Odoo SMS Marketing Module: Campaign Setup Guide

What Is Odoo SMS Marketing?

Odoo SMS Marketing lets you send bulk text messages to customers and leads directly from Odoo. It integrates with your contact database, CRM, and Sales modules so you can target the right audience with personalized messages. SMS campaigns complement email marketing with higher open rates — typically 95% or more.

Module Setup

Install the SMS Marketing module from Apps. You also need to configure an SMS provider (IAP credits or a third-party gateway).

SMS Provider Configuration

Odoo uses its In-App Purchase (IAP) system for SMS delivery by default:

1. Go to Settings → General → SMS
2. Purchase SMS credits from Odoo IAP (pay-per-message)
3. Alternatively, configure a third-party SMS gateway (Twilio, Vonage) via custom integration

# SMS pricing (Odoo IAP, approximate):
# US/Canada: ~$0.015 per SMS
# Europe: ~$0.05 - $0.10 per SMS
# India: ~$0.003 per SMS
# Pricing varies by destination country

# Third-party gateway option:
# Twilio: ~$0.0079/SMS (US)
# Requires custom Odoo module for integration

Creating SMS Campaigns

Campaign Setup

1. SMS Marketing → New
2. Enter campaign name
3. Write your message (160 characters for single SMS)
4. Select recipients (mailing list or dynamic filter)
5. Schedule or send immediately

Message Templates

Use dynamic placeholders to personalize messages:

# Template examples:
# "Hi {{name}}, your order {{order_ref}} ships today! Track: {{tracking_url}}"
# "{{name}}, your appointment is tomorrow at {{time}}. Reply C to confirm."
# "Flash sale! 20% off all items today only. Shop: {{shop_url}} Reply STOP to opt out"

# Placeholder fields:
# {{name}} — Contact name
# {{phone}} — Phone number
# {{email}} — Email address
# Any field from the recipient model

Recipient Selection

Mailing Lists

Create dedicated SMS mailing lists under SMS Marketing → Mailing Lists. Import contacts from CSV or add them manually. Contacts can subscribe and unsubscribe.

Dynamic Filters

Target recipients using Odoo domain filters:

Compliance and Opt-Out

SMS marketing requires compliance with regulations like TCPA (US), GDPR (EU), and local laws.

Opt-Out Handling

• Every SMS should include opt-out instructions (e.g., "Reply STOP to unsubscribe")
• Odoo processes STOP replies and blacklists the number automatically
• Blacklisted numbers are excluded from future campaigns
• Maintain a suppression list of numbers that should never receive SMS

Consent Management

• Only send to contacts who have explicitly opted in
• Record consent date and source on the contact record
• Honor time-of-day restrictions (no SMS between 9 PM and 8 AM)

Campaign Analytics

Track campaign performance from the SMS Marketing dashboard:

• Sent — Number of messages dispatched
• Delivered — Messages confirmed delivered
• Clicked — Link clicks (if URLs are included)
• Failed — Undeliverable messages (wrong numbers, carrier blocks)
• Bounced — Invalid phone numbers
• Opted Out — Recipients who unsubscribed

A/B Testing

Test different message variations before sending to your full list:

1. Create two versions of your message
2. Send each to a small sample (10-20% of the list)
3. Compare delivery and click rates
4. Send the winning version to the remaining list

Automation

Combine SMS with marketing automation:

• Send SMS as part of a marketing automation workflow
• Trigger SMS based on events (order confirmation, appointment reminder)
• Follow up email non-openers with SMS
• Time-delayed sequences (Day 1: email, Day 3: SMS)

Integration with Other Modules

• CRM — Send SMS to leads at specific pipeline stages
• Sales — Order confirmation and shipping notification SMS
• Events — Event reminders and updates via SMS
• Appointments — Appointment confirmation and reminder SMS

Best Practices

• Keep messages short — Stay under 160 characters when possible
• Personalize — Use the recipient's name and relevant details
• Include clear CTA — Tell recipients exactly what to do
• Respect frequency — Do not send more than 2-4 SMS per month
• Always include opt-out — Legal requirement in most jurisdictions

DeployMonkey + SMS Marketing

DeployMonkey's AI agent configures SMS credits, sets up message templates, and creates compliant opt-out workflows so your SMS campaigns are effective and legally sound.