13-part guide
Most North American mid-market companies running Odoo leave their odoo marketing automation module barely touched, a few broadcast emails and nothing more. That is a missed opportunity. The...
Why this matters
Most North American mid-market companies running Odoo leave their odoo marketing automation module barely touched, a few broadcast emails and nothing more. That is a missed opportunity. The module handles multi-step workflows, lead scoring, event-triggered sequences, and deep CRM integration, all without a third-party...
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The Marketing Automation workflow canvas lets you chain actions, send email, wait N days, evaluate a condition, branch into two paths, without writing a line of code. Each node is drag-and-drop. Build a five-step nurture sequence in under an hour: day 0 welcome, day 3 educational content, day 7 case study, day 10...
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Connect Marketing Automation to your CRM pipeline so a workflow fires the moment a lead moves to a specific stage. A prospect marked "Qualified" can automatically enter a three-email intro sequence. A deal closed-lost can enter a four-week re-engagement drip. The trigger is a standard filter on the Contact or Lead...
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Every campaign starts from a domain filter, the same Odoo filter syntax used across every module. Target contacts where Industry = Manufacturing AND Country = Canada AND Last Purchase > 90 days. Filters re-evaluate at campaign start, so the audience is always fresh rather than a static list exported three weeks...
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Personalization tokens pull from the contact record, first name, company, assigned salesperson, last purchase date, or any custom field. The Email Marketing editor supports dynamic blocks: show block A to contacts with tag "SMB", show block B to contacts tagged "Enterprise". One campaign, two audience experiences,...
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The Email Marketing module lets you split an audience by percentage, send two variants simultaneously, then automatically promote the winner after a defined test window. Test subject lines, preview text, CTA button copy, or body layout. The winner metric is configurable, open rate, click rate, or reply rate. Built-in...
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Marketing Automation increments a lead score each time a contact opens an email, clicks a link, visits a tracked page, or fills a form. Define thresholds, score ≥ 50 triggers a sales activity, score ≥ 80 triggers a priority flag on the CRM card. Scoring resets on inactivity. This is the configuration most teams...
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Drop an SMS Marketing action into any workflow node. Trigger a text message when a quote expires, when a shipment is delayed, or when a prospect has not opened three consecutive emails. SMS delivery rates in North America run 95 %+ versus 20-30 % for email opens, use it sparingly for high-value moments. The Odoo IAP...
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Odoo's Website module appends UTM parameters to every outbound link. Open a campaign email, click the CTA, land on the website, that visit is logged against the contact. Form fills on the website can fire workflow triggers inside Marketing Automation without a Zapier hook. Combined with GA4 integration, you see both...
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Server Actions in Odoo let a workflow do more than send a message, update a field, create a follow-up activity, tag the contact, move a CRM stage, or call a webhook. A 30-day inactive contact automatically gets tagged "Cold"; a contact who fills a pricing page form gets moved to "Warm" and an activity assigned to...
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Live Chat conversations that end with a lead creation can be injected into a marketing workflow automatically. The visitor who chatted about pricing but did not convert enters a five-step email sequence targeted at evaluation-stage buyers. No manual import. The integration is native, Live Chat and Marketing Automation...
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Trigger a Loyalty Programs coupon automatically when a customer hits a milestone, first purchase, tenth order, 90-day lapse. The coupon generates inside Odoo and the code sends inside the workflow email. No manual export to a coupon platform. Pairs tightly with eCommerce and POS so the code validates at checkout...
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Every campaign in Email Marketing gets a real-time dashboard, sent, delivered, opened, clicked, bounced, unsubscribed, segmented by workflow step. Click through to see which contacts clicked which link. Compare campaigns side by side. Export to spreadsheet or push into an Odoo Spreadsheets dashboard for the CMO's...
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Build a campaign landing page in Website, attach meta tags and structured data via Odoo's built-in SEO panel, then point the marketing workflow's CTA at that page. Form fills on the landing page trigger the next workflow step automatically. The entire funnel, ad click → landing page → form → nurture sequence → CRM...
Bonus
The configuration matters; the team configuring it matters more. Six checks before you sign:
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Full guide on octurasolutions.com