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Campaign workflow activities

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A campaign in Odoo Marketing Automation has a single workflow made up of one or more activities: emails, SMS messages or server actions that run automatically in sequence.

Adding an activity

Open a campaign and click Add new activity to open the Create Activities pop-up. Name the activity, choose its Activity Type, then configure its trigger and, optionally, an expiry duration and a domain filter.

Activity types

There are three activity types:

  • Email: pick or create a mail template; the template’s title also becomes the email subject and must be unique within the campaign.
  • Server Action: pick an existing server action for the campaign’s target model, or create one, such as updating a record, sending an email or SMS, adding or removing followers, or calling a webhook.
  • SMS: pick or create an SMS template.

Trigger

Set an interval number and unit (Hours, Days, Weeks or Months) to delay the activity after its trigger occurs; an interval of 0 runs it at the next scheduled mail queue run. Choose a Trigger type: Beginning of workflow runs it when the campaign starts, while options such as Mail: opened, Mail: not opened, Mail: clicked or SMS: clicked turn it into a child activity that runs after a specific outcome of another activity.

Expiry and filtering

An optional Expiry Duration cancels the activity if it hasn’t run within a set time. An Activity Filter narrows the activity, and any child activities, to a subset of the campaign’s audience; the record count next to it shows how many are currently targeted.

Child activities

Hover over an activity and click Add child activity to add one that runs after a specific outcome of its parent, such as an email being opened, not opened, clicked, replied to or bounced.

Tips

  • Use child activities with Mail: not opened to follow up automatically with non-openers.
  • Keep mail template titles unique, since the title becomes the email subject.
  • Use an Activity Filter to target a subset of the audience with a specific step.

Frequently asked questions

How many workflows can a campaign have?

Only one, but that workflow can contain any number of activities.

What happens if an activity’s interval is set to 0?

It runs as soon as its trigger occurs, at the next scheduled run of the outgoing mail queue.

What is a child activity?

An activity that only runs after a specific outcome of its parent activity, such as Mail: opened or Mail: not opened.

Need help?

Need help building campaign workflows in Odoo Marketing Automation? Contact support@thoughtlogik.com or see our Odoo implementation services.

Campaign workflow activities - PreviousAudience targetingNext - Campaign workflow activitiesTesting/running campaigns

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