Drip Email Marketing & Lead Nurture Automation

Name: Drip Email Marketing & Lead Nurture Automation
Brand: ECOSIRE
SKU: drip-email-nurture

核心功能

Multi-step drip sequences: an ordered list of drip.step records, each with its own wait delay (minutes, hours or days) before the next email fires

Enrollment triggers on CRM stage change, partner/lead tags, or a saved segment defined as an ir.filters domain — no manual list building

Conditional branching that forks the journey by engagement: opened, clicked, replied, or no-response after N days routes to different next steps

Per-step condition evaluation using standard Odoo domains so a step only sends when the lead still qualifies

Send-time windows and per-hour/per-day throttle controls to protect sender reputation and stay within warm-up limits

ir.cron scheduled action that processes due participants on a configurable cadence, dispatching mail.mail in controlled batches

Reuses your existing mail.template records and Odoo mail server, so branding, unsubscribe and DKIM/SPF setup carry over

Open, click and conversion tracking with computed KPI fields (@api.depends) rolled into a per-campaign dashboard view

Automatic chatter logging: every send, open and click is posted to the lead/partner record so sales sees the full touch history

Suppression and exit rules — a lead that converts, unsubscribes or hits a goal stage is auto-removed from the sequence

Multi-company and multi-team safe via ir.model.access.csv and record rules scoping campaigns and stats to the right company

QWeb PDF campaign report summarizing steps, audience size and engagement for stakeholder review

Optional goal/conversion definition (e.g. reaches Won stage) so conversion attribution is measured, not guessed

XML-RPC / JSON-RPC endpoints so external tools or a website form can enroll contacts into a campaign programmatically

A/B subject or template variants per step with automatic winner reporting (optional add-on scope)

按需定制，全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

您下单

以一次性构建价格开始。我们在启动时与您共同确定范围。

我们构建与安装

ECOSIRE 在您的 Odoo 上构建、配置并安装。

上线 + 支持

约 2–4 周内上线，并提供上线后的支持期。

关于此产品

Odoo Community gives you email templates and mailings, but it has no way to string emails into a timed sequence that reacts to what a lead does — that capability lives only in the Enterprise Marketing Automation app. This build-to-order module closes that gap. ECOSIRE designs, builds, installs and supports a native drip-nurture engine on YOUR Odoo, so marketing teams can run multi-step automated journeys off CRM data without paying for Enterprise or bolting on a third-party ESP.

At the core is a new drip.campaign model holding an ordered set of drip.step records, each with its own delay, email template and optional condition. Enrollment is driven by real Odoo signals: a lead entering a crm.lead stage, a partner tag being applied, or a filtered segment (ir.filters domain) matching. A scheduled action (ir.cron) wakes on a fixed cadence, evaluates every active participant, and dispatches the next mail.mail when its delay has elapsed — all logged against the record's chatter so sales sees the full touch history.

Because it's real Odoo code — proper models.Model classes, computed fields with @api.depends, XML/OWL views, ir.model.access.csv plus record rules for multi-company isolation, and QWeb reports for campaign summaries — it fits your data model instead of fighting it. Conditional branching lets a journey fork on engagement (opened vs. clicked vs. no-response), send-time windows and per-hour throttles protect deliverability and sender reputation, and open/click/conversion tracking rolls up into a dashboard so you can see which sequences actually move pipeline. It runs on Odoo 17, 18 and 19, Community or Enterprise.

This is not an instant apps.odoo.com download. ECOSIRE scopes the sequences and triggers with you, builds the module to your process, and hands it over installed and documented — typically in 2–4 weeks — with a support window and source code included.

