Quality control points

# Quality control points

In Odoo, quality control points (QCPs), are used to automatically create quality checks at predetermined intervals. QCPs can be configured to create quality checks for
specific operations (manufacturing, delivery, etc.), as well as specific products within those
operations.
Using QCPs allows quality teams to ensure products are being regularly inspected for defects and
other issues.

## Configure quality control points

To create a new QCP , navigate to Quality â£ Quality Control â£ Control Points ,
and then click New .
Begin filling out the new QCP by entering a unique Title that makes the QCP easily
identifiable.
In the Products field, select one or more products the QCP should apply to. If the QCP should apply to an entire product category, select it in the Product Categories field.
In the Operations field, select the operation(s) that should trigger the QCP . For
example, selecting the Manufacturing option in the Operations field causes a
quality check to be created for new manufacturing orders (MOs).
When creating a new QCP , at least one operation must be listed in the Operations field. However, the Products and Product Categories fields can be left
blank. If they are left blank, the QCP generates quality checks for every instance of the
specified operation(s).
If the Manufacturing operation is selected in the Operations field, a new
field appears below it, titled Work Order Operation . From this field, select a specific
work order to generate quality checks for that operation, rather than the manufacturing operation,
in general.
A QCP could be configured to create quality checks for the Assembly work order of the Coffee Table product. Then, if a new MO is confirmed for a Coffee Table , the QCP creates a
quality check specifically for the Assembly operation.
`Assembly`
`CoffeeTable`
`CoffeeTable`
`Assembly`
The Control Per field is set to one of three options that determine when a new quality
check is created:
- Operation : One check is requested for the specified operation, as a whole.
Operation : One check is requested for the specified operation, as a whole.
- Product : One check is requested for each unique product included in the specified
operation. For example, a delivery operation for one table and four chairs would generate two
checks, since two unique products are included in the operation.
Product : One check is requested for each unique product included in the specified
operation. For example, a delivery operation for one table and four chairs would generate two
checks, since two unique products are included in the operation.
- Quantity : A check is requested for a certain percentage of items within the specified
operation. This percentage is set by enabling the Partial Transfer Test checkbox, and
then entering a numerical value in the Percentage field that appears below. If the
checkbox is not enabled, one quality check is created for the full quantity.
Quantity : A check is requested for a certain percentage of items within the specified
operation. This percentage is set by enabling the Partial Transfer Test checkbox, and
then entering a numerical value in the Percentage field that appears below. If the
checkbox is not enabled, one quality check is created for the full quantity.
The Control Frequency field is set to one of three options that determine how often a
new quality check is created:
- All : A quality check is requested every time the conditions of the QCP are met.
All : A quality check is requested every time the conditions of the QCP are met.
- Randomly : A quality check is randomly requested for a certain percentage of
operations, which can be specified in the Every #% of Operations field that appears
below.
Randomly : A quality check is randomly requested for a certain percentage of
operations, which can be specified in the Every #% of Operations field that appears
below.
- Periodically : A quality check is requested once every set period of time, which is
specified by entering a numerical value in the field below, and choosing either Days , Weeks , or Months as the desired time interval.
Periodically : A quality check is requested once every set period of time, which is
specified by entering a numerical value in the field below, and choosing either Days , Weeks , or Months as the desired time interval.
In the Type field, specify the type of quality check that should be performed. The
method for processing quality checks created by the QCP depends upon the type of quality check
selected:
- Instructions checks provide specific instructions for how to complete the quality
check.
Instructions checks provide specific instructions for how to complete the quality
check.
- Take a Picture checks require a picture of the product be uploaded for later review by
the assigned quality team.
Take a Picture checks require a picture of the product be uploaded for later review by
the assigned quality team.
- Register Production checks prompt manufacturing employees to confirm the quantity of
the product that was produced during the manufacturing operation.
Register Production checks prompt manufacturing employees to confirm the quantity of
the product that was produced during the manufacturing operation.
- Pass - Fail checks specify a criterion that products must meet for the check to pass.
Pass - Fail checks specify a criterion that products must meet for the check to pass.
- Measure checks prompt employees to record a measurement of the product that must be
within a tolerance of a norm value for the check to pass.
Measure checks prompt employees to record a measurement of the product that must be
within a tolerance of a norm value for the check to pass.
- Worksheet checks require the employee processing the check to fill out an interactive
worksheet.
Worksheet checks require the employee processing the check to fill out an interactive
worksheet.
- Spreadsheet checks require the employee processing the check to fill out an
interactive spreadsheet.
Spreadsheet checks require the employee processing the check to fill out an
interactive spreadsheet.
An Instructions check is the same as a step on a work order for an MO.
When a step is added to a work order, Odoo stores it in the Quality app as a QCP . It is
possible to manually create a QCP with the Instructions check type, and even assign it to an
operation other than manufacturing, like receipts.
However, when creating a control point specifically for quality control purposes, using a
different check type is probably more effective.
When creating a QCP with the Worksheet or Spreadsheet check types, it
is necessary to specify a Quality Worksheet Template or Quality Spreadsheet Template in the Template field that appears below the Type field.
The selected template is duplicated for each quality check created by the QCP , and must be
filled out to complete the quality check.
To create a new template, navigate to Quality app â£ Configuration â£ Quality
Worksheet/Spreadsheet Templates , and click New .
In the Team field, specify the quality team that is responsible for managing the QCP ,
and the quality checks it creates. If a specific quality team member is responsible for the QCP ,
select them in the Responsible field.
The Step Document field has two options that specify the location of an instructional
document detailing how to complete the quality checks created by the QCP .
Select Specific Page of Operation Worksheet if the document is included with the
instructional worksheet for the work order, then enter the page number in the Worksheet
Page field that appears below.
Select Custom if the document should be included in the Instructions tab at
the bottom of the QCP .
In the Instructions tab at the bottom of the form, enter instructions for how to
complete the quality checks created by the QCP .
If the Custom option was selected in the Step Document field above, a
document can be attached in this tab. To do so, either select the Upload your file button to open the deviceâs file manager, and then select a file, or add a link to a Google Slides
document in the Google Slide Link field.
In the Message If Failure tab, include instructions for what to do if the quality check
fails. For example, instruct the employee processing the quality check to create a quality
alert .
The Notes tab is used to provide additional information about the QCP , like the reason
it was created. The information entered in this tab is not shown to employees processing the
quality checks created by the QCP .


Email Marketing

# Email Marketing

The Odoo Email Marketing app provides drag-and-drop design tools, pre-built templates, and other
interactive features to create engaging email campaigns. The Email Marketing app also provides
detailed reporting metrics to track the campaignsâ overall effectiveness.
- Odoo Tutorial: Email Marketing
Odoo Tutorial: Email Marketing
- Magic Sheet - Email Marketing strategy [PDF]
Magic Sheet - Email Marketing strategy [PDF]

#### Mailing lists

Silo contacts into specific mailing lists.

#### Manage unsubscriptions (Blacklist)

Allow recipients to unsubscribe and blacklist from future mailings.

#### Lost leads reactivation email

Target lost leads with Email Marketing.

#### Analyze Metrics

Analyzing campaign metrics.

## Email marketing dashboard

After installing the application, click the Email Marketing app icon from the main
Odoo dashboard. Doing so reveals the main Mailings dashboard in the default list view.
In the search bar, the default filter of My Mailings is present to show all the mailings
related to the current user. To remove that filter, click the âï¸ (remove) icon next to
the filter in the search bar. Doing so reveals all the mailings in the database.
The information on the Mailings dashboard has four different view options, located in
the upper-right corner as individual icons.
The view options, from left-to-right, are:
- List (default view)
- Kanban
- Calendar

### List view

The list view, represented by the â° (horizontal lines) icon in the upper-right corner,
is the default view of the Mailings dashboard in the Email Marketing app.
While in list view, there are columns dedicated to different aspects of information related to the
listed emails. Those columns are as follows:
- Date : the date the email was sent.
Date : the date the email was sent.
- Subject : the subject of the email.
Subject : the subject of the email.
- Responsible : the user who created the email, or the user who has been assigned to the
email.
Responsible : the user who created the email, or the user who has been assigned to the
email.
- Sent : how many times the email has been sent.
Sent : how many times the email has been sent.
- Delivered (%) : percentage of sent emails that have been successfully delivered.
Delivered (%) : percentage of sent emails that have been successfully delivered.
- Opened (%) : percentage of sent emails that have been opened by the recipients.
Opened (%) : percentage of sent emails that have been opened by the recipients.
- Clicked (%) : percentage of sent emails that have been clicked by the recipients.
Clicked (%) : percentage of sent emails that have been clicked by the recipients.
- Replied (%) : percentage of sent emails that have been replied to by the recipients.
Replied (%) : percentage of sent emails that have been replied to by the recipients.
- Status : the status of the email ( Draft , In Queue , or Sent ).
Status : the status of the email ( Draft , In Queue , or Sent ).
To add or remove columns, click the Additional Options (two horizontal lines with dots) icon, located to the far-right of the column titles in list view. Doing so reveals a drop-down menu
of additional column options.

