Marketing Automation

This section covers the core tasks of running a campaign in Odoo Marketing Automation: defining who it reaches, building its workflow, testing and launching it, and reading the results.

Topics covered

• Audience targeting using the Target, Unicity based on and Filter fields.
• Campaign workflow activities: email, SMS and server action steps with triggers and child activities.
• Testing/running campaigns before and during launch.
• Campaign metrics for measuring performance.

Frequently asked questions

What topics does this section cover?

Audience targeting, workflow activities, testing and running campaigns, and campaign metrics.

Where should I start?

Start with audience targeting, since every campaign needs a defined target before you build its workflow.

Need help?

Need help running campaigns in Odoo Marketing Automation? Contact support@thoughtlogik.com or see our Odoo implementation services.