Effective Email Marketing and Campaigns on Odoo ERP - Full Guide

Marketing trends have changed a lot over the years, however, email marketing remains unbeaten as one of the most effective tools. Whether it’s to gain brand awareness, nurture potential leads or generate traffic to your product page, high-quality email campaigns can have significant returns with little investment.

However, there is a fine line between effective campaigns with skyrocketing metrics and ending up in the unread, marked-as-spam pile of emails. Creating an attractive email with an engaging message requires some know-how.

Luckily, Odoo ERP system has great email marketing and automation tools, making the design and the technical side of things a breeze. Meanwhile, we can teach you how to get started on your attention-grabbing email campaigns. So, without further ado, here is everything you need to know about email marketing and campaigns on Odoo ERP. 

What is the purpose of email marketing?

There is little point in sending out newsletters or promotions to your clients unless you have a clear goal of what you are trying to achieve with them. Email marketing is a powerful tool when used with a clear purpose, and in order to establish your strategic direction, it’s important to firstly understand what that purpose is for you. Here are the key uses for emails: 

  • Customer engagement: Using direct communication with your customers in order to gain new or repeat sales and increase your brand awareness (aka: keep your brand fresh in their minds).
  • Customer retention: Regular, valuable communication that fosters customer loyalty and reduces the likelihood of them moving on to a different company. Personalised content and offers are often used for customer retention.
  • Conversion: Well-crafted emails with compelling calls to action aimed at driving online and in-store sales. These could either be cold emails to new customers or nurturing warm leads for conversion.

Odoo Email Marketing module

Odoo ERP, an open-source suite of business applications, is renowned for its comprehensive and integrated approach to managing various areas of a business, such as sales, CRM, accounting, and project management. The cloud-based ERP integration offers businesses such benefits as process automation, higher operational efficiency, real-time data analysis, cost savings and much more.

Marketing is no exception, as Odoo ERPEmail Marketingmodule offers powerful tools and functionality helping you design, schedule, send, and track engaging email campaigns easier. The module has an extremely user-friendly interface, combined with a drag-and-drop style editor, easing the process of creating visually appealing, professional-looking emails. The reporting capabilities are particularly useful, as they effectively track your campaign performance and analyse customer behaviour, helping you readjust your marketing efforts in future campaigns. 

How to set up an email campaign on Odoo?

In case you are yet to set up your first email campaign on Odoo BMS, the process for this is very simple. Below are the steps to follow: 

1. Open your Email Marketing module

2. Create a New Campaign

Click on the “New” button. This will bring you to a new page where you can start designing your campaign. Choose and customise one of the existing templates or create your own from scratch.

3. Design your email

Use the convenient drag-and-drop editor to add your own headers and footers, text, images, social media handles, CTA buttons, etc.

4. Input campaign details

Enter the essential details like the campaign name, subject line, and the mailing list. If you don’t yet have a mailing list ready, you can simply create one in the “Mailing Lists” section at the top.