Campaign workflow activities

# Campaign workflow activities

A workflow is the overall activity structure of a marketing automation campaign. There can only
be a single workflow in each campaign. However, a workflow can be made up of any number of activities to meet the needs of the campaign.
Workflow sequence of three activities; the last child activity has a trigger type of Mail: not opened .

## Activities

Activities are the methods of communication or server actions, organized in a workflow, that are
executed within a campaign; they are the building blocks of the campaignâs workflow.
A new activity can be added to the workflow on a campaign form by selecting an existing campaign or creating a new campaign from the Marketing
Automation app â£ Campaigns dashboard, then clicking the Add new activity button in
the Workflow section. Doing so opens the Create Activities pop-up window.
First, define the name of the activity in the Activity Name field, and select the type of activity to be executed from the Activity Type field.
Then, configure the activityâs Trigger , and optionally, the Expiry Duration and the DOMAIN of the activity.
Once the activity is fully configured, click Save & Close to add it to the campaignâs
workflow, or click Save & New to add the activity to the workflow and open a new Create Activities pop-up window to add another activity. Clicking Discard closes the pop-up window without saving the activity.

### Activity types

There are three different types of activities available in the Marketing Automation app:
- Email : an email that is sent to the target
audience.
Email : an email that is sent to the target
audience.
- Server action : an internal action within the
database that is executed.
Server action : an internal action within the
database that is executed.
- SMS : a text message that is sent to the target
audience.
SMS : a text message that is sent to the target
audience.

#### Email

If Email is selected as the Activity Type , the option to Pick a
Template in the Mail Template field is available.
To create a new template directly from the Mail Template field, start typing the title
of the new template, then select Create and editâ¦ to reveal a Create
Marketing Template pop-up window. Proceed to create and configure the new email template.
Once the email template is configured, click Save & Close to save the activity, and
return to the Create Activities pop-up window, in order to continue to configure the trigger .
The title used for the Mail Template must be unique from any other mail template
titles in the campaign, and it also serves as the subject of the email.
Creating and configuring email templates

#### Server action

If Server Action is selected as the Activity Type , the option to Pick a Server Action in the Server Action field is available. This field is
a drop-down menu containing all the pre-configured server actions for the campaignâs Target model. Optionally, create a new server action .
After selecting a pre-configured server action, no other activity type configuration is needed.
Click Save & Close to save the activity, and return to the Create Activities pop-up window, in order to configure the trigger .
To view all server actions in the database, activate Developer mode (debug mode) , and navigate to Settings app â£ Technical â£ Actions â£ Server Actions dashboard.
The option to create a new server action is also available. To do so, type in the Server
Action field a title for the new action, then click Create and editâ¦ . Doing so
reveals a blank Create Server Action pop-up window, wherein a custom server action can
be created and configured.
On the Create Server Action pop-up window, select the Type of server action.
The configuration fields change, depending on the selected Type :
- Update Record : update the values of a record.
Update Record : update the values of a record.
- Create Activity : create an activity with the Discuss app.
Create Activity : create an activity with the Discuss app.
- Send Email : post a message, a note, or send an email with the Discuss app.
Send Email : post a message, a note, or send an email with the Discuss app.
- Send SMS : send an SMS, and log them on documents, with the SMS app.
Send SMS : send an SMS, and log them on documents, with the SMS app.
- Add Followers or Remove Followers : add or remove followers on a record
with the Discuss app.
Add Followers or Remove Followers : add or remove followers on a record
with the Discuss app.
- Create Record : create a new record with new values.
Create Record : create a new record with new values.
- Execute Code : execute a block of Python code.
Execute Code : execute a block of Python code.
- Send Webhook Notification : send a POST request to an external system.
Send Webhook Notification : send a POST request to an external system.
- Execute Existing Actions : define an action that triggers several other server
actions.
Execute Existing Actions : define an action that triggers several other server
actions.
Once the server action is configured, click Save & Close to save the activity, and
return to the Create Activities pop-up window, in order to configure the trigger .
Some of the server action types have advanced configurations available when Developer mode (debug mode) is activated, such as specifying the Allowed Groups that can execute this server
action.

#### SMS

If SMS is selected as the Activity Type , the option to Pick a
Template in the SMS Template field is available.
To create a new template directly from the SMS Template field, start typing the title of
the new template, and select Create and editâ¦ to reveal a Create Marketing
Template pop-up window. Proceed to create and configure the new SMS template.
Once the SMS template is configured, click Save & Close to save the activity, and return
to the Create Activities pop-up window, in order to configure the trigger .
Creating and configuring SMS templates

### Trigger

Once an activity type is configured, the next step in
the Create Activities pop-up window is to define when the activity should be executed.
This is done in the Trigger field group.
To set an execution delay for the activity from when the trigger type occurs, type a whole number in the interval number input
(e.g. 2 is valid, 0 is also valid, and 1.5 is not).
`2`
`0`
`1.5`
Next, select the unit of time for the interval number in the interval type drop-down menu, the
options are: Hours , Days , Weeks , and Months .
If the interval number is set to 0 and the interval type is set to Hours , the
activity will be executed immediately after the trigger type occurs (at the next scheduled run of
the Mail: Email Queue Manager cron ).
`0`

#### Trigger type

To define the event occurrence that sets the activity into motion, select a trigger type from the
drop-down menu:
- beginning of workflow : the activity is executed when the campaign is started.
beginning of workflow : the activity is executed when the campaign is started.
All other trigger types reveal a drop-down menu Activity field containing all of the
other activities in the campaign. Selecting one of these types converts this activity into a child activity to be executed directly after the
selected Activity :
- another activity : to be executed after another activity in the campaign.
another activity : to be executed after another activity in the campaign.
- Mail: opened : the activityâs email was opened by the participant.
Mail: opened : the activityâs email was opened by the participant.
- Mail: not opened : the activityâs email was not opened by the participant.
Mail: not opened : the activityâs email was not opened by the participant.
- Mail: replied : the activityâs email was replied to by the participant.
Mail: replied : the activityâs email was replied to by the participant.
- Mail: not replied : the activityâs email was not replied to by the participant.
Mail: not replied : the activityâs email was not replied to by the participant.
- Mail: clicked : a link in the activityâs email was clicked by the participant.
Mail: clicked : a link in the activityâs email was clicked by the participant.
- Mail: not clicked : a link in the activityâs email was not clicked by the
participant.
Mail: not clicked : a link in the activityâs email was not clicked by the
participant.
- Mail: bounced : the activityâs email has bounced.
Mail: bounced : the activityâs email has bounced.
- SMS: clicked : a link in the activityâs SMS was clicked by the participant.
SMS: clicked : a link in the activityâs SMS was clicked by the participant.
- SMS: not clicked : a link in the activityâs SMS was not clicked by the participant.
SMS: not clicked : a link in the activityâs SMS was not clicked by the participant.
- SMS: bounced : the activityâs SMS has bounced.
SMS: bounced : the activityâs SMS has bounced.
If the trigger type is set to Mail: clicked , this activity is converted to a child activity and will execute after a
participant clicks on a link from the parent activity defined in the Activity field.

### Expiry duration

Optionally, an Expiry Duration can be defined in the Create Activities pop-up window to cancel the execution of this activity after a specific amount of time. Selecting
this checkbox reveals the Cancel after field with interval and interval type inputs.
Type a whole number in the interval number input (e.g. 2 is valid, 0 is also valid, and 1.5 is not). Then, select the unit of time for the interval number in the interval type drop-down menu,
the options are: Hours , Days , Weeks , and Months .
`2`
`0`
`1.5`
If the interval number is set to 2 and the interval type is set to Days , the
activity will be cancelled if it has not been executed within 2 days of the trigger type.
`2`

### Activity domain

The DOMAIN section of the Create Activities pop-up window contains fields to
further filter the target audience of the activity.
The Activity Filter field focuses this activity, and its child activities , even further on a specific group of the campaignâs filter.
The process is the same as defining filters for the
campaign, and the fields that are available to filter are also specific to the Target of the campaign.
The # record(s) beside the Activity Filter field indicates how many records
are currently being targeted by this Activity Filter .
The Applied Filter displays the combined filters from the Activity Filter and the inherited campaign Filter . This field is read-only.
The # record(s) beside the Applied Filter field indicates how many records,
in total, are currently being targeted by the activity.

