Odoo marketing automation

Who said you need to spend countless hours efficiently executing marketing campaigns and reaching your goals and target audience? Odoo Marketing Automation pushes beyond human and logistical limits by enabling you to systematize time-consuming and repetitive tasks. Using specific rules and filters, the application allows you to focus on your core business by automating every step of the process from start to finish. With Captivea’s expertise, integrating this tool becomes a strategic asset, ensuring a quick setup and tailored support.

Why use Odoo Marketing Automation?

Here are the key reasons to deploy Odoo Marketing Automation.

Transform your Marketing: Save time with automation

Less time spent on manual execution, more focus on marketing strategy : this is the key advantage of integrating Odoo’s Marketing Automation module. From campaign creation to lead tracking, you benefit from a fully automated process, freeing up valuable hours for more important tasks.

Since this module centralizes data, you can streamline your processes by managing all marketing operations from a single dashboard. The application’s tools help you adjust, enhance, and deploy your actions quickly to achieve tangible results in minimal time.

marketing automation-dashboard

Boost your productivity with fully automated campaigns

Odoo Marketing Automation means simplified management. This module excels in handling multichannel marketing campaigns without requiring manual intervention at every stage. It supports multiple communication channels, including emails, SMS, and notifications.

No matter where your audience is, you can easily reach them with no extra effort. Content can be adapted and distributed on the right platform at the right time in real time, based on user behavior. Dynamic contact segmentation ensures targeted communication, delivering personalized messages to each recipient. 

With Odoo Marketing Automation, seize every lead conversion opportunity by systematically tracking interactions and leveraging insightful performance analysis. Instead of making decisions based on outdated or incomplete data, rely on the module’s automated reporting.

odoo-marketing automation

Increase sales and customer loyalty with smart strategies

Responsiveness is key to quickly converting prospects into customers and fostering long-term loyalty. That’s why Odoo’s Marketing Automation tool is your best ally in achieving your goals efficiently. It boosts user engagement with your brand by automatically multiplying multichannel interactions. Additionally, automated reminders and exclusive promotions encourage existing customers to return.

Automated lead tracking accelerates sales cycles by prioritizing the hottest prospects. With real-time analytics, you have the data needed to refine your sales strategies and maximize results. 

Implementing Odoo Marketing Automation ensures a higher return on investment (ROI) while reducing the cost of acquiring new customers.

marketing automation-analytics

What are the key features of the Odoo Marketing Automation?

As a marketing automation tool, this application simplifies business tasks through three main features.

Email campaign

Campaign creation and management

Odoo Marketing Automation streamlines campaign management by automating repetitive tasks. Suppose you want to set up an email campaign to promote a new offer. Through the module’s intuitive interface, your marketing team can schedule email sends at strategic times and automate subsequent actions.

Before launching operations, you can switch to test mode to simulate an email send to a test contact and verify everything is working correctly. This ensures the proper configuration of the workflow (such as sending an email followed by an automatic reminder) before targeting real prospects.

Segmentation and automated marketing operations

Equipped with a classification widget, Odoo’s marketing automation tool makes database segmentation effortless. It quickly sorts contacts based on specific criteria, such as demographic characteristics (age, location, etc.) and lead behaviors (email opens, link clicks, purchases, etc.). 

With just a few clicks, you get a segmented database ready to receive targeted messages. Combined with Odoo Marketing Automation’s automatic triggers, this feature enables personalized actions based on user behavior. 

Odoo takes personalization even further by allowing you to create specific actions using Python code, such as updating customer records when certain conditions are met.

Performance analysis and tracking (KPIs)

Once your marketing campaign is launched, Odoo’s marketing automation tool provides advanced statistics to analyze your business performance. It displays essential indicators (such as open rates, click-through rates, and deliverability) so you can determine whether your messages are reaching their target and generating engagement.

For example, a campaign with a high bounce rate may indicate poor email list quality, signaling the need to clean your database.

UTM parameters (Urchin Tracking Module) help track the specific journey of visitors on your site once they click on a link in an email. If a user clicks on a promotional offer, you can monitor their journey up to a quote request or purchase.

Segmentation

How Odoo Marketing Automation interacts with other Odoo Apps?

Odoo Marketing Automation seamlessly integrates with other Odoo applications to create a cohesive ecosystem.

Odoo CRM

Customer and prospect interactions with a marketing campaign are automatically recorded in Odoo CRM. The marketing automation module feeds the CRM with up-to-date contact behavior data, allowing the sales team to better understand their audience’s needs.

