Magento 2 SMS Notification - PowerPoint PPT Presentation

About This Presentation
Title:

Magento 2 SMS Notification

Description:

Magento 2 SMS Notification helps send SMS to customers notifying them about their activities in the store. SMS has maintained its importance in today's world due to its features like easy access, higher response, and read rate. Magento 2 store owners who are concerned about offering better customer experience must consider SMS over Emails for various communication requirements. To aid the store owners in notifying customers about various store activities, Meetanshi has developed Magento 2 SMS Notification extension. Interact quickly with direct communication via SMS with Magento 2 store customers. Notify them about each of their store activities such as order placed or canceled, invoice generated, order shipped, registration, etc. Everything with the Magento 2 SMS Notification module! – PowerPoint PPT presentation

Number of Views:5
Slides: 33
Provided by: meetanshiinc
Category:
Tags:

less

Transcript and Presenter's Notes

Title: Magento 2 SMS Notification


1
SMS Notification for Magento 2 User Guide
  • Table of Content
  • Extension Installation Guide
  • Twilio Registration
  • Msg91 Registration
  • Textlocal Registration
  • Configuration
  • API Settings
  • Order Placement Notification Settings
  • Order Invoice Notification Settings
  • Order Cancellation Notification Settings
  • Order Shipment Notification Settings
  • Credit Memo Notification Settings
  • Contact Inquiry Notification Settings
  • New Customer Registration Notification Settings
  • SMS Notification in Frontend

SMS Notification for Magento 2
Meetanshi
2
  • Extension Installation
  • For Magento Marketplace Customers
  • Create a folder structure in Magento root as
    app/code/Meetanshi/Sms
  • Download and extract the zip folder and upload
    our extension files to the app/code/Meetanshi/Sms
    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-contentdeploy f
  • php bin/magento cacheflush
  • For Meetanshi Customers
  • Extract the zip folder and upload our extension
    to the 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-contentdeploy f
  • php bin/magento cacheflush

SMS Notification for Magento 2
Meetanshi
3
  • Twilio Registration
  • If you are going to use Twilio as an SMS gateway
    to send SMS notifications, 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.
  • After the Email verification, enter your mobile
    number and click to Verify.

SMS Notification for Magento 2
Meetanshi
4
  • 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.
  • 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.

SMS Notification for Magento 2
Meetanshi
5
  • 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.

SMS Notification for Magento 2
Meetanshi
6
  • Msg91 Registration
  • The extension allows configuration of the Msg91
    SMS gateway to send SMS notifications. 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.

SMS Notification for Magento 2
Meetanshi
7
  • 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.

SMS Notification for Magento 2
Meetanshi
8
  • Enter the OTP to verify the mobile number and you
    will be registered successfully. Login with the
    credentials.

SMS Notification for Magento 2
Meetanshi
9
  • Under the settings, you can find the Sender ID
    which you need to copy and paste in the Magento
    configuration.

SMS Notification for Magento 2
Meetanshi
10
  • 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.

Note If you are an Indian user of our Magento 2
SMS Notification extension with Msg91 API, dont
forget to follow DLT registration process and get
your DLT templates approved for each SMS. Once
you get the DLT template ID, enter the same in
the respective field in Magento 2 extension
configuration.
SMS Notification for Magento 2
Meetanshi
11
  • Textlocal Registration
  • The extension allows configuration of the
    Textlocal SMS gateway to send SMS notifications.
    If you choose to use Textlocal SMS gateway
    integration, follow the steps below to get sender
    ID and API key.
  • Create a Textlocal account from
    https//www.textlocal.in/signup/

SMS Notification for Magento 2
Meetanshi
12
  • After the registration, you will get a
    verification link in your registered Email ID,
    clicking the link will land you to add
    additional information page. Here, add the
    account details and submit to activate your
    Textlocal account.

SMS Notification for Magento 2
Meetanshi
13
  • Navigate to Settings gt API Keys and create new
    key to use. Copy the created API Key and paste
    it in Magento 2 extension configuration.