## Child activities

Activities that are connected to, and triggered by, another activity are known as, child
activities .
The activity that triggers a child activity is known as its parent activity .
A child activity can be added to a campaignâs workflow by hovering over the â Add child
activity button, located beneath the desired parent activity.
The child activityâs trigger types are specific to the
parent activity type ( Email , SMS , or Server
Action ), and are as follows:
Each trigger the child activity on the following conditions of the parent activity:
- Add Another Activity : to be executed after the parent activity.
Add Another Activity : to be executed after the parent activity.
- Opened : the email was opened by the participant.
Opened : the email was opened by the participant.
- Not Opened : the email was not opened by the participant.
Not Opened : the email was not opened by the participant.
- Replied : the email was replied to by the participant.
Replied : the email was replied to by the participant.
- Not Replied : the email was not replied to by the participant.
Not Replied : the email was not replied to by the participant.
- Clicked : a link in the email was clicked by the participant.
Clicked : a link in the email was clicked by the participant.
- Not Clicked : a link in the email was not clicked by the participant.
Not Clicked : a link in the email was not clicked by the participant.
- Bounced : the email has bounced.
Bounced : the email has bounced.
Triggers the child activity on the following condition of the parent activity:
- Add Another Activity : to be executed after the parent activity.
Add Another Activity : to be executed after the parent activity.
Each trigger the child activity on the following conditions of the parent activity:
- Add Another Activity : to be executed after the parent activity.
Add Another Activity : to be executed after the parent activity.
- Clicked : a link in the SMS was clicked by the participant.
Clicked : a link in the SMS was clicked by the participant.
- Not Clicked : a link in the SMS was not clicked by the participant.
Not Clicked : a link in the SMS was not clicked by the participant.
- Bounced : the SMS has bounced.
Bounced : the SMS has bounced.
Once a trigger type is selected, the Create Activities pop-up window opens to configure
the child activity. The process is the same as creating a new activity , with the exception that the Trigger field is
pre-filled with the selected trigger type, and the Activity field has the parent
activity selected.
- Testing/running campaigns
Testing/running campaigns
- Campaign metrics
- Audience targeting

Activities
Activity types
Trigger
Expiry duration
Activity domain
Child activities


Marketing Card

# Marketing Card

The Marketing Card application allows users to create and manage promotional campaigns with
personalized, digital cards as well as view analytics about their campaign performance. Event
marketers can design dynamic card templates using different layouts. They can also expand their
reach by emailing cards to recipients in bulk and allow recipients to share the cards to their own
networks.

## Card campaigns

To see a dashboard of all created card campaigns, navigate to the Marketing Card app. By
default, card campaigns appear in the (List) view, providing users
with detailed information about each campaign. Alternatively, the (Kanban) view provides users with a card-view of all campaigns, along with icons
displaying each campaignâs performance metrics .

## Create a campaign

To create a campaign, click New . This opens a new campaign form, allowing users to
configure campaign information, design the card layout , and customize the campaign message .
Begin by providing a name for the campaign in the Name field. This field is required .
Then, in the Recipients drop-down menu, users must select the type of recipient of
the campaign. The following recipient types are provided:
- Contact : Send cards to existing contacts.
Contact : Send cards to existing contacts.
- Event Booth : Send cards contacts with registered event booths .
Event Booth : Send cards contacts with registered event booths .
- Event Registration : Send cards to contacts with event registrations .
Event Registration : Send cards to contacts with event registrations .
- Event Track : Send cards to contacts with event tracks .
Event Track : Send cards to contacts with event tracks .
Once selected, a Preview onâ¦ field appears, allowing the user to preview the campaign
on a specific contact from the selected recipient type. After choosing a preview target, a Preview button appears above the campaign form.
Next, fill out the following fields:
- Post Link : Relative URL of a page on the userâs Odoo website.
Post Link : Relative URL of a page on the userâs Odoo website.
- Post Suggestion : Description below the card when sharing on X.
Post Suggestion : Description below the card when sharing on X.
- Responsible : Internal user responsible for managing the card campaign.
Responsible : Internal user responsible for managing the card campaign.
- Tags : Relevant tags for the campaign.
Tags : Relevant tags for the campaign.

### Card Layout tab

The Card Layout tab on the campaign form provides options to configure the text and
appearance of the card.
To customize the card, users can configure the following fields:
- Background : Upload an image to be displayed as the card background.
Background : Upload an image to be displayed as the card background.
- Header : Enter the main header text.
Header : Enter the main header text.
- Sub-Header : Enter a sub-header text, displayed above the header.
Sub-Header : Enter a sub-header text, displayed above the header.
- Section : Enter a text to be displayed in the lower section.
Section : Enter a text to be displayed in the lower section.
- Sub-section 1 : Enter a text to be displayed below the lower section.
Sub-section 1 : Enter a text to be displayed below the lower section.
- Sub-section 2 : Enter a text to be displayed next to Sub-section 1 .
Sub-section 2 : Enter a text to be displayed next to Sub-section 1 .
- Dynamic Image 1 : Select an existing image from the selected recipientâs model to be
displayed in a corner of the card. This field only takes a dynamic placeholder as input.
Dynamic Image 1 : Select an existing image from the selected recipientâs model to be
displayed in a corner of the card. This field only takes a dynamic placeholder as input.
- Dynamic Image 2 : Select an existing image from the selected recipientâs model to be
displayed in a corner of the card. This field only takes a dynamic placeholder as input.
Dynamic Image 2 : Select an existing image from the selected recipientâs model to be
displayed in a corner of the card. This field only takes a dynamic placeholder as input.
- Button : Enter a text for the button.
Button : Enter a text for the button.
A preview of the resulting card allows the user to interactively visualize their configuration.
Above the preview are selectable themes to change the appearance of the card.

#### Dynamic placeholders

By default, the text content of each field is static. However, the fields listed (except for Background and Button ) can also be populated automatically using dynamic placeholders to personalize the card content
for different recipients.
To do this, click the checkmark next to the field. Then, browse and select a placeholder value to be
populated from the selected recipient.

### Recipient Message tab

The Recipient Message tab on the campaign form provides options to configure messages
sent to recipients when sharing the card.
Users can configure the following fields:
- Request : Enter a request to be displayed at the top of the campaign.
Request : Enter a request to be displayed at the top of the campaign.
- Request Description : Enter a description of the request, displayed below the request.
Request Description : Enter a description of the request, displayed below the request.
- Reward Link : Provide a link to reward recipients who share the campaign.
Reward Link : Provide a link to reward recipients who share the campaign.
- Thank You Message : Enter a message to thank recipients for sharing the campaign.
Thank You Message : Enter a message to thank recipients for sharing the campaign.

## Preview campaign

Once the card campaign form has been configured, click the Preview button to view a copy
of a campaign to be sent to recipients.
The campaign layout is organized with the request and the request description displayed at the very
top, followed by the card, then a list of social media icons allowing the user to share the campaign
across different platforms.

## Campaign mailing

After configuring a card campaign, users can configure mailing options then share the cards with
recipients.

### Configure mailing

To configure the campaign mailing, click Send . On the Send Cards pop-up
window, users configure the email form to filter or specify
recipients and customize the body of the message.
To start, enter the subject of the mailing in the Subject field.
The Card Campaign and Recipients fields are already populated. The filtering
rule under the Recipients field can be modified to update the mailing list.
The Mail Body tab is automatically populated with a default message along with the card.
This message can be modified using the website editor.
After configuring the email form, click the Update (#) Cards button to generate or
update the personalized cards for each recipient. Then, on the Confirm Cards Update pop-up window, click Update Cards to create a draft mailing, or click Cancel to cancel.
Alternatively, clicking Save also creates a draft mailing.

### Send cards

Once the cards have been updated, users can either send the cards or schedule the mailing for a
future date.
To send the mailing, navigate to Marketing Cards â£ Campaigns , select the
campaign, then click the Mailings .
Next, select the mailing and click Send . On the Ready to unleash emails? pop-up window, click Send to all to send the cards to the specified recipients.
Alternatively, to schedule for a later date, click Schedule . On the pop-up window,
select a date in the Send on field. Finally, click Schedule to schedule the
mailing.
After sending or scheduling a mailing campaign, a series of smart buttons appear, showing the engagement metrics for the campaign.

## Campaign metrics

At any point, users can view metrics about the campaign, displayed as smart buttons at the top of
the campaign form.
The following buttons provide specific information about the performance of the campaign:
- Mailings : View a list of recipients of the campaign.
Mailings : View a list of recipients of the campaign.
- Clicks : View how many times the campaign was clicked. This
button is not clickable.
Clicks : View how many times the campaign was clicked. This
button is not clickable.
- Cards : View how many cards were sent to recipients.
Cards : View how many cards were sent to recipients.
- Opened : View how many times the campaign was opened.
Opened : View how many times the campaign was opened.
- Shared : View how many times the campaign was shared.
Shared : View how many times the campaign was shared.
Clicking on a smart button opens a list of occurrences or instances of the metric (e.g., a list of
times a card was created for a recipient).

Card campaigns
Create a campaign
Card Layout tab
Recipient Message tab
Preview campaign
Campaign mailing
Configure mailing
Send cards
Campaign metrics


SMS Marketing

# SMS Marketing

Utilizing SMS outreach in communication strategies can help
companies expand their market reach, especially in some countries, where emails might not be very
common, or even used at all.
Odooâs SMS Marketing application can also help boost conversion rates around valuable actions,
such as event registrations, free trials, purchases, etc., since text and mobile-based marketing
channels typically yield higher CTOR and CTR outcomes.
Odoo Tutorials: Marketing

#### Create SMS messages

Explore how to create, configure, send, and schedule SMS messages.

#### SMS analysis

Examine detailed reporting metrics related to every aspect of sent SMS messages.

#### SMS marketing campaigns

Discover how to create and customize SMS marketing campaigns for any occasion with Odoo.

#### Mailing lists and blacklists

Set up custom mailing lists and blacklists to ensure all SMS messages reach the right
recipients.

#### Pricing and FAQ

Find out more about Odooâs SMS pricing, and check out some of the most frequently asked
questions.

#### Twilio

In some countries with stricter regulations, the out-of-the-box solution proposed by Odoo may
not work. In this case, you can use our Twilio integration to send SMS worldwide.

