Automating Marketing Campaigns in Odoo 17
Enabling the Marketing Automation Module
To start building smart marketing flows:
Apps → Install "Marketing Automation"
This unlocks drag-and-drop workflows for automated emails, SMS, wait conditions, lead scoring, and segmentation triggers.
Building a Campaign Workflow
Start here:
Marketing Automation → Campaigns → Create
Define campaign name, purpose, and audience model (Leads, Contacts, Sales Orders, etc.). You'll then be taken to the workflow editor.
Example campaigns:
- 📧 Welcome series for new leads
- 🛒 Abandoned cart recovery
- 🔁 Re-engagement after inactivity
Defining Email, SMS, and Wait Actions
Use drag-and-drop tools to design your flow:
- 📨 Send an email
- 💬 Send an SMS (if SMS app installed)
- ⏳ Wait (e.g., 3 days)
- ✅ Add conditions ("if contact opened email", "if deal won")
You can chain multiple steps for branching logic and multi-channel journeys.
Targeting Specific Leads or Customers
Campaigns start with a domain filter (e.g., only new leads, only contacts tagged "VIP"):
- 🎯 Filter by country, job title, lead stage, behavior, etc.
- 🧪 Dynamically update campaign audience
- 🧠 Use tags to trigger or pause sequences
This ensures each person gets the right message at the right time.
Tracking Customer Behavior and Triggering Responses
Odoo lets you respond to user activity in real time:
- 📬 Track email opens and clicks
- 🛍️ React to website visits or abandoned carts (requires Website + eCommerce)
- 💡 Use "if/then" branches for dynamic journeys
This personalization improves engagement and conversion significantly.
Optimizing and Analyzing Campaign Performance
Each campaign dashboard shows:
- 📊 Email performance (open rate, click rate, bounces)
- 🧭 Flow completion metrics
- 📉 Drop-off points or bottlenecks
You can duplicate high-performing flows or test variations with A/B logic.
Conclusion
Odoo 17's Marketing Automation lets you scale your outreach without manual effort. From onboarding to lead nurturing to reactivation, you can automate your customer journey — and turn intent into action faster than ever.
Need help setting up your marketing funnel or lead scoring logic? Let our automation experts build it with you.
