1. SMS Module

2. SMS PROVIDER
MOBILE
CLOUD
SMS GATEWAY
SUGAR INSTANCE

3. Definition of Terms
• Listview – A View in SugarCRM which tabulates all the
records in a given module
• DetailView – A View in SugarCRM that shows the details
of one record
• TargetList – Holds records for 5 modules, this list is used for
campaigns and contains the list of records that will
receive the SMS/Email
• Email Marketing – A module connected to the
campaigns module and contains the template and the
specified hour of sending
• Email Template – Contains the message to be sent.
Note:
There are only four modules that can use the SMS, namely
Accounts, Contacts, Leads, and Targets.

4. Course Content
• Sending Individual SMS
• Sending Bulk SMS
• Sending SMS Campaigns

5. Individual SMS
• SMS that is sent out to a particular user via the
DetailView
• In the “Activities Subpanel” of a record there is a
dropdown arrow that when pressed opens up the
modal window for the SMS
• Image 1 shows the list of modules that the SMS
module Applies under the Marketing Tab
• Image 2 is the subpanel dropdown where you can
create an SMS

6. Individual SMS
• Below is the Image of the “Modal Window” that
popup when the send SMS button is clicked
The Modal Window is divided
into 2:
1. Phone Number Field is pre-
filled with the Records Mobile
Number
2. Message Field that will
contain the message
Note that both are needed to
send out SMS. Even if you
change the number in the
phone number field it will still
send out the default number

7. Bulk SMS
• On the ListView of the Module you can select
multiple records
• Afterwards click the dropdown arrow beside the
“delete” button and click “Send SMS”
• You will then be redirected to a page containing
the modal window for sending SMS

8. SMS Campaign
Now the Campaign module is a little tricky you need
the following to send out a campaign:
1. Target List
2. The Actual Campaign Record
3. Marketing Attachment
4. Template
(Note: The Order in which they are listed should be
followed)
Click Here if everything is setup

9. Target List
• Go to the Target List module and create one
• Add the records that will receive the SMS Message
Select the TargetLists for menu
Add the
records in Choose or create your TargetList
the
TargetList
via the
fields

10. Campaigns
• Go to the Campaign tab
• Create or Select a Campaign and set it to SMS
Select the Campaigns from the menu
This is the part where you
add the TargetList(s),
and create the SMS Choose or create your Campaign
Marketing

11. Marketing
• Marketing (Email / SMS) is a unique record attached to a
campaign. Records that had been sent this marketing (by
default) would not receive it again if the campaign was
initiated again
• Fill in all the required fields. Start Date & Time is the actual time
and date that the message will be sent
• “Send This Message To” field can either be selected to send in
all Target List or choose specific Target Lists

12. Template
• While in the Email Marketing you can either choose to create
your email template, use one that is already created or edit it
and then use it.
• Pressing Create or Edit will open a popup which you can
construct your message.
Parts of the Email Template Popup:
1. Name of the Template
2. The type is default to campaign
3. Description of the template (optional)
4. Dynamic Variables that Can be used in a
Campaign
5. Tracker URL should only be filled for Email
Campaign
6. Subject is also for email campaign, leave it blank.
7. Send text only button is checked because this is
only an SMS we are sending.
8. Main body of the SMS (that will be sent)

13. Summary of the
Campaign
After you run the SMS Campaign you will be redirected to
a page where you can monitor the progress of your SMS
Campaign like the
o Queued(pending) SMS
o Sent SMS
o Invalid Numbers
o Message that were not sent
o Opt Out’s
Campaign is also Equipped to attach to the Message a
line similar to this “To Opt Out send <KEY WORK> to this
number”
If they choose to Opt out they would be sent a follow up
SMS saying “Successfully opted out to resume send
<Keyword > to this number”

14. Additional Info
SMS Statistics:
• In 2003, the average Filipino mobile subscriber sent an average of 195 text messages per
month (about 7 messages a day). By comparison, that same year the average user in the
USA sent 13 a month.
• In 2005, Filipinos sent on average 250 million text messages a day - 33 million subscribers
• In 2006, Filipinos sent 350 to 400 million texts messages a day - 35 millions users.
• In 2007, Filipinos sent a staggering 1.39 billion text messages – roughly 50 million users.
• In 2009, the trend continues but there are now about 73 million subscribers.
• With a recent US study revealing that the average Filipino cellphone user sends an
average of 600 text messages per month (or 43% more than their counterparts in the
United States).
(http://jatps.hubpages.com/hub/The-Philippines-is-Still-the-Undisputed-Text-Capital-of-the-World)
Our SMS Module is Also equipped to handle the replies from individual messages
and campaign messages.
Said replies will be filed under the recipient’s record on your CRM