Marketing Automation¶
Use the Odoo Marketing Automation application to create dynamic campaigns with actions that automatically occur within a defined duration, such as sending a series of timed mass emails or engaging with leads based on their interactions with marketing campaigns.
While the application is designed to be user-friendly for creating, launching, and reviewing marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the database.
Configuration¶
To begin, make sure the Marketing Automation application is installed.
Important
Installing the Marketing Automation application also installs the Email Marketing app, as most features of Odoo Marketing Automation are dependent on that specific application.
Additionally, install the CRM and SMS Marketing applications to access all of the features available in Marketing Automation.
The following documentation assumes that all three of these dependent applications are installed on the database.
Campaigns¶
A campaign refers to a workflow of activities that are automatically executed to a target audience based on customizable filters, triggers, and durations of activities.
To access a dashboard of marketing campaigns, navigate to . By default, the dashboard displays a (Kanban) view, staged by New, Running, or Stopped campaigns.
To create a campaign, navigate to the application and click New.
Start by entering a Name for the campaign.
Then, in the menu, select one of the following options:
Define a Trigger: Create a new campaign from scratch.
Load a Template: Start by configuring a campaign template.
Ask AI: Create a campaign by entering an AI prompt.
Create a campaign from scratch¶
Each workflow consists of exactly one trigger, a rule that initiates the campaign and decides when specific records (i.e., the target audience) become participants in the campaign.
On the Define a Trigger pop-up window, enter a name for the campaign, then configure the remaining trigger options (i.e., the target, trigger type, and any additional filters).
Finally, click Save to add the trigger to the workflow builder.
Campaign templates¶
Odoo provides the following campaign templates to help users get started.
Misc¶
Tag Hot Contacts: Send a welcome email to contacts and tag them when they click it.
Commercial prospection: Send a free catalog and follow up according to responses.
Marketing¶
Welcome Flow: Send a welcome email to new subscribers, and remove the address that bounced.
Double Opt-in: Send an email to new recipients to confirm their consent.
CRM¶
Scheduled Calls: Schedule a call with a salesperson if a lead is created for an existing contact.
Prioritize Hot Leads: Send an email to new leads and assign them a high priority if they open it.
eCommerce¶
Anniversary Discount: Celebrate contacts who registered one year ago.
Purchase Follow-up: Send an email to customers who bought a specific product after their purchase.
Create Repeat Customers: Turn one-time visitors into repeat buyers.
Workflow¶
A workflow consists of an activity, many activities, or a sequence of activities organized in a campaign. A campaign’s workflow is defined in the section below the campaign form.
Activities¶
Activities are the methods of communication or server actions, organized in a workflow, that are executed within a campaign. Once running, each activity displays the number of participants that are engaged by the activity as Success and Rejected counts.
To create one of the following activities, click Add new activity and configure the activity.
See also
Testing and running¶
Once a campaign has been created, it can be tested to ensure the workflow is functioning as expected, to check for errors, and correct any mistakes before it reaches its target audience.
After testing, the campaign can be launched to start engaging the target audience. The campaign can also be launched without testing if the user is confident in the workflow.
See also
Reporting¶
A range of reporting metrics are available to measure the success of each campaign. Navigate to to access the following menu options:
Link Tracker: Track the number of clicks through links.
Traces: Track the status of all activities across all campaigns.
Participants: Track participant metrics across all campaigns.
Additionally, each activity within the workflow of a campaign displays its engagement metrics.
See also
