Explore Odoo Email Marketing: Crucial Features and Detailed Guidelines

Most businesses have a tendency to build competitive marketing strategies to engage customers. Email marketing is a powerful tool for businesses to connect with customers, build relationships and increase sales. However, this action requires a certain amount of knowledge about digital marketing, content marketing, and how to create mass emails so they don't end up in customers' spam folders.

At this time, Odoo Email Marketing is the ideal solution to solve your problems in the simple way!

Odoo Email Marketing provides many features to enhance your email campaigns, which is known as a comprehensive platform. Whether you are SMEs or large enterprises, Odoo Email Marketing can give you essential tools to create, manage and optimize your email campaigns. In this article, we will show you about key features as well as how to use Odoo Email Marketing effectively.

Highlighted Features Of Odoo Email Marketing

Odoo Email Marketing is one of the powerful tools of Odoo system. It is specifically designed for businesses to enhance their email marketing campaigns. Let’s explore several superlative features of Odoo Email Marketing: 

Create Email Marketing Campaigns

odoo email marketing

Implementing email marketing campaigns is an indispensable strategy for most businesses. This is the closest and most targeted way to reach customers based on customer feedback and needs. It is easy for you to create successful email campaigns on Odoo Email Marketing without programming knowledge. Additionally, you can also customize the interface, colors, text and images to create a unique email template that suits your brand.

Segment Database

No matter how much database you have, Odoo can store. It allows you to create automated email campaigns based on target groups in your database, events and customer behavior. 

Based on segmentation, you can segment and schedule welcome emails, follow-up emails… to prospects, customers or other groups from your contact list. Need-based customer care helps to provide useful information to customers and boost sales. Odoo Email Marketing can save time and ensure that the right content is sent to the people you want to share this campaign with.

Work On Multiple Devices

It is flexible to create and send email marketing from any devices like computers, mobile phones or tablets. Almost every feature is not limited by the device being accessed. Odoo provides an interactive and intuitive interface so that you can easily customize the layout, images, colors and text. You can also preview emails on different devices before sending, ensuring that they will display properly on every platform. With this flexibility, your email marketing campaigns can optimize the recipient experience as well as increase reach and effectiveness.

Optimize Email Marketing

 odoo email marketing

Odoo Email Marketing offers powerful tools and features, especially built-in analytics. Marketers can track and evaluate the effectiveness of email marketing campaigns based on metrics like open rates, click-through rates, unsubscribe rates, and more to evaluate the effectiveness of the campaign. By tracking the results, marketers can adjust campaigns in terms of content, audience, or timing, etc. 

In particular, if this campaign has a positive response, you can promote it to the right audience. This helps you better understand how your recipients interact with your emails and find ways to improve future campaigns.

Enhance Features of Email Campaigns

Odoo Email Marketing not only provides email templates, but also provides flexible tools and options to manage and control important details during the sending process. Continuously monitoring and calculating changes in the email journey plays a vital role in evaluating and strengthening the campaign. Here are some features to help you enhance your email marketing campaigns:

  • Track your links: During the email creation process, you can embed tracking codes into the links in the email campaign. This results in gaining a comprehensive view of the effectiveness of each campaign in a separate dashboard thanks to Odoo Link Tracking.
  • Calculate ROI: Odoo Email Marketing can integrate with Odoo CRM seamlessly. It helps you track opportunities and analyze opportunity conversion rates, expected revenue and profits from each campaign. Through in-depth analytics and filters, you can proactively evaluate potential and boost sales activities, which aims to boost conversion rates.
  • Integrate With Other Odoo Apps It is true that Odoo provides a variety of modules and tools which can be integrated with each other. Specifically, Odoo Email Marketing can also integrate with other apps in Odoo Apps Store to synchronize data and optimize workflows. Let's browse several Odoo Apps can integrate with email marketing tool to multiply efficiency:
  • CRM: As mentioned above, Odoo CRM can integrate with Odoo Email Marketing to associate email campaigns with customers, automatically update customer information and record activities in customer profiles. This enables to increase conversion rates as well as accelerate sales.
  • Electronic signature: Embedding electronic signature in Odoo Email Marketing promotes the contract signing process of the business. It helps you automate the process which optimizes time and human resources.
  • Events: Odoo Email Marketing integrated with Events allows businesses to announce upcoming events and other campaigns. You can easily create email campaigns with attractive events such as discounts, welcome, etc to attract or encourage potential customers to attend your business events.
  • Surveys: In the process of conducting marketing campaigns, collecting customer reviews is essential to listen to customers' opinions. It is easy for you to collect important information from customers and improve your marketing strategy based on customer feedback.