## SMS marketing dashboard

When the application is opened, Odoo displays the main SMS Marketing dashboard, which
showcases the various SMS mailings that have been created, along with pertinent information and data
related to that specific message.
The Kanban view is the default Odoo uses when the application is
opened, which provides an organized display of the SMS mailings that have been created, and what
their current status is at the moment.
An SMS mailing can have one of the following statuses: Draft , In Queue , Sending , or Sent .
In the upper right corner of the main SMS Marketing dashboard, there are a few different
view options to choose from. Each one provides a unique take on the same SMS information.
The List view provides the same useful data related to SMS
mailings, but in a more traditional list layout.
The Calendar view shows when SMS mailings are scheduled or have been
sent. Clicking a future date opens a blank SMS template to be scheduled for that date.
Lastly, the Graph view visualizes that same SMS-related data in
series of graphs and charts. Odoo also provides various ways to sort and group the data for more
detailed analysis.


Create SMS messages

# Create SMS messages

To start, click Create on the main SMS Marketing dashboard, and Odoo reveals
a blank SMS template form, which can be configured in a number of different ways.
First, give the mailing a Subject , which describes what the mailing is about.
Next, in the Recipients field, choose to whom this SMS will be sent. By default, Odoo has Mailing List selected. If this is the desired Recipients field option, specify which mailing list Odoo should send this SMS to in the Select Mailing List field.
To create (or edit) a mailing list, go to Mailing Lists â£ Mailing List . There,
Odoo displays all previously created mailing lists, along with various types of data related to
that specific list (e.g. number of contacts, mailings, recipients, etc.).
To learn more about mailing lists and contacts, check out Mailing lists and blacklists .
To reveal all the possible options in the Recipients field, click the field to see all
the choices Odoo makes available.
When another field (other than Mailing List ) is selected, the option to specify that
chosen field even further becomes available â either with a default recipient filter equation that
appears automatically (which can be customized to fit any business need), or, if no default
recipient filter equation is present, an Add Filter button will appear.
Clicking the Add Filter button, reveals fully customizable domain rule fields, which can
be configured similar to an equation. You can create multiple recipient rules, if necessary.
Then, Odoo will only send the SMS to recipients who fit into
whatever criteria is configured in those fields. Multiple rules can be added.
If Contact is chosen, all of the Contacts records in the Odoo database (vendors,
customers, etc.) will receive the SMS , by default â unless more
specific recipient rules are entered.
For instance, the message below will only be sent to contacts in the database that are located in
the United States (e.g. Country > Country Name equals United States ), and they havenât
blacklisted themselves from any mailings (e.g. Blacklist > is > not set ).
`Country`
`CountryName`
`UnitedStates`
`Blacklist`
`is`
`notset`

## Writing SMS messages

Enter the content of the SMS in the text field, found in the SMS Content tab. Links and emojis can also be included. Beneath the text field, Odoo
displays how many characters are used in the message, along with how many SMS mailings it will take to deliver the complete message.
To check the price of sending an SMS for a country, click on the Information icon.
Credits must be purchased from Odoo in order to take advantage of the SMS Marketing app; SMS messages will not be sent without credits.

## Track links used in SMS messages

When links are used in SMS messages, Odoo automatically generates
link trackers to gather analytical data and metrics related to those specific links, which can be
found by going to Configuration â£ Link Tracker .

### Adjust SMS settings

Under the Settings tab of the SMS template, there is an option to Include
opt-out link . If activated, the recipient is able to unsubscribe from the mailing list, thus
avoiding all future mailings.
An employee can be designated as the Responsible in the Tracking section of
the Settings tab, as well.

### Send SMS messages

Once a mailing is created, choose when Odoo should deliver the message from the following options:
- Send : sends the message immediately. Consider using this option if the recipient list
is highly refined, or in cases that involve fast approaching deadlines, such as a âflash sale.â
Send : sends the message immediately. Consider using this option if the recipient list
is highly refined, or in cases that involve fast approaching deadlines, such as a âflash sale.â
- Schedule : choose a day (and time) for Odoo to send the mailing. This is typically the
best option for mailings related to a specific event. Such a method can also be used to promote a
limited-time offer, or to help plan a companyâs content strategy in advance.
Schedule : choose a day (and time) for Odoo to send the mailing. This is typically the
best option for mailings related to a specific event. Such a method can also be used to promote a
limited-time offer, or to help plan a companyâs content strategy in advance.
- Test : allows for an SMS to be sent to one or multiple
numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
used as recipients.
Test : allows for an SMS to be sent to one or multiple
numbers for test purposes. Remember to use a comma between phone numbers if multiple numbers are
used as recipients.

Writing SMS messages
Track links used in SMS messages
Adjust SMS settings
Send SMS messages


Mailing lists and blacklists

# Mailing lists and blacklists

Creating or importing mailing lists in Odoo is very useful when curating content to specific groups
of people that already share similar demographics or interests. Mailing lists are also a great way
to get started if a company is migrating from another system, and already has a established
audience.
Moreover, providing an audience with the option to âunsubscribeâ from mailings, helps businesses
maintain good customer relations, by giving recipients the power to control what they are (and
arenât) sent.

## Mailing lists

In the SMS Marketing app, thereâs an option on the header menu called Mailing
Lists . When clicked, a sub-menu is revealed with options for Mailing Lists and Mailing List Contacts .
Click Mailing Lists â£ Mailing Lists to see an overview of all mailing lists in
the database.
To edit any existing list, select the desired list from the Mailing Lists page, and
proceed to modify it in a number of ways.
To create a new mailing list, click Create in the upper left corner of the Mailing Lists page. Doing so, will reveal a blank mailing list template form.
First, choose a name for the Mailing List , and activate the option Is
Public , to make the mailing list accessible to recipients on the Subscription Management
page . Doing so allows users to update their subscription preferences at any time.
Checking the Is Public box is not required, but is recommended to maintain good
customer relations.
When those fields are filled in, click Create to finalize the form. Then on the main Mailing Lists dashboard, the new mailing list that was just created will be accessible.
To edit or customize the mailing list further, select the mailing list from the main Mailing Lists page to reveal the mailing list detail form.
Along the top of the mailing list detail form, there are various analytical smart buttons displaying
statistics for different metrics related to the mailing list (e.g. Recipients , Mailings , etc.).
To review or edit any of those elements, click the desired smart button to reveal a separate page
with in-depth data associated with the mailing list.
To make changes to the mailing list itself, click the Edit button in the upper-left
corner of the mailing list detail form.
Donât forget to hit the Save button once changes have been made.

## Mailing lists contacts

Access contacts information from one or more mailing lists navigate to Mailing Lists
â£ Mailing List Contacts to reveal a dashboard with with all the contacts associated with one or
more of the configured mailing lists in the database.
By default, Odoo reveals the Mailing List Contacts page with the Exclude
Blacklisted Phone filter in the search bar. Therefore only showing contact information for
recipients who still want to receive communications and mailings.

### Communication history in the Chatter

An accessible record of every sent mailing(s) is kept on each recipientâs chatter section, located
beneath a recipientâs contact form (in the Contacts application).
Database users can reference the chatter to easily keep track of communications, and see a history
of interactions with contacts and prospects.
For example, sales representatives can use the chatter to quickly find out which SMS mailing promotions a certain customer has received (or not received).

## Blacklist

Odoo SMS Marketing has a Blacklist feature that provides recipients with the power to
add their phone number to a list of people who no longer want to receieve communications or
mailings.
This is also known as the unsubscribe process: customers will automatically be added onto a blacklist , if they click Unsubscribe , via their Subscription Management page. Customers can also be added manually to the blacklist, if necessary.
To see a complete collection of blacklisted numbers, navigate to the SMS Marketing
app â£ Configuration â£ Blacklisted Phone Numbers to reveal a dashboard containing every
blacklisted phone number in the database.
To manually add a number to a blacklist, click the Create button in the upper-left
corner of the dashboard and enter the phone number on the next pageâs form. Thereâs also a
checkbox to indicate whether that particular phone numnber is Active (or not).
Once the form is completed, click Save to add it to the Blacklisted Phone
Numbers list. To remove any number from the blacklist, select the desired number on the dashboard,
and then, on the phone numberâs form, click Unblacklist .

### Importing blacklists

During a software/platform migration, it is possible to import an already existing blacklist of
contacts. This would include customers, who have already asked to be blacklisted` on SMS mailings.
To do that, navigate to SMS Marketing app â£ Configuration â£ Blacklisted Phone
Numbers , and then select the Favorites drop-down menu (beneath the search bar), and
click Import records .

Mailing lists
Mailing lists contacts
Communication history in the Chatter
Blacklist
Importing blacklists


SMS campaign settings

# SMS campaign settings

Utilizing SMS campaigns with Odoo SMS Marketing isnât just an
effective advertisement strategy, itâs also a great way to remind people about upcoming events,
issued invoices, and so much more.
But, before SMS campaigns can be created (and sent), a few specific
settings and features must be enabled first.

## SMS campaign setting

To enable SMS campaigns in Odoo, make sure the Mailing Campaigns feature is activated by going to Email Marketing â£ Configuration â£ Settings ,
and then enable Mailing Campaigns and Save the changes.
Activating the Mailing Campaigns feature in the General Settings also enables the A/B Test feature.
Once the setting is enabled, navigate back to the SMS Marketing app, and notice the Campaigns header menu is now available for use. Similarly, the A/B Test tab
is now also available on every SMS template form.