### Kanban view

The Kanban view, represented by the (inverted bar graph) icon, can be accessed in the
upper-right corner of the Mailings dashboard in the Email Marketing app.
While in Kanban view, the email information is displayed in the various stages.
The stages are: Draft , In Queue , Sending , and Sent .
- Draft : the email is still being written/created.
Draft : the email is still being written/created.
- In Queue : the email is scheduled to be sent at a later date.
In Queue : the email is scheduled to be sent at a later date.
- Sending : the email is currently being sent to its recipients.
Sending : the email is currently being sent to its recipients.
- Sent : the email has already been sent to its recipients.
Sent : the email has already been sent to its recipients.
In each stage, there are drag-and-drop cards representing the emails that have been created/sent,
and the stage they are in represents the current status of that mailing.
Each card on the Mailings dashboard provides key information related to that specific
email.
When the cursor hovers over the upper-right corner of an email campaign card, a â® (three
vertical dots) icon appears. When clicked, a mini drop-down menu reveals the option to color-code
the email, Delete the email, or Archive the message for potential future
use.

### Calendar view

The calendar view, represented by a ð (calendar) icon, can be accessed in the
upper-right corner of the Mailings dashboard in the Email Marketing app.
While in calendar view, a monthly calendar (by default), shows when the mailings have been sent or
are scheduled to be sent.
The current date is represented by a ð´ (red circle) icon over the date on the calendar.
To the right of the calendar, the options to filter the results by Responsible and/or Status are available, via checkboxes.
To hide the right sidebar, click the (panel-right) icon, located above the sidebar.
In the top-left corner, above the calendar, the option to change the time period being displayed is
available via a drop-down menu, which shows Month , by default. When clicked, the
drop-down menu that appears reveals the options: Day , Week , Month (default), Year , and Show weekends (selected by default).
Clicking any of those options changes the calendar display to reflect that desired amount of time.
Clicking either â¬ï¸ (left arrow) icon or â¡ï¸ (right arrow) icon changes the
calendar to a previous or future time, depending on what is clicked, based on the chosen amount of
time being represented.
To jump back to the current date, click the Today button.

### Graph view

The graph view, represented by a (line graph) icon, can be accessed in the upper-right
corner of the Mailings dashboard in the Email Marketing app.
While in graph view, the status of the emails on the Mailings page is represented in a
bar graph, but other graph view options can be implemented, if needed.
In the upper-left corner, above the graph, there is a Measures drop-down menu. When
clicked, different filter options become available to further customize the graph views.
Those Measures options are: A/B Testing percentage and Count (default).
To the right of the Measures drop-down menu is an Insert in Spreadsheet button, if the Documents application is installed. When clicked, a pop-up window appears, in which
the ability to add the graph to a spreadsheet or dashboard becomes available.
Beside the Measures drop-down menu and Insert in Spreadsheet button are
different graph view options. From left-to-right, those graph view options are: (bar
chart) (default), (line chart) , and (pie chart) .
Each graph view option provides its own series of additional view options, which appear to the
right of the selected graph view option.

### Search options

Regardless of the view chosen for the Mailings dashboard in the Email
Marketing app, the Filters , Group by , and Favorites options are
always available to further customize the information being displayed.
To access those options, click the (downward arrow) icon, located to the right of the
search bar. Doing so reveals a drop-down mega menu featuring those filtering and grouping options.
These options provide various ways to specify and organize the information seen on the Mailings dashboard.
This section of the drop-down mega menu provides different ways to filter email results being
shown on the Mailings dashboard in the Email Marketing app.
The options are: My Mailings , Sent Date , A/B Tests , A/B Tests to review , Archived , and Add Custom Filter .
If Add Custom Filter is selected, Odoo reveals a pop-up window, with three
customizable fields to fill in, in order to create custom filter rules for Odoo to use to
retrieve results that fit more specific criteria.
This section of the drop-down mega menu provides different ways to group email results being
shown on the Mailings dashboard in the Email Marketing app.
Using this section, the data can be grouped by the messagesâ Status , or who it was Sent By .
There is also the option to group the data by Sent Period , which has its own
sub-menu of options to choose from. The Sent Period options are Year , Quarter , Month , Week , and Day .
If none of the above Group By options deliver the desired results, click Add Custom Group at the bottom of the Group By section. Doing so
reveals a drop-down menu, wherein custom criteria can be selected and applied, thus delivering
any grouping of data that may be desired.
This section provides the opportunity to save custom filters and/or groupings for future use.
To utilize this section, click the Save current search field, which reveals
additional fields.
Give the favorited filter/grouping a title on the blank line above the checkboxes for Default filter and Shared .
Ticking the box for Default filter makes this favorited filter/grouping the
default option. Ticking the box for Shared allows other users to see and use this
favorited filter/grouping.
When all desired options are configured, click Save to save the filter/grouping in
the Favorites section of the mega drop-down menu.

## Settings

To view and modify the Email Marketing settings, navigate to Email Marketing app
â£ Configuration â£ Settings .
On the Settings page, there are four features available.
- Mailing Campaigns : enables the option to manage mass mailing campaigns.
Mailing Campaigns : enables the option to manage mass mailing campaigns.
- Blacklist Option when Unsubscribing : allows recipients to blacklist themselves from
future mailings during the unsubscribing process.
Blacklist Option when Unsubscribing : allows recipients to blacklist themselves from
future mailings during the unsubscribing process.
- Dedicated Server : provides the option to utilize a separate, dedicated server for
mailings. When enabled, Odoo reveals a new field (and link), in which the specific server
configurations must be entered, in order for it to connect properly to Odoo.
Dedicated Server : provides the option to utilize a separate, dedicated server for
mailings. When enabled, Odoo reveals a new field (and link), in which the specific server
configurations must be entered, in order for it to connect properly to Odoo.
- 24H Stat Mailing Reports : allows users to check how well mailings have performed a day
after it has been sent.
24H Stat Mailing Reports : allows users to check how well mailings have performed a day
after it has been sent.

## Create an email

To create an email, open the Email Marketing application, and click the New button in the upper-left corner of the Mailings dashboard page.
Clicking New reveals a blank email form.
On the email form, there are fields for the Subject and Recipients of the email.
Beneath that, there are three tabs: Mail Body , A/B Tests , and Settings .

### Subject

First, enter a Subject to the email. The Subject is visible in the
recipientsâ inbox, allowing them to quickly see what the message is about.
The Subject field is mandatory. An email can not be sent without a Subject .
The (smiley face with a plus sign) icon at the end of the Subject field
represents emojis that can be added to the Subject field. Clicking that icon reveals a
pop-up menu of emojis that can be used.
Beside the (smiley face with a plus sign) icon at the end of the Subject field is an empty (star) icon. When clicked, the (star) icon turns gold, and
the email is saved as a template in the Mail Body tab, which can be used again in the
future.

