Magento 2 Bulk SMS Marketing

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Bulk SMS Marketing for Magento 2 User Guide

• Table of Content
• Extension Installation
• Twilio Registration
• Msg91 Registration
• Configuration
• API Settings
• API Testing
• Import Phonebook Contacts
• Manage Phonebook
• Manage Campaigns
• Marketing SMS in Customers Mobile Numbers
• SMS Logs

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• Extension Installation
• Extract the zip folder and upload our extension
  to root of your Magento 2 directory via FTP.
• Login to your SSH and run below commands step by
  step
• composer require twilio/sdk
• php bin/magento setupupgrade
• For Magento version 2.0.x to 2.1.x - php
  bin/magento setupstatic-contentdeploy
• For Magento version 2.2.x above - php
  bin/magento setupstatic-contentdeployf
• php bin/magento cacheflush
• Thats it.
• Note Dont forget to install Twilio library even
  if you are not using Twilio SMS gateway for our
  extension.
• Twilio Registration
• If you are going to use Twilio as an SMS gateway
  to send OTP, you need to register with the
  Twilio to get Account SID, Auth Token and Twilio
  Phone Number.
• First of all, Sign Up for the Twilio account. Add
  the details and click to get started.

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• After the Email verification, enter your mobile
  number and click to Verify.

• Once you click Verify, you will get an OTP on
  the added mobile number. Enter the OTP and
  verify the mobile number. Now move to Settings ?
  General where you can see API details both for
  live and testing. Copy the Account SID and Auth
  Token to use them in Magento backend
  configuration for Twilio account.

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• Now, click three dots from the left sidebar, go
  to Programmable SMS and click Build under the
  Learn and Build option. From here, you can get
  Twilio phone number to use for sending the SMSs.
  Click on the Get a number button.

• You will get a number to choose. Click Choose
  This Number.

• Once you click the button, you will get a Twilio
  phone number. Copy this number and set it in the
  Magento backend configuration for Twilio account.

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• Msg91 Registration
• The extension allows configuration of the Msg91
  SMS gateway to send OTP for the mobile
  verification. If you choose to use Msg91 SMS
  gateway integration, follow the steps below to
  get sender ID and API key.
• Visit https//control.msg91.com/signup/. Enter
  the details and click to sign up.

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• You will get and code or a magic link in the
  Email to verify the Email address.

• You will be asked to enter the mobile number for
  verification.

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• Enter the OTP to verify the mobile number and you
  will be registered successfully. Login with the
  credentials.

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• Under the settings, you can find the Sender ID
  which you need to copy and paste in the Magento
  configuration.

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• Now move to API, where you can find the API key
  for the Magento configuration.

• You can find the Message type under the Send SMS
  tab. Select the SMS type in Msg91 configuration
  in Magento as per your requirement.

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• Configuration
• For configuring the extension, login to Magento
  2, move to Stores ? Configuration ? Bulk SMS
  Marketing where you can find various settings to
  enable the extension.
• Bulk SMS Marketing Enable the Bulk SMS Marketing
  extension.

• API Settings
• Configure the API settings using the details
  received while registering with the SMS gateway
• API Provider Select API provider to integrate
  the extension with the preferred SMS gateway to
  send SMS.
• Sender ID Add the sender ID.
• Message Type Select the message type to be sent
  to customers from the drop-down menu.
• API URL Add the API key received while
  registration with the SMS gateway.
• Authorization Key Add authorization key received
  while registration with the SMS gateway.

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6. API Testing The extension facilitates to test
the API connection after the API Settings are
configured. Simply add the mobile number with
the country code, save the configuration and then
click on the Send button to get the test SMS.

• Import Phonebook Contacts
• Upload the CSV having the customers with the
  mobile numbers to import and save in the
  phonebook. These contacts will be used to send
  bulk marketing SMS. You can download the sample
  CSV to have a look at the format.
• Import Upload the CSV file with customers mobile
  numbers.

8. Manage Phonebook Once you upload the CSV with
contact details, they get saved in Marketing ?
Manage Phonebook. You can delete contacts in
bulk and also export them from here.
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9. Manage Campaigns Already created and saved
campaigns are enlisted in Marketing ? Manage
Campaigns along with the details like name, SMS
text, schedule and status. You can create new SMS
campaigns, schedule them and send SMSs in bulk
from here. Also, you can run the campaign
immediately after the creation using the Run
Now button.

• Add New Campaign
• Click on Add New Campaign to create a new SMS
  campaign to send marketing SMSs in bulk.
• Campaign Name Add a campaign name.
• SMS Marketing Text Add the SMS marketing text to
  be sent to the customers via SMS.
• Campaign Schedule Set the date of the campaign
  to run and send SMSs.
• Select Hours Set the hours of the selected date
  to run the campaign on.
• Status Enable the campaign from here.

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• Add Contacts
• Assign the contacts from the phonebook here to
  which you want to send the bulk marketing SMS on
  the scheduled campaign date and time.

10. Marketing SMS in Customers Mobile Numbers On
the scheduled date and time, the SMS campaign
automatically sends the marketing SMSs in bulk
to the selected contacts. The customers get the
marketing SMS with the marketing text.
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11. SMS Logs Immediately after the bulk marketing
SMSs are sent to the customers mobile number,
their logs get saved under Marketing ? SMS Logs
with the details like API provider, mobile
number, SMS text, message SID and status. You
can delete and export the SMS logs from here.
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