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By: Sumaiba

A complete overview of the Marketing Automation module of Odoo 14

Functional Odoo 14 Marketing

Marketing automation is the marketing strategy used for managing marketing activities with the help of software. Through marketing automation, we can automate repetitive tasks such as promotional and advertising operations of an organization with ease. The Odoo ERP also offers you an efficient Marketing Automation tool.

The Odoo Marketing Automation aspect will allow you to Plan, coordinate, run, and measure all the marketing campaign activities in an excellent way. It is the best suitable platform to closely handle and retain the generated leads with the aim to convert them into regular customers. So the main aim of the marketing automation tool is to close more sales. The Odoo marketing automation module provides you an insight to increase operational efficiency and it will multiply your revenue faster.

Now let us list out the important Benefits of the Odoo Marketing Module.

 Provide better marketing efficiency

 Automate all the tasks related to the marketing

 Time-saving tool

 Help to fulfill sales and marketing goals.

 Visitor tracking facility

 Helps to generate more and better-qualified leads

 Helps to convert leads to regular customers

 Email campaign development

 Integrates various channels and devices to generate better results.

 Improve productivity

 Reduce overload of employees and ensure better employee performance.

 Customizable marketing strategies

 Well defined marketing campaigns

 Generate various reports to evaluate each operation.

The Odoo Marketing automation module offers you meaningful experiences for your business without much effort.

For activating the Odoo marketing automation module, first, you should install the module.


If you enter the Marketing Automation module, you will be depicted with a dashboard window as depicted in the below image. 


This is the window that depicts all the campaigns created on the platform. This window is designed in the way the data are depicted as in various stages based upon their status. 


This is the Kanban view of the window. Here you can view the various stages such as New, Running, and Stopped. At the left corner of each stage, you can view a Settings icon. If you click on the icon, you will be depicted with a drop-down menu where you can view the options Fold, Archive All, and Unarchive All. The Fold icon available will allow you to fold the corresponding stage. This option will be very helpful when the platform has more stages. The Archive All option allows you to archive all the records of this stage.

The Campaign window can also be viewed in List format. The screenshot of the window is showcased below.


In the List view, you can view all the created Campaigns along with their Campaign Name, Target, State, Number of Mailings, Number of Clicks, and Number of active and completed participants. In addition, all the default, as well as customizable options such as Filters, Group by, and Favorite Search options are available with this window. These options will allow you to sort out the data in various measures. Moreover, you can view the Create icon and Export All icon left top corner of the window. The Export All icon will help you to export all the data in the window to the excel file. Now the Create icon assists you to navigate to the Campaign creation window as depicted in the below image. 


This creation window will help you to create new Campaigns. First, you can provide the Name of the campaign and then you can specify the Target group. This can be done by selecting and choosing the required target group from the drop-down menu available with the field Target. Here you can make use of the Filters option to match records with certain rules. This option will be very helpful to find the exact target group. 


You can add a new activity by selecting the ADD NEW ACTIVITY button available. You can make use of this option to create multiple activities scheduled for this campaign. When you select this button, you will be depicted with a pop-up window as shown below.


In this window, you can provide the required information. The first thing to do is to allocate the Name of the activity, then you can select the Activity Type from the options Email, Server Action, and SMS.  Then you can mention the Mail Template and further you can set the Triggers option which can be set as Hours, Days, Weeks, Months. The Expiry Duration option can also be used for setting the expiry time for the activity. Then you can view the Domain which is auto allocated. It is the domain that applied to this activity and its child activities.  Also, you can edit the domain using the EDIT DOMAIN option available.

In addition, the applied filter can also be auto-allocated under the option Applied Filter. The activity will only be performed if the record satisfies this domain, obtained from the combination of the activity filter and its inherited filter. After providing all the required data, you can click on the SAVE & CLOSE button to save the created activity. The SAVE & NEW button allows you to save the created activity and create a new one. Now the Campaign creation window will look like the below image. 


Here in this window, now you will be visible with a START icon and LAUNCH A TEST icon. Selecting the Start button will make the campaign go live. The LAUNCH A TEST icon will allow you to launch a test campaign. 


If You select the Start button, the status of the campaign will be changed from New to Running. If you want to stop the marketing campaign you can click on the STOP icon available. Now the status will be changed to STOPPED.


Now let us discuss what are the options available under the Reporting tab of the module. Under the Report tab, you can view different reporting functionality Link Tracker, Traces, and Participants. All these reporting aspects will allow you to generate reports in various measures. Moreover, the reports can be generated in different visual formats such as Graph, Pivot, and List formats. The Graph view again represents the data in different views such as Bar Chart, Line Chart, and Pie Chart. The bar chart representation of the Traces window is displayed below.


In each of the reporting windows, you have the default and customizable sorting functionalities such as Filters, Group By, Favourite Search options as you can view at the top of the window. The MEASURES icon available in each window will allow you to generate reports in various measures.

So the Marketing Automation in Odoo helps you to create automated and effective marketing campaigns and it will manage your entire workflow in a unique manner. Implementing Odoo marketing automation for your business marketing will ensure the efficiency of your work and it will help you to build a powerful marketing team.

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