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CRM & SMS

This page is for the Executive and Event Manager personas reaching the contact list — SMS blasts via Twilio, automated email rules tied to event lifecycle, and the segment builder that feeds both. Live US SMS requires Twilio 10DLC carrier approval; ask your administrator before assuming a campaign will actually send.

Screenshot pending

A segment-builder screenshot will land here in a follow-up commit.

Sending an SMS Blast

Note: SMS requires Twilio 10DLC carrier approval before live sends work.

  1. Go to SMS → Campaigns → New
  2. Fill in:
  3. Name — internal label for the campaign
  4. Segment — the contact group to send to (see Segments below)
  5. Template — pick a pre-built message or write a new one
  6. Scheduled Time — when to send (leave blank to send immediately)
  7. Click Schedule or Send Now

Creating a Contact Segment

  1. Go to CRM → Blaqbook → Segments → New
  2. Give the segment a name (e.g., "Techno Fans - Attended 2+ Events")
  3. Use the filter builder to define criteria:
  4. Genre tags, attendance count, total spend, last event date, opt-in status, etc.
  5. Click Refresh Segment to count how many contacts match
  6. Save

Using SMS Templates

  1. Go to SMS → Templates → New
  2. Write your message — use {partner_name} and {event_name} as merge fields
  3. Optionally add a media URL for MMS (image/GIF)
  4. Save and use it in campaigns

Sending Automated Emails

Blaqbook replaces Odoo Enterprise's Marketing Automation with a lightweight, cron-based engine. Four templates are seeded out of the box (Ticket Confirmation, Event Announcement, Post-Event Recap, Re-Engagement); you wire them up via Automation Rules and the system fires them hourly.

Available triggers:

  • On Registration Confirmed — fires when a registration moves from Draft → Registered (Stripe paid or manually marked)
  • N Days Before Event — pre-event reminder (set the day count)
  • N Days After Event — post-event recap or thank-you
  • N Days Since Last Event — re-engagement for lapsed attendees

Create an automation rule:

  1. Go to CRM → Blaqbook → Email Automations → New
  2. Fill in:
  3. Rule Name — e.g., "3-day reminder"
  4. Trigger — pick one of the four triggers
  5. Delay (days) — number of days for time-based triggers (ignored for "On Registration Confirmed")
  6. Email Template — pick from the four seeded templates (or one you've authored)
  7. Limit to Segment (optional) — only send to partners in this segment
  8. Limit to Event (optional) — only fire for one specific event
  9. Save and toggle Active on

Verify a send went out:

  1. Go to CRM → Blaqbook → Email Send Log
  2. Filter by partner, event, or template name
  3. Each row shows sent date, status, and which automation fired it — used to confirm deliveries and prevent duplicate sends

The cron runs every hour. To force an immediate run for testing: Settings → Technical → Scheduled Actions → Blaqbook: Process Email Automations → Run Manually.

FAQ — CRM & SMS

SMS messages aren't sending.

Twilio 10DLC carrier approval is required for US SMS. Until that's approved, no messages will go through. Check the campaign status — it will show an error if Twilio returns one. Contact your administrator for the approval status.

Why didn't the post-event email go out?

Email automations run hourly via a scheduled cron, not instantly. If a rule's trigger window opened five minutes ago, expect the send within the hour. To check: open CRM → Blaqbook → Email Send Log and search for the partner — if there's no row, the rule either hasn't fired yet, didn't match the partner's segment/event filter, or already sent (the log prevents duplicates). To force an immediate run: Settings → Technical → Scheduled Actions → Blaqbook: Process Email Automations → Run Manually.