+
+   .. card:: Audience targeting
+      :target: marketing_automation/target_audience
+
+      Configure the target audience for a campaign.
+
+   .. card:: Workflow activities
+      :target: marketing_automation/workflow_activities
+
+      Define the activities that occur within a campaign.
+
+   .. card:: Testing/running campaigns
+      :target: marketing_automation/testing_running
+
+      Launch a test or run a campaign.
+
+   .. card:: Campaign metrics
+      :target: marketing_automation/understanding_metrics
+
+      Review the metrics of a campaign.
+
+# Configuration
+
+To begin, make sure the **Marketing Automation** application is :ref:`installed <general/install>`.
+
+> **important**:
+>    Installing the **Marketing Automation** application also installs the :doc:`Email Marketing
+   <email_marketing>` app, as most features of Odoo **Marketing Automation** are dependent on that
+   specific application.
+
+   Additionally, install the :doc:`CRM <../sales/crm>` and :doc:`SMS Marketing <sms_marketing>`
+   applications to access *all* of the features available in **Marketing Automation**.
+
+   The following documentation assumes that all three of these dependent applications are installed
+   on the database.
+
+.. _marketing_automation/campaigns:
+
+# Campaigns
+
+A *campaign* refers to a workflow of activities that are automatically executed to a target
+audience, based on predefined filters, triggers, and durations of activities.
+
+A new campaign can be created from scratch or from a :ref:`template
+<marketing_automation/campaign-templates>`.
+
+To create a campaign, navigate to the :menuselection:`Marketing Automation` application and click
+the :guilabel:`New` button to reveal a new campaign form.
+
+.. _marketing_automation/campaign-templates:
+
+## Campaign templates
+
+Odoo provides six campaign templates to help users get started. The campaign template cards **only**
+display when there are no existing campaigns in the database. Once a campaign has been created, the
+template cards on the *Campaigns* dashboard are replaced with a Kanban view of the existing
+campaigns.
+
+To get started with a template, navigate to the :menuselection:`Marketing Automation` application,
+from the main Odoo dashboard, to open the :guilabel:`Campaigns` dashboard, which displays six
+:doc:`campaign template <marketing_automation/campaign_templates>` cards:
+
+- | :icon:`fa-tag` :guilabel:`Tag Hot Contacts`
+  | :guilabel:`Send a welcome email to contacts and tag them if they click it.`
+- | :icon:`fa-hand-peace-o` :guilabel:`Welcome Flow`
+  | :guilabel:`Send a welcome email to new subscribers, remove the address that bounced.`
+- | :icon:`fa-check-square` :doc:`Double Opt-in
+    <marketing_automation/campaign_templates/double_optin>`
+  | :guilabel:`Send an email to new recipients to confirm their consent.`
+- | :icon:`fa-search` :guilabel:`Commercial prospection`
+  | :guilabel:`Send a free catalog and follow-up according to reactions.`
+- | :icon:`fa-phone` :guilabel:`Schedule Calls`
+  | :guilabel:`If a lead is created for existing contact, schedule a call with their salesperson.`
+- | :icon:`fa-star` :guilabel:`Prioritize Hot leads`
+  | :guilabel:`Send an email to new leads and assign them a high priority if they open it.`
+
+.. image:: marketing_automation/campaigns-dashboard.png
+   :alt: Six campaign template cards on the Campaigns dashboard of the Marketing Automation app.
+
+These templates are designed to be used as starting points for creating new campaigns. Click one of
+the template cards to open the campaign form.
+
+> **tip**:
+>    To display the campaign template cards again after a campaign has been created, type the name of
+   a campaign that does **not** exist in the database into the search bar, then press :kbd:`Enter`.
+
+   For example, searching for `empty` displays the campaign template cards again, as long as there
+   is not a campaign with the name "empty" in the database.
+
+# Targets and filters
+
+On the campaign form, the :guilabel:`Target` and :guilabel:`Filter` section, also referred to as the
+domain, contains the fields used to define the target audience for the campaign's reach (i.e.,
+the unique contact records in the database).
+
+The target audience specifies the type of records available for use in the campaign, such as
+*Lead/Opportunity*, *Event Registration*, *Contact*, and more.
