Campaign
The Email Marketing Campaign feature in Odoo 18 is designed to boost your business's profitability by effectively managing email campaigns. To access this feature, navigate to the Campaign menu, which is enabled by activating the mailing campaigns option found under the Settings menu in the Configuration section.
Once you activate the campaign feature, you’ll be presented with a dedicated campaign page.
This page displays previously created campaigns at various stages, allowing you to track their progress. Within this page, you can manage campaign stages using various options such as Fold, Edit, Automation, Delete, Archive All, and Unarchive All.
The Fold option hides a stage in the Kanban view, while the Edit button allows for modifications to the campaign. You can also apply automation rules during the campaign’s progression by using the Automation button.
To create new campaigns, you can click on the Plus icon, which is available at each campaign stage. This action prompts you to enter essential details, such as the campaign name, responsible user, and relevant tags. Once the campaign is created, you can use the Edit button to adjust the campaign details further.
In the campaign management interface, you will find options to Send Mailing. Clicking this option will take you to the email composition page, where you can define the subject, select recipients, and choose the appropriate mailing list.
Additionally, there are tabs for Settings, A/B Testing, and Mail Body. After composing the email, you can send it by clicking the Send icon. Once the email is sent, the campaign’s mailing details will be displayed under a smart button, which allows you to access all mailings related to the campaign for detailed analysis.
For even greater flexibility, you can also send SMS messages in addition to emails within your campaigns. The smart button provides key metrics such as revenue generated, opportunities and quotations created, and data on mailings and clicks, enabling you to track the performance of your campaigns.
Additionally, Odoo 18 allows you to manage Campaign Stages and Campaign Tags. You can select specific campaign stages and tags when setting up a new marketing campaign.
By clicking on the New symbol in the campaign stage section, you can create new stages.
Similarly, in the Campaign Tags section, you can generate new tags by selecting the New icon, providing better categorization and organization for your campaigns.
Odoo 18's email marketing campaign management tools streamline the process of organizing and executing effective email campaigns, offering features for performance tracking, automation, and flexibility in communication options.