## A/B tests

A/B Tests allows any SMS mailings to be tested against
other versions within the same campaign, in order to compare which version is the most successful in
producing engagement and/or conversion outcomes.
On an SMS template form, under the A/B Tests tab,
initially, thereâs only a single checkbox labeled: Allow A/B Testing.
When clicked, a series of other options appear.
In the first field, enter a desired percentage of recipients to conduct the A/B Test on.
Beneath the percentage field is the Winner Selection field. This is what Odoo will use
to determine the successful result of an A/B Test. In other words, this tells Odoo how to pick a
winning A/B test.
The following sections are available: Manual , Highest Click Rate , Leads , Quotations , or Revenues .
Finally, the Send Final On field is listed. This represents the date-time that Odoo uses
as a deadline to determine the winning mailing variation. Then, Odoo sends that winning mailing
variation to the remaining recipients, who werenât involved in the test, at that prior date and
time.
Quickly create different versions of the mailing to add to the A/B Test by clicking the Create an Alternate Version button.
Remember, the winning mailing variation is based on the criteria selected in the Winner Selection field.

## Campaigns page

To create, edit, or analyze any campaign, click Campaigns in the header menu of the SMS Marketing app. On the Campaigns page, each campaign displays various
information related to the mailings associated with that campaign (e.g. number of emails, social
posts, SMSs, and push notifications).

## Campaign templates

Click Create to create a new campaign, and Odoo reveals a blank campaign template form
to fill out. Alternatively, select any previously-made campaign in order to duplicate, review, or
edit its campaign template form.
With each campaign, the options to Send New Mailing , Send SMS , Send Social Post , and Push Notifications are available above the template
form.
Whenever one of those communication options is added to the campaign, Odoo will create a new
corresponding tab on the template form, where those types of messages can be reviewed or edited,
along with various data sets related to each specific mailing.
At the top of the template, there are various analytical smart buttons. When clicked, Odoo reveals
in-depth metrics related to that specific topic (e.g. Engagement , Opportunities , etc.) on a separate page.
Beneath the smart buttons, are fields for Campaign Name and Responsible .
Odoo also allows for various Tags to be added, as well (if necessary).

## Sending SMSs through the Contacts app

Sending SMS mailings directly through a contactâs form is available
by default.
In order to send an SMS in this fashion, navigate to the Contacts app, select the desired contact in the database, and click on the SMS icon on the contact form (next to the Phone Number field).
To send a message to multiple contacts at once, navigate to the main Contacts app
main dashboard, choose the List View , and select all the desired contacts to whom the
message should be sent. Then, under Action , select Send SMS .

## Set up SMS templates for future use

In order to set up SMS Templates for future use, activate developer mode , by navigating to the main Odoo dashboard that is full of apps, and select the Settings app . Then, scroll down to the Developer Tools section, and
click Activate the Developer Mode .
Once developer mode is activated, the main Odoo dashboard appears once more, with a now-visible
bug icon, which is located at the top-right corner of the dashboard; this bug icon indicates that
developer mode is currently active.
Next return to the Settings app and, in the now-visible header menus at the top,
choose Technical â£ SMS Templates to begin setting up SMS templates for future marketing campaigns.
Inside of the SMS Templates dashboard, Odoo reveals an entire page of SMS templates. The default List view showcases each templateâs name, and
to which recipients it applies.
On this page, SMS templates can be edited or created from scratch.

SMS campaign setting
A/B tests
Campaigns page
Campaign templates
Sending SMSs through the Contacts app
Set up SMS templates for future use


SMS Pricing and FAQ

# SMS Pricing and FAQ

## What do I need to send SMSs?

SMS Text Messaging is an In-App Purchase (IAP) service that requires prepaid credits to work.

## How many types of SMSs are there?

There are 2 types: GSM7 and UNICODE.
GSM7 is the standard format, with a limit of 160 characters per message, that includes the
following characters:
UNICODE is the format applied if a special character, that is not in the GSM7 list, is used.
Limit per SMS: 70 characters.
For GSM7 SMS the size limit is 160 characters, and for Unicode is 70. Above these limits, the
content is divided into a multi-part message and the limit of characters is lowered to 153 for
GSM7 and to 67 for Unicode. Then, in real-time, the system displays the number of SMS mailings
the message represents.

## How much does it cost to send an SMS?

The price of an SMS depends on the destination and the length (number of characters) of the
message. To see the price per country, please consult : Odoo SMS - FAQ .
The number of SMSs a message represents will always be available in the database.

## How to buy credits

Go to Settings â£ Buy Credits .
Or go to Settings â£ View my Services .
If Odoo Online (Saas) is being used, along with the Enterprise version, free trial credits are
available to test the feature.

## More common questions

- Is there an expiration time for my credits? No, credits do not expire.
- Can I send an SMS to a phone number (which is not a mobile phone) because I see the icon in
front of the field âphoneâ? Only if that phone number supports SMS (e.g. SIP phones).
- Do I receive an invoice to buy my credits? Yes.
- Can the recipient answer me? No, it is not possible to reply to the SMS.
- What happens if I send multiple SMSs at once, but I donât have enough credits to send them
all? Multiple SMS communications at once at are counted as a single transaction, so no SMSs will be
sent until there are enough credits to send them all.
- Do I have a history of the sent SMSs? A history of sent SMSs, along with all pertinent information related to its sent contacts (and
the message itself), can be found in the Sent column of the main SMS
Marketing dashboard (while in Kanban view). For more detailed information, select a desired SMS from the main dashboard (in Kanban view), and click on either link in the blue banner above the SMS detail form
to learn more.
For more detailed information, select a desired SMS from the main dashboard (in Kanban view), and click on either link in the blue banner above the SMS detail form
to learn more.
- Can I send as many SMSs I want at once? Yes, if you have enough credits.
- If an SMS is sent to a number that doesnât exist in the list of recipients, will credits be
lost? No, not if the phone number is incorrectly formatted (e.g. too many digits). However, if the
SMS is sent to the wrong person (or to a fake number), the credit for that SMS will be lost.
- What happens if I send my SMS to a paying number (e.g.: a contest to win a ticket for a
festival)? The SMS will not be delivered to that kind of number, so no charges will be made.
- Can I identify the numbers that do not exist when I send several SMSs? Only the ones that have an invalid format.
- How does the GDPR regulation affect this service? Please find our Privacy Policy here .
- Can I use my own SMS provider? Yes, but it is not possible out-of-the-box. Odoo experts can help customize a database to allow
for the use of a personal SMS provider. Please check our success packs here .

What do I need to send SMSs?
How many types of SMSs are there?
How much does it cost to send an SMS?
How to buy credits
More common questions


SMS analysis

# SMS analysis

On the Reporting page (accessible via the Reporting option in the
header menu), there are options to apply different combinations of Filters and Measures to view metrics in a number of different layouts (e.g. Graph , List , and Cohort views.)
Each Reporting metric view option allows for more extensive performance analysis of SMS mailings.
For example, while in the default Graph view, SMS data
is visualized as different graphs and charts, which can be sorted and grouped in various ways (e.g. Measures drop down menu).
SMS messages can be sent using automation rules in Odoo. Odoo Studio is required to use
automation rules.
To install Odoo Studio , go to the Apps application . Then, using the Searchâ¦ bar, search for studio .
`studio`
If it is not already installed, click Install .
Adding the Studio application upgrades the subscription status to Custom , which increases the
cost. Consult support , or reach out to the databaseâs
customer success manager, with any questions on making the change.
To use automation rules, navigate in developer mode , to Settings app â£ Technical menu â£ Automation section â£ Automation Rules .
Then, click New to create a new rule.
Enter a name for the automation rule, and select a Model to implement this rule on.
Based on the selection for the Trigger , additional fields will populate below. Set
the Trigger to one of the following options:
- User is set
- State is set to
- On archived
- On unarchived
- Based on date field
- After creation
- After last update
- On save
- On deletion
- On UI change
- On webhook
Other options may appear based on the Model selected. For example if the Calendar Event model is selected, then the following options appear in addition to
those above:
- On incoming message
- On outgoing message
Under the Before Update Domain field, set a condition to be met before updating the
record. Click Edit Domain to set record parameters.
Under the Actions To Do tab, select Add an action . Next, in the resulting Create Actions pop-up window, select Send SMS , and set the Allowed Groups . Allowed Groups are the access rights groups that are
allowed to execute this rule. Leave the field empty to allow all groups. See this documentation: Create and modify groups .
Next, set the SMS Template and choose whether the SMS message should be logged as a
note, by making a selection in the drop-down menu: Send SMS as . Click Save and Close to save the changes to this new action.
Add any necessary notes under the Notes tab. Finally, navigate away from the
completed automation rule, or manually save (by clicking the âï¸ (cloud) icon), to
implement the change.


SMS via Twilio

# SMS via Twilio

## What is Twilio

Twilio is a third-party provider that enables you to send SMS messages to your clients. Odoo
provides an easy way to use this service within your Odoo apps.

### Why would I need it?

Although Odoo already comes with an out-of-the-box (IAP) solution for SMS messages, it might not
work in some countries with stricter legal requirements. Currently, Odoo registers itself when
possible to avoid extra setup for its customers, however in some countries that is not enough and
the client itself must do it. This can be done through Twilio.

