Setting Up Email Marketing Campaigns in Odoo 17
Activating the Email Marketing Module
To start sending campaigns:
Apps → Install "Email Marketing"
This gives you a full set of tools for email campaigns, contact list management, scheduling, and analytics.
Creating Your First Email Campaign
Start here:
Email Marketing → Mailings → Create
Define your campaign:
- 🔛 Subject line
- 👤 Recipient group (contacts, leads, customers)
- 📆 Scheduled send time
- ✍️ Choose a design template or create a new one
You can run one-time campaigns or set up recurring sends with automation rules.
Designing Professional Email Templates
Use the drag-and-drop builder to design emails:
- 📸 Add images, text blocks, CTAs, buttons, and headers
- 🎨 Apply brand colors, spacing, and fonts
- 📱 Mobile-responsive out of the box
You can save layouts as reusable templates for newsletters, promotions, or updates.
Segmenting and Targeting Your Audience
Odoo allows you to target specific groups using:
- 🧠 Filters (e.g., industry, region, lead stage)
- 🎯 Tags (VIP, Repeat Buyer, New Lead)
- 📋 Custom mailing lists or saved segments
More relevance = better open rates and more conversions.
Setting Up Automations and Triggers
For smarter follow-ups, use:
- 🔁 Scheduled email sequences
- ⚙️ Automated flows with the "Marketing Automation" app
- 📥 Welcome emails, drip campaigns, abandoned cart flows
You can also trigger emails based on actions — like form submissions or lead status changes.
Analyzing Email Performance
Every campaign includes key metrics:
- 📬 Open and click-through rates
- 📤 Delivery and bounce status
- 📉 Unsubscribes and complaints
Use this feedback to test subject lines, timing, and design for better results.
Conclusion
Odoo 17 makes email marketing simple and effective. Whether you're nurturing leads, promoting new products, or staying top-of-mind, you can create campaigns that look great and perform even better — all from your ERP dashboard.
Need help designing high-converting email flows? Our marketing automation team is here to help.
