示意预览Visual multi-step campaign workflows coordinating email, SMS and CRM actions on Odoo Community 17/18/19.
Built to order.
什么是 Marketing Automation Workflow Builder？
Visual multi-step campaign workflows coordinating email, SMS and CRM actions on Odoo Community 17/18/19. Built to order. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
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。
- 1
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。
- 2
我们构建与安装
ECOSIRE 在您的 Odoo 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线，并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- Odoo 兼容性
- Odoo 17, Odoo 18, Odoo 19
- 版本
- 企业版和社区版
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- PostgreSQL 12+
关于此产品
Odoo's Marketing Automation app is Enterprise-only. If you run Odoo Community, you are stuck stitching together server actions, scheduled crons and mailing lists by hand — brittle, invisible, and impossible for a marketer to own. The Marketing Automation Workflow Builder closes that gap with a genuine visual campaign engine that ECOSIRE designs, builds, installs and supports specifically for your database.
This is a build-to-order module, not an off-the-shelf apps.odoo.com download. After purchase, our Odoo engineers scope your triggers, segments and channels, then deliver a clean, upgrade-safe module (its own __manifest__.py, models/, security/ir.model.access.csv with record rules, XML/OWL views and QWeb reports) tuned to your data. Typical delivery is one working week depending on scope.
At the core is a drag-and-drop OWL canvas where marketers assemble multi-step journeys visually — no code, no server-action archaeology. Each workflow is an Odoo model (marketing.workflow with ordered marketing.workflow.node records) that runs on a resilient ir.cron scheduler and an automated-action engine. Entry triggers fire on CRM lead stage changes, contact segment membership, form submissions or behavioral events; action nodes send mail.template emails, sms.sms messages, create mail.activity follow-ups for salespeople, update field values, or add/remove tags. Wait, branch and condition nodes let a journey pause for N days, split on any Odoo domain (@api.depends computed fields included), and re-converge — so a single workflow can nurture, score and hand off a lead end to end.
Everything stays native Odoo: participants, sent messages and node executions are real records you can filter, group and report on. Goal nodes track conversions (e.g. "lead reached Won", "invoice paid") and compute funnel and drop-off metrics with @api.depends, surfaced in list, kanban and graph views plus a QWeb PDF campaign report. Because it is built on Odoo's ORM, mail and SMS gateways, it respects your existing unsubscribe, blacklist (mail.blacklist) and GDPR consent handling out of the box.
You keep full ownership: source code, security rules, documentation and a training session are all handed over, and every workflow is auditable through standard Odoo logging. Delivered and validated on Odoo 17, 18 and 19 — Community or Enterprise.
你得到什么
- Complete, installable Odoo module (own __manifest__.py, models/, views/, security/, data/, static/ OWL assets) versioned for your Odoo 17, 18 or 19 release
- Configured workflows for your agreed launch campaigns (triggers, segments, email/SMS templates and goals wired to your live data)
- security/ir.model.access.csv plus record rules granting a dedicated Marketing Automation user group access without over-exposing CRM/finance
- Technical documentation: data model diagram, node reference, cron schedule and instructions for building future workflows yourself
- QWeb campaign report template and dashboard views delivered ready to print/export
- Deployment to your staging then production database with smoke tests on triggers, sends and branching
- A live training session (recorded) for your marketing team on the canvas, triggers, conditions and goal tracking
- Post-launch support window with bug fixes and configuration help, plus a compatibility check for your next Odoo upgrade
这是给谁的
Community-edition marketer
Runs campaigns on Odoo Community and wants Enterprise-grade drag-drop automation across email, SMS and CRM without paying to migrate the whole database to Enterprise.
CRM/sales operations lead
Needs behavior- and stage-based nurture flows that automatically create follow-up activities, update lead stages and hand hot contacts to reps, all inside Odoo's native records.
Growth agency or Odoo partner
Delivers marketing outcomes for clients on Community and wants a reusable, upgrade-safe automation engine they can configure per client instead of hand-coding server actions.
IT/ERP administrator
Wants a clean, permission-scoped module (record rules, access CSV, cron-driven, XML-RPC-friendly) that respects blacklist/consent rules and survives future Odoo upgrades.
Marketing Automation Workflow Builder 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Odoo 原生 |
|---|---|---|---|---|
| Visual drag-drop workflow canvas on Odoo Community | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Multi-step email + SMS + CRM activity actions in one journey | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Wait / branch / condition nodes with Odoo-domain splits | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Goal & conversion tracking with @api.depends funnel metrics | 包含 | 部分支持 | 不包括在内 | 不包括在内 |
| Built, installed and supported for you (one working week delivery) | 包含 | 不包括在内 | 不包括在内 | 不包括在内 |
| Full source code, record rules & security handover you own | 包含 | 包含 | 不包括在内 | 部分支持 |
| Upgrade-safe standalone module across Odoo 17/18/19 | 包含 | 部分支持 | 部分支持 | 包含 |
| Native blacklist / unsubscribe / GDPR consent enforcement | 包含 | 部分支持 | 部分支持 | 包含 |
| No Odoo Enterprise license required | 包含 | 包含 | 部分支持 | 不包括在内 |
关于Marketing Automation Workflow Builder的常见问题
How long until the module is delivered and installed?
This is a build-to-order module, not an instant apps.odoo.com download. After we scope your triggers, segments and channels, typical delivery is one working week depending on complexity — we build it, deploy it to your staging database, smoke-test the workflows, then roll it to production. You get a milestone timeline at kickoff and we validate on your exact Odoo version (17, 18 or 19).
What support and updates are included after go-live?
Every engagement includes a post-launch support window covering bug fixes, configuration help and a compatibility review before your next Odoo upgrade. Because you receive the full source code, you own the module outright; ongoing support, new workflow builds and version migrations beyond the window are available as an extended plan or on request.
Do I need Odoo Enterprise for this?
No — that's the point. Odoo's built-in Marketing Automation app is Enterprise-only. This module delivers a comparable visual, multi-step automation engine on Odoo Community. It also installs cleanly on Enterprise if you run that edition.
Can it send both email and SMS?
Yes. Action nodes send personalized emails via mail.template through your outgoing mail server and SMS via Odoo's sms.sms gateway (IAP or your own provider). Every send respects mail.blacklist, unsubscribe and consent, so you stay compliant with GDPR and CAN-SPAM.
Will it survive an Odoo upgrade?
We build it as a proper standalone module with its own manifest, ORM models and security files — no core patching — which is what makes upgrades safe. We target your current version (17/18/19) and include an upgrade-compatibility check in the support window so it moves forward with you rather than blocking your next Odoo update.
Can I build new workflows myself after handover?
Absolutely. The drag-drop canvas is designed for marketers, and we hand over documentation plus a recorded training session covering triggers, conditions, waits, branches and goals. Your team can create, edit and launch new journeys without engineering help; we're available if you want us to build complex ones.
相关模块
Marketing Automation Workflow Builder
Visual multi-step campaign workflows coordinating email, SMS and CRM actions on Odoo Community 17/18/19. Built to order.
- Drag-and-drop OWL workflow canvas where marketers build multi-step journeys visually, persisted as ordered marketing.workflow.node records
- Entry triggers on CRM lead/opportunity stage changes, segment membership, website form submission, tag changes and record creation
- Behavioral and time-based triggers (email opened, link clicked, no activity for N days) evaluated by a resilient ir.cron scheduler
- Email action nodes that send fully personalized mail.template messages through your existing outgoing mail server