### Recipients

Beneath the Subject field on the email form is the Recipients field. In this
field, select the recipients of the email. By default, the Mailing List option is
selected, but clicking the field reveals a drop-down menu of other recipient options.
With the default Mailing List option selected, a specific mailing list must be
chosen from the adjacent Select mailing lists field drop-down menu.
More than one mailing list can be chosen from the Select mailing lists field.
Odoo then sends the email to contacts on that specific mailing list(s).
When the Recipients field is clicked, a drop-down menu of other options is revealed.
Each option provides different ways Odoo can create a target audience for the email.
Those options (excluding the default Mailing List ) provide the option to create a more
specified recipient filter, in an equation-like format, which appears beneath the Recipients field.
The Recipients field options, other than the default Mailing List option,
are as follows:
- Contact : ties specifically to the Contacts app, and includes all the contacts
entered in the database.
Contact : ties specifically to the Contacts app, and includes all the contacts
entered in the database.
- Event Registration : ties specifically to the Events app, and provides opportunities
to interact with event registrants, in order to communicate important information about the
event(s), or nurture other valuable actions, such as post-event surveys, purchases, etc.
Event Registration : ties specifically to the Events app, and provides opportunities
to interact with event registrants, in order to communicate important information about the
event(s), or nurture other valuable actions, such as post-event surveys, purchases, etc.
- Lead/Opportunity : ties specifically to records in the CRM application, which opens
up a number of opportunities to influence sales or purchase decisions.
Lead/Opportunity : ties specifically to records in the CRM application, which opens
up a number of opportunities to influence sales or purchase decisions.
- Mailing Contact : ties specifically to the Email Marketing app, and focuses on
specific mailing contacts that have been entered in that specific application, and are related to
a specific mailing list. These contacts are also unique because they do not have their own
contact card in the Contacts application. This list can be accessed by navigating to Email Marketing app â£ Mailing Lists â£ Mailing List Contacts .
Mailing Contact : ties specifically to the Email Marketing app, and focuses on
specific mailing contacts that have been entered in that specific application, and are related to
a specific mailing list. These contacts are also unique because they do not have their own
contact card in the Contacts application. This list can be accessed by navigating to Email Marketing app â£ Mailing Lists â£ Mailing List Contacts .
- Sales Order : ties specifically to the Sales app, and focuses on a specific sales
orders in the database.
Sales Order : ties specifically to the Sales app, and focuses on a specific sales
orders in the database.

#### Add recipient filter

To add a more specific recipient filter to any Recipient option, select any recipient
option (other than Mailing List ), and click the Modify filter (right-facing
arrow) icon beneath the Recipient field to reveal three subsequent filter rule fields,
formatted like an equation.
It is highly recommended that users implement detailed targeting criteria for the Recipients field. Typically, a single line of targeting logic is not sufficient enough
for an email campaign.
While the Mailing List option is adequate for the Recipients field, the Lead/Opportunity and Event Registration options provide far more detailed
targeting criteria, which can be added on top of those seed sources.
For example, with the Lead/Opportunity option chosen in the Recipients field, users can add various custom criteria related to Created on dates, Stages , Tags , Lost Reasons , Sales Teams , Active statuses, Country , and so much more.
To reveal the sub-menu options within the filter rule fields, click each field, and make the desired
selections, until the preferred configuration has been achieved.
The number of records in the database that match the configured rule(s) are indicated
beneath the configured filter rule(s), in green.
Some sub-menu options in the first rule field allow for a second choice to provide even more
specificity.
To the right of each rule, there are three additional options, represented by â (plus
sign) , (sitemap) , and ðï¸ (trash) icons.
- The â (plus sign) icon adds a new node (line) to the overall targeting logic.
The â (plus sign) icon adds a new node (line) to the overall targeting logic.
- The (sitemap) icon adds a branch to the node. A branch contains two additional,
indented sub-nodes that are related to that specific rule, providing even more specificity to the
parent line above it.
The (sitemap) icon adds a branch to the node. A branch contains two additional,
indented sub-nodes that are related to that specific rule, providing even more specificity to the
parent line above it.
- The ðï¸ (trash) icon deletes a specific node (line) in the array of logic.
The ðï¸ (trash) icon deletes a specific node (line) in the array of logic.

### Mail Body tab

In the Mail Body tab, there are a number of pre-configured message templates to choose
from.
Select the desired template, and proceed to modify every element of its design details with Odooâs
drag-and-drop building blocks, which appear on the right sidebar when a template is chosen.
The features on the sidebar used to create and customize emails are separated into three sections: Blocks , Customize , and Design .
Each building block provides unique features and professional design elements. To use a building
block, drag-and-drop the desired block element onto the body of the email being built. Once dropped,
various aspects of the building block can be customized.
To build an email from the ground up, without any building block elements, select the Plain Text template. When selected, Odoo provides a completely blank email canvas,
which can be customized in a number of way using the front-end rich text editor that accepts
forward slash / commands.
`/`
When / is typed into the blank body of the email, while using a Plain Text template, a drop-down menu of various design elements appears, which can be used to create the
desired email design.
`/`

### A/B Tests tab

Initially, when the A/B Tests tab is opened on an email form, the only option available
is Allow A/B Testing . This is not a required option.
If this option is enabled, recipients are only mailed once for the entirety of the campaign.
This allows the user to send different versions of the same mailing to randomly selected recipients
to gauge the effectiveness of various designs, formats, layouts, content, and so on â without any
duplicate messages being sent.
When the checkbox beside Allow A/B Testing is ticked, an on (%) field
appears, in which the user determines the percentage of the pre-configured recipients that are going
to be sent this current version of the mailing as part of the test.
The default figure in the on (%) field is 10 , but that figure can be changed at any
time.
`10`
Beneath that, two additional fields appear:
The Winner Selection field provides a drop-down menu of options, wherein the user
decides what criteria should be used to determine the âwinningâ version of the email tests that are
sent.
The options in the Winner Selection field are as follows:
- Manual : allows the user to determine the âwinningâ version of the mailing. This option
removes the Send Final On field.
Manual : allows the user to determine the âwinningâ version of the mailing. This option
removes the Send Final On field.
- Highest Open Rate (default): the mailing with the highest open rate is determined to
be the âwinningâ version.
Highest Open Rate (default): the mailing with the highest open rate is determined to
be the âwinningâ version.
- Highest Click Rate : the mailing with the highest click rate is determined to be the
âwinningâ version.
Highest Click Rate : the mailing with the highest click rate is determined to be the
âwinningâ version.
- Highest Reply Rate : the mailing with the highest reply rate is determined to be the
âwinningâ version.
Highest Reply Rate : the mailing with the highest reply rate is determined to be the
âwinningâ version.
- Leads : the mailing with the most leads generated is determined to be the âwinningâ
version.
Leads : the mailing with the most leads generated is determined to be the âwinningâ
version.
- Quotations : the mailing with the most quotations generated is determined to be the
âwinningâ version.
Quotations : the mailing with the most quotations generated is determined to be the
âwinningâ version.
- Revenues : the mailing with the most revenue generated is determined to be the
âwinningâ version.
Revenues : the mailing with the most revenue generated is determined to be the
âwinningâ version.
The Send Final On field allows users to choose a date that is used to know when Odoo
should determine the âwinningâ email, and subsequently, send that version of the email to the
remaining recipients.
To the right of those fields is a Create an Alternative Version button. When clicked,
Odoo presents a new Mail Body tab for the user to create an alternate version of the
email to test.

### Settings tab

The options present in the Settings tab of the mail form are divided into two sections: Email Content and Tracking .
The options available in the Settings tab vary depending on if the Mailing
Campaigns feature is activated in Email Marketing â£ Configuration â£
Settings . See Mailing campaigns for more information.
Without the Mailing Campaigns feature activated, the Settings tab on the email form
only contains the Preview Text , Send From , Reply To , Attachments , and Responsible fields.

#### Email content

- Preview Text : allows the user to enter a preview sentence to encourage recipients to
open the email. In most inboxes, this is displayed next to the subject. If left empty, the first
characters of the email content appear, instead. The ability to add an emoji in this field is
available, as well, via the (smiley face with a plus sign) icon.
Preview Text : allows the user to enter a preview sentence to encourage recipients to
open the email. In most inboxes, this is displayed next to the subject. If left empty, the first
characters of the email content appear, instead. The ability to add an emoji in this field is
available, as well, via the (smiley face with a plus sign) icon.
- Send From : designate an email alias that displays as the sender of this particular
email.
Send From : designate an email alias that displays as the sender of this particular
email.
- Reply To : designate an email alias to whom all the replies of this particular email
are sent.
Reply To : designate an email alias to whom all the replies of this particular email
are sent.
- Attach a file : if any specific files are required (or helpful) for this email, click
the Attachments button, and upload the desired file(s) to the email.
Attach a file : if any specific files are required (or helpful) for this email, click
the Attachments button, and upload the desired file(s) to the email.

#### Tracking

- Responsible : designate a user in the database to be responsible for this particular
email.
Responsible : designate a user in the database to be responsible for this particular
email.
If the Mailing Campaign feature is activated, an additional Campaign field
appears in the Tracking section of the Settings tab.
The additional Campaign field allows users to attach this particular email to a
mailing campaign, if desired.
If the desired campaign is not available in the initial drop-down menu, select Search
More to reveal a complete list of all mailing campaigns in the database.
Or, type the name of the desired mailing campaign in the Campaign field, until Odoo
reveals the desired campaign in the drop-down menu. Then, select the desired campaign.