Odoo Sales

If a prospect shows interest in a special offer, they can automatically receive a personalized sales proposal or a quote. This automation helps you speed up the conversion process while providing a more responsive and seamless experience for your potential customers.

Odoo Purchase

When your marketing campaigns generate high demand for certain products, Odoo Purchase can automatically create supply orders to prevent stock shortages. With this integration, you ensure optimized inventory and procurement management without any additional effort.

Odoo Email Marketing

Personalize and automate the sending of newsletters, promotions, or product recommendations by integrating Odoo Marketing Automation with the Odoo Email Marketing module.

Odoo E-commerce

 Adjust campaigns in real time to target visitors who have shown interest in specific products or services. UTM parameters captured by marketing automation provide crucial insights into traffic sources and actions taken on the site. If a customer visits multiple product pages without completing a purchase, Odoo Marketing Automation can trigger a follow-up email with a special offer or a complementary product suggestion.

Odoo Inventory

When products are featured in a campaign promotion, the module automatically adjusts stock levels to meet growing demand. Combined with the marketing automation module, Odoo Inventory ensures real-time stock management.

The different use cases of the Odoo Marketing Automation App

Odoo's marketing automation tool can be applied to numerous scenarios.

Upselling and cross-selling 

Automatically suggest complementary or higher-end products to customers based on their previous purchases, increasing transaction value.

Abandoned cart recovery

Systematically follow up with customers who have abandoned their shopping cart online. Send personalized reminders or special discounts to motivate them to complete their purchase.

Customer retention

Create automated campaigns that strengthen relationships with your customers, such as birthday messages, thank-you notes, or special offers to encourage repeat business.

Targeted promotions

Segment your customer database and send personalized promotions based on their behavior or purchase history.

Customer satisfaction surveys

Automate the sending of surveys after each purchase or interaction to gather customer feedback and adjust your offerings accordingly.

Events and webinars

Organize events and webinars by automating invitations, reminders, and follow-up messages.

Lead nurturing

Automate the sending of targeted emails based on your prospects' actions

Re-engaging dormant contacts

Rekindle engagement with inactive contacts by sending them personalized messages.

Why choose Captivea for Odoo Marketing Automation integration?

Rely on Captivea’s expertise for integrating the Odoo Marketing Automation module. As certified Odoo partners, we have the knowledge and experience to efficiently implement your application.

Entrust your project to our expert team specializing in Odoo integration and configuration. We provide tailor-made services that align with your expectations and business requirements, regardless of your company size or industry.

Our methodology, validated by over 650 clients and based on Agile project management, allows you to track progress in real-time. With our support, you benefit from fast and targeted user training, enabling you to leverage the module to its full potential in no time.

Partnership

Boost your productivity with Odoo Marketing Automation

Save time on repetitive tasks related to your marketing campaigns! Discover how Odoo Marketing Automation can boost your productivity and improve your ROI. Contact us now for a free demo and see how your business can reach new heights.

Odoo GOLD PARTNER

 
  • Worldwide ERP solution
  • Based Cloud ERP Solution or On Premise ERP Solution
  • Prices per users
  • Adapted for small businesses and mid-market businesses
  • +40 000 apps availables on Odoo Marketplace

Frequently Asked Questions

Odoo Marketing Automation enhances efficiency by leveraging predefined building blocks to simplify campaign creation and execution. With an easy to use drag system, marketers can quickly set up workflows without technical expertise. This allows businesses to send the right message at the perfect time to their audience.

The tool allows segmentation based on demographic and behavioral attributes to ensure targeted communication. Businesses can customize workflows by setting specific triggers that adapt to customer interactions, ensuring that each campaign reaches the most relevant audience.

Absolutely! The platform fosters personal interaction by tailoring messages to user behaviors. The ability to send the right message to the right segment enhances engagement and drives customer loyalty.

The drop interface provides an easy to use drag system, allowing marketers to design and modify campaigns with minimal effort. This feature makes the creation of automated campaigns accessible to all users, regardless of their technical skills.

Odoo Marketing Automation allows businesses to customize workflows based on their unique needs. With predefined building blocks, users can efficiently structure their campaigns while maintaining flexibility to adjust triggers and actions.

By utilizing demographic and behavioral attributes, Odoo Marketing Automation enables highly personalized marketing strategies. It fosters personal interaction through automated yet tailored messaging, improving customer relationships.

The predefined building blocks serve as ready-to-use templates that streamline campaign setup. They help businesses maintain consistency in messaging and optimize the automation process.

The drop interface simplifies campaign design by enabling users to visually arrange automation steps. This feature, combined with an easy to use drag function, ensures a seamless and efficient workflow setup.