The importance of marketing is undeniable, whether your business is a big enterprise or an ambitious start-up. Products and services are launched in the right way, targeting the right customer base, and reaching potential customers through multiple channels is the most optimal way to quickly shape the value of your brand and services in the market.
Of course, not every business owner is proficient in marketing, and any marketing staff wants to optimize operating time so that they can spend time generating new ideas instead of wasting time on manual tasks.
That's when Odoo Marketing Automation affirms its position and role!
This function allows you to perform a variety of tasks related to automating effective marketing campaigns from sending automated emails and tracking user behavior on your website, to automatically scheduling phone calls and much more.
Let's explore how Odoo Marketing Automation helps businesses optimize their marketing processes and create personalized customer experiences with advanced features.
Essential Tools: 3 Core Functions of Odoo Marketing Automation
Odoo Marketing Automation is a power tool to help businesses push out the power of marketing campaigns. It has specific features to enhance marketing activities in every business to engage customers. Here are top 4 key features of Odoo Marketing Automation which aims to accelerate the potential marketing, including:
Manage Leads and Customers
Odoo Marketing Automation provides lead and customer list management, which allows you to build and manage your marketing recipient lists. This marketing automation software has intuitive and modern interface so that you can easily onboard and manage the lists.
Let's see several detailed features you need to know to utilize:
- Create leads and customers lists: It is easy for you to create lead lists with fields like email addresses, personal information, or other attributes.
- Segment your lists: You can categorize your leads and customers by interest, purchase status, or any criteria that suits your business. Odoo Marketing Automation lets you assign labels to divide them into levels.
- Manage customer and lead lists: Whether you want to create and categorize or manage lists, you can do it all on Odoo Marketing Automation. Furthermore, you can also add, modify or delete customer and lead information in the list.
- Auto-update lists: Odoo has an auto-update feature to keep your customer and lead lists up to date and accurate. When there are any changes in customer and lead information, the system will be updated automatically in real-time.
- Interaction and tracking information: With the customer journey tracking feature, Odoo Marketing Automation helps you get a comprehensive view of customer and lead interaction and activity information.
Create And Manage Automated Marketing Campaign
Automation is the highlight of Odoo email marketing process. It helps businesses save time and resources to operate marketing campaigns. Let's browse several key features of email marketing automation:
- Create and manage email templates: Odoo provides a variety of marketing email templates which allows you to create, customize the content, images, links and design of the email based on your message and branding.
- Trigger emails automatically: You can create ready-made email templates and trigger emails to be sent automatically based on different conditions. For example, when a new customer signs up, Odoo can automatically send a welcome email.
- Define automated email sequences: Odoo Marketing Automation allows you to build automated email sequences based on time and action sequences. Through assuming customer responses, you will set the timing of the email sequence more reasonably.
- Adjust the sending time: Besides setting a fixed time for the action, you can also adjust the time on a case-by-case basis to achieve the best results.
Track and Analyze Marketing Results
Odoo Marketing Automation not only provides the ability to create marketing strategies but also allows tracking and analyzing marketing results. This results in measuring and evaluating the effectiveness of marketing activities. Some of the features that support businesses in tracking and analyzing marketing results include:
- Marketing reports: On Odoo dashboard, you can get a 360 degree view of your marketing campaigns, number of emails sent, email open rates, click rates, and other metrics to evaluate the effectiveness of your campaigns.
- Source analysis: Based on recording customer journeys and campaign activities, you can view each source, such as email, website, ads, or direct. Thus, Odoo Marketing Automation helps you better understand which marketing channels are effective and focus your resources on those channels.
- Behavior and interaction tracking: Tracking customer behavior and interactions plays an important role in evaluating marketing effectiveness. You can view interaction history, such as opening emails, clicking links, downloading documents, or filling out forms, to better understand the interests and behavior of your recipients.
- Integrate with external analytics tools: One popular analytics tool is Google Analytics which can integrate with Odoo to get a more comprehensive and detailed view of your marketing performance.
You should also read this article: Odoo Development Services: Everything You Need to Know
Transform Your Marketing with Odoo Marketing Automation: Key Advantages
Odoo Marketing Automation brings many advantages for businesses in the journey of sales. They include:
- Time saving: Your marketing team can save time to create campaigns and set time for the delivery of SMS, Email or other campaigns. Thus, you can manage multiple campaigns all in one platform.
