Email Marketing Campaigns | Odoo Marketing

Email Marketing Campaigns Overview

Introduction to Email Marketing

• The session focuses on learning about email marketing campaigns, emphasizing the importance of understanding how they work.

• The speaker navigates to the email marketing dashboard and highlights a crucial feature that needs activation before proceeding.

Activating Mailing Campaign Feature

• The mailing campaigns feature must be activated to access campaign capabilities; without it, users cannot view or create campaigns.

• Once activated, users can see a new "campaigns" option in the header menu, leading to the campaigns page where all created campaigns are displayed.

Understanding Campaign Information

• Each campaign card in the Kanban view contains vital information such as assigned tags, number of mailings, responsible user, and icons representing revenue and engagement metrics.

• Users can create a new campaign by clicking a designated button or using a plus sign next to any stage title in the Kanban view.

Creating a New Campaign

• A new campaign can be named (e.g., "social media awareness") with relevant tags added for better categorization.

• Users have options to add details directly or edit them later; editing takes them to a detailed campaign form with analytical metrics visible.

Composing an Email for the Campaign

• The campaign form includes buttons for sending emails, SMS messages, adding posts, and push notifications linked to other Odoo applications.

• Clicking on "send mailing" opens up fields necessary for composing an effective email targeted at specific audiences.

Targeting Recipients

• Users can define their target audience broadly or specifically based on various criteria available within Odoo's system.

Email Campaign Creation with ODU

Overview of Email Campaign Features

• The ODU email marketing platform offers customizable mailing list capabilities, allowing users to add recipients easily through an intuitive interface.

• Users can choose from various templates or start from scratch in the mail body tab, enhancing flexibility in email design.

• The platform provides a range of building blocks and design elements that can be dragged and dropped into the email body for extensive customization options.

Customization Options

• Users can modify template elements directly within the email body or through a dedicated customization tab, making it easy to personalize content.

• A wide array of drag-and-drop tools is available for creating unique emails; however, users are encouraged to refer to documentation for comprehensive guidance on features.

Testing and Optimization

• Once satisfied with the email design, users can test their emails by sending samples to specific addresses using the test button.

• The AB testing feature allows users to compare different versions of an email by selecting recipient percentages for each version, optimizing engagement strategies.

Advanced Settings and Scheduling

• In the settings tab, users can create preview text to entice recipients and adjust sender information. File attachments are also supported for added functionality.

• After finalizing the email setup, users have the option to send immediately or schedule it for a future date. Scheduled emails will display status updates throughout the process.

Monitoring Email Status

• Upon scheduling an email campaign, a blue banner indicates when it will be sent. The status transitions from draft to "in queue," then "sending," and finally "sent" once completed.