User Guide. Twilio SMS Notification. Extension for Magento by Azaleasoft. Support: (

Transcription

1 Twilio SMS Notification Extension for Magento by Azaleasoft User Guide Copyright azaleasoft.com. 1

2 Table of Contents 1.Installation Process 3 2.How to use Create Twilio Account Admin Panel 4 Copyright azaleasoft.com. 2

3 1.Installation Process (The installation process via Component Manager) Login to your Magento Admin panel and navigate to System - > Web Setup Wizard. Enter marketplace authentication keys. For more information, please visit Navigate to Component Manager Page and click Sync button to update your purchased extension. Click Install in the Action Column to install the extension. Follow Web Setup Wizard Readiness Check Copyright azaleasoft.com. 3

4 2.How to use 2.1 Create Twilio Account - Before set up this extension, go to Twilio website ( to create a new account. - Login to your Twilio account, you will find your Account SID and Auth Token on console dashboard. Copyright azaleasoft.com. 4

5 - To send SMS using Twilio API, buy a virtual number. Copyright azaleasoft.com. 5

6 2.2 Admin Panel Check if the extension installs successfully, then navigate to Stores - > Configuration with the name Twilio SMS Notification under AZALEASOFT EXTENSIONS select menu. Copyright azaleasoft.com. 6

7 - General Enable Account SID Auth Token Phone Number (Sender) Admin Phone Number Enable/disable this extension Account SID from Twilio account Auth token from Twilio account Phone number that you purchased from Twilio account Phone number that administrator receives SMS notification * In this extension, there are three different phone numbers: 1) Phone Number (Sender): This number is purchased from Twilio account. All notifications will be sent from this number. 2) Admin Phone Number: This number is used to receive Admin notification. This number must include country code (Ex: ). 3) Customer Phone Number: This number is from customer shipping/billing information. - If phone number exists in shipping information, send notification to country code + the phone number; Copyright azaleasoft.com. 7

8 - If phone number exists in billing information and does not exist in shipping information, send notification to country code + the phone number; - If phone number does not exist in both of shipping and billing address, do not send notification to customer. - Customer Event Settings Create Order Cancel Order Create Invoice Create Shipment Create Credit Memo Enable to send order notification to customer Enable to send order cancel notification to customer Enable to send invoice notification to customer Enable to send shipment notification to customer Enable to send credit memo notification to customer - Admin Event Settings Copyright azaleasoft.com. 8

9 Create Order Cancel Order Create Invoice Create Shipment Create Credit Memo Enable to send new order notification to Admin Enable to send order cancel notification to Admin Enable to send invoice notification to Admin Enable to send shipment notification to Admin Enable to send credit memo notification to Admin - Condition Settings Copyright azaleasoft.com. 9

10 Set criteria to send notification to customers. Customer Group Allow to select all groups or several groups Country Allow to choose multiple countries Minimum Order Amount Default value is 0 - Save SMS History Enable Save SMS history Copyright azaleasoft.com. 10

11 If enable to save SMS history, go to REPORTS- >Marketing- >Twilio SMS Notification and find SMS history you sent. Copyright azaleasoft.com. 11

12 - Customer Message Template Copyright azaleasoft.com. 12

13 Create Order Cancel Order Create Invoice Create Shipment Create Credit Memo Customer notification template for new order Customer notification template for order cancel Customer notification template for invoice Customer notification template for shipment Customer notification template for credit memo - Admin Message Template Create Order Cancel Order Admin notification template for new order Admin notification template for order cancel Copyright azaleasoft.com. 13

14 Create Invoice Create Shipment Create Credit Memo Admin notification template for invoice Admin notification template for shipment Admin notification template for credit memo Copyright azaleasoft.com. 14

15 If you have any questions or feature suggestions, please send to Thank you! Copyright azaleasoft.com. 15