Odoo 18 Enterprise Book: Marketing Automation

Adding Child Activity

To add a child activity, click the "Add child activity" button at the bottom of the activity box. You can decide when the child activity should be triggered, for example, after the first email is opened, not opened, clicked, or not clicked.

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As previously mentioned, the child activity creation window closely resembles that of the main activity. Users can select from three available activity types: Email, SMS, or Server Action. The appropriate trigger condition may then be defined to determine when the child activity should be executed.

Once the configuration is complete, click Save to finalize the child activity. This action will be added as a continuation of the original activity. For example, the child activity may be scheduled to run one hour after the initial email is opened by the recipient.

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To activate the campaign, click the Start button. This will initiate the automated workflow based on the defined activities and trigger conditions.

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To terminate the campaign, click the Stop button. This will halt all ongoing and scheduled activities associated with the campaign.

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To test the campaign, click the Launch a Test button. This allows users to simulate the activity flow. To execute the activity for a specific participant, click the Play button.

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Selecting the Participants option will provide you access to a list of all the campaign's participants. Clicking on a participant's name will display the specific activities scheduled for that individual.

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