Lists are stale exports
Campaigns go to a list exported weeks ago, so new customers are missed and unsubscribed contacts reappear.
Odoo ERP · Marketing Automation
Odoo marketing automation implementation built on your own customer data
We set up campaigns in Odoo that target customers by what they actually bought, asked about or ignored, send the next message based on how they responded, and report results back to sales.
What is Odoo Marketing Automation?
Odoo marketing automation implementation is the setup of Odoo's Marketing Automation app, an Enterprise app for multi-step campaigns, together with Email Marketing and SMS Marketing, so that messages are triggered by data already in Odoo. It covers audience segments built from contacts, leads, orders or event attendees, workflow steps and delays, reactions such as opened or clicked, consent and blacklist handling, and reporting through CRM and UTM tracking.
Most marketing tools work on a copy of the customer list that was exported last month. Segments are guessed, recent buyers get the same promotion as lapsed ones, and nobody in sales knows which leads opened what. Because Odoo holds the CRM, orders and website activity in one database, campaigns can target live data. The difficulty is in clean contact data, sensible segments, consent rules and workflows simple enough to maintain.
Why marketing campaigns miss the right people
Everyone gets the same message
Without segments based on purchases or interests, offers are irrelevant to most recipients and unsubscribe rates climb.
No follow-up on engagement
Contacts who click a product link or open every email are never followed up, because nobody sees that activity.
Consent is unclear
Opt-ins, opt-outs and bounced addresses are tracked inconsistently, risking sender reputation and complaints.
Our Odoo Marketing Automation service
Contact data and consent setup
Deduplicated contacts, mailing lists by topic, opt-out and blacklist handling, and subscription preferences that recipients manage themselves.
Segments from business data
Audiences defined with filters on Odoo records, such as customers who bought a category in the last six months, leads in a given stage or event attendees who did not convert.
Automated workflows
Multi-step campaigns with delays and branches based on opened, not opened, clicked or replied, sending email or SMS and running server actions such as tagging or creating activities.
Email and SMS campaigns
Branded email templates, A/B testing of subject lines and content in Email Marketing, and SMS campaigns using Odoo's SMS credits or a connected gateway.
Sales handoff
Engagement signals that create or update CRM leads, assign activities to salespeople or move leads between stages.
Tracking and reporting
UTM campaigns, sources and mediums on every link so opens, clicks, leads, quotations and revenue can be traced back to the campaign that produced them.
Included capabilities
- Visual multi-step workflows
- Triggers on opened, clicked or replied
- Time delays between steps
- Segments filtered on any Odoo model
- Email and SMS steps in one campaign
- A/B testing in Email Marketing
- Mailing lists and blacklist
- Server actions to tag or create activities
- UTM tracking to leads and revenue
- Campaign test mode with sample records
What Odoo Marketing Automation changes for your business
Campaigns on live data
Segments update as customers buy, convert or unsubscribe, without exporting lists.
Relevant follow-up
The next message depends on what each contact did with the previous one.
Sales sees marketing activity
Engagement shows up on leads and contacts, so salespeople follow up at the right time.
Attribution to revenue
UTM tracking links campaigns to leads, quotations and orders in the same database.
Where it makes the biggest difference
Lead nurturing for B2B
New leads from the website receive a short sequence of useful content, and those who click pricing links are assigned to a salesperson.
Repeat purchase for online stores
Customers who bought consumables are reminded to reorder after a set interval, with a different message for those who did not open the first one.
Event follow-up
Registrants get reminders before the event, attendees get a follow-up offer and no-shows get the recording.
Customer win-back
Customers with no order in a defined period receive a targeted offer, and responses are logged on their CRM record.
From contact cleanup to running campaigns
Data quality and consent are sorted before the first automated email goes out.
Audit contact data
We review duplicates, missing emails and phone formats, and how consent has been recorded so far.
Define goals and segments
Each campaign gets a measurable goal and an audience defined on real Odoo data, agreed with marketing and sales.
Design workflows
Steps, delays and branches drawn out and kept short enough that the team can maintain them.
Build templates and actions
Email and SMS templates in your brand, plus the CRM actions each workflow step should trigger.
Test and warm up
Campaigns tested with sample records, sending domain authentication checked, and volumes ramped up gradually.
Launch and review
Campaigns go live with UTM reporting, then results are reviewed and segments or timing adjusted.
What it connects to
Odoo Marketing Automation
- Odoo CRM and Sales
- Odoo Website and eCommerce
- Odoo Events
- Odoo Email Marketing and SMS Marketing
- Outgoing mail servers with SPF and DKIM
- SMS gateways
- WhatsApp Business messaging
- Google Analytics
Built with
Odoo's marketing apps compared
| Criterion | Email Marketing | SMS Marketing | Marketing Automation |
|---|---|---|---|
| Purpose | One-off newsletters and promotions | Text message campaigns | Multi-step, triggered workflows |
| Edition | Community and Enterprise | Community and Enterprise, needs SMS credits or gateway | Enterprise only |
| Reacts to recipient behavior | No, single send | No, single send | Yes: opened, clicked, replied, time-based |
| Typical use | Monthly newsletter, product launch | Appointment reminders, flash offers | Nurture sequences, reorder reminders, win-back |
Security, quality and scale
Consent and opt-out
Unsubscribes and blacklist entries are respected across all mailings and campaigns.
Sending reputation
SPF, DKIM and DMARC configured for your sending domain, with bounce handling to keep lists clean.
Marketing user rights
Marketing users can build campaigns without access to accounting or other sensitive data.
Data minimization
Segments use the fields needed for targeting, and test mode prevents accidental sends to real customers.
What working with us looks like
Data cleanup comes first
We fix duplicates and consent records before building campaigns, because automation on bad data repeats the mistakes faster.
Workflows you can maintain
We design short, readable campaigns that your marketing team can adjust without calling us.
CRM and marketing configured together
Lead stages, activities and campaign actions are designed as one flow from first click to closed deal.
Integration where Odoo stops
Where you need a specific SMS gateway or messaging channel, we build the connector.
What it costs
Fixed-price packages with the scope written down, paid stage by stage. Your project goes live once it's fully paid.
Related services, technologies and industries
Sources and further reading
Official documentation and guidance if you want to read more about this topic.
Odoo Marketing Automation: questions we hear most
Is Odoo Marketing Automation available in Community?
No, Marketing Automation is an Enterprise app. Email Marketing and SMS Marketing are available in Community, but they send single campaigns without automated multi-step workflows.
What is the difference between Odoo Email Marketing and Marketing Automation?
Email Marketing sends one mailing to a list or segment at a time, with A/B testing and reporting. Marketing Automation runs a sequence of emails, SMS and actions over time, where each step depends on what the recipient did before.
Can Odoo send marketing SMS in Pakistan?
Odoo's built-in SMS uses prepaid credits from Odoo, and delivery and sender rules vary by country and network. Where a local SMS gateway is preferred or required, we can connect it to Odoo so campaigns send through that provider.
Can we migrate from Mailchimp to Odoo?
Yes, contacts, lists and unsubscribe records can be imported into Odoo. Email templates usually need rebuilding in Odoo's editor, and we recommend importing opt-outs first so nobody who unsubscribed is contacted again.
How do we avoid our Odoo emails going to spam?
Authenticate your sending domain with SPF, DKIM and DMARC, keep lists clean, and increase volumes gradually. We configure these settings and the outgoing mail server as part of the setup.
Next step
Start with one campaign that matters
Tell us the customer action you most want to encourage. We'll show you how an Odoo campaign could target it with the data you already have.