Marketing Automation

Odoo Marketing Automation is the app for building multi-step campaigns that send emails, SMS or run internal actions automatically, based on rules and audience behaviour.

What Odoo Marketing Automation does

• Targets a specific audience using filters on leads, contacts or other records.
• Runs a workflow of email, SMS and server action activities, including ones that only fire after a previous email is opened, clicked or ignored.
• Lets you test a campaign on one contact before launching it fully.
• Reports on activity performance, link clicks, traces and participants.

What this section covers

This knowledge base explains audience targeting, building workflow activities, testing and running campaigns, reading campaign metrics, and using the Double Opt-in campaign template.

Frequently asked questions

Which apps work with Marketing Automation?

Email Marketing is installed automatically; CRM and SMS Marketing add further trigger and activity options.

Can I test a campaign before it reaches real contacts?

Yes, Launch a Test runs the workflow against one chosen contact first.

Need help?

Need help setting up Odoo Marketing Automation? Contact support@thoughtlogik.com or see our Odoo implementation services.