+
+## Records
+
+The contacts in the system that fit the specified criteria for a campaign are referred to as
+*records*.
+
+The number of records that are displayed next to the campaign :guilabel:`Filter` represent the total
+number of records the campaign is targeting.
+
+## Participants
+
+The records that are engaged by the campaign are referred to as *participants*.
+
+The number of participants engaged in a test run are shown in the *Tests* smart button, which
+displays on the top of the campaign form after a test has been run.
+
+The number of participants engaged in a running, or stopped, campaign are shown in the
+*Participants* smart button at the top of the campaign form.
+
+.. seealso::
+   :doc:`Audience targeting <marketing_automation/target_audience>`
+
+# Workflow
+
+A *workflow* consists of an activity, many activities, or a sequence of activities organized in a
+campaign. A campaign's workflow is defined in the :guilabel:`Workflow` section of the campaign form.
+
+## Activities
+
+*Activities* are the methods of communication or server actions, organized in a workflow, that are
+executed within a campaign. Once running, each activity displays the number of participants that
+are engaged by the activity as *Success* and *Rejected* counts.
+
+To create one of the following activities, click :guilabel:`Add new activity` in the
+:guilabel:`Workflow` section of the campaign form:
+
+- :ref:`Email <marketing_automation/email-activity-type>`: an email that is sent to the target
+  audience.
+- :ref:`Server action <marketing_automation/sa-activity-type>`: an internal action within the
+  database that is executed.
+- :ref:`SMS <marketing_automation/sms-activity-type>`: a text message that is sent to the target
+  audience.
+
+.. seealso::
+   :doc:`marketing_automation/workflow_activities`
+
+# Testing and running
+
+Once a campaign has been created, it can be tested to ensure the workflow is functioning as
+expected, to check for errors, and correct any mistakes before it reaches its target audience.
+
+After testing, the campaign can be launched to start engaging the target audience. The campaign can
+also be launched *without* testing, if the user is confident in the workflow.
+
+.. seealso::
+   :doc:`marketing_automation/testing_running`
+
+# Reporting
+
+A range of reporting metrics are available to measure the success of each campaign. Navigate to
+:menuselection:`Marketing Automation app --> Reporting` to access the following menu options:
+
+- :guilabel:`Link Tracker`: displays the metrics of links to track the number of clicks.
+- :guilabel:`Traces`: displays the results of all activities from all campaigns.
+- :guilabel:`Participants`: displays an overview of the participants of all campaigns.
+
+Additionally, each activity within the workflow of a campaign displays its engagement metrics.
+
+.. seealso::
+   :doc:`marketing_automation/understanding_metrics`
+
+.. toctree::
+   :titlesonly:
+
+   marketing_automation/target_audience
+   marketing_automation/workflow_activities
+   marketing_automation/testing_running
+   marketing_automation/understanding_metrics
+   marketing_automation/campaign_templates

package/payload/skills/odoo18-docs/references/docs/applications/marketing/sms_marketing/create_sms.md

@@ -0,0 +1,117 @@
+---
+title: "Create SMS messages"
+source_url: "https://docs.odoo.sbggai.top/applications/marketing/sms_marketing/create_sms.html"
+---
+
+===================
+# Create SMS messages
+
+To start, click :guilabel:`Create` on the main :guilabel:`SMS Marketing` dashboard, and Odoo reveals
+a blank SMS template form, which can be configured in a number of different ways.
+
+.. image:: create_sms/sms-create.png
+   :align: center
+   :alt: Creating an SMS marketing template.
+
+First, give the mailing a :guilabel:`Subject`, which describes what the mailing is about.
+
+Next, in the :guilabel:`Recipients` field, choose to whom this :abbr:`SMS (Short Message Service)`
+will be sent. By default, Odoo has :guilabel:`Mailing List` selected. If this is the desired
+:guilabel:`Recipients` field option, specify which mailing list Odoo should send this :abbr:`SMS
+(Short Message Service)` to in the :guilabel:`Select Mailing List` field.
+
+> **note**:
+>    To create (or edit) a mailing list, go to :menuselection:`Mailing Lists --> Mailing List`. There,
+   Odoo displays all previously created mailing lists, along with various types of data related to
+   that specific list (e.g. number of contacts, mailings, recipients, etc.).
