Introduction to Odoo Email Marketing

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Introduction

Odoo Email Marketing makes it easy for any business to create, send, and track professional email campaigns. With its drag-and-drop editor, ready-made templates, and detailed reports, you can design stunning newsletters, promote products, and measure results all in one place.

Step-by-Step Instructions

  1. Open the Email Marketing App
  • From your Odoo dashboard, click Email Marketing.
  • The Mailings Dashboard opens in list view by default, showing all your campaigns.
  1. Explore Dashboard Views

Use the icons in the upper-right corner to switch between:

  • List View – See emails with columns like Date, Subject, Sent, Delivered (%), and Opened (%).
  • Kanban View – Drag and drop campaigns through stages: Draft, In Queue, Sending, and Sent.
  • Calendar View – Track mailings by day, week, or month.
  • Graph View – Analyze performance with bar, line, or pie charts.
  1. Create a New Email
  • Click New.
  • Add a Subject (required) and choose Recipients from mailing lists, contacts, or filters.
  • Design your email in the Mail Body tab using Odoo’s drag-and-drop blocks or start from a plain template.
  • Optional: Set up A/B Testing to compare different versions.
  1. Configure Settings

In the Settings tab, you can:

  • Add Preview Text (shows next to the subject in inboxes).
  • Set “Send From” and “Reply To” addresses.
  • Attach files or assign a Responsible user.
  • Link the email to a specific Mailing Campaign.
  1. Send, Schedule, or Test
  • Send: Deliver immediately.
  • Schedule: Pick a future date and time.
  • Test: Send a test email to yourself or colleagues.
  1. Track Campaign Performance
  • Use the Graph or List view to monitor opens, clicks, and replies.
  • Apply Filters or Group By options for deeper insights.

Tips

  • Segment Your Audience: Use mailing lists and filters to target customers precisely.
  • Use A/B Testing: Experiment with subject lines, content, or layouts to see what works best.
  • Stay Consistent: Maintain your brand colors and fonts for a professional look.
  • Optimize for Mobile: Preview your email on mobile before sending.
  • Check Metrics Often: Open and click-through rates guide future campaigns

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