HelpDocs

Maurice Nataf
Written by Maurice Nataf

Magento Extension Documentation

Install and customize Octopush in your Magento store.


Overview


Octopush SMS extension for Magento 2 is a text-messaging service for sending notifications, alerts, reminders, confirmations and SMS marketing campaigns.

  • Attract more leads. Send Bulk SMS campaigns with special offers and grow your sales.
  • Re-engage with shoppers. Remind your customers of their abandoned carts to finish their purchases.
  • Improve customer relationship. Let your customers know when their shipping is arriving.


Installing the extension


To install the extension you will need:


Get the extension


Download the FREE extension directly from your Octopush account (click here if you need help opening your account).


Sign in to your Octopush account. You’ll see a screen just like this.



Click on API & Plugins, and then on Plugins & Modules and you’ll see all of our extensions. Click on the pink button to start downloading the zip file.



After downloading, you’ll see a file like this one in your Downloads folder. We’ll use it for the installation later on.



Upload extension files via FTP


Before installing, you need to upload the files for installation to your hosting (where your Magento store is hosted).


To do that, unzip the file of the extension that you downloaded from Octopush in the previous step. It should look like this:



Use a FTP Client (like Filezilla) to connect to your hosted Magento store (this information should be given by your hosting company).


Copy the unzipped files to the folder /app/code/Octopush



Installation


You have 2 ways of installing the extension once downloaded.

  • via ZIP-archive
  • via browser


You may choose the one you feel most comfortable with, we’ll explain each of them.


Via browser


Upload the extension files via FTP as explained previously in this guide.

This method requires that the Cron tasks are set and running properly. In case it has not been performed yet, do it following these instructions.

Once the Cron is set, follow the path System/ Web Setup Wizard/ Module Manager in admin panel to initialize the extension and enable all available modules.



If installed correctly, you’ll see this notification in your account.



After that, the system will propose to create a backup (optional) and finally, the extension will be successfully installed.



Via Console commands in Magento


Upload the extension files via FTP as explained previously in this guide.

Connect via SSH to your server.


Run the following commands:

php -dmemory_limit=5G bin/magento setup:upgrade


php -dmemory_limit=5G bin/magento setup:di:compile


php -dmemory_limit=5G bin/magento setup:static-content:deploy -f


php -dmemory_limit=5G bin/magento cache:flush



Connect your Octopush account


From your Magento store, go to the extension’s tab “Send SMS” and then to “Settings”.



Here you’ll be asked to create an Octopush account if you don’t have one yet (click here to see the tutorial).



After that, you’ll have to connect your Octopush account to your Magento store.



To get your Octopush login and API key, go to your Octopush account and click on API & Plugins > API key & login.



Copy that information into your Magento store and finish completing with your preferences.



Click on the orange button in the right upper corner to save.



Extension Settings

To move from one section to the other, click on “Send SMS” from the left menu and then select the tab that you need.



Messages


Here you can edit all of the automated SMS you can send to yourself and to your customers.



SMS for Admin


These are messages that you send to yourself to notify of important events on your Magento store. You can trigger messages for these events:

  • Create account: a customer creates a new account
  • Send Message: a customer sends you a message
  • Validate order: a new order is placed and needs validation
  • Stock notification: a product is almost out of stock
  • Admin alert: your Octopush account is almost out of balance
  • Daily report: to receive a report on the activity of your store



SMS for customer

These are messages that you send to your customers to notify of important events on their accounts or orders. You can trigger messages for these events:


  • Create account: welcome message to new customers
  • Lost password: ask for a new password
  • Send SMS when a product becomes available: tell your customers you received the product they were looking for
  • Send message: to confirm you received the message from your customer
  • Validate your order: to confirm the new order is validated
  • Update tracking number order: inform the shipping code
  • Status update: the status on their order changes


How to edit the messages



To the left, you’ll see the event that will trigger the action (in this example, the message will be sent to new customers when they create an account).

Edit the message on the left white box. Include as many variables as you like (below you’ll see the ones that you can use).

Above the white box, you’ll see a checkbox. If checked, it’ll set your message live.

On the right you'll have a preview of your message as your recipient will see it.

After configuring your messages, click on “Save messages”. To restore all of the texts to default, click on “Reset all messages”.




Settings


Here you’ll have to enter your Octopush information to connect your account and enter your account configuration for the extension.



Once you’ve connected your Octopush account, you’ll see your Octopush balance here, expressed in Euros.



Here you have the settings of your account:



  • Email: your Octopush Login
  • Octopush Key: your Octopush API key
  • Admin mobile number: the phone number you’ll use to send SMS to your customers. It should include international code and a + before the number, eg. +33758341697
  • Sender name or phone number: this is the name your customers will see when they get your SMS. Insert the name of your store here in no less than 4 characters, and a maximum of 11. It can include numbers and letters.
  • Send alert when account under: this is an alert for the admin. It will trigger an SMS when your credit on Octopush goes below this value, so you’ll be aware that you need to recharge it. Enter the value you want in Euros.
  • Order status notification free: select yes if you want to offer a status notification via SMS to your customers for free. If you wish to make this service optional and charge them if they decide to get it, select the option No, customer have to pay the option.


