Magento 2 Bulk SMS Marketing

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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

Bulk SMS Marketing for Magento 2

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1. 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: o composer require twilio/sdk o php bin/magento setup:upgrade o For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy o For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy–f o php bin/magento cache:flush That’s it.

Note: Don’t forget to install Twilio library even if you are not using Twilio SMS gateway for our extension.

2. 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.

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First of all, Sign Up for the Twilio account. Add the details and click to get started.

Bulk SMS Marketing for Magento 2

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

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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.

Bulk SMS Marketing for Magento 2

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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.

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

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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.

Bulk SMS Marketing for Magento 2

© Meetanshi

3. 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.

Bulk SMS Marketing for Magento 2

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

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

Bulk SMS Marketing for Magento 2

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Enter the OTP to verify the mobile number and you will be registered successfully.

Login with the credentials.

Bulk SMS Marketing for Magento 2

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

Bulk SMS Marketing for Magento 2

© Meetanshi

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

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

Bulk SMS Marketing for Magento 2

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4. 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.

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Bulk SMS Marketing: Enable the Bulk SMS Marketing extension.

5. 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.

Bulk SMS Marketing for Magento 2

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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.

7. 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.

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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.

Bulk SMS Marketing for Magento 2

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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.

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

Bulk SMS Marketing for Magento 2

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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.

Bulk SMS Marketing for Magento 2

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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.

Bulk SMS Marketing for Magento 2

© Meetanshi