## Setup your Twilio account

By creating a Twilio account, you will be able to create a virtual phone number from which you will
be able to send SMS messages. These cost credits that are to be bought on Twilio, not Odoo.
- Go to Twilio
- Sign up and create a Twilio account
Sign up and create a Twilio account
- Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each
sub-company, etc.)
Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each
sub-company, etc.)
- Create a new account Enter the name, and select Twilio for the type Select your Billing Country and click Create new account Select the different options that match your needs For the Twilio product , select SMS For How to build with Twilio , select With no code at all For your goal , select 3rd party integrations Click on Get Started with Twilio
- Enter the name, and select Twilio for the type
Enter the name, and select Twilio for the type
- Select your Billing Country and click Create new account
Select your Billing Country and click Create new account
- Select the different options that match your needs For the Twilio product , select SMS For How to build with Twilio , select With no code at all For your goal , select 3rd party integrations
Select the different options that match your needs
- For the Twilio product , select SMS
For the Twilio product , select SMS
- For How to build with Twilio , select With no code at all
For How to build with Twilio , select With no code at all
- For your goal , select 3rd party integrations
For your goal , select 3rd party integrations
- Click on Get Started with Twilio
Click on Get Started with Twilio
- You account is now created, and you should arrive on your Dashboard
You account is now created, and you should arrive on your Dashboard
- Go to Phone Numbers â£ Manage â£ Buy a number
Go to Phone Numbers â£ Manage â£ Buy a number
- Buy a number (it is a paying service, but you should have received some credits to start with)
Buy a number (it is a paying service, but you should have received some credits to start with)
- Go back to bottom of the Dashboard page
Go back to bottom of the Dashboard page
- Copy the Account SID and Auth Token
Copy the Account SID and Auth Token
In case of a testing account, you will only be able to send SMS to phones that you have verified
within Twilioâs console .
Sending SMS to some countries (such as the US or Canada) might require a registration. This can
only be done by you, and not by Odoo. Please check out Twilioâs Help Center .

## Setup Odoo to use Twilio

- Install the Twilio SMS module ( sms_twilio )
Install the Twilio SMS module ( sms_twilio )
`sms_twilio`
- In Odoo, go to Settings â£ General Settings â£ Contacts â£ Send SMS , select Send via Twilio option, and save your change.
In Odoo, go to Settings â£ General Settings â£ Contacts â£ Send SMS , select Send via Twilio option, and save your change.
- Go back to that option, and click Configure Twilio Account
Go back to that option, and click Configure Twilio Account
- Paste the copied credentials accordingly
Paste the copied credentials accordingly
- Click on Reload numbers
Click on Reload numbers
- Your newly bought phone number should appear in the list
Your newly bought phone number should appear in the list
- You can use the Test Number field to send an SMS
You can use the Test Number field to send an SMS
You can have multiple numbers (for instance once per country, or one per campaign), in that case,
you can reorder the numbers. By default, when sending an SMS to a client, Odoo will select the
number whose country is the same as the client. If none matches, Odoo will use the first number
available from the list respecting the order you have chosen.

What is Twilio
Why would I need it?
Setup your Twilio account
Setup Odoo to use Twilio


Social Marketing

# Social Marketing

Odooâs Social Marketing application helps content marketers create and schedule posts, manage
various social media accounts, analyze content effectiveness, and engage directly with social media
followers in one, centralized location.
- Odoo Tutorials: Marketing
Odoo Tutorials: Marketing

#### Social posts

Discover everything there is to know about how to create and customize social media posts
using Odoo.

#### Social campaigns

Learn about all the different campaign and marketing tools this application has to offer.

## Social media accounts

In order to create social posts and analyze content with Odoo Social Marketing , social media
accounts must be added as a stream on the applicationâs main dashboard.
Be aware that personal profiles cannot be added as a stream. The main use of Odoo Social
Marketing is to manage and analyze business accounts on social media platforms.
Odoo Social Marketing has some limitations in regards to social media accounts. For example,
Odoo cannot handle a large quantity of various pages (e.g. ~40 pages) under the same company.
The same limitations are present in a multi-company environment because of how the API is
constructed.
In multi-company environments, if every company doesnât activate a page at once, it will result
in a permission error.
For example, if Company 1 is the only company selected from the main Odoo dashboard, and
activates Facebook Page 1 and Facebook Page 2 , then those pages will be accesible on the Social Marketing dashboard.
However, if on that same database, the user adds Company 2 from the company drop-down menu in the
header, and attempts to add those same streams, it results in a permission error.

## Social media streams

To add a social media business account as a stream, navigate to Social Marketing
app and select the Add A Stream button located in the upper-left corner. Doing so
reveals an Add a Stream pop-up window.
In the Add a Stream pop-up window, choose to Link a new account for a
business from any of the following popular social media platforms: Facebook , Instagram , LinkedIn , Twitter , and YouTube .
After clicking the desired social media outlet from the Add a Stream pop-up window, Odoo
navigates directly to that specific social media outletâs authorization page, where permission must
be granted, in order for Odoo to add that particular social media account as a stream to the Social
Marketing application.
Once permission is granted, Odoo navigates back to the Feed on the main Social Marketing dashboard, and a new column, with that accountâs posts, is added.
Accounts/streams can be added at any time.
A Facebook page can be added as long as the Facebook account that grants
permission is the administrator for the page. It should also be noted that different pages can be
added for different streams.
Instagram accounts are added through a Facebook login because it uses the
same API. This means, an Instagram account needs to be linked to a Facebook account in order for it to show up as a stream in Odoo.

## Social media page

Another way to quickly link social media accounts to Odoo Social Marketing can be done on the Social Media page. To access the Social Media page, navigate to Social Marketing app â£ Configuration â£ Social Media .
On the Social Media page there is a collection of all social media options, each
complete with a Link account button: Facebook , Instagram , LinkedIn , Twitter , YouTube , and Push Notifications .

## Social accounts page

To see a list of all social accounts and websites linked to the database, go to Social Marketing app â£ Configuration â£ Social Accounts . This Social
Accounts display the Name , the Handle/Short Name , the Social
Media platform, who it was Created by , and the Company to which it is
associated.
To edit/modify any of the social accounts on this page, simply select the desired account from the
list on this page, and proceed to make any adjustments necessary.

## Social streams page

To view a separate page with all the social media streams that have been added to the main Social
Marketing dashboard, navigate to Social Marketing app â£ Configuration â£ Social
Streams .
Here, the social stream information is organized in a list with the Social Media , the Title of the stream, the Type of the stream (e.g. Posts , Keyword , etc.), who it was Created by , and  the Company to which
it is associated.
To modify any streamâs information, simply click the desired stream from the list, and proceed to
make any necessary adjustments.

## Visitors

To see a complete overview of all the people who have visited the website(s) connected to the
database, navigate to Social Marketing app â£ Visitors .
Here, Odoo provides a detailed layout of all the visitorsâ pertinent information in a default kanban
view. If visitors already have contact information in the database, the option to send them an Email and/or an SMS is available.
This same visitor data can also be viewed as a list or a graph. Those view options are located in
the upper-right corner of the Visitors page.

Social media accounts
Social media streams
Social media page
Social accounts page
Social streams page
Visitors


Social marketing campaigns

# Social marketing campaigns

Social marketing campaigns help companies connect directly with the marketplace. These campaigns
are helpful when introducing a new product to customers, explaining the value of a product or
service, or when advertising an upcoming event or product release.
The most effective social marketing campaigns typically involve multiple channels to maximize
content distribution, and Odooâs Social Marketing application acts as a singular control center to
monitor, plan, post, track, and analyze all of the various content and content channels within a
single dashboard.

## Campaigns page

To access a complete overview of all social marketing campaigns, open the Social
Marketing application, and click Campaigns from the header menu. Doing so reveals
a separate page with every campaign in a default kanban view.
Each stage in the kanban view can be edited, by clicking the gear icon to the left of
the + (plus sign) - located to the right of the stage title.
The gear icon only appears when the cursor hovers to the left of the + (plus sign) .
When the gear icon is clicked, a drop-down menu reveals the options: Fold , Edit Stage , and Delete .
Clicking Fold minimizes that specific stageâs column. The stage column can be restored
by clicking the folded version of it on the main Campaigns dashboard in the default
kanban view.
Selecting Edit Stage reveals a pop-up window, in which the name and the sequence of the
stage can be modified. If changes are made, be sure to click Save .
Clicking Delete removes the stage entirely.
To add a new stage to the pipeline, side-scroll to the right on the Campaigns dashboard, click Add a Column , enter in the desired information, and click Add .
The same social marketing campaign information on the Campaigns dashboard can also be
viewed as a list, by selecting the List option, located under the search bar, in the
upper-right corner.

## Create social marketing campaigns

First, open the Social Marketing application, and select Campaigns from
the header menu.
On the Campaigns dashboard, a new campaign can be created by clicking the quick add + (plus sign) located in the top-right corner of each stage in the pipeline, visible in
the kanban view. Campaigns can also be created by clicking Create in the upper-left
corner of the Campaigns dashboard.
Both options reveal a new campaign detail window directly on the Campaigns dashboard
when clicked.
Here, the Campaign Name , Responsible , and Tags can be entered.
When all modifications are complete, click Add to add the campaign to the database.

