About The Module
With over 1.5 billion monthly users, WhatsApp offers immense potential for you to connect and expand your customer base. And the module is a perfect one-stop solution to send Whatsapp Messages With Odoo.
It facilitates you to compose and send Whatsapp messages to your customers and potential leads directly from Odoo. The message can be promotional messages, updates, new product launch notification, simple order-related alerts, etc.
Moreover, It offers delivery status tracking, bulk Whatsapp messages, sent SMS management, etc. to effectively allow you to manage Whatsapp Messaging in Odoo.
Features
- The module offers Odoo & Whatsapp Messaging integration.
- You can send messages to customers directly on their Whatsapp from Odoo.
- You need to save the WhatsApp number of the customer in his contact.
- The user can send Whatsapp messages from Odoo to the individual(s).
- The recipient can be single contact, multiple individuals, or a group.
- Automatic alerts can be sent on the WhatsApp message with the module.
- Conditional alerts include order confirmation messages, shipping alert, invoice alert, etc
- You need to set appropriate priority to send these message via Whatsapp from Odoo
- The module saves the delivery status of every sent message.
Installation
1.) Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2.) Extract the file on your system after the download finishes. You will be able to see a folder named- ‘twilio_whatsapp_integration’.
3.) Copy and paste this folder inside your Odoo Add-Ons path.
4.) Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5.) Then, open on the Apps menu and click on ‘Update Modules List’.
6.) In the search bar, remove all the filters and search ‘twilio_whatsapp_integration‘.
7.) You will be able to see the module in the search result. Click on ‘Install’ to install it.
Workflow
Getting credentials from Twilio Console
1.) To integrate Twilio Whatsapp with Odoo first you need to generate the credentials. Please note that we are using a trial account. You need to get the merchant account from Twilio to integrate the module.
2.)Login to the Twilio Console with your credentials >> https://www.twilio.com/login
3.)To generate API credentials create a new project. Then Name your project and click on verify.
4.) Enter the mobile number and click on verofy. You will receiver the OTP on the number. Use the OTP to verify your number.
5.) Next choose yes when the screen shows ‘Do you write code?’
6.) Then, choose python as preferred language.
7.) Next choose you goal as use twilio in a project and select send Whatsapp messages in the next screen.
8.) Then activate your sandbox.
9.) Now, use the verified number and send a Whatsapp message displayed on the screen to the number as shown.
10.) Once done you project will be verified and API keys are generated.
Integrating Twilio with Odoo
11.) Go the Settings >> Click on configure SMS Gateway Configuration.
12.) Then click on twilio Whatsapp.
13.) Enter the mobile number to send test message and select the SMS gateway as Twilio.
14.) Here enter the API Keys from the Twilio project.
15.) Then set the priority of the SMS gateway. Set it to 1 if you want to the system to use Twilio WhatsApp to send automatic message notifications.
16.) To know how to set conditional messaging using templates, refer to Odoo SMS notification guide.
Send Whatsapp Messages With Odoo
17.) Note: To send messages to Whatsapp, the mobile number inn the contact of the customer should be a Whatsapp number.
18.) To send Whatsapp message, Go to SMS. Now Select whom you wish to send the whatsapp message to; Group, Multiple members or individual
- For Group, select the group created in the Odoo. (Note: to know how to create Group, save message templates see the guide >> Odoo SMS Notifications)
- For Multiple customers select one or more customers.
- For individual, you can select only one contact.
19.) Under SMS Gateway select twilio whtsapp.
20.) If you check auto-delete the message will not be saved under sent message.
21.) Next either select the SMS template or type the message.
22.) Click send Now to send the message to the recipients or save as draft to send later.
23..) You can see the saved messages under draft SMS.
24.) You can see the sent SMS under history.
25.) You can see the delivery report of the semt sms as failed, delivered and sent.
See Guides For Other Similar Modules
Also, See the Complete List Of SMS Gateways For Odoo.
Need Help?
Was this guide helpful? Please share your feedback in the comments below.
If you have any issues/queries regarding the module please raise a ticket at
https://webkul.uvdesk.com/en/customer/create-ticket/
For any doubt contact us at [email protected].
Thanks for reading!!
Current Product Version - 1.0.1
Supported Framework Version - ODOO V12, V13
