What is Odoo Marketing automation?

Odoo Marketing automation enables to generate report on the performance of the campaigns created by the user. The report on Line Tracker, Traces and Participants can be generated separately. Line tracker will help to generate report based on the number of clicks and count. Odoo allows users to easily craft sophisticated end-to-end customer journeys, design engaging email campaigns in minutes, and allows them to seamlessly create automatic (and targeted) marketing campaigns.

Marketing automation is a solution that helps you coordinate a variety of marketing strategies. Because diverse business initiatives require distinct communication and promotion efforts to assure success and enhance sales, marketing automation is the bare minimum communication for any organisation in the present era. Odoo 15 Marketing’s automation enables firms to run ongoing campaigns across all business projects. In addition, this application will aid in the monitoring and evaluation of movements for business purposes. You can also use Odoo 15 to help you create engaging campaign templates.


Odoo Marketing helps you market effectively and saves your time and energy through process automation. It uses software or platforms to automate marketing tasks such as mass mailing, event promotion, and campaign processing.

Marketing automation has evolved into several complex and unified processes. According to detailed collected data, businesses can directly compose marketing communications, automate promotions, and analyze visitor numbers.

Marketing software is now designed purely to manage responsibilities like these.

Easy Segmentation: Segment your database easily with a clean widget using a combination of demographic and behavioral attributes. Your contacts will be enrolled to the campaign as soon as they meet the criteria. 

Advanced Statistics: You can fully measure the performance of your campaigns by KPIs such as open rate, bounce rate, clicks, and success with this intelligent tool from Odoo.

Test Mode: Before launching a campaign, you can test run the process first to review the event as it is in action and modify and adjust if necessary.

Advanced workflows: The tool automatically creates and customizes workflows with an intuitive interface to visualize the customer journey better. Lead your contacts in a particular direction based on the action in your process.

Visitors Tracking: Manage UTM to track visitors, from website visits to sales orders or invoices, and optimize conversion rates.

Time based Conditions: Set delays between your workflow actions.

Emails Interactions: Use pre-made building blocks to create your emails. Start from scratch or use our 10 themes.

Expression Builder: Domain widget: perform filters on any field, recursively across links.


Here are a few helpful tips on planning and designing your campaign and how to execute it effectively with Odoo.

SEND “COLD EMAIL.” A cold email is an unsolicited e-mail that is sent to a receiver without prior contact. It could also be defined as the email equivalent of cold calling. Cold emailing is a subset of email marketing and differs from transactional and warm emailing.

It is an email communication to a “cold” contact – someone who doesn’t know you hasn’t known you yet or shows an interest in your product or service.

What is the best way to write a successful cold email?

The subject line of an email impacts whether or not the recipient will open the message. The topic of your email is the first thing that influences whether or not the receiver will open it.

A good email topic will entice and drive your receivers to open it and read your business letter’s content.

Here are some pointers on how to develop a compelling email subject line that will raise your open rate:

Keep it brief and to the point: The subject line of an email should be no more than 60 characters long (including spaces). Email subject lines that are too long will be clipped off and will not be published entirely.

Make your brand unique: To indicate that you know whom you’re talking to, put in the recipient’s or their company’s real name. Keep your business name simple and easy to remember.

Make it relevant to the recipient: You must demonstrate that this new information is fascinating, relevant, and important to them and will help them enhance their work lives.

Show a little urgency: You use prompting sentences, wanting the recipient to open the email as soon as possible. Because if your email is not opened soon, there is a higher chance that the recipient will never return to it.

Make your emails authentic: The goal of your interaction with potential customers is to provide them with what they need or to help them solve their concerns. Don’t be afraid to show your willingness to help with your email communication. People always want someone to understand their problems and offer helpful solutions.

Make your email appear as if it was written specifically for them. Use the proper title, address them by their first name, and allude to your study on them. It demonstrates that you did your research and went out of your way to approach them in the first place. They will no longer perceive it as a “cold” approach.

How to automate workflows?

Here are the 8 steps workflow checklist to keep in mind:

Identify the process owner

Keep the ‘Why’ in mind

Get the history

Diagram the workflow

Gather together data about the entire un-automated process

Talk with everyone related or involved in the workflow process

Test the automation

Go live

What are the features of Odoo Marketing Automation?

These are the following features of the Odoo marketing automation:



Marketing. Social. Email. Automation. SMS.




Documents New. Documents. Spreadsheet New.


How to scale the business with marketing automation?
Here are a few ways to scale the business with marketing automation:
Automated lead scoring.
Create targeted content.
Boost your ratio of qualified leads.
Scale your communication process.
Maximise use of push technology.
How to Configure Marketing Automation in Odoo?
First of all, you will need to make sure to install the Marketing Automation app provided in your business database. Now you can go on to create the new campaign then just view the name of the campaign, its actual active and completed number of participants involved and who are all part of that campaign.
At that time you can simply start configuring a campaign. Enter the following fields without fail like name, target model, add a new activity and unique field as well as filter.
Name: This field mainly indicates the name of the campaign.
Target Model:  This is a field that solely indicates the model that wants to be fully targeted.
Unique Field: This field at most indicates the unique field and whatever you will need to target any possible distinct field of the respective model, at that specific time you can choose the respective field from here and this is not necessarily a mandatory field.
Filter: This field primarily indicates the filter at the same time you can aim to click on the filter of the existing list of customers you will want to address.  
Fill in the name of the campaign and set the target model – It can be a contact.  In order to add a new activity, just click the option to create multiple activities planned for the campaign. And you are done! 
Add a new activity: This field helps to add a new activity through clicking on add a new activity button, to create various activities that should be involved in our campaign.
Choose the activity type – whether it can be Email, SMS or other.  
At the same time of creating automation, you can positively choose the activity types to choose from like the automatic email dispatch and the preferred automatic server action.
While you can schedule many activities for your recurring campaign. Your second activity should also be promptly created and rightly scheduled. You can now be sure of adding on the filters that are used for checking the customer that have no specific sale orders.
Odoo Marketing Features
Odoo Marketing Features