## Edit social marketing campaigns

In order to edit a campaign in greater detail, and create/send various forms of communications
related to it, the template page for that campaign must be accessed and modified, accordingly.
There are multiple ways to access a template page for a campaign.
- After entering the pertinent information in the Quick Add campaign drop-down, click Edit .
After entering the pertinent information in the Quick Add campaign drop-down, click Edit .
- Simply select the desired campaign from the Campaigns dashboard in list or kanban
view.
Simply select the desired campaign from the Campaigns dashboard in list or kanban
view.
- On the Campaigns dashboard in the kanban view, select the â® (three dots) drop-down menu on the desired campaign, and select Edit .
On the Campaigns dashboard in the kanban view, select the â® (three dots) drop-down menu on the desired campaign, and select Edit .
Any of the above routes will reveal the Campaign Template page for that specific campaign.

## Social marketing campaign templates

On a Campaign Template page, numerous elements can be customized/modified, and various forms of
communications can be created, modified, and sent or scheduled. Below is a sample of a completed
campaign template.
In order for the Send New Mailing option to appear on campaign templates, make sure
the Mailing Campaigns feature is enabled in the Email Marketing app. To do that, navigate to Email Marketing â£ Configuration â£ Settings , activate Mailing
Campaigns , and click Save .
In order for the Send SMS option to appear, the Odoo SMS Marketing application must
be installed on the database.

## Add content and communications to campaigns

If the proper settings and applications are installed (as instructed above), there are four forms
of communication/content options that can be added to campaigns. Each of these options are displayed
as buttons in the upper-left corner of the campaign template page.
- Send New Mailing : reveals a blank email template on a separate page, in which the
message can be fully customized in a variety of ways.
Send New Mailing : reveals a blank email template on a separate page, in which the
message can be fully customized in a variety of ways.
- Send SMS : reveals a blank SMS template on a separate page, in which a SMS
communication can be created and configured.
Send SMS : reveals a blank SMS template on a separate page, in which a SMS
communication can be created and configured.
- Send Social Post : reveals a blank social post template on a separate page, in which
a post can be created, and applied to social media accounts that are already connected to the
database.
Send Social Post : reveals a blank social post template on a separate page, in which
a post can be created, and applied to social media accounts that are already connected to the
database.
- Push Notification : reveals a similar blank social post template on a separate page,
however, the Push Notification options are already pre-selected in the Post
on field.
Push Notification : reveals a similar blank social post template on a separate page,
however, the Push Notification options are already pre-selected in the Post
on field.
Whichever form of communication is created, once itâs completed, Odoo returns to the Campaign Template page, showcasing that new content in its corresponding tab (e.g. Mailings , SMS , Social Media , and/or Push
Notifications ).
As content and communications are added to a campaign, tabs for those specific mediums appear,
along with a variety of analytical smart buttons (e.g. Revenues , Quotations , Leads , etc.).
These smart buttons, located at the top of the template, display different metrics related to the
campaign, and its various communications and content. Clicking any smart button reveals a separate
page dedicated to that particular element of the campaign, allowing for quicker, more organized
analysis.
The Odoo Social Marketing app is integrated with other Odoo applications, such as Sales , Invoicing , CRM , and Website .


Social posts

# Social posts

The Odoo Social Marketing application provides various ways to create posts for any type of social
media outlet.

## Posts page

To see a complete overview of posts, go to Odoo Social Marketing app â£ Posts .
Here, on the Social Posts page, every post that has been created and posted with Odoo
can be seen and accessed.
There are four different view options for the Social Posts page data: kanban , calendar , list , and pivot .
The view options are located in the upper right corner of the Posts page, beneath the
search bar.
By default, Odoo displays the posts in a kanban view. The information on this page can be
sorted even further, via the left sidebar, where all connected social accounts and posts can
be quickly seen, accessed, and analyzed.
The kanban view is represented by an inverted bar graph icon in the upper-right
corner.
The calendar view option displays a visual representation of posts in a calendar format of
when posts were published, or are scheduled to be published. This option provides a clear
overview of any planned day, week, or month, and Odoo displays all drafted, scheduled, and
published posts.
Clicking on a date reveals a blank social media post detail form, in which a social media
post can be created, and Odoo will post it on that specific date/time.
The calendar view is represented by a calendar icon in the upper-right corner.
The list view option is similar to the kanban option, but instead of individual blocks, all
post information is displayed in a clear, list layout. Each line of the list displays the Social Accounts , Message , and Status of every post.
There is also a helpful left sidebar that organizes all posts by Status and lists
all connected Social Accounts , as well.
The list view is represented by four vertical lines in the upper-right corner.
The pivot view option provides a fully customizable grid table, where different measures of
data can be added and analyzed.
The pivot view option provides numerous analytical options, allowing for in-depth, detailed
analysis of various posts and metrics.
Click on any â (plus sign) icon next to a line in the pivot table to reveal more
metric options to add to the grid.
While in the pivot view, the option to Insert in Spreadsheet is available, located
to the right of the Measures drop-down menu, in the upper-left corner of the Social Posts page.
Next to the Insert in Spreadsheet are three options, specific to the pivot view.
From left to right, those options are:
- Flip Axis , which switches the X and Y axis in the grid table.
Flip Axis , which switches the X and Y axis in the grid table.
- Expand All , which expands each line in the grid, revealing more detailed
information related to it.
Expand All , which expands each line in the grid, revealing more detailed
information related to it.
- Download , which, when clicked, instantly downloads the pivot table as a
spreadsheet.
Download , which, when clicked, instantly downloads the pivot table as a
spreadsheet.

### Posts

Clicking on a post from a social media stream reveals a pop-up window, showcasing the content of
that specific post, along with all the engagement data related to it (e.g. likes, comments, etc.).
If desired, the user can leave a new comment of the post from the postâs pop-up window, by typing
one in the Write a commentâ¦ field, and clicking Enter to post that
comment.

### Create leads from comments

Odoo Social Marketing also provides the ability to create leads directly from social media
comments.
To create a lead from a comment left on a social media post, click on the desired post from the
dashboard to reveal that postâs specific pop-up window. Then, scroll to the desired comment, and
click the three vertical dots icon to the right of that comment.
Doing so reveals a drop-down menu with the option: Create Lead .
Upon clicking Create Lead from the commentâs drop-down menu, a Conver Post to
Lead pop-up window appears.
In this pop-up window, select to either: Create a new customer , Link to an
existing customer , or Do not link to a customer .
If Link to an existing customer is selected, a new Customer field appears
beneath those options, wherein a customer can be chosen to be linked to this lead.
Once the desired selection has been made, click the Convert button at the bottom of the Convert Post to Lead pop-up window. Doing so reveals a fresh lead detail form, where the
necessary information can be entered and processed.

### Insights

When a social media account stream is added to the Social Marketing dashboard, each stream also
displays and links that specific social media platformâs KPIs (if the platform has them).
To get redirected to the statistics and metrics related to any social media accountâs KPIs, click on
the Insights link, located at the top of each stream.
In a multi-company environment, if not all pages are selected, de-authentication happens.
For example, if the companies have 3 Facebook pages, but only grant access to 1, and try to
grant access to another at a later date, they will be de-authenticated, and access to the initial
pageâs insights/analytics will be lost.
So, be sure to add all pages for all companies in a multi-company environment to avoid this
issue. If a page gets de-autenticated, simply remove the stream, and re-establish it.

## Create and post social media content

Odoo Social Marketing offers the ability to create and post content for social media accounts
directly through the application.
To create content for social media accounts, navigated to the Social Marketing app ,
and click New Post located in the upper-right corner of the Social Marketing dashboard.
Or, navigate to Social Marketing app â£ Posts and click the New button.
Either route reveals a blank social media post detail form that can be customized and configured in
a number of different ways.

### Post detail form

The social media post detail form in Odoo Social Marketing has many different configurable options
available.

#### Company

If working in a multi-company environment, the first field in the Your Post section of
the social media post detail form is Company . In this field, select the company that
should be connected to this specific social media post.

#### Post on

If working in a single-company environment, the first field in the Your Post section of
the social media post detail form is Post on . In this field, determine which social
media outlets (streams) this post is intended to be posted on, and/or which websiteâs visitors this
post should be sent to, via push notification, by checking the box beside the desired option(s).
Odoo automatically provides every available social media account thatâs been linked to the database
as an option in this section. If a social media account hasnât been added as a stream to the Social
Marketing application, it will not appear as an option on the post template.
Multiple social media outlets (streams) and websites can be selected in the Post on field. At least one option in the Post on field must be selected.
In order for the Push Notification option to appear on the social media post detail
form in Odoo Social Marketing , make sure the Enable Web Push Notifications feature is enabled
in the Website app.
To do that, navigate to Website app â£ Configuration â£ Settings , activate Enable Web Push Notifications , fill out the corresponding fields, and click Save .

#### Message

Next, thereâs the Message field. This is where the main content of the post is created.
In the Message field, type in the desired message for the social post. After typing,
click away from the Message field to reveal visual samples of how the post will look on
all the previously selected social media accounts (and/or websites, as push notifications).
Emojis can also be added directly to the text in the Message field. Just click the ð (smiley face) icon, located on the line of the Message field to the far
right. Clicking this icon reveals a drop-down menu containing numerous emojis to choose from.
If Twitter is chosen in the Post on field, a character counter appears
beneath the Message field.

