magento 2 sms notification

32
SMS Notification for Magento 2 © Meetanshi SMS Notification for Magento 2 User Guide Table of Content 1. Extension Installation Guide 2. Twilio Registration 3. Msg91 Registration 4. Textlocal Registration 5. Configuration 6. API Settings 7. Order Placement Notification Settings 8. Order Invoice Notification Settings 9. Order Cancellation Notification Settings 10. Order Shipment Notification Settings 11. Credit Memo Notification Settings 12. Contact Inquiry Notification Settings 13. New Customer Registration Notification Settings 14. SMS Notification in Frontend

Upload: meetanshi

Post on 25-Jun-2021

10 views

Category:

Software


0 download

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! The extension not only updates customers but also admin about the customer activities that helps in offering better service. Moreover, the customers will appreciate the timely acknowledgments about important activities such as payments received via a preferable medium, SMS. Benefits of Magento 2 SMS Notification extension: • Keep your customers updated about their activities such as order placement or cancellation, invoice generation, etc. in the store. • Option for admin to receive the SMS notification about customers' activities with the setting to enter the mobile number in the backend. • The extension is easy to configure for sending the SMS to customers. All you have to do is register with SMS Gateway to get sender ID, API key, and URL and choose the message type. • Send custom text messages for customer activities like order placement, order invoice, order cancellation, order shipment, credit memo generation, contact inquiry, and website registrations. • Send SMS notification texts using the system variables like order_id, first_name, etc. • Send the SMS notifications to the mobile numbers that can be collected using the default Magento registration and guest checkout form. • Send SMS for each customer activity as soon as the mobile number is registered in the store! • Offer enhanced customer experience and earn their trust with an instant SMS notification facility. For more information, visit https://meetanshi.com/magento-2-sms-notification.html

TRANSCRIPT

  • SMS Notification for Magento 2 © Meetanshi

    SMS Notification for Magento 2

    User Guide

    Table of Content

    1. Extension Installation Guide

    2. Twilio Registration

    3. Msg91 Registration

    4. Textlocal Registration

    5. Configuration

    6. API Settings

    7. Order Placement Notification Settings

    8. Order Invoice Notification Settings

    9. Order Cancellation Notification Settings

    10. Order Shipment Notification Settings

    11. Credit Memo Notification Settings

    12. Contact Inquiry Notification Settings

    13. New Customer Registration Notification Settings

    14. SMS Notification in Frontend

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    1. Extension Installation For Magento Marketplace Customers

    o Create a folder structure in Magento root as app/code/Meetanshi/Sms o Download and extract the zip folder and upload our extension files to the

    app/code/Meetanshi/Sms via FTP. o Login to your SSH and run below commands step by step: composer require twilio/sdk

    php bin/magento setup:upgrade For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f php bin/magento cache:flush

    For Meetanshi Customers

    o Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.

    o Login to your SSH and run below commands step by step: composer require twilio/sdk

    php bin/magento setup:upgrade For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    2. 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”.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/https://www.twilio.com/try-twilio

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    3. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/https://control.msg91.com/signup/

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

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

    the credentials.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

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

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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, don’t

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/https://msg91.com/https://help.msg91.com/article/348-dlt-registrationhttps://docs.google.com/document/d/e/2PACX-1vRqI_aRgyq0ijfroUe5X40yYwYk1bJLJEL8dAjNIub8bsJgVqYUYupG36_pJJXfRBAK5jDybKlDsjPS/pub

  • SMS Notification for Magento 2 © Meetanshi

    4. 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/

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/https://www.textlocal.in/signup/

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    Navigate to Settings > API Keys and create new key to use. Copy the created API Key and

    paste it in Magento 2 extension configuration.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    Now move to Settings > 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    Textlocal requires to create message template to send SMS notification. Go to Send >

    Templates & Drafts and click to create and request new SMS template.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    5. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    6. API Settings To allow compatibility of the extension with any SMS gateway, it’s 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?user=yourusername&senderid=yoursenderid&key=y

    oursmskey&mobile={mobile}&message={msg}

    Sample CURL URL:

    https://foxxsms.com/sms/submitsms.jsp?user=METANSHI&senderid=FOXGLV&accusage=6&key=

    587e05afbcXX&mobile={mobile}&message={msg}

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/http://msg91.com/https://www.textlocal.in/

  • SMS Notification for Magento 2 © Meetanshi

    7. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    8. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    9. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    10. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    11. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    12. 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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    13. 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, don’t

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/https://msg91.com/https://help.msg91.com/article/348-dlt-registrationhttps://docs.google.com/document/d/e/2PACX-1vRqI_aRgyq0ijfroUe5X40yYwYk1bJLJEL8dAjNIub8bsJgVqYUYupG36_pJJXfRBAK5jDybKlDsjPS/pub

  • SMS Notification for Magento 2 © Meetanshi

    14. 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:

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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.

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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:

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    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:

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    Credit Memo Generation Notification to Admin

    Credit memo generation notification sent to admin is shown below:

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/

  • SMS Notification for Magento 2 © Meetanshi

    New Contact Inquiry Notification to Admin

    Whenever a customer inquires through submitting contact form, admin is notified as below

    https://meetanshi.com/magento-2-sms-notification.htmlhttps://www.instagram.com/