SMS Notification for Magento 2
Meetanshi
14
  • Now move to Settings gt All Settings and click on
    Sender Names to get your sender name.
  • You can copy your Textlocal sender name from here
    and paste it in Magento 2 extension
    configuration.

SMS Notification for Magento 2
Meetanshi
15
  • Textlocal requires to create message template to
    send SMS notification. Go to Send gt Templates
    Drafts and click to create and request new SMS
    template.

SMS Notification for Magento 2
Meetanshi
16
  • You have to create new message template for each
    SMS notification enabled in Magento 2 SMS
    notification extension configuration. Enter
    title, select category and sender name. Set
    message text same as SMS text in Magento 2
    extension configuration notification settings.
    You have to create new SMS template in Textlocal
    for every enabled SMS notification in Magento
  • 2. For example, if you have enabled Order
    Placement Notification from Magento 2 backend,
  • create a message template for the same in
    Textlocal having exactly the same SMS text.

SMS Notification for Magento 2
Meetanshi
17
  • For the dynamic values in text message input,
    click Insert Restricted Template Items. Click
    Insert an Input Box and it will open a popup to
    create new placeholder for the dynamic value.
    Add placeholder text name and set maximum length
    for the dynamic value. Insert it into the SMS
    text and while sending the message, this
    placeholder will match the variable in Magento 2
    notification text and replace it with the real
    value.
  • Once message templates have been created and
    submitted for each SMS notification, it will
    take approximately a week to be approved by the
    Textlocal. You can send SMS notifications only
    after the message templates approved by the
    Textlocal.

SMS Notification for Magento 2
Meetanshi
18
  • Configuration
  • To configure the extension, login to Magento
    backend, move to Stores ? Configuration ?? SMS
    Notification where you can find various settings
    to configure the extension.
  • SMS Notification Enable or disable the SMS
    Notification extension.
  • Admin Mobile Number Enter mobile number of admin
    to receive the SMS notifications.

SMS Notification for Magento 2
Meetanshi
19
  • API Settings
  • To allow compatibility of the extension with any
    SMS gateway, its API settings has to configured
    after receiving the essential details like Sender
    ID, API key and URL.
  • API Provider Select one of the SMS gateway API
    providers from Msg91, Twilio, Textlocal, Other
    and add related API details.

For Other SMS API If you are going to use custom
SMS API other than Msg91, Twilio or Textlocal,
you have to add your CURL URL as below
Format https//yoursmsapi.com/sms/submitsms.jsp?
useryourusernamesenderidyoursenderidkeyy
oursmskeymobilemobilemessagemsg Sample
CURL URL https//foxxsms.com/sms/submitsms.jsp?u
serMETANSHIsenderidFOXGLVaccusage6key
587e05afbcXXmobilemobilemessagemsg
SMS Notification for Magento 2
Meetanshi
20
  • Order Placement Notification Settings
  • The module allows to send notification to both
    admin and customers when they place the order.
    To configure its settings, follow these steps as
    shown below
  • Order Placement Notification Enable order
    placement notification to customers.
  • SMS Text for Customers Add order placement
    notification text to send to customers.
  • Order Placement Notification to Admin Enable
    order placement notification to admin.
  • SMS Text for Admin Add order placement
    notification text to send to admin.

SMS Notification for Magento 2
Meetanshi
21
  • Order Invoice Notification Settings
  • You can send notification to customers as well as
    admin to let them know that the Order Invoice is
    generated once the following settings are
    configured
  • Order Invoice Notification Enable order invoice
    notification to customers.
  • SMS Text for Customers Add order invoice
    notification text to send to customers.
  • Order Invoice Notification to Admin Enable order
    invoice notification to admin.
  • SMS Text For Admin Add order invoice
    notification text to send to admin.

