Introduction to Odoo Marketing Automation

Campaign templates

Odoo provides ready-made templates across several categories, including Tag Hot Contacts and Commercial Prospection (Misc), Welcome Flow and Double Opt-in (Marketing), Scheduled Calls and Prioritize Hot Leads (CRM), and Anniversary Discount, Purchase Follow-up and Create Repeat Customers (eCommerce).

Audience targeting

On the campaign form, use the Target, Unicity based on and Filter fields to define which records, such as leads, contacts or event registrations, the campaign should reach. The campaign shows how many records match before it runs.

Workflow activities

Click Add new activity to build the workflow: a series of emails, SMS messages or server actions that run automatically. Each activity can trigger on a condition, such as when a previous email is opened or clicked, and reports its Success and Rejected counts once running.

Testing and running

Test a campaign before launch to check the workflow behaves as expected, or launch it directly if you are confident in the setup. A running campaign can also be paused.

Reporting

Under Marketing Automation > Reporting, review Link Tracker (clicks through links), Traces (status of every activity) and Participants (engagement across campaigns), alongside the metrics shown on each activity.