Handle your Marketing activities a few clicks away in Odoo

In Odoo 16, you are able to efficiently automate your marketing activities which helps you to free-up tons of time, and only spend time more on the things that really matter for growing your business. With Odoo Marketing automation, you are able to trigger different actions to automatically happen when a specific type of engagement or lack of engagement occurs.

With properly configured automation, we can ensure that we always reach out to the right customers at the right time. We are also able to automate actions which happen within our Odoo database. Let us now see how easy it is to handle your marketing activities in a seamless way in Odoo.

The Marketing campaigns are used to centralize and report on marketing efforts revolved around.

Firstly, let us click on the “Add new activity” which is at the bottom. Then appears a box which shows a form to create a new activity typing in the Activity Name. For the email campaign, we will set the Activity type as Email.

Even works when it is set as Server Action and also able to select SMS if we wanted to send text messages instead of emails, however we would need their phone numbers to work that feature. Hence, these activities precisely trigger the process of campaigns reaching out to the right customers. Then select the pre-configured email template. If you would like to trigger this activity at a specific time, you are able to indicate at the right side. Then, you are able to actually click on the expiry duration checkbox to ensure that this activity is triggered after a particular date. So, once you select that, it will ask you the precise date, but for now let us leave it unselected. After that, you will see the domains section in which we are able to add more filters, and set more targets. This will hence reach all of your new opportunities. So, let the domain section be left as it is, and click on the “Save and Close” button and we are done.

Then, you will notice that you have created and completed a new Activity. Here, you are easily able to see the analytics, and all the data which will automatically populate once the people start interacting with our campaign.

Next, you are able to configure the sub activities, which are also known as child activities, which depend upon the participant’s reaction. Technically, you are able to automate an action to happen if they have opened, replied, or even clicked. To add a child activity choosing to speed up the workflow, click on the “Add child activity” button, accordingly you are able to have a customized form of email template.

Hence, these are the forms of activities and sub-activities created and Odoo makes it easier to differentiate between these activities. They can be internal automations which can automate at the back end of your business, and these are known as the Server Actions. For instance, let us create a new child activity which helps you to trigger moving an opportunity to the qualified stage automatically. To do so, let us continue by repeating the similar process by naming the activity, setting the activity type to server action, setting the triggering workflow based on the time, then type in the server action as, move to quotation pipeline. Once you confirm to create and edit the field to allocate, it will be pre-populated. The next is that we need to specify an activity field which is to be added.

Now, we will need to configure this domain equation to represent a lead moving to the qualified stage in our CRM app, then select the stage from the drop-down, and click stage under the field, and it is going to be a reference setting up for evaluation type, then the record should be qualified along with a value. Then, click the “Save and Close” button. Finally, the process will be done.

As you can see, setting up and automation activities is easier than ever with the Odoo Marketing Automation application. Now we have got all our activities set up for this campaign.

Give a shot to know more about the Odoo Marketing Automation from Zesty Beanz now.