You should also read this article: Don't Miss Out: 7 First Class Odoo Sales Features You Need To Know

6 Notable Steps To Use Odoo Email Marketing

Email Marketing Odoo provides several advanced features which allows you to enhance your customer services as well as promote sales. Furthermore, Odoo has launched the new version with innovative features and functionalities to support businesses annually. Now, the launch of Odoo 18 is welcomed to enhance the quality of all modules and tools. Here are 06 detailed guides to help you use Odoo Email Marketing smartly. 

Step 1: Create An Email List

Before you start sending emails, you need to create your contact list or segment your customer files (such as newsletter subscription groups, blogs, promotions, etc.). 

  • Click Mail Lists and then select Create to create a new list.
  • Name your email list, select Public, and click Create to complete the creation.
  • Then, you fill in the full information fields such as name, email, company name, etc.
  • After filling in the necessary information, click Save to save the list. 

odoo email marketing

Step 2: Manage Email Marketing Campaigns

To manage email campaigns, go to Configuration > Settings > Email Campaigns > Save

Next, when the Campaign menu appears on the menu bar, click Create to create a new email campaign.

Here, fill in all the information including: Campaign name, Person in charge, Tag.

Click Save, and click Send new email to save and compose a new email for your campaign.

odoo email marketing

Step 3: Create Email Marketing Template

Odoo not only provides a variety of email templates but also allows users to customize email templates to suit their business. In Odoo Email Marketing, select Email Templates to design a new email template.

  • Use the editor to create your email content, including subject, text, images, and links.
  • In the Settings tab, enter the email sender's email in the Send from section and you can attach files to the email via the Attach a file button.
  • After completing the necessary information, click Save to finish creating a new email.

odoo email marketing

Step 4: Test, Schedule and Send Email Marketing

Once you have created your basic email template, you can start doing other things like testing, scheduling, and sending emails to check the completeness of your email. Consider some of the following tips:

odoo email marketing

  • Testing your email template: This is an important step to avoid errors when sending emails to your contact list. Send a test version to a few email addresses of yourself or your testing team to make sure everything works properly, the content displays correctly, and the links work properly.

odoo email marketing

  • Enter the recipient email address and click Send Template to complete the test.
  • Schedule emails: Once you're sure your email template is working, you can schedule your emails. Set the time and date to send your emails based on your campaign goals and plans.
  • After selecting a time to send, click Schedule to finish.
  • Send email: When the scheduled time comes, the Email Marketing system will automatically send an email to your contact list. Make sure you double-check all information and configuration before sending to ensure that the email will be sent to the correct audience and with the desired content.

odoo email marketing

  • The system will change the email status to Pending, and send the email within 30 minutes of you clicking Send.

Step 5: Unsubscribe and Blacklist

Of course, you also create email marketing with a personalized experience for customers. They can unsubscribe from emails if they are not needed. This allows you to narrow down and filter potential customers and those interested in your products.

  • Unsubscribe: To allow users to unsubscribe from emails themselves, businesses need to configure the system. To enable this feature, navigate to Configuration > Settings > Blacklist options when unsubscribing from newsletters. Then, click the Save button to save the settings.
  • Create blacklist: To add email addresses to the blacklist, businesses go to Configuration > Blacklist > Create. Then, enter the email addresses you want to add to the blacklist, select the Validity option, and click the Save button to complete.

This ensures that email addresses on the blacklist are not sent emails in subsequent campaigns.

Step 6: Track and Evaluate

By integrating analytics tools in Odoo Email Marketing, you can track the effectiveness of your campaigns. The metrics of email open rates, click-through rates, conversion rates, and other metrics are displayed on the dashboard. This allows you to evaluate the effectiveness of your campaigns. Based on this data, you can adjust and optimize your Email Marketing campaigns.

odoo email marketing

Conclusion

There is no doubt that Odoo Email Marketing is a powerful and comprehensive marketing tool that helps businesses build relationships with customers through effective email campaigns. It allows you to create engaging email templates, reach specific target groups, manage campaigns proactively, and expand usability with seamless integration. Businesses need to master the elements and methods to effectively leverage Odoo Email Marketing and maximize its potential. 

Want to kick off a successful Odoo Email Marketing project or custom consultation before implementation, feel free to contact us! A1 Consulting is a trusted Odoo partner in Malaysia with a pool of talented Odoo experts. We have succeeded in implementing Odoo systems for our customers in various industries. So, you understand what is best for you!

Explore Odoo Email Marketing: Crucial Features and Detailed Guidelines
Mira Vu October 29, 2024
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