+
+   To learn more about mailing lists and contacts, check out :doc:`mailing_lists_blacklists`.
+
+.. image:: create_sms/sms-mailing-list.png
+   :align: center
+   :alt: View of the mailing list page in the SMS marketing application.
+
+To reveal all the possible options in the :guilabel:`Recipients` field, click the field to see all
+the choices Odoo makes available.
+
+When another field (other than :guilabel:`Mailing List`) is selected, the option to specify that
+chosen field even further becomes available — either with a default recipient filter equation that
+appears automatically (which can be customized to fit any business need), or, if no default
+recipient filter equation is present, an :guilabel:`Add Filter` button will appear.
+
+Clicking the :guilabel:`Add Filter` button, reveals fully customizable domain rule fields, which can
+be configured similar to an equation. You can create multiple recipient rules, if necessary.
+
+Then, Odoo will only send the :abbr:`SMS (Short Message Service)` to recipients who fit into
+whatever criteria is configured in those fields. Multiple rules can be added.
+
+.. example::
+   If :guilabel:`Contact` is chosen, all of the *Contacts* records in the Odoo database (vendors,
+   customers, etc.) will receive the :abbr:`SMS (Short Message Service)`, by default — unless more
+   specific recipient rules are entered.
+
+   For instance, the message below will only be sent to contacts in the database that are located in
+   the United States (e.g. `Country` > `Country Name` equals `United States`), and they haven't
+   blacklisted themselves from any mailings (e.g. `Blacklist` > `is` > `not set`).
+
+   .. image:: create_sms/contact-recipient.png
+      :align: center
+      :alt: Contact recipients on SMS marketing.
+
+## Writing SMS messages
+
+Enter the content of the :abbr:`SMS (Short Message Service)` in the text field, found in the
+:guilabel:`SMS Content` tab. Links and emojis can also be included. Beneath the text field, Odoo
+displays how many characters are used in the message, along with how many :abbr:`SMS (Short Message
+Service)` mailings it will take to deliver the complete message.
+
+> **tip**:
+>    To check the price of sending an :abbr:`SMS (Short Message Service)` for a country, click on the
+   :guilabel:`Information` icon.
+
+.. image:: create_sms/sms-price-check.png
+   :align: center
+   :alt: SMS price check icon.
+
+> **note**:
+>    Credits must be purchased from Odoo in order to take advantage of the *SMS Marketing* app;
+   :abbr:`SMS (Short Message Service)` messages will not be sent without credits.
+
+.. seealso::
+   [Odoo SMS - FAQ ](https://iap-services.odoo.com/iap/sms/pricing)
+
+## Track links used in SMS messages
+
+When links are used in :abbr:`SMS (Short Message Service)` messages, Odoo automatically generates
+link trackers to gather analytical data and metrics related to those specific links, which can be
+found by going to :menuselection:`Configuration --> Link Tracker`.
+
+.. image:: create_sms/sms-link-tracker.png
+   :align: center
+   :alt: SMS Link Tracker page.
+
+# Adjust SMS settings
+
+Under the :guilabel:`Settings` tab of the SMS template, there is an option to :guilabel:`Include
+opt-out link`. If activated, the recipient is able to unsubscribe from the mailing list, thus
+avoiding all future mailings.
+
+An employee can be designated as the :guilabel:`Responsible` in the :guilabel:`Tracking` section of
+the :guilabel:`Settings` tab, as well.
+
+.. image:: create_sms/sms-settings-tab.png
+   :align: center
+   :alt: SMS Settings tab.
+
+# Send SMS messages
+
+Once a mailing is created, choose when Odoo should deliver the message from the following options:
+
+- :guilabel:`Send`: sends the message immediately. Consider using this option if the recipient list
+  is highly refined, or in cases that involve fast approaching deadlines, such as a "flash sale."
+- :guilabel:`Schedule`: choose a day (and time) for Odoo to send the mailing. This is typically the
+  best option for mailings related to a specific event. Such a method can also be used to promote a
+  limited-time offer, or to help plan a company's content strategy in advance.
+- :guilabel:`Test`: allows for an :abbr:`SMS (Short Message Service)` to be sent to one or multiple
+  numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
+  used as recipients.