Marketing: Marketing Automation Overview

Purpose

The purpose of this documentation is to go over how to create campaigns using the Odoo 13 Marketing Automation application. 

Campaigns are a way to target specific records within your Odoo database (like client contacts, sale orders, purchase orders, product templates, projects, tasks, etc.) and trigger automatic actions to happen to them like sending emails, transferring stock, updating product templates, etc. 

For the purposes of this document we will focus on sending emails automatically, but this application can be used for more tasks beyond that. 

For help with automating other aspects of your operation, please contact the Hibou Support team for assistance. 

Process

To get started, navigate to the Marketing Automation app. 

Odoo image and text block

Creating Campaigns

Once there, select CREATE to start building a new campaign. You will be prompted to enter in the following information. 

Name: Input the name of the campaign. 

Target Model: This is the type of record that you want to trigger an action for. In our example, we want to send an email out to the contacts that are associated with a specific mailing list that we have already loaded into our Email Marketing application.

For details on how to create Mailing Lists, please read our Email Marketing documentation. 

Filter: These are the filtering rules that you will need to input so that Odoo knows the sub-set of the Target Model you selected (in our example “Mass Mailing Contact”) that you want to send an email to or modify in some way. 

You can see our Email Marketing Documentation for an overview on how to apply these filtering rules and check the Record(s) that you are targeted based on your rules. 


When you're ready, click Add New Activity to open a new modal window. This is what you will select to tell Odoo what you would like to do with the specified target models that you have filtered out. Complete the fields as follows:

Name: Name the Action that you want to take. 

Activity Type: This is what will be triggered with this activity. 

  • Email: This tells Odoo that you want to send out an email as your desired action. Selecting this option will expose a new field where you'll select which Mail Template to use.

  • Server Action: This tells Odoo that you want to perform a server action to modify the targeted records. We will not be covering how to utilize this feature in this documentation.  Selecting this option will expose a new field where you'll select which Server Action to use.

Trigger: This is where you will specify when you want Odoo to perform this action. 

Expiry Duration: If this is selected, you can choose how many hours, days, months, or years, you would like this activity to be valid for. If you leave this unselected, this action will not expire and will continuously run. 

Domain: Here you will see the records and rules that you specified that will be impacted by this activity. You can modify them as needed.


Once your information is entered, click the Save & Close button. To add another activity, click Save & New and repeat the process above.

Reviewing Your Workflow

Once you have your Activities added, you can see your workflow mapped out on the page. 

Odoo image and text block

Each new Activity that you add to the workflow by using the Add New Activity button will create a separate activity that will be triggered in a sequence, like sending out a series of emails at pre-scheduled intervals. Regardless of any action a user takes, they will all receive these messages. 

Click Save before continuing.

To create an activity based on whether or not the email we scheduled in the first activity was opened, a link was clicked, or it bounced back, we can create a new child activity. To do so, first click Edit then hover over the   Add child activity button underneath the activity you just made.


Doing so will give you several options to choose from. These allow you to customize the child activity based on the kind of action your first activity was programmed for.  


We won't be covering each option here, but hovering over each icon will give you a description of what each field does. 

Once all of your activities are programmed in, click Save. You can then choose to launch a test which will allow you to trigger the activities in the sequence and ensure that they behave as you would like them to. 

Once you're ready to actually activate the campaign, you can click the Start button and that will trigger the live campaign to begin. 

As your recipients and activities start completing, you will see your activities statistics appear on the workflow overview. You can also see the number of Participants using the  Participants smart button on the top right of the campaign.