#### Attach Images

If images are to be used in the post, click the Attach Images button, in the Attach Images field, located beneath the Message field. When clicked, Odoo
reveals a pop-up window. In this pop-up window, select the desired image from the hard drive, and
upload it.
After successfully uploading and attaching the desired image, Odoo reveals a new preview of the
social media post, complete with the newly-added image, on the right side of the detail form.

#### Campaign

Next, there is the Campaign field. This non-required field provides the options to
attach this post to a specific marketing campaign.
To add this post to a pre-existing campaign, click the empty Campaign field to reveal a
drop-down menu, containing all the existing campaigns in the database. Select the desired campaign
from this drop-down menu to add this post to that campaign.
To create a new campaign directly from the social media post detail form, start typing the name of
the new campaign in the blank Campaign field, and select either Create or Create and editâ¦ .
Clicking Create creates the campaign, which can be edited/customized later.
Clicking Create and editâ¦ creates the campaign, and reveals a Create
Campaign pop-up form, wherein the Campaign Identifier , Responsible , and Tags can be instantly configured.
When all the desired settings have been entered, click Save & Close to save the campaign
and return to the social media post detail form.

#### When

Then, in the When field, choose either Send Now to have Odoo publish the
post immediately, or Schedule later to have Odoo publish the post at a later date and
time.
If Schedule later is selected, a new Scheduled Date field appears. Clicking
the empty field reveals a pop-up calendar, in which a future date and time can be designated.
After selecting a desired date and time, click Apply . Then, Odoo will promptly publish
the post at that specific date and time on the pre-detemined social media account(s).
If scheduling a post, the Post button at the top of the social media post detail form
changes to Schedule . Be sure to click Schedule after completing the
social media post detail form.
Doing so, locks in that specific date/time for Odoo to send the post, and it changes the status
of the post to Scheduled .

#### Push Notification Options

If one (or multiple) [Push Notification] options are chosen in the Post on field, a specific Push Notification Options section appears at the bottom of the social
media post detail form.
It should be noted that none of these fields are required.
The first field in this section is Notification Title . In this field, there is the
option to add a custom title to the push notification that will be sent.
To designate a specific page on the website that should trigger this push notification, enter that
pageâs URL in the Target URL field. Then, once a visitor reaches that specific page,
Odoo will display the push notification.
Below that field is the option to add a custom Icon Image to the push notification. This
is an icon that appears beside the push notification.
To upload a new image, click the âï¸ (pencil) icon when hovering over the Icon
Image camera icon. Doing so reveals a pop-up window, in which the desired icon image can be located
on the hard drive, and subsequently uploaded.
Once thatâs complete, Odoo automatically updates the visual preview of how the icon appears on the
push notification.
Next, if the post is scheduled to be posted later, there is the option to ensure the post is sent
in the visitorâs timezone, by enabling the Local Time option. If enabled, Odoo will
send it at the appropriate, pre-determined time, taking the visitorâs location into
consideration.
Then, there is the Match all records field. This field provides the ability to target a
specific group of recipients in the database, based on certain criteria, and can be applied to match all or any of the rules.
To utilize this field, click the + Add condition button, which reveals an equation-like
rule field.
In this equation-like rule field, specifiy the specific criteria Odoo should take into account when
sending this post to a particular target audience.
To add an additional rule, click the â (plus sign) icon to the far-right of the rule.
To add a branch (series of additional rules based on the previous rule, to further specify a target
audience), click the unique branch icon , located to the right of the â (plus
sign) icon .
Lastly, click the ðï¸ (trash can) icon to delete any rule.
The size of the specified target audience of recipients is represented by the number of Records displayed beneath the rules.
Social marketing campaigns

Posts page
Posts
Create leads from comments
Insights
Create and post social media content
Post detail form


Surveys

# Surveys

Companies gather valuable insights from customers and employees through surveys, aiding informed
decision-making.
With Odoo Surveys , users create various surveys, questionnaires, certifications, assessments, and
so much more. These can be used to collect feedback, evaluate the success of a recent event, and
measure the satisfaction of customers and/or employees. This process yields valuable insights into
shifting market trends.
Odoo Tutorials: Surveys

#### Create surveys

Discover how to create surveys with Odoo.

#### Scoring surveys

Learn how to create and analyze survey scores with Odoo.

#### Create questions

See how to create, configure, and customize all types of survey questions with Odoo.

#### Live Session surveys

Find out everything there is to know about Odooâs unique Live Session surveys.

#### Survey analysis

Explore the various ways to analyze surveys using Odooâs in-depth reporting pages.

## Dashboard

Upon opening the Surveys application, Odoo presents the main dashboard of the Surveys application, otherwise known as the Surveys page.
The Surveys dashboard can be accessed at any time throughout the application by clicking Surveys from the header menu.
In the upper-left corner, there is a New button. When clicked, Odoo presents a blank
survey form that can be used to create a survey.
On the dashboard, all the surveys that have been created in the database are displayed in a default
Kanban view.
From left-to-right, after the survey name, the user who is responsible for it, and the month it was
created, each line on the Surveys dashboard shows the following:
- Number of Questions in that particular survey
Number of Questions in that particular survey
- Average Duration of the survey (how long it typically takes a participant to complete)
Average Duration of the survey (how long it typically takes a participant to complete)
- Number of Registered participants for the survey
Number of Registered participants for the survey
- Number of times that particular survey has been Completed
Number of times that particular survey has been Completed
- Percentage and data bar showcasing how many people have Passed or become Certified Note The Passed percentage and bar only appears when a Required Score has been
configured for that particular survey. The Certified percentage and bar only appears if that particular survey has the Is a Certification option enabled on the survey form. If neither Passed nor Certified appear on the line, that indicates the
survey is without a Required Score and was not enabled with the Is a Certification option.
Percentage and data bar showcasing how many people have Passed or become Certified
The Passed percentage and bar only appears when a Required Score has been
configured for that particular survey.
The Certified percentage and bar only appears if that particular survey has the Is a Certification option enabled on the survey form.
If neither Passed nor Certified appear on the line, that indicates the
survey is without a Required Score and was not enabled with the Is a Certification option.
- Number of Courses related to that survey, which only appears if more than one
course has been created and attached to a single survey
Number of Courses related to that survey, which only appears if more than one
course has been created and attached to a single survey
A half-trophy background image behind the survey name indicates that the survey is a Certification .
To the far-right of those data points on the survey lines, located on the Surveys application
dashboard, are a collection of buttons.
Those buttons are as follows:
- Share : click to reveal a Share a Survey pop-up form that can be used to
invite potential participants to the survey - complete with a Survey Link that can be
copied and sent to potential participants, and a Send by Email toggle switch. When the Send by Email toggle is active (green switch), additional fields appear, in
which Recipients , Additional Emails , and a Subject can be
added to the email. Below that, a dynamic email template, complete with a Start Certification button
appears, which can be modified, as well, if needed. Attachments can be added to the email, as well as an Answer deadline can
be set, if needed. Once modifications are complete, click Send to send that email invite to all the email
addresses/contacts listed in the Recipients field. Tip The default Mail Template for survey invites can be edited by navigating to Settings â£ Technical â£ Email Templates and searching for Survey: Invite . Note The Send by Email toggle switch is not present when the survey line has zero
questions. The Survey Link only appears when the surveyâs Access Mode is set to Anyone with
the link . The Additional Emails field only appears when the surveyâs Require Login field is not active.
Share : click to reveal a Share a Survey pop-up form that can be used to
invite potential participants to the survey - complete with a Survey Link that can be
copied and sent to potential participants, and a Send by Email toggle switch.
When the Send by Email toggle is active (green switch), additional fields appear, in
which Recipients , Additional Emails , and a Subject can be
added to the email.
Below that, a dynamic email template, complete with a Start Certification button
appears, which can be modified, as well, if needed.
Attachments can be added to the email, as well as an Answer deadline can
be set, if needed.
Once modifications are complete, click Send to send that email invite to all the email
addresses/contacts listed in the Recipients field.
The default Mail Template for survey invites can be edited by navigating to Settings â£ Technical â£ Email Templates and searching for Survey: Invite .
`Survey:Invite`
The Send by Email toggle switch is not present when the survey line has zero
questions.
The Survey Link only appears when the surveyâs Access Mode is set to Anyone with
the link .
The Additional Emails field only appears when the surveyâs Require Login field is not active.
- Test : click to take a test version of the survey in a new tab, from the point-of-view
of a survey participant, in order to check for any errors or inconsistencies.
Test : click to take a test version of the survey in a new tab, from the point-of-view
of a survey participant, in order to check for any errors or inconsistencies.
- See results : click to reveal a new tab showcasing detailed metrics and graphical
representations of all survey participants, questions, and responses for deeper analysis.
See results : click to reveal a new tab showcasing detailed metrics and graphical
representations of all survey participants, questions, and responses for deeper analysis.
- Start Live Session : click to initiate a Live session survey, and reveal a session
manager window in a new tab. This button is not present for surveys that have enabled the Is
a Certification option on the survey form.
Start Live Session : click to initiate a Live session survey, and reveal a session
manager window in a new tab. This button is not present for surveys that have enabled the Is
a Certification option on the survey form.
- End Live Session : click to end a Live session survey that has been officially
started. This button option only appears on survey lines that have previously initiated a live
session.
End Live Session : click to end a Live session survey that has been officially
started. This button option only appears on survey lines that have previously initiated a live
session.
Above the buttons that are located to the far-right of the survey lines, a â® (three
dots) icon appears when the cursor hovers over that particular line. When the â® (three
dots) icon is clicked, a drop-down menu with some configuration-related options appear:
- Edit Survey : when clicked, Odoo reveals the survey form for that particular survey,
which can then be modified in a number of different ways.
Edit Survey : when clicked, Odoo reveals the survey form for that particular survey,
which can then be modified in a number of different ways.
- Share : when clicked, Odoo reveals the Share a Survey pop-up form that can
be used to invite potential participants to the survey.
Share : when clicked, Odoo reveals the Share a Survey pop-up form that can
be used to invite potential participants to the survey.
- Delete : when clicked, Odoo presents a pop-up window, wherein the user must confirm
they want to delete the survey entirely, which they can do by clicking the Delete button at the bottom of the pop-up window.
Delete : when clicked, Odoo presents a pop-up window, wherein the user must confirm
they want to delete the survey entirely, which they can do by clicking the Delete button at the bottom of the pop-up window.
- Color : users can opt to choose a color to add to the survey line on the dashboard for
added organizational purposes, if needed.
Color : users can opt to choose a color to add to the survey line on the dashboard for
added organizational purposes, if needed.
Beneath the buttons that are located to the far-right of the survey lines, there is an Activities button, represented by a ð (clock) icon. When clicked, a mini pop-up window appears,
from which activities related to that particular survey can be scheduled and customized.

