How to Create Automated Email Campaigns in Odoo Marketing?
Creating automated email campaigns in Odoo Marketing is a powerful way to engage leads, nurture customers, and support broader business goals like sales and ERP Accounting notifications. Here’s a step-by-step guide to get started:
1. Navigate to Email Marketing App
First, install and open the Email Marketing module from your Odoo dashboard. This is where you’ll create and manage your campaigns.
2. Set Up a Mailing List
Create or import your mailing lists. These lists can include leads from your CRM, customers from Sales, or contacts synced from your ERP Accounting module for billing and payment reminders.
3. Design Your Email Template
Use Odoo’s drag-and-drop editor to create a professional-looking email. Include dynamic fields like customer name, invoice due dates, or order numbers—especially helpful for ERP-related communication.
4. Create an Automation Workflow
To automate your campaign:
Go to the Marketing Automation module.
Create a new campaign.
Define your target audience (e.g., all customers with unpaid invoices from the ERP Accounting system).
Add actions such as:
Send Email (e.g., reminder for overdue payment)
Wait Time (e.g., 3 days before next email)
Conditional Rules (e.g., if payment received, stop campaign)
5. Schedule and Activate
Set the time and frequency for your automated actions. You can send emails daily, weekly, or based on specific triggers tied to accounting events (like invoice status changes).
6. Monitor Results
Track open rates, click-throughs, and conversion performance within Odoo. This helps refine your message and timing.
Why Connect Email Campaigns with ERP Accounting?
By integrating marketing automation with ERP Accounting, you can:
Send personalized payment reminders
Promote early payment discounts
Notify clients of new invoices or financial documents
Maintain communication during the billing cycle
This not only boosts engagement but also supports financial operations through timely and automated communication.