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Audience targeting

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Odoo Marketing Automation audience targeting uses the Target and Filter fields on a campaign to decide exactly which contacts, leads or other records the campaign reaches.

The targeting fields

  • Target: the type of record used in the campaign, such as Lead/Opportunity, Event Registration or Contact. This also determines which fields are available in the filter and in dynamic placeholders.
  • Unicity based on: the field, typically Email, used to avoid targeting the same record twice.
  • Filter: an interactive set of rules that narrows the target audience further.
  • Include archived: whether archived records are included in the audience.

A saved set of filter conditions can be reused later by clicking Save as Favorite Filter, managed under Marketing Automation > Configuration > Favorite Filters.

Defining filters

By default, a campaign’s filter is set to Match all records of the chosen Target model. Click + Add condition to add a rule, and combine several with all or any to build more specific logic.

For example, to target CRM leads and opportunities in the New stage with expected revenue over 1,000, set Target to Lead/Opportunity and Unicity based on to Email, then match all of: Stage is in New, Expected Revenue > 1,000, and Type is Lead or Opportunity.

At the bottom of the filter rules, a record count button shows how many records currently match; click it to open a pop-up listing the selected records before you launch the campaign.

Tips

  • Check the record count before launching to confirm the audience size looks right.
  • Use Unicity based on Email in most cases, to avoid contacting the same person twice.
  • Save frequently used filters as favourites to reuse them on future campaigns.

Frequently asked questions

What field avoids sending duplicate campaign activities?

Unicity based on, usually set to Email, prevents the same record being engaged more than once.

What does the default filter target?

Match all records of the chosen Target model, until you add your own conditions.

Can I see exactly which records a filter will reach before running the campaign?

Yes, click the record count button under the filter rules to open a Selected records pop-up listing them.

Need help?

Need help targeting the right audience in Odoo Marketing Automation? Contact support@thoughtlogik.com or see our Odoo implementation services.

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