Odoo’s Marketing suite gives your team the tools to reach the right audience through the right channel at exactly the right moment. Email Marketing, SMS Marketing, Marketing Automation, Events, and Social Marketing all share the same contact database and reporting framework, so campaigns across channels are coordinated rather than siloed. Whether you are nurturing leads, re-engaging lapsed customers, or selling event tickets, every interaction flows back into the CRM for a complete picture of each contact’s journey.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/odoo/documentation/llms.txt
Use this file to discover all available pages before exploring further.
Email Marketing
The Email Marketing app provides drag-and-drop design tools, pre-built templates, and detailed reporting metrics to help you create and measure email campaigns at scale.Creating an Email Campaign
Create a new mailing
Go to Email Marketing and click New. Give the mailing a descriptive subject line, select the recipients (a mailing list, a CRM segment, or a custom domain filter), and choose a template or start from scratch.
Design the email
Use the drag-and-drop email builder to compose the message. Add text blocks, images, buttons, social links, and dynamic variables (e.g., first name) that personalize the email for each recipient.
Test before sending
Send a test email to one or more internal addresses to verify layout and links across email clients. Review the spam score and subject line preview.
Mailing Lists
Organize contacts into targeted mailing lists. Subscribers can opt in through website forms or be imported from CSV. Each list tracks subscription status and opt-out history independently.
Unsubscriptions & Blacklist
Every email includes a mandatory unsubscribe link. Contacts who unsubscribe are added to the blacklist and excluded from all future mailings automatically—ensuring compliance with GDPR and CAN-SPAM.
Campaign Metrics
The dashboard shows delivered rate, open rate, click rate, and bounce rate for every mailing in list, Kanban, calendar, or graph view. Use these metrics to A/B test subject lines and content.
Lost Lead Reactivation
Target CRM leads marked as lost with a tailored re-engagement email. Select the Lost Leads domain filter when creating a mailing to reach prospects who went quiet and attempt to re-open the opportunity.
SMS Marketing
SMS Marketing reaches audiences where open rates often exceed 90%—directly on their mobile phones. It is especially effective in markets where email adoption is lower or for time-sensitive communications.Create SMS Messages
Compose short text messages with optional links, personalized variables, and opt-out keywords. Odoo validates the character count and warns you when a message will be split across multiple SMS credits.
SMS Campaigns
Group individual SMS mailings into campaigns to measure collective performance. Campaigns can coordinate SMS sends with email mailings under the same marketing initiative.
Mailing Lists & Blacklists
Reuse the same contact lists from Email Marketing or create SMS-specific lists. Opt-out numbers are tracked on a shared blacklist across both channels.
Pricing & Credits
SMS messages are sent using prepaid credits purchased through Odoo’s in-app purchase system. Prices vary by destination country. Alternatively, connect a Twilio account for wider international reach.
Marketing Automation
The Marketing Automation app lets you build dynamic, multi-step workflows that trigger automatically based on contact behavior, time delays, or record attributes—so your team can nurture leads at scale without manual follow-up.Building a Campaign
Create a campaign
Go to Marketing Automation and click New. Name the campaign, set the target model (e.g., Contacts, CRM Leads, Event Registrations), and apply filters to define the audience.
Add workflow activities
Click Add an Activity to add the first action—an email, SMS, internal note, or server action. Set a trigger (immediately, after a delay, or when a condition is met) and configure the action content.
Branch on behavior
Add child activities that fire only when a contact opens an email, clicks a link, or meets a custom condition. This lets you send a follow-up only to engaged contacts and a different message to those who did not interact.
Installing Marketing Automation automatically installs Email Marketing. Install CRM and SMS Marketing as well to unlock all available activity types including CRM lead creation and SMS sends.
Campaign Templates
Odoo provides six pre-built campaign templates to help you get started—welcome sequences, lead nurturing, event promotion, and more. Load a template and customize it rather than building from scratch.
Campaign Metrics
Track open rates, click rates, reply rates, and conversion events for each activity in the workflow. Metrics update in real time as contacts progress through the campaign.
Events
The Events app manages the full lifecycle of both online and in-person events—from creation and registration to check-in and revenue reporting.Create Events
Set up events with a name, date, location (physical or online), and registration limit. Use Event Templates to pre-fill common settings for recurring event formats, saving setup time.
Sell Tickets
Create multiple ticket tiers—Early Bird, Standard, VIP—each with its own price and availability window. Tickets are sold through the event’s public registration page on your website.
Event Tracks
Manage conference-style agendas with talks, workshops, and sessions. Speakers can propose talks through a public submission form. Accepted tracks appear on the event’s schedule page.
Event Booths
Offer sponsor and exhibitor booth packages as paid add-ons. Manage booth assignments and track which sponsors have confirmed their participation.
Event Check-In
Set up the Registration Desk
Enable the Registration Desk feature on the event. Attendees are greeted at check-in with a barcode scanner or a name search on a tablet.
Scan badges
Scan the QR code on each attendee’s ticket confirmation email. Odoo marks the registration as attended instantly and the attendee count updates in real time.
Social Marketing
Social Marketing lets you manage all your business social media accounts, create and schedule posts, monitor engagement, and measure content effectiveness from one centralized dashboard.Social Media Streams
Connect Facebook, Instagram, LinkedIn, Twitter/X, and YouTube business accounts as streams. Each stream displays the account’s latest posts, comments, and engagement metrics in a unified feed.
Create Posts
Write a post, attach images or videos, and select which accounts to post to simultaneously. Preview how the post will look on each platform before publishing.
Schedule Posts
Schedule posts for optimal publishing times. Odoo’s calendar view shows all scheduled and published posts across all connected accounts, making it easy to maintain a consistent content calendar.
Social Campaigns
Group posts under a named social campaign to track collective performance metrics—reach, impressions, clicks, and engagement rate—across all posts in the campaign.
Surveys
The Surveys app lets you create questionnaires, assessments, certifications, and feedback forms. Use surveys to evaluate event success, measure customer satisfaction, assess employee performance, and gather market insights.Create Surveys
Build surveys with multiple question types—multiple choice, rating scales, open text, and matrix grids. Configure scoring and set time limits for certification-style assessments.
Live Sessions
Run interactive live sessions where all participants answer questions simultaneously on their own device. Display real-time response statistics on screen during the session.
Survey Analysis
Review individual responses and aggregate statistics for every survey. Filter answers by respondent, date, or score to identify trends and outliers in the data.
Scoring and Certifications
Set pass/fail thresholds and issue certificates automatically when respondents achieve a qualifying score. Certificates are emailed to successful participants as PDF attachments.
Marketing Card
The Marketing Card app enables marketers to create personalized, shareable digital cards for promotional campaigns. Cards are designed using dynamic templates and distributed to recipients by email or through social sharing.Card Campaigns
Create card campaigns targeting contacts, event registrations, event booths, or event tracks. Each campaign uses a customizable card layout with dynamic fields populated from the recipient’s record.
Card Design
Design card layouts with text, images, and branding elements. Preview the card against a specific contact record before sending to confirm that all dynamic fields render correctly.
Bulk Email Distribution
Send cards to all recipients in a campaign with a single action. Each recipient receives a personalized card they can view, download, and share with their own network.
Campaign Metrics
Track performance metrics for each card campaign—impressions, shares, and click-through rates—directly from the campaign dashboard in Kanban or list view.