## Send, schedule, test

Once the mailing is finalized, the following options can be utilized, via buttons located in the
upper-left corner of the email form: Send , Schedule , and Test .

### Send

The Send button reveals a Ready to unleash emails? pop-up window.
When the Send to all button is clicked, Odoo sends the email to the desired recipients.
Once Odoo has sent the mailing, the status changes to Sent .

### Schedule

The Schedule button reveals a When do you want to send your mailing? pop-up
window.
In this pop-up window, click the Send on field to reveal a calendar pop-up window.
From the calendar pop-up window, select the future date and time for Odoo to send this email. Then,
click âï¸ Apply . When a date and time are chosen, click the Schedule button,
and the status of the mailing changes to In Queue .

### Test

The Test button reveals a Test Mailing pop-up window.
From this pop-up window, enter the email addresses of the contacts to whom Odoo should send this
test email in the Recipients field. Multiple contacts can be added in this field, if
desired.
Once all the desired email addresses have been entered in the Recipients field, click
the Send Test button.
By default, thereâs a daily limit applied for all emails sent throughout all
applications . So, if there are remaining emails to be sent after a limit has been reached,
those mailings are not sent automatically the next day. The sending needs to be forced, by
opening the email and clicking Retry .

## Mailing campaigns

The Email Marketing application provides users with the ability to build mailing campaigns.
In order to create and customize mailing campaigns, the Mailing Campaigns feature must be
activated in the Settings page of the Email Marketing application. To do that, navigate to Email Marketing app â£ Configuration â£ Settings , tick the box beside Mailing Campaigns , and click the Save button.
Once the Mailing Campaigns feature is activated, a new Campaigns menu option
appears in the header.
When that is clicked, Odoo reveals a separate Campaigns page, displaying all the mailing
campaigns in the database, and the current stage they are in, showcased in a default Kanban view.
This information can also be viewed in a list, by clicking the â° (horizontal lines) icon in the upper-right corner.
Clicking any campaign from the Campaigns page reveals that campaignâs form.
There are two different ways to create and customize campaigns in the Email Marketing application,
either directly from the Campaigns page or through the Settings tab on an email form.

### Create mailing campaign (from campaigns page)

When the Mailing Campaigns feature is activated, a new Campaigns option appears in the header of
the Email Marketing application. Campaigns can be created directly on the Campaigns page in the Email Marketing app.
To do that, navigate to Email Marketing app â£ Campaigns â£ New .

#### Kanban view

When the New button is clicked in the default Kanban view on the Campaigns page, a Kanban card appears in the New stage.
New campaign cards can also be made by clicking the â (plus sign) at the top of any
Kanban stage on the Campaigns page.
When the new campaign Kanban card appears, the options to enter a Campaign Name , a Responsible , and Tags become readily available.
To add the campaign to the Kanban stage, click the Add button.
To delete the campaign, click the ðï¸ (trash can) icon.
To further customize the campaign, click the Edit button, which reveals the campaign
form for additional modifications.
A Campaign Name must be entered in the Kanban card, in order for the Edit button to reveal the campaign form for further modifications.

#### List view

To enter the list view on the Campaigns page, click the â° (horizontal lines) icon in the upper-right corner. Doing so reveals all campaign information in a list format.
To create a campaign from the Campaigns page while in list view, click the New button. Doing so reveals a blank campaign form.
From this campaign form, a Campaign Name , a Responsible , and Tags can be added.
At the top of the form, various metric-related smart buttons can be seen that showcase specific
analytics related to the campaign. Those smart buttons are: Revenues , Quotations , Opportunities , and Clicks .
Once a Campaign Name is entered and saved, additional buttons appear at the top of
the campaign form.
Those additional buttons are: Send Mailing and Send SMS .

### Campaign form

On the campaign form (after clicking Edit from the Kanban card, or selecting an existing
campaign from the Campaigns page) there are additional options and metrics available.
At the top of the form, various smart buttons can be seen that showcase specific analytics related
to the campaign. Those smart buttons are: Revenues , Quotations , Opportunities , and Clicks .
There are also buttons to Send Mailing , Send SMS , Add Post , and Add Push (push notification).
If the Send Mailing and Send SMS buttons are not readily available, enter
a Campaign Name , then save (either manually or automatically). Doing so reveals those
buttons.
The status of the campaign can be viewed in the upper-right corner of the campaign form, as well.

### Create mailing campaign (from settings tab)

To create a new campaign from the Settings tab of a mailing form, click the Campaign field, and start typing the name of the new campaign. Then, select either Create â[Campaign Name]â or Create and editâ¦ from the drop-down menu that
appears.
Select Create to add this new mailing campaign to the database, and modify its settings
in the future.
Select Create and Editâ¦ to add this new mailing campaign to the database, and reveal a Create Campaign pop-up window.
Here, the new mailing campaign can be further customized. Users can adjust the Campaign
Name , assign a Responsible , and add Tags .
Buttons to Add Post or Send Push (push notifications) are also available.
There is also a status located in the upper-right corner of the Create Campaign pop-up
window.
When all modifications are ready to be finalized, click Save & Close . To delete the
entire campaign, click Discard .
- Mailing lists
- Manage unsubscriptions (blacklist)
Manage unsubscriptions (blacklist)
- Lost leads reactivation email
Lost leads reactivation email
- Analyze metrics


Analyze metrics

# Analyze metrics

In order to properly understand the success or failure of an email marketing campaign, it is
necessary to monitor several key metrics. The insights gained from these metrics can then be used to
optimize future campaigns. Odooâs Email Marketing application tracks several key metrics , that can be interpreted through reports to improve future campaigns.

## View metrics

After a mass mail has been sent, the results for that particular mailing are displayed in multiple
locations.
To access the metrics for an individual mailing, navigate to Email Marketing app
â£ Mailings . Locate the specific mailing in the list view, and use the column headings to view the
results for that mailing. Click on one of the mailings in the list to open the record.
At the top of the record, detailed metrics are displayed as smart buttons.

### Opened rate

The percentage of emails opened by recipients, against the total number of sent emails.
In cases where a reply is expected, such as cold outreach emails, high open rate may indicate the
subject line was timely, compelling, and successfully prompted the recipients to view the message.
In cases where a reply is not expected, such as promotional emails, it may indicate an issue with
the email, such as incorrect product links or coupon codes.
In cases where a reply is expected, a low open rate may indicate the subject
line failed to capture the recipientsâ interest or the message ended up in a spam or junk folder. It
could also indicate the email ended up in a spam or junk folder.
Emails that consistently land in recipient spam folders could be due to having a poor sender
reputation (i.e. high unsubscribe rate, high percentage of past emails marked as spam, etc.),
or failing to configure the proper DNS records .

### Replied rate

The percentage of recipients who responded to the email, against the total number of sent emails.
A high replied rate may indicate the email resonated with recipients, prompting them to take
action or provide feedback.
A low replied rate may suggest the message lacked relevance or did not contain a clear
call-to-action.

### Clicked rate

This represents the Clicked through rate (CTR) , which measures the
percentage of recipients who clicked on a link within the email, against the total number of sent
emails.
A high CTR may indicate the email content was relevant and appropriately targeted. Recipients
were motivated to click the links provided, and likely found the content engaging.
A low CTR may indicate issues with either the targeting, or the content itself. Recipients may
have been unmotivated by the calls-to-action, if there were any, or the message itself may have
been directed toward the wrong audience.

### Received rate

This rate measures the percentage of emails that were successfully delivered, against the total
number of sent emails.
A high received rate can indicate the mailing list used is up-to-date, and the sender authentication
is trusted by email providers.
A low received rate may indicate issues, either with the mailing list used for the mailing, or with
the sender authentication. View the Mass mailing analysis section for more
information.

### Bounced rate

This rate measures the percentage of emails that were unsuccessfully delivered, and did not
enter a recipientâs inbox, against the total number of sent emails.
A high bounce rate could indicate issues, either with the mailing list used for the mailing, or with
the sender authentication.
A low bounce rate may indicate that the mailing list used is up-to-date, and the sender
authentication is trusted by email providers. View the Mass mailing analysis section for more information.
Click on the respective smart buttons to see all the corresponding recipient records that are
attributed to each metric. When these filtered records are in view, multiple types of reports can
be run for further analysis.

