CRM SMS
A/B testing SMS with lead criteria and performance measurement
The Mass Mailing CRM SMS module integrates Mass Mailing, CRM, and SMS.
Measure SMS campaign effectiveness based on the number of Leads/Opportunities created, use lead count as the criterion for selecting the winning version in SMS A/B testing.
A/B Testing based on Leads
In A/B testing for SMS campaigns, you can select the winning version based on the number of leads created.
Steps
1. Go to Email Marketing → Campaigns.
2. Create or open a campaign.
3. Click Create SMS Mailing.
4. In the SMS mailing form, check A/B Testing.
5. Select Winner Selection = Leads.
6. Set the split ratio (e.g., 10% for A, 10% for B, 80% for winner).
7. Set the waiting time before sending the winner.
How it works
The system sends version A and B to the test group, waits for the set time, counts the Leads created from each version, selects the version with more Leads, and sends it to the remainder.
Key points
• Step 1: Send version A (10% of list) and version B (10% of list).
• Step 2: Wait for the set time (e.g., 24 hours).
• Step 3: System counts Leads created from each version.
• Step 4: Select the version with more Leads.
• Step 5: Send the winning version to the remaining 80%.
View A/B Testing results
Steps
1. Go to Email Marketing → Campaigns.
2. Open the campaign that ran A/B Testing.
3. View the SMS tab to see Leads from version A, Leads from version B, and the selected winning version.
Set up SMS campaign with Lead tracking
Steps
1. Create UTM Campaign: Go to Email Marketing → Campaigns → New → name the campaign.
2. Create SMS Mailing: In campaign, click Create SMS Mailing → select recipient list.
3. Compose SMS content with tracking link, ensure link has UTM parameters.
4. Send SMS: When customer clicks link and creates Lead, system automatically links to campaign.
5. View metrics in the Leads/Opportunities tab in the campaign.
A/B Testing example
Scenario: Test 2 SMS message versions to see which creates more Leads.
Key points
• Version A: "20% off your first order! Order now: [link]" - Ratio: 10%.
• Version B: "Free shipping on your first order! Buy now: [link]" - Ratio: 10%.
• Winner: Ratio 80%, waiting time 24 hours.
• After 24 hours, system automatically sends winning version to remaining 80%.
Best practices
Key points
• Use UTM tracking: Always add UTM parameters to links in SMS to accurately track Lead sources.
• Test sending time: Use A/B testing to find the most effective SMS sending time.
• Keep it concise: SMS has character limits, focus on clear call-to-action.
• Shorten links: Use Odoo's link tracker to shorten URLs and track clicks.
• ROI based on Leads: Compare SMS costs with Lead value created.
• Conversion rate: Track ratio from SMS → Click → Lead → Opportunity → Won.
• A/B Testing wait time: Set at least 24 hours to have enough Lead data.
• Sample size: Ensure each A/B version is sent to enough people (minimum 100-200).