How to calculate the amount of SMS per message


After the settings you’ll see this Information box regarding the cost of SMS due to the number of characters or value of special characters.



It shows characters that are replaced automatically, authorized characters for a Standard Message and the special characters that count per 2.


Note: a Standard Message is divided into 160 characters long and it costs 1 SMS if all of its characters are included in the list. If one or more characters are not in the list, then the message is divided into 70 characters long parts and each part will cost 1 SMS.



Campaigns


Here you can see all of your campaigns that have not yet been sent.



How to send an SMS Campaign


From the Campaigns tab, click on the button “Create new campaign/Send a new SMS” in the right upper corner of the screen.



  1. Give your campaign a title and write your message. If you wish to, you can use the variables listed right below the textbox where you write your SMS. Note: the title of your campaign is for internal use only. Your recipients won’t see it.
  2. Set the date and hour for the delivery. Note: the timezone is GMT+1.
  3. Choose the recipients entering their phone numbers, uploading them with a CSV file (Excel) or create your own segment with the information you collect from your Magento store. Note: always click the green + to add the recipients to your list.
  4. Check that you have available credit in the Information box on the right.
  5. Click on “Save campaign” if you wish to keep editing later. If you’re ready to go, click on “Transmit to Octopush”. You can also delete or duplicate the campaign with the other buttons. Note: you have to keep going to the next step to successfully send your campaign.
  6. In the next window, you’ll have to “Accept and Send”.





Settings for the SMS


This is where you compose the message of your campaign.


  • Title of the campaign: enter a title to recognize your campaign easily. This is only for internal use and your recipients won’t see it.
  • Message: type here the text of your SMS. You can include the variables that you see below the textbox to personalize your message (like first name and last name).
  • Send date: this is the date when the message will be delivered.




Choose the recipients

Select the recipients of your campaign with one of the following 4 methods. Consider that duplicated numbers will be automatically removed.


Enter the recipient details

Enter the phone number manually with country code. Eg. +33758341697. You can also include First name and Last name if you wish.




Remember to press the sign + to add the recipient to your list.



Search for customers


Start typing the phone, ID, first name or last name of your customers to look for them on your Magento database.



Upload a CSV file


If you have the phone numbers of your contacts in Excel or Sheets, you can upload it here in CSV format. After uploading remember to click on the sign + to add them to your recipients list.


Here’s an example of how it should look like in Excel or Google Sheets. In the same column, include the phone number with the sign + and country code followed by the name and last name separated with the sign ;.


Note: to avoid the formula in Google Sheets when you put the sign +, type the sign ‘ first like you see in the example below.




Create your own query

You can choose to segment your customers with the data you collect from them with Magento. Create your target audience combining the following variables:


  • Country
  • Groups: visitor, guest, customer
  • Gender
  • Birthday: from a certain date to another.
  • Registration date
  • Last connexion date
  • Number of orders




Recipients

Once you’ve added your recipients, you’ll see them here. You’ll notice that the Number of recipients in the Information tab will also increase.




Information


Here you’ll see all the information about the status of your campaign.


  • Amount in your account: the credit you have left in your Octopush account. You can add more credits for your campaigns by clicking in Buy credits or directly from your Octopush account
  • Campaign ID: number that identifies your SMS campaign sent from Magento with this extension
  • Ticket: number that identifies your SMS campaign in Octopush. Use this number if you ever have to report a technical problem to support@octopush.com
  • Status: status of your campaign. “In construction” when you’re crafting your message, and “Waiting for validation” when you’ve transmitted to Octopush but still pending to Accept and Send.
  • Recipients: number of recipients that will receive the message on your campaign
  • No. of SMS: how many SMS are on your message. Note: to learn more, go to Settings > How to calculate the amount of SMS per message in this guide
  • Price: how much will be the cost of your campaign (in Euros)
  • Send date: when your campaign was created
  • Transmission date: date when your request was sent to Octopush from the Magento extension
  • Validation date: the date you clicked on "Accept & Send"


History


Here’s where you’ll find the history of all your sent campaigns.

Click on Edit on the right to see the details of every campaign.

Campaigns History



News


Here you’ll find all the updates related to the different versions of the extension.


When a new version becomes available, you’ll be notified on this tab.



Support & Resources


We hope you found this guide useful, but in case of any doubts, questions or comments, please email us to support@octopush.com


For more free resources, tutorials, templates or tips on how to improve your SMS Marketing strategy visit our octopush.com/en/blog or our YouTube channel.


For more information about our services, visit us on www.octopush.com

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