你得到什么

Complete, installable Odoo module (source code) with a clean __manifest__.py declaring dependencies, targeting your Odoo 17, 18 or 19 version

Configured drip campaigns, steps, delays and triggers mapped to your actual CRM stages, tags and segments

Security layer: ir.model.access.csv access rights plus record rules for multi-company / multi-team isolation, reviewed with you

Configured ir.cron scheduled action and mail server integration validated against your existing outgoing email setup

Admin & marketer documentation: how to build a sequence, edit steps, read the analytics dashboard, and troubleshoot sends

Live training session (recorded) for your marketing and sales teams on running and measuring campaigns

Post-launch support window with bug fixes and Odoo minor-version compatibility for the agreed period

Deployment to your environment (staging then production) with a smoke test of an end-to-end sequence before go-live

这是给谁的

Marketing lead on Odoo Community

Wants automated multi-touch nurture but doesn't have Enterprise Marketing Automation and doesn't want to move email into a separate paid ESP. Needs sequences driven directly off Odoo CRM data.

CRM / RevOps manager

Owns pipeline conversion and wants leads warmed automatically as they move through stages, with every touch logged in chatter and conversion measured against a goal stage — not scattered across tools.

SMB owner or sales-marketing generalist

Runs marketing and sales from one Odoo instance and wants set-and-forget follow-up so no lead goes cold, without hiring a marketing-ops specialist to wire up automation.

Drip Email Marketing & Lead Nurture Automation 如何比较

标准	伊科西尔	定制建造	竞争对手
Timed multi-step sequences (delays between emails)	Native drip.step model with per-step delays	Possible but you design the state machine yourself	Varies; many are single-blast only
Enrollment on CRM stage / tag / segment	包含	Buildable but hand-wired to your triggers	部分支持
Conditional branching by engagement (open/click/reply)	Built in, forks per path	Significant extra dev to model branches	Rare in off-the-shelf modules
Runs without Odoo Enterprise / Marketing Automation	yes — works on Community	包含	部分支持
Fits your exact CRM stages, segments and data model	Scoped and built to your process	包含	no — generic config only
Send-time windows & throttle / deliverability controls	包含	You build the throttling logic	部分支持
Open/click/conversion analytics dashboard	Computed KPIs + QWeb report	Extra build effort	部分支持
Chatter logging of every touch on the lead	包含	Must be added deliberately	部分支持
Source code, docs, training & support window	All included at handover	Depends on your team/vendor	Support varies by publisher

关于Drip Email Marketing & Lead Nurture Automation的常见问题

How long until the module is delivered, and is this an instant download?

This is a build-to-order module, not an instant apps.odoo.com download. After we scope your sequences, triggers and segments together, typical delivery is 2–4 weeks depending on branching complexity and how many campaigns you need at launch. You receive it installed on your environment, documented, with an end-to-end test sequence verified before go-live.

What support and updates are included after handover?

Every build ships with a post-launch support window covering bug fixes and compatibility with Odoo minor releases for your target line (17, 18 or 19). We hand over the full source code, so you're never locked in. Longer support/retainer terms and new-feature work (extra branches, A/B testing, new triggers) can be arranged as a follow-on scope.

Do I need Odoo Enterprise or the Marketing Automation app?

No. That's the point of this module — it delivers timed, conditional nurture sequences natively on Odoo Community (and works on Enterprise too), without licensing the Enterprise Marketing Automation app or paying a third-party email platform per contact.

How does a lead get enrolled into a sequence?

Enrollment fires on real Odoo signals: a crm.lead entering a specific stage, a tag being applied to a lead or partner, or membership in a saved segment defined as an ir.filters domain. You can also enroll contacts programmatically via XML-RPC/JSON-RPC or a website form. Leads that convert, unsubscribe or reach a goal stage are automatically removed.

Which Odoo versions does it support, and will it survive an upgrade?

We build for Odoo 17, 18 and 19, Community or Enterprise. The module uses standard framework primitives — models.Model, ir.cron, mail.template, ir.model.access.csv and record rules — which keeps it upgrade-friendly. Compatibility with minor point releases on your line is covered during the support window; a major version jump is a separate, scoped migration.

Can it do conditional branching and protect our deliverability?

Yes. Journeys can fork on engagement — opened, clicked, replied, or no-response after N days — routing each path to a different next step. Send-time windows plus per-hour and per-day throttles pace dispatch so you stay within warm-up limits and protect sender reputation, and it reuses your existing DKIM/SPF-configured mail server and unsubscribe handling.