Social marketing campaigns

1. Access the Campaigns Page

• Open the Social Marketing app.
• Click Campaigns in the header menu.
• The Campaigns dashboard opens in default Kanban view, showing all campaigns.

View Options:

• Kanban – Visual pipeline view.
• List – Structured table view.
• Tip: Switch between views using the menu in the upper-right corner, beneath the search bar.

2. Manage Campaign Stages

• Hover over a stage title to see the gear icon next to the + (plus) sign.
• Click the gear icon to access:
  • Fold – Minimize a stage column. Click the folded column to restore it.
  • Edit Stage – Change the stage name or sequence. Click Save when done.
  • Delete – Remove the stage completely.

Add New Stage:

• Scroll right on the Campaigns dashboard.
• Click Add a Column, enter stage details, and click Add.

3. Create a New Campaign

• On the Campaigns dashboard:
  • Click the quick add + (plus sign) on a stage in Kanban view, or
  • Click Create in the top-left corner.
• Fill in:
  • Campaign Name
  • Responsible person
  • Tags
• Click Add to save the campaign to the database.

4. Edit Campaigns

• Access a campaign template by:
  • Clicking Edit from the Quick Add drop-down, or
  • Selecting the campaign in Kanban or List view, or
  • Using the ⋮ (three dots) menu on the campaign and choosing Edit.
• The Campaign Template page allows you to:
  • Modify campaign details
  • Add content and communications
  • Schedule postings across channels

Important: To send emails, enable Mailing Campaigns in Email Marketing › Configuration › Settings. To send SMS, install Odoo SMS Marketing.

5. Add Content and Communications

On the Campaign Template page, use the buttons in the upper-left corner to create content:

1. Send New Mailing – Open a blank email template and customize messages.
2. Send SMS – Create SMS campaigns for your contacts.
3. Send Social Post – Post to social media accounts already linked to Odoo.
4. Push Notification – Pre-select push notifications to target website visitors.

After creating content:

• Odoo returns to the campaign template page.
• New content appears in its corresponding tab (Mailings, SMS, Social Media, Push Notifications).
• Analytical smart buttons (e.g., Revenues, Leads, Quotations) appear at the top for quick insights. Click any button for a detailed report.