Jan 18, 2022

Brief introduction about Marketing Automation Module in Odoo V15

How far we can automate our marketing and sales activities in Odoo. For this purpose, Odoo offers us a separate module, Marketing Automation. 

Marketing automation helps Odoo to create automated target oriented marketing campaigns. Marketing automation in Odoo 15 helps in automating the flow of work. It will also help to scale up the business. The feature also supports end-to-end customer journeys. Marketing automation can help you design engaging email campaigns and create email templates effortlessly.

A user can try different types of action in marketing automation modules to streamline the workflow.

Odoo has simplified the process entirely, and let’s users fully customize and create automatic (and targeted) marketing campaigns. Simply segment your prospects database to deliver the right message to the right prospect at the right time. Users can also set up advanced marketing workflows centered around your prospects. 

With Odoo, you can easily customize your workflows, thanks to their beautiful visual interface. Creating a multi-stage campaign, with several paths, is as simple as two-step campaigns. Add new actions and select “Time Triggers” directly on your workflow.

Users can automate a whole lot more than just emails. Trigger any action you need to streamline your workflow. Create end-to-end customer journeys, and use those workflows to automate tasks, such as: moving a lead forward in the sales funnel, assigning engaged prospects to your sales team, updating a record, and much, much more!

Users can utilize “if/then” actions to perform specific tasks after an email has been opened, clicked, or replied. Talk about marketing automation! You can easily automate your marketing processes with the Odoo Suite of Marketing Apps – they have it all!

Similar to the E-mail Marketing module, we also have two access rights in the Marketing Automation module. A user without access rights does not have access to the module, so does not see the module in the dashboard. Users in the “Users” group have full access to the module, including campaigns and reporting.

Within the module, we also find only these two menu items. By means of the campaigns we control the automation of our activities. Reporting provides us with meaningful key figures on our activities or campaigns and displays them graphically as bar, line or pie charts or in a pivot view. The key figures are also available to us in each individual campaign. No further configuration or optional features are available to us at this point.

Overview of Marketing Automation in Odoo

Put your marketing process on autopilot

Let the repetitive task be performed for you.

NOT just marketing. Automate throughout Odoo.

Save money. Save time.

In this blog I will explain the workflow of the “Marketing Automation” module.

To use this module first you have to install this module from the apps.

From the above image you can see that the Marketing Automation Module is already installed for me. Now let me open this module. When you click on this module you can see it’s dashboard. 

If we open the module from the dashboard, we are taken directly to the overview of our campaigns. These are displayed to us in a kanban view, whereby it is possible to switch to the list view. Within the kanban view, we have three levels at our disposal. The “New” level contains the campaigns that we are still working on. All campaigns that we have started we find in the level “Running”. All finished campaigns can be found in the “Stopped” level. For reference you can see the screenshot below.

You can create campaigns at the dashboard. You can also get a list of already created campaigns from the dashboard. The status of the campaigns can also be viewed from here. Other details, including the name of the campaign, total number of campaigns, active campaigns, completed campaigns and number of participants of the campaign can be viewed from the dashboard.

In the overview of the campaigns we have the possibility to create new campaigns and to edit existing campaigns or to view their workflow and the corresponding KPIs. When we create a new campaign, we first define a name and select the data model to which our campaign refers.

When you click on the “Create Button”, a new form will appear. You have to fill in the details for reference. You can see the screenshot below.

The Create Form contains the given fields:

Name : It refers to the name of the campaign.

Target : Set the target model, for example Contact.

Filter : We can add many advanced filters from here which enables real-time filters. Here I add a filter,  which in my case the model contacts and I want the contacts of customers. So I set the filter to ‘if a customer is set(true)’.  The filters i.e. the contacts list can be seen in the python code of the filter.

Add a new activity : By clicking this option, you can create multiple activities which you want to include in the campaign. When you click on the “add new activity button”, a new form will appear. For reference you can see the screenshot below.

Under this form you can find many fields.

Name : It refers to the name of the activity.

Activity type : It decides the activity type email or server function.

Mail Template : The template used for the activity.

Create a mail template

To configure email templates for activities, go to the email template selection field and click the link button.

You’ll be presented with a window with the opportunity to build a new template. When you click on the “Create button”, you’ll be taken to the window below, where you can choose a template. 

You’ll discover many building elements for constructing the email’s body here. Drag and drop the appropriate building blocks to complete the  template. 

There you can find an option tab. This allows us to include more features.

Here, you can find mailing options including Attach files, reply etc.

After completing the process you can Save and Close the window to create and schedule the activity.

Then you can return to Campaigns where you can find a few more fields.

Filter : Filter allows you to filter records that match a specified rule.  Time intervals such as an hour, a week, or a month are used as triggers.

Expiry duration : The campaign’s end date and time.

Another field where you can obtain information is the domain. 

The “Activity filter” aids in the selection of the record. 

The rule that is utilized to match the filtered document is known as the “Applied filter”

After you’ve entered all of the information, click Save. Click the Start Button to begin the campaign. 

Click the Stop button to stop the campaign. You can get the participants list by clicking Participants.

I hope this information is helpful for you to understand the brief introduction and workflow about Marketing Automation Module.

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