Julien Banken
fbb9a25367
On the CRM module, the user can send an email to all the contacts associated to the leads matching some criteria by (1) displaying the list view, (2) applying a search filter, (3) clicking on the "EMAIL" button and (4) checking a checkbox on the mail composer to ask the server to use the active search. To do the same thing, the user can (1) display the list view, (2) apply a search filter, (3) select all the records and (3) click on the "EMAIL" button. To avoid redundancy and improve the usability of the composer, we will remove the search domain passing from the mail composer. Note that it will still be possible to pass a search domain programmatically. To improve the guidance of the mail composer, we will add helper messages, update the labels and move the options in a dedicated pane. The wording of the buttons will also be updated dynamically based on the selected options. Example: When the user enters something in the `mass_mailing_name` field to create a new mass mailing campaign from the new message, the label of the "Send" button will be set to "Send Mass Mailing" which gives more indication on what will happen when the user clicks on it. task-2523036 Part-of: odoo/odoo#71413
Odoo Mass Mailing
Easily send mass mailing to your leads, opportunities or customers with Odoo Email Marketing. Track marketing campaigns performance to improve conversion rates. Design professional emails and reuse templates in a few clicks.
Send Professional Emails
Import database of prospects or filter on existing leads, opportunities and customers in just a few clicks.
Define email templates to reuse content or specific design for your newsletter. Setup several email servers with their own IP/domain to optimise opening rates.
Organize Marketing Campaigns
Design, Send, Track by Campaigns with our Lead Automation app.
Get real time statistics on campaigns performance to improve your conversion rate. Track mails sent, received, opened and answered.
Easily manage your marketing campaigns, discussion groups, leads and opportunities in one simple and powerful platform.
Integrated with Odoo Apps
Get access to mass mailing features from every Odoo app to improve the way your users communicate.
Send template of emails from Odoo CRM opportunities, select leads based on marketing segments, send job offers and automate answers to applicants, reuse email template in the lead automation marketing campaigns.
Answers to your emails appears automatically in the history of every document with the social network module.
Clean Your Lead Database
Get a clean lead database that improves over the time using the performance of your mails. Odoo handle bounce mails efficiently, flag erroneous leads accordingly and gives you statistics on the quality of your leads.
One click emails send
The marketing department will love working on campaigns. But you can also give a one click mass mailing facility to all others users on their own prospects or documents.
Select a few documents (e.g. leads, support tickets, suppliers, applicants, ...) and send emails to their contacts in one click, reusing existing emails templates.
Follow-up On Answers
The chatter feature enables you to communicate faster and more efficiently with your customer. Get documents created automatically (leads, opportunities, tasks, ...) based on answers to your mass mailing campaigns Follow the discussion directly on the business documents within Odoo or via email.
Get all the negotiations and discussions attached to the right document and relevent managers notified on specific events.
Campaigns Dashboard
Get the insights you need to make smarter marketing campaign. Track statistics per campaign: bounce rates, sent mails, best content, etc. The clear dashboards gives you a direct overview of your campaign performance.
Fully Integrated With Others Apps
Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)
Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.
Integrate a contact form in your website easily. Forms submissions create leads automatically in Odoo CRM. Leads can be used in marketing campaigns.
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.