Odoo Email Marketing & SMS Marketing: The Complete Playbook for Multi-Channel Campaigns

Key Takeaways

• Odoo email marketing becomes exponentially more powerful with Doodex
• Campaigns are not just emails—they are workflows
• Multi-channel outreach drives higher engagement
• Real-time dashboards eliminate guesswork
• One platform replaces multiple marketing tools

Why Odoo Email Marketing Is Different From Traditional Marketing Tools

Most email marketing platforms operate in isolation. You send newsletters, view open rates, and export reports—but your campaign data lives outside your CRM, sales pipeline, and customer history.

Odoo email marketing, enhanced with the Doodex Growth Suite, solves this by centralizing everything:

• Email campaigns
• Odoo marketing
• Mailing list contacts
• Leads and opportunities
• Activities, tasks, and follow-ups
• Performance dashboards

Automatic Lead/Contact Creation

Odoo email marketing offers a comprehensive set of features, including advanced campaign design tools, automation options, and in-depth analytics, giving you full control over campaign management and performance analysis.

Instead of juggling tools, Odoo becomes your single source of truth.

Key issue fixed:

“We send campaigns, but we can’t see what actually happens afterward.”

With Doodex, campaigns are not just messages—they are tracked business processes.

Odoo Email Marketing Application: The Foundation

At the core of the system is the email marketing application, which enables you to create, send, track, and optimize mass mailing campaigns.

From the main menu, users can navigate to the Email Marketing app and immediately see:

• Existing mailings
• Campaign status
• Open rates and bounce rates
• Mailing lists and recipients

The dashboard gives a quick snapshot of performance, with key metrics and data displayed visually for easier analysis, helping teams focus on what matters.

Within the email marketing application, users can access the settings tab to customize campaign options, enable tracking, and manage additional campaign features.

Mailing Campaigns: From Idea to Execution

​- Creating Mailing Campaigns in Odoo

To start, click the New button in the upper right corner. You can also use the Add button to initiate new campaign elements or Kanban cards. This opens a new campaign form where you define:

• Campaign name
• Responsible user
• Campaign type
• Status (Draft, Scheduled, Sent)

After defining campaign details, you can click the Edit button to modify campaign information, responsible parties, or tags.

With Doodex Campaign Module, this campaign becomes more than a mailing—it becomes a central coordination hub.

You can:

• Add participants (team members)
• Assign activities
• Track progress indicators
• Link mailing lists and leads

This structure is especially useful for companies running multiple campaigns at various stages.

If a campaign or email message is no longer needed, you can use the Delete option to remove it and keep your campaign list organized.

Mailing List & Mailing List Contacts: Clean Data Wins Campaigns

​- Building and Managing a Mailing List

Every successful campaign starts with a clean mailing list.

Mass Mailing Analysis

In Odoo, you can create a new mailing list using:

• Manual selection
• Import from file
• Domain-based filters
• Custom filter rules (define a rule or set of rules to filter and target contacts)

Using the search bar, marketers can quickly locate contacts, remove duplicates, or add custom filter logic and rules based on country, company name, or customer status.

​- Audience Segmentation That Actually Works

Unlike many tools, Odoo lets you segment using real business data:

• Leads vs customers
• Country or region
• Event participants
• Opportunity stage
• Activity history

This level of audience segmentation dramatically improves open rates and conversion percentages.

Mail Body Tab: Designing Emails That Convert

• Visual Email Creation With Drag and Drop

Inside the mail body tab, users can design emails using a drag and drop editor:

• Add images, text blocks, buttons
• Insert dynamic fields
• Customize layout without coding

You can preview the mail body instantly and adjust the preview sentence to optimize open rates. When sending or scheduling emails, a pop up window appears, allowing users to select dates, choose recipients, or test email options.

• Templates for Faster Campaigns

Save time by using reusable templates. With the save button, marketers can store layouts and reuse them across campaigns—ideal for newsletters, announcements, or event follow-ups.

Odoo Email Automation Meets Real Campaign Management

Beyond Basic Odoo Email Automation

Standard Odoo email automation focuses on triggers and sequences. The Doodex Campaign Module goes further by adding:

• Human activities (calls, meetings, tasks)
• Manual and automated outreach
• Campaign-level indicators and progress tracking

Additionally, scheduled emails are placed in a queue, allowing users to monitor which messages are waiting to be sent.

This hybrid approach supports real-world marketing where not everything is automated.

Odoo SMS Marketing: Multi-Channel Outreach That Gets Results

Email alone is no longer enough. Odoo SMS marketing allows businesses to reach customers instantly for:

• Event reminders
• Time-sensitive offers
• Follow-ups after email campaigns

When SMS is linked to the same campaign as email, teams can track message delivery, responses, and follow-up actions in one place.

💡Best practice:

Use SMS to reinforce email campaigns—not replace them.

