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Lost leads reactivation email

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Not every opportunity ends in a sale, but a lost lead is not necessarily gone for good. Using Odoo CRM with Odoo Email Marketing, you can build a targeted campaign to re-engage leads that were previously marked as lost.

Setting up the campaign

  1. Make sure CRM and Email Marketing are installed.
  2. Go to Email Marketing > Mailings > New and enter a subject line.
  3. Set Recipients to Lead/Opportunity.

Filtering the right leads

Add these rules, keeping the filter group set to Match all of the following rules:

  • Blacklist is not set, to exclude unsubscribed contacts.
  • Created on, to target leads lost within a specific date range.
  • Stage is not in New, Qualified or Won, to exclude leads that are still active or already won.
  • A pair of Active is set / Active is not set rules, so both active and inactive lost leads are included.
  • Optionally, exclude irrelevant Lost Reasons by adding a rule that Lost Reason does not contain each reason you are not targeting, leaving only the one your email is about (for example, Not Enough Stock if you are announcing new inventory).

Designing and saving the campaign

Build the email from a template, Plain Text, or Start From Scratch. Click Save as Favorite Filter to reuse the same criteria for future campaigns.

Sending and testing

Click Send to deliver immediately, or Schedule for a later date and time. Use the A/B Tests tab to try different subject lines or content on a percentage of leads before sending the final version to everyone.

Analysing the results

Use the smart buttons on the sent email to review Sent, Opened, Replied, Clicked, Leads/Opportunities, Quotations, Invoiced, Bounced and Ignored.

Tips

  • Match the email to a specific Lost Reason, such as restocked items or a price change.
  • Follow up with a short nurturing sequence rather than a single email.
  • Review the smart button metrics to refine future campaigns.

Frequently asked questions

What filters target a lost leads campaign correctly?

Blacklist is not set, Created on for the lost period, Stage is not in New, Qualified or Won, and a pair of Active is set / Active is not set rules to include both active and inactive leads.

Why exclude specific Lost Reasons instead of just picking one?

Because there’s no single-select Lost Reason filter for this purpose; add a rule that Lost Reason does not contain each irrelevant reason, leaving only the one your email is about.

How do I know if the campaign is working?

Check the smart buttons on the sent email: Opened, Clicked, Leads/Opportunities, Quotations and Invoiced show engagement and revenue impact.

Need help?

Need help setting up a lost leads campaign in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.

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