## Create metrics reports

Individual metrics can be analyzed by creating a report. To begin, click on the smart button of the
desired metric.
Next, click the (down arrow) to the right of the search bar to see
a drop-down menu of filtering and grouping parameters.
Filters , located in the left column of the search options, can be used to keep only the
results that fit the filter. For example, selecting the Bounced filter only shows emails
that could not be delivered.
Group By , found in the middle column, is used to organize the results into groups, and
can be used with or without filters.
Setting multiple Group By options creates nested groups, according to which option
is selected first. For example, selecting Sent Period , followed by Add Custom Group â> Responsible , in the Group By column, sorts all
results first by the sent period, then by the team member responsible. This is a useful
metric for analyzing who on the team is sending in volume or quantity over a set time period.
This can be verified by looking at the direction, and order, of the selections in the group tile
that appears in the search bar after the selections are made.
A monthly newsletter has been sent out, and 6.9% of the sent emails were bounced.
To see what these bounced recipients have in common, the records are grouped using a custom group
targeting Mailing Lists , which groups all records by the mailing lists they are on.
The records are then filtered using a custom filter with the rule Created on >= 07/01/2024 00:00:00 , to filter by when the mailing list was last checked. This filter only includes
recipients that have been created on, or after, July 1st, 2024, in the report.
`Createdon>=07/01/202400:00:00`
Using these configurations, it is evident that all the recipients with bounced emails were added
after the list was last checked. Looking closer at the domains, it is evident that each
recipient has a malformed email domain (i.e: @yaoo.com instead of @yahoo.com), likely due to a
manual entry error while updating the database.
View Search, filter, and group records for more information about making custom groups and
filters.

## Mass mailing analysis

It is also possible to analyze the success between mailing campaigns by creating a Mass Mailing
Analysis report. To begin, navigate to Email Marketing app â£ Reporting â£ Mass
Mailing Analysis .
A dashboard appears displaying a bar chart containing each mailing campaign. By default, Sent is selected, displaying the number of sent records on the y-axis. To change the
measure, click the Measures button, and select the desired measure from the drop-down
menu.
The following chart displays the number of opened emails from two different mass mailings.
In this view, it can be seen that the first mass mailing led to a higher opened rate than the
second. Because a lower opened rate can sometimes be attributed to a subject line that failed to
capture readersâ attention, the subject line of each mass mailing can be a good place to begin
looking.
Comparing the two subject lines, it is clear the newsletterâs subject line was less engaging,
which may have led to the lower opened rate, when compared to the other mass mailing.

## Deliverability issues

The following define possible reasons for a high bounce rate or low received rate:
- Using a mailing list that contains outdated contact information, or malformed email addresses are
likely to result in a high bounce rate and/or a low received rate.
Using a mailing list that contains outdated contact information, or malformed email addresses are
likely to result in a high bounce rate and/or a low received rate.
- Mailings sent using a From email address that differs from the senderâs domain are likely to
bounce with certain email providers due to failing DMARC authentication .
Mailings sent using a From email address that differs from the senderâs domain are likely to
bounce with certain email providers due to failing DMARC authentication .
- Failing to configure the proper DNS records can also result in a high bounce rate.
Failing to configure the proper DNS records can also result in a high bounce rate.
- Mailing campaigns
- Manage unsubscriptions
Manage unsubscriptions

View metrics
Opened rate
Replied rate
Clicked rate
Received rate
Bounced rate
Create metrics reports
Mass mailing analysis
Deliverability issues


Lost leads reactivation email

# Lost leads reactivation email

In Odoo, lost leads are removed from the active CRM pipeline, but can still be targeted with the Email Marketing application for strategic campaign purposes, such as lost leads reactivation.
A lost leads reactivation email looks at the leads that were lost during a specific period of time,
and uses custom filters and lost reasons to exclude undesirable leads from the mailing list.
Once a lost leads reactivation email is complete, it can be sent as is, modified and sent to
different groups for A/B testing, or saved as a template for later.
A warehouse has leftover merchandise from a limited run of items from last year. To help clear
out the excess inventory, the warehouse manager creates a lost leads email to reach out to old
opportunities that were lost, and inform them that the limited merchandise is back in stock.
The warehouse manager uses the following filters for a lost leads email:
- Blacklist is not set
`notset`
- Created on >= 01/01/2024 00:00:01
Created on >= 01/01/2024 00:00:01
`01/01/202400:00:01`
- Stage is not in New , Qualified , or Won
Stage is not in New , Qualified , or Won
`New`
`Qualified`
`Won`
- Lost Reason is in Not enough stock
Lost Reason is in Not enough stock
`Notenoughstock`
- and either Active is set or not set
and either Active is set or not set
`set`
`notset`
As filters are added and removed, pay attention to the # record(s) value below the
filtering section. This value indicates the total number of records that match the current
criteria.
To view a list of all matching records, click the # record(s) text.

## Minimum requirements

In order to create and deliver a lost leads reactivation email campaign, the CRM and Email
Marketing applications must be installed and configured.
Here are the minimum necessary filters that pertain to a lost leads reactivation mailing campaign:
- The Recipients field must be set to the Lead/Opportunity model.
The Recipients field must be set to the Lead/Opportunity model.
- A Blacklist filter to exclude unsubscribed recipients.
A Blacklist filter to exclude unsubscribed recipients.
- A Created on to target leads that were lost during a
specific period of time.
A Created on to target leads that were lost during a
specific period of time.
- Stage filter(s) to exclude leads that were already won, or
are still active in new stages of the sales pipeline (i.e. New , Qualified , etc.). These values
will be different per organization; however, itâs minimally viable to exclude all the leads in the Won stage.
Stage filter(s) to exclude leads that were already won, or
are still active in new stages of the sales pipeline (i.e. New , Qualified , etc.). These values
will be different per organization; however, itâs minimally viable to exclude all the leads in the Won stage.
- One or more Lost Reason filters to exclude undesired
leads, such as duplicate, spam, or irrelevant records.
One or more Lost Reason filters to exclude undesired
leads, such as duplicate, spam, or irrelevant records.
- A pair of Active filters to target both active and
inactive leads.
A pair of Active filters to target both active and
inactive leads.

## Add the necessary filters

First, navigate to the Email Marketing app, and on the Mailings page,
click the New button in the top-left corner.
On the new Mailings form, enter an appropriate Subject line for the email in
the corresponding field. Then, in the Recipients field, choose the Lead/Opportunity model from the drop-down menu.
In the rules section, located beneath the Recipients field, click the modify filter
( â (triangle pointing right) ) icon to expand the filter rules. Leave the default Blacklist rule in place.

### Created on

Begin by clicking New Rule beneath the default Blacklist rule. Then, click
the first field of the new rule that appears, and select the Created on parameter from
the drop-down menu. With that in place, a specific time period during which the targeted leads were
lost can be designated (e.g. 30 days prior, 90 days prior, previous year, etc.).
Then, in the second field, select <= (less than or equal to) , >= (greater
than or equal to) , or is between as a date operator, in order to frame the time
selection chosen in the third field.
In the third field, use the calendar popover window to select dates, and click Apply to
lock in the time range.
When there is more than one rule applied, make sure the statement at the top of the Recipients filter list reads: Match all of the following rules . If it
does not, click on the statement, and select all from the drop-down menu (as opposed
to any ).

### Stage

Now, add the Stage filter to exclude leads that are in the New , Qualified , and Won stages of the sales pipeline.
This step assumes that the New , Qualified , and Won stages exist in the CRM pipeline;
however, stage names may differ from business to business. Refer to the databaseâs actual stage
names in the CRM appâs pipeline to complete this step, accordingly.
Begin again by clicking New Rule and select Stage from the first fieldâs
drop-down menu. In the second field, select the is not in operator, and in the third
field, select the New , Qualified and Won stages to define the
ruleâs parameters.
When the rule is added in this way, the logic in the third field renders as OR ( | )
statements.
`OR`
`|`
Another way to add Stage rules, is to do so on a one-rule-per-row basis using the contains or does not contain operators, and manually typing out the
defining characters in each stage name. This method, however, only allows for one selection at a
time, which can be useful for quickly turning on/off filters in the Searchâ¦ bar.

### Lost Reason

Next, add one or more Lost Reason rules to exclude leads that should not be targeted
for specific lost reasons .
To do that, create another New Rule , once again. Then, in the ruleâs first field, select Lost Reason from the drop-down menu. For the operator, choose either is not
in or does not contain from the drop-down menu. With either selection, use the third
field to enter a lost reason (or multiple lost reasons, depending on your operator choice) to
include in the rule.
If choosing the does not contain operator, then repeat the preceding steps to add more
lost reasons, as needed, where each lost reason occupies one rule row at a time.
For more information, refer to the section below outlining how to select appropriate lost
reasons .