SMS Notification for Magento 2
Meetanshi
22
  • Order Cancellation Notification Settings
  • To let customers know that their order has been
    cancelled, an SMS notification is sent.
    Additionally, admin is also notified of a
    cancelled order. Follow these steps for the same
  • Order Cancellation Notification Enable order
    cancelation notification to customers.
  • SMS Text for Customers Add order cancellation
    notification text to send to customers.
  • Order Cancellation Notification to Admin Enable
    order cancellation notification to admin.
  • SMS Text For Admin Add order cancellation
    notification text to send to admin.

SMS Notification for Magento 2
Meetanshi
23
  • Order Shipment Notification Settings
  • Customers get notification when their shipment is
    off for delivery. Admin is also notified for the
    same. This feature will be enabled when the
    following settings are configured
  • Order Shipment Notification Enable order
    shipment notification to customers.
  • SMS Text for Customers Add order shipment
    notification text to send to customers.
  • Order Shipment Notification to Admin Enable
    order shipment notification text to send to
    admin.
  • SMS Text For Admin Add order shipment
    notification text to send to admin.

SMS Notification for Magento 2
Meetanshi
24
  • Credit Memo Notification Settings
  • To confirm with customers that their refund
    request has been accepted, an SMS will be sent to
    customers. Similarly, admin will be sent an SMS
    notification when a credit memo is generated.
    Configure the following settings to enable this
    feature of the module.
  • Order Credit Memo Notification Enable refund
    request notification approval to customers.
  • SMS Text for Customers Add refund request
    notification approval text to send to customers.
  • Order Credit Memo Notification to Admin Enable
    credit memo generation notification to admin.
  • SMS Text for Admin Add credit memo generation
    notification text to send to admin.

SMS Notification for Magento 2
Meetanshi
25
  • Contact Inquiry Notification Settings
  • Admin is notified whenever there is a contact
    inquiry. To enable this feature, configure
    following settings
  • Contact Inquiry Notification Enable contact
    inquiry notification to admin.
  • SMS Text for Admin Add contact inquiry
    notification text to send to admin.

SMS Notification for Magento 2
Meetanshi
26
  • New Customer Registration Notification Settings
  • The admin is notified when a new customer
    registration takes place. To enable this
    notification, following settings are to
    configured
  • New Customer Registration Notification Enable
    new customer registration notification to admin.
  • SMS Text for Admin Add new customer registration
    notification text to send to admin.

Note If you are an Indian user of our Magento 2
SMS Notification extension with Msg91 API, dont
forget to follow DLT registration process and get
your DLT templates approved for each SMS above.
Once you get the DLT template ID for each, enter
the same here in the respective.
SMS Notification for Magento 2
Meetanshi
27
  • SMS Notification in Frontend
  • New Registration Notification to Admin
  • When a customer registers a new account, admin is
    notified as shown below
  • New Order Placement Notification to Customer
  • A notification of acknowledgement of the order
    placed is sent to customers as shown here

SMS Notification for Magento 2
Meetanshi
28
  • New Order Placement Notification to Admin
  • Admin is notified when a new order is placed in
    the store as shown below
  • Order Invoice Generation Notification to
    Customers
  • When an Order Invoice is generated, a
    notification as shown below is sent to customers.

SMS Notification for Magento 2
Meetanshi
29
  • Order Invoice Generation Notification to Admin
  • When an Order Invoice is generated, a
    notification is sent to Admin as shown here
  • Order Shipment Notification to Customer
  • Customers get notified at the time of order
    shipment via SMS as shown below

SMS Notification for Magento 2
Meetanshi
30
  • Order Shipment Notification to Admin
  • Once the order gets shipped and shipment is
    generated, admin gets notified by an SMS as
    shown here.
  • Refund Request Notification to Customer
  • A customer gets notified of refund request
    approval as shown below

SMS Notification for Magento 2
Meetanshi
31
  • Credit Memo Generation Notification to Admin
  • Credit memo generation notification sent to admin
    is shown below

SMS Notification for Magento 2
Meetanshi
32
  • New Contact Inquiry Notification to Admin
  • Whenever a customer inquires through submitting
    contact form, admin is notified as below

SMS Notification for Magento 2
Meetanshi
Write a Comment
User Comments (0)
About PowerShow.com