Bulk SMS Marketing for Magento 2 User Guide · • Bulk SMS Marketing: Enable the Bulk SMS...

Bulk SMS Marketing for Magento 2 © Meetanshi

Bulk SMS Marketing for Magento 2

User Guide

Table of Content

1. Extension Installation

2. Twilio Registration

3. Msg91 Registration

4. Configuration

5. API Settings

6. API Testing

7. Import Phonebook Contacts

8. Manage Phonebook

9. Manage Campaigns

10. Marketing SMS in Customers’ Mobile Numbers

11. SMS Logs


1. Extension Installation • Create a folder structure in Magento root as app/code/Meetanshi/Bulksms

• Download and extract the zip folder and upload our extension files to the

app/code/Meetanshi/Bulksms via FTP.

• Login to your SSH and run below commands step by step:

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

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.

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

https://www.twilio.com/try-twilio


• 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.


• 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.


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.

https://control.msg91.com/signup/


• 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.


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


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


• 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.


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.

• 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.


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. • 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.


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. 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.


• 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.


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 User Guide · • Bulk SMS Marketing: Enable the Bulk SMS...

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