Odoo 11 App Marketing Automation

Tutorial

Freddy Czaja

The new Odoo App Marketing Automation is more than the name suggests. Basically, it is a business automation that can integrate automated processes into a different of Odoo areas. You can use this for notifications in the form of emails or server actions, which are exactly adapted to your business workflow.

APPLICATIONS

CRM: Send incoming notifications to incoming leads and assign them to sellers.

Billing: Automatic payment reminders in different stages of billing, with different content.

Events: Automate registrations (registration confirmation), reminders and follow-ups.

E-Commerce: Start e-mail campaigns for customers, with products in their shopping cart that did not complete the checkout process.

Helpdesk: Inform your customers about their ticket status and the tasks they have solved.

TUTORIAL

FIRST OVERVIEW

The first overview in App Marketing Automation shows the existing campaigns in a kanban or list view. You can change the views by clicking on the corresponding icons in the upper right corner. The kanban overview shows the name of the campaign, the status, total number (number of people), current (people who are currently in the process) and completed (people who have gone through all the processes).

Odoo CMS - a big picture

CREATE CAMPAIGN

With this campaign, we want to improve customer service for inquiries by sending automated emails. So we work with the app CRM (customer management). As described above, you can also use the app marketing automation for other areas of Odoo (billing, subscriptions, events, etc.).

We will create a new campaign and give the name first. At "Target Model" we indicate the model we want to address. In this case „Lead/Opportunity“. This belongs to the app CRM.

Odoo CMS - a big picture

Now we create at Filter, the list of customers we want to address. To do this, we click in the field and select the appropriate variable. We take the variable "Type" and automatically adds on the right side the type „Lead“. If you want to set the filter even more narrowly, then click on the right + sign. On the right side you will see the current number of people who respond to the filter. By clicking on "Records" you can look at the list of people. Now you have created the campaign and can either save or create the first automation.

AUTOMATION (WORKFLOW)

When creating an automation, you can choose between the following types of activity: automatic e-mail dispatch and automatic server action. When setting up the campaign, it makes sense to have an Odoo programmer at your side because they are the best at understanding the subject matter. This is especially true for server action.

CREATE THE FIRST EMAIL AUTOMATION

After you have created the campaign, you can create the first e-mail automation. Simply click on the "Add an Item" button and assign the name of the automation first. The activity type is "Email". Then, on the right side of „Perform“, specify the time when the automated email will be sent.

Odoo CMS - a big picture

Next, click in the "E-Mail Template" field and either select an existing template or create a new one by clicking on "Create and Edit". It works the same way as in the Email Marketing app.

In the e-mail template you first assign the subject of the e-mail. Below you enter the sender e-mail. Then use Website Builder to create the content of the email as it is customary in Odoo. To do this, drag the appropriate layout blocks from the left into the content area and change the text and images. Then you can save the automation (and also the campaign). The first automation is now ready.

Odoo CMS - a big picture

Tip: For testing in Odoo Runbot, the e-mail must be removed from the record (customer).

OVERVIEW OF E-MAIL AUTOMATION

The e-mail automation overview shows various KPIs in the form of a graphic and values. Available KPIs: Successful, Rejected, Sent, Clicked and Replied.

Odoo CMS - a big picture

CREATE A SERVER ACTION

After automatically sending an e-mail, we would like to automatically assign the request to a seller. For this purpose, below the first automation, we create a "child activity" in which a server action is triggered. In this case, the assignment to a seller. This can also be a normal automation and must not be subordinate to another automation (child activity).

For this we move the mouse over the button "Add child activity", so that a new icon line opens with conditions. Here we can now choose the first condition when the server action is triggered. The options are: Add Another Activity, Mail Opened, Mail Not Opened, Mail Replied, Mail Not Replied, Mail Clicked, Mail Not Clicked and Mail Bounced. Once you have clicked on an icon, a new window will open to create the automation.

Odoo CMS - a big picture

Now enter the name first. Then activate the checkbox "Server Action" for "Activity Type" and select the corresponding entry under "Server Action".
On the right side, you then specify the time when automation should start and save the whole thing. Now we have created the two automations and we can test this.

Odoo CMS - a big picture

TEST AUTOMATION

In order to be sure that the created automatic actions work, we have to test them. For this we click above the campaign on the button „Launch a test" and select in the newly opened window the corresponding data set (in this case, a request) and click on save.

Odoo CMS - a big picture

In the new field, you will then see your created workflow (the automations) and next to each a play button. You now click on the first play button and the first e-mail is sent to the "customer". We can test this by going to the App CRM (customer management), calling up the customer's record and looking in the notifications to see if the automatic email is entered.

Odoo CMS - a big picture

You can create your own data set for test purposes, with a real e-mail address and test it live. This is probably the best way to have a real test and also to control the email template.

About Freddy Czaja

SEO is the air he breaths. If it has a bit of Oxygen, he doesn't care/ He likes his coffee black and cold.