SMS Module

CLOUD

SMS GATEWAY

SUGAR INSTANCE

SMS PROVIDER

MOBILE

Definition of Terms• Listview – A View in SugarCRM which tabulates all the

records in a given module• DetailView – A View in SugarCRM that shows the details of

one record• TargetList – Holds records for 5 modules, this list is used

for campaigns and contains the list of records that will receive the SMS/Email

• Email Marketing – A module connected to the campaigns module and contains the template and the specified hour of sending

• Email Template – Contains the message to be sent.

Note:There are only four modules that can use the SMS, namely Accounts, Contacts, Leads, and Targets.

Course Content

• Sending Individual SMS

• Sending Bulk SMS

• Sending SMS Campaigns

Individual SMS• SMS that is sent out to a particular user via the

DetailView• In the “Activities Subpanel” of a record there is a

dropdown arrow that when pressed opens up the modal window for the SMS

• Image 1 shows the list of modules that the SMS module Applies under the Marketing Tab

• Image 2 is the subpanel dropdown where you can create an SMS

Individual SMS• Below is the Image of the “Modal Window” that

popup when the send SMS button is clicked

The Modal Window is divided into 2:1. Phone Number Field is pre-

filled with the Records Mobile Number

2. Message Field that will contain the message

Note that both are needed to send out SMS. Even if you change the number in the phone number field it will still send out the default number

Bulk SMS• On the ListView of the Module you can select

multiple records• Afterwards click the dropdown arrow beside the

“delete” button and click “Send SMS”• You will then be redirected to a page containing

the modal window for sending SMS

SMS CampaignNow the Campaign module is a little tricky you need the following to send out a campaign:

1. Target List2. The Actual Campaign Record3. Marketing Attachment4. Template(Note: The Order in which they are listed should be followed)

Click Here if everything is setup

Target List• Go to the Target List module and create one• Add the records that will receive the SMS

Message

Select the TargetLists for menu

Choose or create your TargetListAdd the records in the TargetList via the fields

Campaigns• Go to the Campaign tab• Create or Select a Campaign and set it to SMS

Select the Campaigns from the menu

Choose or create your Campaign

This is the part where you add the TargetList(s),

and create the SMS Marketing

Marketing• Marketing (Email / SMS) is a unique record attached to a

campaign. Records that had been sent this marketing (by default) would not receive it again if the campaign was initiated again

• Fill in all the required fields. Start Date & Time is the actual time and date that the message will be sent

• “Send This Message To” field can either be selected to send in all Target List or choose specific Target Lists

Template• While in the Email Marketing you can either choose to

create your email template, use one that is already created or edit it and then use it.

• Pressing Create or Edit will open a popup which you can construct your message.

Parts of the Email Template Popup:1. Name of the Template2. The type is default to campaign3. Description of the template (optional)4. Dynamic Variables that Can be used in a Campaign5. Tracker URL should only be filled for Email

Campaign6. Subject is also for email campaign, leave it blank.7. Send text only button is checked because this is

only an SMS we are sending.8. Main body of the SMS (that will be sent)

Summary of the Campaign

After you run the SMS Campaign you will be redirected to a page where you can monitor the progress of your SMS Campaign like the

o Queued(pending) SMSo Sent SMSo Invalid Numberso Message that were not sento Opt Out’s

Campaign is also Equipped to attach to the Message a line similar to this “To Opt Out send <KEY WORK> to this number”If they choose to Opt out they would be sent a follow up SMS saying “Successfully opted out to resume send <Keyword > to this number”

Additional InfoSMS Statistics:• In 2003, the average Filipino mobile subscriber sent an average of 195 text

messages per month (about 7 messages a day). By comparison, that same year the average user in the USA sent 13 a month.

• In 2005, Filipinos sent on average 250 million text messages a day - 33 million subscribers

• In 2006, Filipinos sent 350 to 400 million texts messages a day - 35 millions users.• In 2007, Filipinos sent a staggering 1.39 billion text messages – roughly 50 million

users.• In 2009, the trend continues but there are now about 73 million subscribers.• With a recent US study revealing that the average Filipino cellphone user sends an

average of 600 text messages per month (or 43% more than their counterparts in the United States).(http://jatps.hubpages.com/hub/The-Philippines-is-Still-the-Undisputed-Text-Capital-of-the-World)

Our SMS Module is Also equipped to handle the replies from individual messages and campaign messages.Said replies will be filed under the recipient’s record on your CRM