Campaign Module: The Brain of Multi-Channel Campaigns

The Doodex Campaign Module is what turns Odoo into a true marketing command center.

Campaign Creation and Structure

Each campaign includes:

• Basic information and description
• Indicators and KPIs
• Specific fields for custom metrics
• Additional information for contacts and companies
• Display options for leads, mailing lists, and companies
• The option to add a post, allowing users to share content or notifications through marketing channels as part of the campaign.

Campaigns move through various stages, visible in kanban view or list view, depending on user preference.

Kanban View vs List View: How Teams Actually Work

• Kanban view is ideal for visual progress tracking
• List view is better for data review and bulk actions

Users can remove columns, group records, or archive completed campaigns. To further customize your data views, click the downward arrow icon to reveal dropdown menus with options like Filters, Group By, and Favorites.

This flexibility supports both marketing and sales teams.

Calendar View & Scheduling: Perfect Timing Matters

With calendar view, marketers can:

• Schedule email campaigns
• Plan SMS sends
• Coordinate follow-ups
• Avoid overlap between campaigns

Everything is tied to a date, ensuring no message is sent at the wrong time.

Graph View: Visualizing Campaign Performance

Understanding the impact of your mailing campaigns goes beyond numbers—sometimes, you need to see the big picture. The Graph View in the Odoo email marketing app transforms raw campaign data into clear, actionable visuals. With just a click from the dashboard or the upper right corner of your campaigns screen, you can switch to graph view and instantly spot trends in open rates, bounce rates, and recipient engagement.

Bizscan: Turning Offline Contacts Into Campaign Members

From Business Card to Mailing List

The Bizscan Module an operational gap many organizations face:

“We collect contacts at events, but never follow up properly.”

Data Extraction by BizScan Module

Bizscan allows users to:

• Scan business cards
• Extract data automatically
• Create contacts instantly
• Add them directly to campaigns

This ensures no lead is lost and every event fuels future email campaigns.

Email Module: Professional Communication Inside Odoo

The Doodex Email Module enhances standard Odoo email with:

• CC and BCC support
• Gmail synchronization
• Automatic lead creation
• Full conversation tracking

Doodex Email Module Features

Every message sent or received is linked to the contact, campaign, and activity history. Users can also manage a blacklist to prevent specific email addresses from receiving future mailings, which helps improve deliverability and reduce spam issues.

• A/B Testing: Optimize Your Campaigns With Data

To truly maximize the effectiveness of your email marketing, you need to know what resonates with your audience. Odoo’s A/B Testing feature lets you experiment with different versions of your email campaigns—right from the mail body tab.

• Link Tracker: Measuring Engagement Beyond Opens

Open rates are just the beginning. With Odoo’s Link Tracker, you can measure real engagement by tracking exactly which links your recipients click within your email and SMS campaigns. Every link you include in your mail body or message is automatically tracked, giving you deep insight into what content drives action.

• Opt-out Reasons & Blacklisted Addresses: Managing Compliance and Deliverability

Maintaining a healthy mailing list is essential for both compliance and deliverability. Odoo’s email marketing app makes it easy to manage opt-outs and blacklisted addresses, ensuring your campaigns reach the right recipients and respect user preferences.

When a contact unsubscribes, Odoo records the opt-out reason—whether it’s frequency, relevance, or another factor. You can review these reasons in the contacts section or via the dashboard, helping you identify patterns and improve your messaging strategy.

Tracking Performance With Dashboards

Marketing Performance Dashboard

With the Dashboard Module, teams can track:

• Open rates
• Bounce rates
• Subscriptions and unsubscriptions
• Campaign engagement
• Link clicks and website visits

Incoming Emails Dashboard

Outgoing Emails Dashboard

Charts update in real time, helping marketers optimize ongoing campaigns instead of waiting until it’s too late.

Permissions, Roles, and Access Control

Marketing involves multiple users. The User Roles Module ensures:

User Assignment in User Roles Module

• Correct access rights
• Data security
• Clear responsibilities

Managers can oversee campaigns while contributors focus on execution—without risking unauthorized changes.

How Doodex Compares to Standalone Marketing Tools

This is why companies moving away from disconnected tools choose Doodex Growth Suite.

Best Practices for Successful Campaigns

• Clean your mailing list regularly
• Use audience segmentation aggressively
• Combine email and SMS strategically
• Track activities, not just sends
• Review dashboards weekly
• Clone successful campaigns instead of starting from scratch

Conclusion: Why Odoo Email Marketing With Doodex Wins

If you are serious about building scalable, measurable, and collaborative marketing, Odoo email marketing powered by Doodex Growth Suite is not just an alternative—it is an upgrade.

Instead of sending messages into the void, you create connected campaigns where email, SMS, activities, leads, and data work together. This is how modern teams build successful campaigns that actually drive revenue.

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