Email Marketing in Odoo 18

Odoo Email Marketing is a build In App which will help the business to do Email Campaigns. This is tightly integrated with Odoo Apps such as CRM, Sales and contacts. This helps to define the email campaign email template design, schedule and send the emails to leads, customers and track them effectively

Workflow

Email Marketing Features

• Create/Import Mailing List  – which helps to define the list of contacts for which the emails to be sent
• Segmenting the contacts according to the customer’s country,  status and tags and send them email with appropriate email contents accordingly
• Define email templates as Mail body with personalization
• Setup the Rules according to the recipients selection
• Every campaign email automatically includes an unsubscribe link at the bottom.
• When a customer clicks it, their status in Odoo changes to opt-out, so they won’t get future campaigns.
• Sales team can also manually mark a contact as opt-out inside Odoo.
• Sending Targeted Emails to selected Leads/Opportunities 
• Sending Sales related emails targeting promotions
• Sending event related emails to sent event invites and event reminders
• Sending Emails Immediately or scheduled at specific times
• Tracking How many emails are Opened, just clicked, bounce rates and unsubscribed statistics

Email Marketing Benefits

• Increases open & click rates (emails feel relevant)
• Improves customer trust and engagement
• Helps segment and tailor offers (e.g., different offers for “new leads” vs. “existing customers”).

Features List

• Mailing List
• Opt Out Reason
• Blacklisted  Emails
• Mailing List Contacts (Recipient List)
• Mailing (Email Campaign)
• Recipient Rules/Conditions
• Email Campaign Templates
• Test and Preview
• Schedule and Send Email Campaign
• Tracking Email Status Statistics
• Opt-Out Process

Mailing List

Overview

Mailing List helps users to create a collection of contact list that email process will use to send the defined email campaigns. We can define multiple Mailing Lists and each list groups the subscribers (contacts) for a particular purpose.

Each contact in the Mailing List stores the Name, Email Address, Company and Opt-in / Opt-out

Process Flow

Business Rules

• Mailing List will organize the contacts by specific interest, region, customer type or campaign purpose
• Mailing List can have multiple contacts
• Segment contacts for personalized campaigns
• Will synchronize with multiple Odoo Apps such as CRM Leads, Website, Events and sales 

Screenshots

Opt Out Reason

Overview

Opt-Out Reason helps to define the list of valid reasons which will be used for selecting the reason when recipient wants to unsubscribe from email marketing campaign 

Process Flow

Business Rules

• Define multiple reasons based on business needs
• Help to track why subscribers leave from campaign
• Capture the reason in Mailing List contacts when subscriber unsubscribe it
• Use of Email marketing reports to analyze opt-out patterns and identify improvement areas

Screenshots

Blacklisted Emails

Overview

Blacklisted Emails helps businesses to define the list of emails for which the system will not allow to send any further mass mailing or any emails through email marketing campaigns. 

Process Flow

Black List Email – Manual

Black List Email – Automated

Business Rules

• User can manually add emails to the Black List
• System will add emails automatically to this list when the recipient unsubscribe from email campaign
• System will add emails automatically to this list when the email is bounced repeatedly or mailbox is full
• When the emails are black listed, these will be excluded from all future campaigns

Screenshots

Mailing List Contacts

Overview

Mailing List Contacts are individual email addresses, also referred to as subscribers that belong to a specific mailing list

Process Flow

Business Rules

• Mailing List Contacts can be added manually by the user
• Mailing list contacts can be imported through CSV/XLS file  data
• Contacts can be added / subscribed through Odoo website forms
• Provision to link existing customers/vendors to the mailing list
• This Contacts covers the following
  • Email – Recipient Email Address
  • Name – Contact Name
  • Mailing List – Map which list they belong to
  • Opt-out – If they unsubscribed from the list

Screenshots

List View

Form View

Mailing Email Campaign

Overview

This helps marketing team to create email campaigns, newsletters and mass communication. This integrates with Odoo apps such as CRM, Events, Website & sales and sends email communications/news letters to user contacts

Process Flow

Business Rules

• Create and Send One time campaigns or recurring news letters
• Send emails immediately or Schedule them for future date and time
• Emails sent based on Recipient selection.
• If selected Recipient is Mailing List, System will allow user to choose the Mailing List and send emails to the contacts associated with them
• If selected Recipient Is Lead, system will allow user to apply the Lead conditions which will filter the list of leads and send nurturing emails to the contacts available in these leads to 
• If selected Recipient is Events,  system will allow user to apply the event conditions which will filter the list of events and send invitation and remainder emails to the contacts available in these events
• If the selected Recipient is Sales order, system will allow users to apply the Sales order conditions which will filter the list of sales order and send promotion emails to the buyers available in these sales orders
• Email builder allows to build the email body and design the emails with help of predefined templates

Screenshots

Opt-Out Process

Overview

Opt-out process is how recipients unsubscribe from received campaigns or news letters

Process Flow  

Business Rules

• Subscribers can opt-out any time from Email Campaign
• Opt-Out process only applicable for the selected Email campaigns/Mailing List
• Once Unsubscribed , email can be added to the Blacklist if subscriber no longer wants to continue with receiving emails from any campaigns they can add their email to Black list

Screenshots

Email Campaign Received through Email

Click Unsubscribe to Opt-Out

Message After Unsubscribe

Add to Black List to avoid further communication

Click BlackList Me to Opt-Out

Email ID added to the  BlackList