### Active

Finally, add a pair of Active filters to include both active and inactive leads for the
campaign.
Adding both active and inactive lead records is necessary to capture the full scope of lost
leads in the database. Doing one without the other greatly impacts the number of targetable
records for the email campaign, and does not include a complete or accurate lost leads
audience.
First, click the (Add Branch) icon on the most recently created rule (e.g. Lost Reason ), which is the middle of three icons located to the right of the rule row.
Doing so adds a pair of any of rules. Then, in the top ruleâs first field of the
newly-created branch, select the Active parameter from the drop-down menu. The rule then
automatically fills out to read: Active is set .
`set`
For the first field of the bottom rule of the branch, select Active from the drop-down
menu again. However, this time, select is not from the operator drop-down menu in the
second field. The rule should then read: Active is not set .
`set`

## Add body content

Now, with the domain section of the email campaign complete, create the body content of the email
using any of the premade stylized templates, or choose between the Plain Text or Start From Scratch options for more granular control. For more information, refer to the Email Marketing documentation on how to create an email .
To save the set of filters for later use, click Save as Favorite Filter ð¾ (floppy
disk) , enter a name (such as Lost Leads ), and click Add .
`LostLeads`

## Send or schedule

Once all the components of the email campaign are complete, either:
- click the purple Send button at the top-left of the form to immediately send the
email; or
click the purple Send button at the top-left of the form to immediately send the
email; or
- click the gray Schedule button, located to the right of the Send button,
to send the email at a future date and time.
click the gray Schedule button, located to the right of the Send button,
to send the email at a future date and time.
Consider using A/B Testing to send an alternate version of the email to a percentage of the
target leads. This can help determine what subject lines and body content produce the best
click-through rates, before sending a final version to the remaining leads.
To do so, open the A/B Tests tab on the mailing form and check the box next to Allow A/B Testing . Then, adjust the parameters as needed, and click Create
an Alternative Version .

## Select appropriate lost reasons

When a lead is marked as lost, Odoo recommends selecting a Lost Reason to indicate why the
opportunity did not result in a sale. Doing so keeps the pipeline organized and reporting data
accurate, and generates potential to follow up with the lead in the future.
If an existing Lost Reason is not applicable, users with the necessary permissions can create new
ones, which means the lost reasons in a database can vary from organization to organization, and
from pipeline to pipeline.
For more information on Lost Reasons , including the creation of them, refer to Lost opportunities .
By default, Odoo includes a few common Lost Reasons , such as:
- Too expensive
- We donât have people/skills
We donât have people/skills
- Not enough stock
When determining which reasons to include in a lost leads reactivation email, consider what the
email is advertising, in order pinpoint one or more relevant lost reasons. Then, add a rule stating, Lost Reason does not contain _____ for every reason in the database, except for
the relevant one(s).
`_____`
If the email advertises a selection of previously-limited merchandise that is now back in stock,
it makes sense to target leads with the lost reason: not enough stock .
If the email advertises a price reduction, it makes sense to target leads with the lost reason: too expensive .

## Analyze the results

After sending a lost leads reactivation email, marketing teams can use the smart buttons along the
top of the email to analyze the results, and determine follow-up actions.
Clicking on any of the smart buttons opens a list of records matching that buttonâs specific
criteria.
The smart buttons include:
- Sent : total number of emails sent.
Sent : total number of emails sent.
- Opened : percentage of recipients that opened the email.
Opened : percentage of recipients that opened the email.
- Replied : percentage of recipients that replied to the email.
Replied : percentage of recipients that replied to the email.
- Clicked : click-through rate (%) of recipients that clicked on a link in the email.
Clicked : click-through rate (%) of recipients that clicked on a link in the email.
- Leads/Opportunities : number of leads (or opportunities) that have been created in the CRM pipeline, as a result of the email campaign.
Leads/Opportunities : number of leads (or opportunities) that have been created in the CRM pipeline, as a result of the email campaign.
- Quotations : number of quotations that have been created in the Sales application, as
a result of the email.
Quotations : number of quotations that have been created in the Sales application, as
a result of the email.
- Invoiced : total revenues generated, as a result of the email campaign, via invoices
sent to, and paid by, customers. These values are recorded in either the Invoicing or Accounting application, depending on which app is installed in the database.
Invoiced : total revenues generated, as a result of the email campaign, via invoices
sent to, and paid by, customers. These values are recorded in either the Invoicing or Accounting application, depending on which app is installed in the database.
- Received : percentage of recipients that received the email.
Received : percentage of recipients that received the email.
- Bounced : percentage of emails that bounced ( not delivered ).
Bounced : percentage of emails that bounced ( not delivered ).
- Ignored : the number of recipients that received the email, but have not interacted
with it in a meaningful way (i.e. opened, clicked, etc.).
Ignored : the number of recipients that received the email, but have not interacted
with it in a meaningful way (i.e. opened, clicked, etc.).

## Email nurturing

Email nurturing (sometimes referred to as lead nurturing ) is the process of sending a series of
timely and relevant ânudgeâ emails to connect with a lead, build a deeper relationship, and
ultimately convert the lead into a sale.
The point of nurturing is to keep the email campaign âvisibleâ or at the top of a leadâs inbox,
until they are ready to buy.
There are many approaches to effective lead nurturing, but they often involve:
- Sending an initial email (such as, a lost leads reactivation email).
Sending an initial email (such as, a lost leads reactivation email).
- Sending a follow-up email each week (or according to specific triggers) for the duration of the
campaign.
Sending a follow-up email each week (or according to specific triggers) for the duration of the
campaign.
- Continuously analyzing results to learn what approaches have resulted in sales.
Continuously analyzing results to learn what approaches have resulted in sales.
- Continuously adjusting the approach to remain âvisibleâ at the top of the leadâs inbox, and
hopefully, get a meaningful response from the lead.
Continuously adjusting the approach to remain âvisibleâ at the top of the leadâs inbox, and
hopefully, get a meaningful response from the lead.
As a campaign progresses, a marketing team may send different follow-up emails depending on how a
lead responded the previous week.
A marketing team wants to advertise a restocking of limited-run merchandise to all leads with a
lost reason of not enough stock . They develop the following three-week long lead nurturing
campaign.
- Week 1: the marketing team sends an initial email, with the subject line: âLimited run
merchandise is back in stock! Act now!â
Week 1: the marketing team sends an initial email, with the subject line: âLimited run
merchandise is back in stock! Act now!â
- Week 2: the marketing team sends two different emails, depending on how a lead responded. If a lead ignored the Week 1 email: âStock is almost out, did you get yours?â If a lead clicked on the Week 1 email: âYou still have time to add this to your collectionâ
Week 2: the marketing team sends two different emails, depending on how a lead responded.
- If a lead ignored the Week 1 email: âStock is almost out, did you get yours?â
If a lead ignored the Week 1 email: âStock is almost out, did you get yours?â
- If a lead clicked on the Week 1 email: âYou still have time to add this to your collectionâ
If a lead clicked on the Week 1 email: âYou still have time to add this to your collectionâ
- Week 3: the marketing team sends a final email to all leads who have not been converted
stating: â20% off, donât miss your last chance to get these items before theyâre gone!â
Week 3: the marketing team sends a final email to all leads who have not been converted
stating: â20% off, donât miss your last chance to get these items before theyâre gone!â
Throughout the campaign, the marketing team continuously refers to the smart buttons along the
top of the mailing page to see what percentages of leads are opening, clicking on, or ignoring
the emails. They also regularly analyze reports on how many opportunities, quotations, and
invoices have been generated by the campaign.
- Email Marketing
- Manage unsubscriptions (blacklist)
Manage unsubscriptions (blacklist)
- Marketing Automation

Minimum requirements
Add the necessary filters
Created on
Stage
Lost Reason
Active
Add body content
Send or schedule
Select appropriate lost reasons
Analyze the results
Email nurturing


Mailing lists

# Mailing lists

Mailing lists in Odoo are used for both pre and post sales communications in the Email Marketing application. They provide sales teams with qualified lead lists, focus group participants, or
current customers that fulfill specific criteria.
Mailing lists can be generated in Odoo, and exported as a downloadable file, or into the Knowledge , Dashboards , or Spreadsheets applications, or imported via copy/paste or file
upload.

