(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 1
Support: [email protected]
Twilio SMS Notification Extension for Magento by Azaleasoft
User Guide
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 2
Support: [email protected]
Table of Contents 1.Installation Process 3 2.How to use 4 2.1 Create Twilio Account 4 2.2 Admin Panel 4
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 3
Support: [email protected]
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 http://devdocs.magento.com/guides/v2.0/installgde/prereq/connectauth.html.
● 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
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 4
Support: [email protected]
2.How to use
2.1 Create Twilio Account
-‐ Before set up this extension, go to Twilio website (https://www.twilio.com/) to create a new account.
-‐ Login to your Twilio account, you will find your Account SID and Auth Token on console dashboard.
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 5
Support: [email protected]
-‐ To send SMS using Twilio API, buy a virtual number.
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 6
Support: [email protected]
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.
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 7
Support: [email protected]
-‐ General
Enable Enable/disable this extension Account SID Account SID from Twilio account
Auth Token Auth token from Twilio account Phone Number
(Sender) Phone number that you purchased from Twilio account
Admin Phone Number
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: +12011234567). 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;
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 8
Support: [email protected]
-‐ 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 Enable to send order notification to customer Cancel Order Enable to send order cancel notification to customer Create Invoice Enable to send invoice notification to customer Create Shipment Enable to send shipment notification to customer Create Credit
Memo Enable to send credit memo notification to customer
-‐ Admin Event Settings
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 9
Support: [email protected]
Create Order Enable to send new order notification to Admin Cancel Order Enable to send order cancel notification to Admin Create Invoice Enable to send invoice notification to Admin Create Shipment Enable to send shipment notification to Admin Create Credit
Memo Enable to send credit memo notification to Admin
-‐ Condition Settings
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 10
Support: [email protected]
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
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 11
Support: [email protected]
If enable to save SMS history, go to REPORTS-‐>Marketing-‐>Twilio SMS Notification and find SMS history you sent.
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 12
Support: [email protected]
-‐ Customer Message Template
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 13
Support: [email protected]
Create Order Customer notification template for new order Cancel Order Customer notification template for order cancel Create Invoice Customer notification template for invoice Create Shipment Customer notification template for shipment
Create Credit Memo Customer notification template for credit memo
-‐ Admin Message Template
Create Order Admin notification template for new order Cancel Order Admin notification template for order cancel
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 14
Support: [email protected]
Create Invoice Admin notification template for invoice Create Shipment Admin notification template for shipment
Create Credit Memo Admin notification template for credit memo
(www.azaleasoft.com)
Copyright © 2016-2017 azaleasoft.com. 15
Support: [email protected]
If you have any questions or feature suggestions, please
send email to [email protected]
Thank you!