### List view

The Surveys dashboard is shown in the Kanban view, by default, but there is also a list view
option available in the upper-right corner, represented by a â£ (bars) icon.
When the â£ (bars) icon is clicked, the survey related data is displayed in a list view.
The columns shown on the Surveys app dashboard, while in list view, are as follows:
- Survey Title
- Responsible
- Average Duration
- Registered
- Success Ratio (%)
- Avg Score (%)
Additional columns can be added to the Surveys application dashboard, while in list view, by
clicking the additional options drop-down menu, located to the far-right of the column titles,
represented by a (slider with two dots) icon.

### Activities view

To have the Surveys application dashboard display nothing but the activities associated to the
surveys in the database, click the ð (clock) icon to the far-right of the other view
options, located in the upper-right corner.
Doing so reveals a table with rows and columns. The rows show the different surveys in the database,
and the columns depict the various activity types.
A new survey cannot be created in this view, as it is solely for the purpose of creating and
viewing scheduled activities.

## Create surveys

Learn about all the different options and configurations that can be utilized when creating a survey
in Odoo.

## Scoring surveys

Discover how to measure a survey participantâs performance, or overall satisfaction, with Odooâs
detailed (and fully customizable) survey scoring options.

## Create questions

With Odoo Surveys , there are many question types and options to choose from, providing the ability
to create any kind of unique survey, questionnarire, and/or certification.

## Live Session surveys

The Live Session survey option available in Odoo can enhance in-person demonstrations and
presentations, where participantsâ real-time responses can be used to dictate where the conversation
goes next.

## Survey analysis

Once the surveys start to come in, it is time to analyze the responses from your participants.
Fortuantely, the in-depth reporting pages and options available in Odoo Surveys provide countless
ways to examine everything related to surveys, and their submitted responses.

Dashboard
List view
Activities view
Create surveys
Scoring surveys
Create questions
Live Session surveys
Survey analysis


Survey analysis

# Survey analysis

After surveys have been created and sent to participants, it is only a matter of time before the
responses start to come in. When they do, it is important to know where and how to analyze them in
the Odoo Surveys application.
Fortunately, Odoo provides numerous ways to view survey responses, allowing users to access and
analyze survey responses as they are submitted.

## See results

Upon opening the Surveys application, the main dashboard reveals a list of all the
surveys in the database, along with pertinent information related to each one.
By default, every survey line showcases its number of Questions , Average
Duration , and how many participants have Registered or Completed the
survey.
There are also elements showing the percentage of how many participants Passed (if a Required Score (%) was configured), or how many participants became Certified (if the Is a Certification option was configured).
To learn more about the different analytical elements found on the Surveys dashboard,
check out the Survey Essentials documentation.
On the Surveys dashboard, to the far-right of each survey line displayed in the default
list view, there is a See results button.
When the See results button is clicked, a new browser tab opens, revealing a separate
page filled with all of that particular surveyâs results and responses, with an informative Results Overview and some filtering drop-down menus at the top.
At the top of the page, there is an Edit Survey link, in the middle of a blue header
banner. When clicked, Odoo returns the user to the survey form for that particular survey.
Beneath that, is the title of the survey, and its description, if one was configured for it on its
survey form.
To the right of the survey title, there are two drop-down menus with various filtering options,
which can be used to personalize and segment the survey results in a number of different ways.
The first filter drop-down menu is set on the default All Surveys option, meaning the
results below are showing results and responses from all the submitted surveys, regardless if they
have been fully completed or not.
When that drop-down menu is clicked open, another option, Completed surveys , appears.
With that drop-down menu open, the number corresponding to each filter option appears to the right
of each option.
To the right of that drop-down menu of filter options, is another drop-down menu of filter options
that can be used to further customize the results showcased on this page.
That drop-down menu is set to the Passed and Failed option, by default. This option
shows the results and responses from all participants who have passed or failed this particular
survey.
This second drop-down menu of filter options only appears if the survey being analyzed has a Scoring option configured, or if the Is a Certification feature has been enabled.
When that second drop-down menu of filter options is clicked open, two additional options appear: Passed only and Failed only .
Each option would filter the results below to only show responses from participants who have passed
the survey, or who have failed the survey, respectively.
Directly beneath the survey title, there is a Print button. When clicked, the entire
results page can be printed.
The Results Overview section is below the survey title, filter option drop-down menus,
and Print button.
This section of the results page provides a summarized collection of useful survey-related data and
metrics for quick analysis.

### Question analysis

Directly beneath the Results Overview section is where the results and responses of the
survey are found.
The various sections of the survey, if there were any, appear at the top of their corresponding
questions on the results page, as well, for added organization.
Every question that was a part of the survey is shown, along with an in-depth breakdown, and visual
representation, of how it was answered by participants, beneath the Results Overview section.
Each question is displayed above its corresponding results. To the left of the question is an ðï¸ (eye) icon. When clicked, Odoo hides the visual and data-related results and
responses. When clicked again, that questionâs visual and data-related results re-appear.
To the far-right of the question, there are indicators to see how many participants Responded and how many Skipped the question.
If the question required the participant to enter in their own answer, without any options to choose
from, like entering a specific number or date, for example, there is also an indicator to showcase
how many users answered the question Correct .
Even if there is no configured correct response for question of this nature, the Correct indicator still appears, although, it displays a 0 .
`0`
This would occur for opinion-based questions, like When would be a good time to hold another sale?
`Whenwouldbeagoodtimetoholdanothersale?`
If there is only one correct response to a multiple choice question, those results and responses are
represented by a Pie Graph . The correct answer is indicated by a âï¸
(checkmark) icon next to the correct answer option, in the legend above the graph.
If there are multiple correct answer options (or no correct answers at all) for a multiple choice
question, those results and responses are represented by a Bar Graph .
Each multiple choice question has a Graph tab and an Data tab. The
graph-related tab is shown by default.
The Data tab shows all the provided Answer options for the question. The User Choice (with percentages and votes) along with the Score of each
option.
Other question types, wherein there were no answer options for the participant to choose from, there
is a Most Common tab and an All Data tab.
The Most Common tab shows the User Responses , the Occurrence ,
and the Score (if applicable).
The All Data tab shows a list of all the submitted responses to that particular
question.
If a question is looking for participants to enter a numerical value as a response, Maximum , Minimum , and Average indicators appear to the far-right
of the results tabs.
A filter icon is also present either to the right of the User Choice column
in a Data tab, or to the far-right of a User Response line in an All Data tab.
When that filter icon is clicked, Odoo returns the user to the top of the results page,
with that chosen filter applied, showing the results of each question for participants who submitted
that particular answer for that specific question.
Therefore, showcasing the remaining results for participants who answered that specific question in
the same way. To remove that filter, and reveal all the results once again, click Remove
all filters or click the âï¸ (X) icon in the filter box at the top of the results page.

## Participations

To view a consolidated list of participation results for a specific survey, navigate to Surveys app , select the desired survey from the list, and click the Participations smart button at the top of the survey form.
Doing so reveals a separate Participations page, showcasing the participants for that
specific survey, along with a collection of pertinent information related to each one.
Here, users can view information related to individual participants who took that specific survey.
If they desire to see a more detailed breakdown of their various answers and responses, they can
click on any participant, and Odoo reveals a separate page showing that participantâs survey
details, along with their submitted answers.
To view a consolidated list of all participants of every survey in the database, navigate to Surveys app â£ Participations . Here, every survey in the database is shown in a
default nested list. Beside each survey title has the number of participants in parenthesis.
When a survey is un-nested from this list, by clicking the survey title, the corresponding
participants, along with their response-related data for that survey, appear on the page.
The Participations page can also be viewed in a Kanban layout, as well.
- Create surveys
- Scoring surveys

See results
Question analysis
Participations