## Create mailing lists

To create a mailing list in the Email Marketing application, navigate to Email
Marketing app â£ Mailing Lists â£ Mailing Lists â£ New .
Clicking New reveals a blank mailing list form.
On the form, type a name in the Mailing List field at the top.
If the mailing list should be accessible by recipients from the subscription management page,
allowing them to update their preferences, tick the box next to Show In Preferences .
In the upper-left corner of the mailing list form, there are two buttons: Send Mailing and Send SMS .
The Send SMS button only appears if the SMS Marketing application is installed.
Clicking Send Mailing reveals a separate page with a blank email template form, which
can be filled out by following steps explained in the Email Marketing doc .
Clicking Send SMS reveals a separate page with a blank SMS template form, which can be
filled out by following steps explained in the SMS Marketing doc .
At the top of the mailing list form is a series of smart buttons that display a variety of metrics
related to the specific mailing list. When any of the smart buttons are clicked, a separate page is
revealed, showcasing detailed analytics related to that particular statistic.
The smart buttons available on a mailing list form are:
- Recipients : how many people are subscribed to the mailing list
Recipients : how many people are subscribed to the mailing list
- Mailings : how many mailings have been sent using this mailing list
Mailings : how many mailings have been sent using this mailing list
- % Bounce : percentage of mailings related to this mailing list that have been bounced
back
% Bounce : percentage of mailings related to this mailing list that have been bounced
back
- % Opt-out : percentage of recipients that have opted-out of mailings from this mailing
list
% Opt-out : percentage of recipients that have opted-out of mailings from this mailing
list
- % Blacklist : percentage of recipients that have blacklisted themselves from the
mailing list altogether
% Blacklist : percentage of recipients that have blacklisted themselves from the
mailing list altogether
Once all the configurations on the mailing list form are complete, Odoo automatically adds the new
mailing list to the Mailing List page in the Email Marketing app
( Email Marketing app â£ Mailing Lists â£ Mailing Lists ).

## Add contacts to mailing list

In Odoo Email Marketing , there are a few different ways to add contacts to a mailing list.
From the Mailing Lists page ( Email Marketing â£ Mailing Lists â£
Mailing Lists ), click the Total Contacts link on the line of the desired mailing list
to which contacts should be added.
Doing so reveals a separate Mailing List Contacts page for that specific mailing list,
where contacts can be created or imported, and then added to the specific mailing list.
This same page can also be accessed by clicking the desired mailing list from the Mailing
Lists page, and then clicking the Recipients smart button on the mailing list form.
Doing so also reveals a separate Mailing List Contacts page for that specific mailing
list, where contacts can be created or imported, and then added to the specific mailing list.
Contacts can also be directly imported to a specific mailing list from the Mailing Lists page, by clicking Import Contacts to the far-right of the desired mailing list.
Doing so reveals an Import Mailing Contacts pop-up form.
Here, the desired mailing list is auto-populated in the Import contacts in field.
Beneath that, write or paste email addresses in the Contact List field.
The option to import a country, company name, and more is available, via the Upload a
file link at the bottom of the pop-up form.
When all contacts and configurations are complete, click Import .
To add contacts to a specific mailing list from a master list of all mailing list contacts in the
database, navigate to Email Marketing app â£ Mailing Lists â£ Mailing List
Contacts . Doing so reveals the Mailing List Contacts page, featuring a list of all
contacts associated with every mailing list.
The default Exclude Blacklisted Emails filter appears in the search bar.
From the Mailing List Contacts page, contacts can be created and/or imported, and then
added to a mailing list.
To add an existing contact to a mailing list, select the desired contact from the list on the Mailing List Contacts page to reveal their contact form.
At the bottom of their contact form, click Add a line under the Mailing List column, locate the desired mailing list from the drop-down menu, and select it.
A mailing list can be created directly from a contact form, by typing the name of the new mailing
list in the Mailing List field. Then, after a new mailing list name has been entered,
two options appear on the drop-down menu beneath the new mailing list name.
From this drop-down menu, select Create to create the mailing list and edit it later,
or select Create and editâ¦ to create and edit the new mailing list right away.
To remove a contact from a mailing list that the contact has been added to, enable the Opt Out checkbox. If the Opt Out checkbox is ticked, the ability to add a Reason why the contact opted-out is also available.
When/if a contact has opted-out of a mailing list, the date they activated their opt-out appears
in the Unsubscription Date column on their contact form.
Lastly, the initial Subscription Date can be seen, as well. This field is auto-populated
with the date and time their subscription to the mailing list has been saved.
Multiple mailing lists can be added to a single contact form.
To delete any mailing list from a contact form, simply click the ðï¸ (trash can) icon.

## Link mailing list to website

When a mailing list is created in the database, Odoo provides the option to directly link the
mailing list to the Odoo-built website (created via the Odoo Website application).
To link a mailing list to a website, navigate to the front-end of the website, which can be
accomplished in a variety of ways throughout the database. The most direct way to get to the
front-end of the website is to simply open the Website application from the main
Odoo dashboard.
Doing so reveals the designated homepage of the Odoo-built website for the database.
From the front-end of the website, click the Edit button in the upper-right corner. When
clicked, Odoo reveals a right-sidebar, filled with drag-and-drop building blocks , packed with
various features, options, and design elements.
Next, in the search bar of the right-sidebar, search for Newsletter . The Newsletter selection of building blocks is used to add subscription fields for any mailing list onto the
website.
`Newsletter`
Doing so reveals the following building block options: Newsletter Block , Newsletter Popup , and Newsletter . Any of these options can be used to add
subscription fields for a mailing list onto the website.
The Newsletter Block option places a customizable block onto the body of the website
where a visitor to enter their email and click a button to subscribe to a designated mailing list.
The Newsletter Popup option reveals a customizable pop-up window that appears when a
visitor scrolls to the specific section of the webpage on which the building block is placed. When
the visitor reaches the designated section, a pop-up window appears, in which a visitor can enter
their email address, click a button, and subscribe to that predetermined mailing list.
The Newsletter option provides the same functionality as the other options. However, it
only consists of a field for the visitor to enter their email address, and a button to subscribe to
the mailing list.
It is covertly designed in this fashion to be cleanly implemented into the content of the webpage
and/or footer.
Once the desired newsletter building block is chosen, drag-and-drop it onto the body of the
website. Then, select the newly-placed newsletter building block to reveal its configuration options
on the right-sidebar.
From there, open the Newsletter drop-down menu, and select the specific mailing list
that should be applied to the block.
Once the desired configurations and customizations are complete, be sure to click the Save button in the upper-right corner.
Now, when a visitor enters their email address, and clicks the button to subscribe, they are
instantly subscribed to that pre-configured mailing list. They are also added as a contact for that
mailing list in Odoo Email Marketing .
- Email Marketing
- Manage unsubscriptions (blacklist)
Manage unsubscriptions (blacklist)

Create mailing lists
Add contacts to mailing list
Link mailing list to website


Manage unsubscriptions (blacklist)

# Manage unsubscriptions (blacklist)

Providing recipients with the power to unsubscribe from mailing lists is not only a smart business
practice, itâs often a legal requirement. Allowing recipients to unsubscribe from a mailing list
establishes a sense of trust and control with an audience. It also helps companies appear more
genuine, and less spammy .

## Unsubscribe and blacklist

In addition to having the option to unsubscribe from specific mailing lists, the recipient can also blacklist themselves during the unsubscription process, meaning they will not receive any more
marketing emails from the Odoo database.
In order to provide recipients with the ability to blacklist themselves, a specific feature must be enabled in the Email Marketing application.
Navigate to Email Marketing app â£ Configuration â£ Settings , and tick the
checkbox next to the Blacklist Option when Unsubscribing feature. Then, click Save in the upper-left corner of the Settings page.

### Unsubscribe

By default, an Unsubscribe link appears at the bottom of all mailing templates.
The Unsubscribe link does not appear by default if the Start From Scratch template is
used to create a mailing. The user must manually add the specific unsubscribe link /unsubscribe_from_list in the body of the email, or use a block from the Footers section of
the email builder, which includes the unsubscribe link.
`/unsubscribe_from_list`
If a recipient clicks the Unsubscribe link in a mailing, Odoo instantly unsubscribes them from the
mailing list, presents them with a Mailing Subscriptions page where they can directly
manage their subscriptions, and informs them that theyâve been Successfully
Unsubscribed .
Beneath that, Odoo asks the former subscriber to Please let us know why you updated your
subscription , and the user can proceed to choose the appropriate opt-out reason from a series of
options presented to them.
The opt-out answer options can be created and modified by navigating to Email
Marketing app â£ Configuration â£ Optout Reasons .
Once theyâve chosen the appropriate opt-out reason from the options presented to them, they can
click the Send button. Odoo then logs their reasoning for unsubscribing in the Email
Marketing app for future analysis.