- Generate leads efficiently: Odoo Marketing Automation allows you to manage and track campaigns on one platform from leads and opportunities to deals. Campaign management is good for businesses to track the flow of campaign messages and review success rates to adjust marketing strategies.
- Choose a targeting model: With Odoo Marketing Automation, businesses can precisely target their targets with targeted messages. You can choose an email or SMS method which is suitable for the customers. Segmenting and choosing the right method for your products and customers, which helps businesses improve their customer relationships.
- Manage triggers and expiration dates: Make sure that each campaign has a start and end time set. When setting up the time, the marketing campaign will proactively stop sending messages or emails to customers instead of canceling manually.
- Complete analytics support: With Odoo Marketing Automation's reporting feature, businesses can prepare visual reports on the success rate of the campaign, the number of participants, and other activities that can be tracked, etc.
A Simple Guide: 4 Steps to Maximizing Odoo’s Marketing Automation
There is no doubt that Marketing Automation Odoo has advanced features to automate marketing campaigns. Businesses can gain more advantageous from marketing automation software like eliminating time, cost and resources, accelerating productivity, etc. Here are step-by-step guides to help businesses unlock the power of this software effectively:
Step 1: Install Marketing Automation in Odoo
First, you need to prepare Odoo Marketing Automation app with some steps below:
- Log in to Odoo as an administrator.
- Go to Apps from the main navigation bar.
- Search for the Marketing Automation module in the search window. Activate the Marketing Automation module by clicking the Install button.
After clicking Marketing Automation, the module will take you to a page that shows your campaigns, status, and options to configure new campaigns.
Step 2: Configure A Campaign
To configure your campaign, follow these steps:
- In the Marketing Automation module, select the Campaigns menu.
- Click the Create button to create a new campaign.
- Name your campaign and select the target group you want to reach.
- If you want to target specific targets, you can select Unique Fields (Optional)
- Configure the conditions and actions for your campaign. For example, if you are creating an email campaign, you can set conditions for sending emails based on previous customer behavior.
Additionally, users can create multiple activities that should be included in the campaign by clicking on the Add a new activity option. Users can configure activities with fields like activity name, activity type, email template, activity action time, validity period and domain name.
Step 3: Configure Email Template
After that, choose an email template which is suitable for your branding and requirements. Certainly, you also customize the template to fit your identity. Let’s see some steps to configure your email template:
- In the campaign configuration, navigate to the Email Templates section
- Create a new email template by clicking the Create button or select an existing email template to edit.
- Name the email template and select a template if available.
In the email editor, you can make changes to the content, appearance, and other parts of the email. You can use the built-in editing tools to add text, images, links, charts, etc. However, make sure that your email has an attractive subject line, engaging content, and links or instructions for the recipient.
When you are done editing the email template, click the Save button to save the template and apply it to your campaign. After saving and exiting the template, your activity will be created and scheduled.
Step 4: Track and Analyze Marketing Results
To view the efficiency of your marketing campaign, you need to track and analyze results. You can view and analyze the result in Odoo Marketing Automation through several guides, including:
View Results Reports
- On the campaign page, you will see various reporting options to track your marketing results.
- You can view reports on the number of emails sent, the number of emails opened, the click-through rate, the number of leads responded to, and more.
- Use these reports to evaluate the effectiveness of your campaign and make decisions for improvement.
Use Filters and Categories
- Odoo provides filters and categories to help you better understand your marketing results.
- You can use filters to view results for a specific group, such as leads, existing customers, etc.
- You can also sort results based on criteria such as time, region, product or service, etc.
Analyze and Draw Conclusions
- Based on the information and results reports, analyze your marketing results.
- Review what worked and what needs improvement.
- Draw conclusions and recommend improvements to increase the effectiveness of your marketing campaign.
Conclusion
Marketing automation is one of prime strategies to engage customers as well as accelerate sales. Odoo Marketing Automation is a power marketing tool to enhance the marketing campaigns. With its advanced features, your businesses can gain more advantageous to save time and resources in managing and implementing marketing campaigns.
Marketing automation software brings personalized experience for customers, which increases engagement and makes better results. If you want to carry out your marketing automation, you can refer to Odoo platform. A1 Consulting is one of Odoo Partners with vast experience in Odoo services successfully for many businesses in multiple industries. Contact us now!
