How to Automate Email Marketing
The Problem
Running email marketing manually means spending hours building individual campaigns, segmenting contact lists by hand, and trying to remember when to send follow-up sequences. Marketing teams copy-paste content between tools, lose track of who received what, and cannot personalize at scale. Without automation, high-value triggers like abandoned carts, post-purchase follow-ups, and re-engagement campaigns simply do not happen because there is no bandwidth to run them.
The Solution
Odoo email marketing automation lets you build trigger-based campaigns that send the right message to the right person at the right time without manual intervention. Dynamic segmentation groups contacts based on purchase history, website behavior, and engagement scores. Drip campaigns nurture leads through predefined sequences, and A/B testing optimizes subject lines and content automatically. All of this runs from the same system as your CRM and sales data, so personalization uses real transaction data rather than guesswork.
Step-by-Step Setup
Import and Segment Your Contact List
Import contacts into Odoo and create dynamic segments based on purchase history, geography, industry, engagement level, or custom fields. Segments update automatically as contact data changes.
Design Email Templates
Build responsive email templates using the Odoo drag-and-drop editor. Create variants for different segments and purposes including newsletters, promotional offers, transactional updates, and event invitations.
Configure Trigger-Based Campaigns
Set up automated emails triggered by events such as new signup, first purchase, abandoned cart, subscription renewal approaching, or inactivity period. Each trigger launches a predefined email or sequence.
Build Drip Sequences
Create multi-step email workflows that nurture leads over days or weeks. Define conditions at each step: if the recipient opens, send email B; if they click a specific link, send email C; if no engagement, send a re-engagement offer.
Enable A/B Testing
Configure A/B tests for subject lines, send times, and content variations. Odoo sends variants to a small percentage of recipients, measures open and click rates, then automatically sends the winning version to the rest of the list.
Set Up Analytics and Reporting
Track open rates, click-through rates, conversion rates, and unsubscribe rates per campaign and segment. Build dashboards that connect email engagement to revenue attribution through Odoo CRM and sales data.
Before vs After
| Aspect | Before | After |
|---|---|---|
| Campaign Execution | Manually building and sending each campaign one at a time, taking hours | Trigger-based campaigns run automatically around the clock based on customer actions |
| Personalization | Generic batch emails with name merge tags as the only personalization | Dynamic content blocks using real purchase history, preferences, and behavioral data |
| Lead Nurturing | Sales reps manually sending follow-up emails when they remember | Automated drip sequences with branching logic based on recipient engagement |
| List Management | Manual spreadsheet exports, deduplication, and re-imports for every campaign | Dynamic segments that auto-update as contact data changes in the CRM |
| Performance Optimization | Guessing at subject lines and send times based on intuition | A/B testing with automatic winner selection backed by statistical data |
Frequently Asked Questions
Does Odoo email marketing comply with GDPR and CAN-SPAM?
Yes. Odoo includes consent management, easy unsubscribe links, and mailing list preferences. You can configure double opt-in, track consent records, and automatically suppress unsubscribed or bounced contacts.
Can I trigger emails based on website behavior?
Yes. With Odoo website tracking, you can trigger emails based on page visits, product views, cart additions, and form submissions. This enables behavioral campaigns like abandoned cart recovery and product interest follow-ups.
How does Odoo email marketing compare to standalone tools like Mailchimp?
The key advantage is native integration with your CRM, sales, and inventory data. You can segment by actual purchase history and order value rather than just email engagement, and attribute email campaigns directly to revenue without third-party integrations.
Can I send SMS in addition to email?
Yes. Odoo supports SMS marketing alongside email with the same segmentation and automation capabilities. You can create multi-channel campaigns that combine email and SMS touchpoints in a single workflow.
Ready to Automate?
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