### Blacklist

For a recipient to remove (i.e. blacklist) themselves from all marketing emails during the
unsubscription process, on the Mailing Subscriptions page, they must click Exclude Me .
Upon clicking Exclude Me , Odoo informs the recipient they have been successfully
blacklisted, with a message reading: âï¸ Email added to our blocklist .
Beneath that, Odoo asks the former subscriber to Please let us know why you want to be
added to our blocklist , and the user can proceed to choose the appropriate reason from a series of
options presented to them.
Once theyâve chosen the appropriate reason from the options presented to them, they can click the Send button. Odoo then logs their reasoning for blacklisting themselves in the Email
Marketing app for future analysis.

## Blacklisted email addresses

To view a complete list of all blacklisted email addresses, navigate to Email
Marketing app â£ Configuration â£ Blacklisted Email Addresses .
When a blacklisted record is selected from this list, Odoo reveals a separate page with the
recipientâs contact information, along with the provided Reason why they chose to
blacklist themselves.
In the chatter of the blacklisted record page, thereâs a time-stamped message, informing the user
when the recipient blacklisted themselves (via a Mail Blacklist created log note).
Blacklisted emails are excluded from all marketing mailings, however, these emails can still
receive transactional emails, such as order confirmations, shipping notifications, etc.

## Unblacklist contacts

To Unblacklist contacts, click the Unblacklist button in the upper-left corner of a
blacklisted recordâs page to remove the contact from the blacklist, allowing them to receive
mailings once again.
When Unblacklist is clicked, an Are you sure you want to unblacklist this
Email Address? pop-up window appears.
In this pop-up window, the email address of the selected blacklisted record is shown, and thereâs a Reason field, in which a reason can be entered, explaining why this particular contact
was removed from the blacklist.
After filling in the fields, click Confirm to officially remove that particular contact
from the blacklist.
- Email Marketing
- Mailing lists

Unsubscribe and blacklist
Unsubscribe
Blacklist
Blacklisted email addresses
Unblacklist contacts


Events

# Events

Explore the various aspects of the Odoo Events detailed dashboard, and useful settings, that can
be utilized to generate and gather valuable data about events (and their attendees), which can then
be used to improve decision-making and event-planning.
Odoo Tutorials: Events

#### Create events

Discover how to create events with Odoo.

#### Sell event tickets

Learn how to create, configure, and sell event tickets.

#### Track and manage talks

See how to create, track, and manage event tracks with Odoo.

#### Event templates

Expedite the event-creation process with event templates.

#### Event tracks

Learn how to create, track, and manage event tracks with Odoo.

#### Event booths

Create, manage, and sell event booths.

#### Registration Desk

Instantly grant access to event attendees with Odooâs Registration Desk feature.

#### Revenues report

Analyze the financial success of events with Odoo.


Community Chat Rooms

# Community Chat Rooms

In the Events app, users can create Jitsi video conference rooms for event attendees to
connect and discuss topics related to the event.

## Configuration

To set up community rooms, the Community Chat Rooms feature needs to be enabled in the Events settings by navigating to Events app â£ Configuration â£ Settings . In the Events section, enable Community Chat Rooms and click Save .
With the Community Chat Rooms feature enabled, users can then create community rooms in the database and publish them on the website. Event attendees can
not only join rooms but also create them directly on the website .

## Create a room

To create a community room in the database, open the Events app, then select or create an event.
A Rooms smart button appears at the top of the event form. Click
it to open the list of meeting rooms created for the event.

### Meeting room form

To create a new room, click New . This opens a form to configure details about the room.
Begin by entering the name of the topic in the Topic field.
Then, complete the information in the following fields:
- Event : Select the corresponding event for the meeting room. This field is
automatically populated.
Event : Select the corresponding event for the meeting room. This field is
automatically populated.
- Summary : Enter a short description of the meeting roomâs purpose.
Summary : Enter a short description of the meeting roomâs purpose.
- Audience : Specify the intended audience of the meeting room.
Audience : Specify the intended audience of the meeting room.
- Is Pinned : Specify whether the meeting room should be pinned on the event website.
Is Pinned : Specify whether the meeting room should be pinned on the event website.
- Max capacity : Select the maximum number of participants allowed in the room.
Max capacity : Select the maximum number of participants allowed in the room.
- Language : Select the language of the meeting.
Language : Select the language of the meeting.
The Chat Room field is automatically populated with a generated name for the Jitsi conference room. If desired, the user can change this name by clicking the field and modifying any
details on the resulting form.
Finally, the Participant count field automatically populates with the number of
attendees currently in the meeting room.
Once the meeting room form is complete, a Reporting tab appears at the bottom of the
form, allowing users to monitor the Last activity date and the Peak
participants count for the event.

### Publish meeting room

After configuring the meeting room form, users must publish the room on the event website to make it
visible for event attendees. To do this, click the Go to Website smart
button at the top of the meeting room form.
This opens the meeting room page on the event website, currently invisible to attendees. To publish
it, toggle the Unpublished button. The meeting room is then Published and available for attendees to join.

## Community rooms on the website

Once published, community rooms appear on the eventâs webpage. To access them, open the Website app and navigate to the Events header menu item on the website. Then, select the desired
event to open the event-specific webpage. The sub-menu appears with the Community option.
If the Community sub-menu item is not displayed, the website must first be modified
in the database using the editor mode in order to display the sub-menu.
To start, click Edit in the top corner. In the Customize tab, toggle the Sub-menu (Specific) option, then click Save .
Clicking the Community sub-menu item opens the Join a room page, listing all published
meeting rooms, along with information including the topic title, a short summary of the roomâs
purpose, and the number of participants in the room. Optionally, attendees can also pin a meeting
room by clicking the (pin) icon next to the title.
To join a room, click on the desired topic. This opens the Jitsi video conferencing room where
attendees can chat.

### Create a room as an attendee

The Join a room page on the event website also features an option for attendees to launch a new
meeting room for a specific topic.
To create a new meeting room as an attendee, click the Create a Room button. This opens
a Launch a new topic pop-up window.
Similar to creating a room in the database, continue by filling in the following details about the
room:
- Room Topic : The name of the topic.
Room Topic : The name of the topic.
- Short Summary : A short description about the meetingâs purpose.
Short Summary : A short description about the meetingâs purpose.
- Target People : The intended audience of the meeting.
Target People : The intended audience of the meeting.
- Language : The target language of the meeting.
Language : The target language of the meeting.
- Capacity : The maximum capacity of the room.
Capacity : The maximum capacity of the room.
After completing the form, click Create to finish. The room is then created and the
attendee is redirected to the conferencing page.

Configuration
Create a room
Meeting room form
Publish meeting room
Community rooms on the website
Create a room as an attendee


Event tracks

# Event tracks

Odoo Events provides users the ability to create, schedule, and manage tracks , which are
talks, lectures, presentations, etc.

## Configuration

To enable tracks in Odoo, navigate to Events app â£ Configuration â£ Settings ,
and tick the checkbox beside the Schedule & Tracks setting.
Once the setting is selected, two additional configuration options appear beneath it:
- Live Broadcast : Broadcast tracks online through a YouTube integration.
Live Broadcast : Broadcast tracks online through a YouTube integration.
- Event Gamification : Share quizzes with attendees after a track concludes.
Event Gamification : Share quizzes with attendees after a track concludes.
Once all desired settings have been enabled, click the Save button in the upper-left
corner of the Settings page.

## Event tracks dashboard

To access, modify, and/or create tracks for an event, navigate to Events app , and
either select an existing event from the Events dashboard or create a new one .
On the selected event form, click the Tracks smart button at the top to land on the Event Tracks page, which presents all the tracks (both scheduled and proposed) for the
event.

### Views

The Event Tracks page can be displayed in six different views:
By default, the Event Tracks page opens in the (Kanban) view, providing users an at-a-glance overview of all tracks for the
selected event.
In the default (Kanban) view, the tracks are categorized
into several modifiable stages: Proposal Confirmed , Announced , Published , Refused (collapsed), and Cancelled (collapsed).
Records displayed in the Kanban can be narrowed down using grouping and filter options.
For more information about using the Kanban view, see the Kanban documentation.
The (List) view displays a detailed list of all tracks for
the selected event in a centralized view. Each track is displayed on a line along with its Title , the speakerâs Name , Email , Phone , and
the trackâs Stage .
Records displayed in the List view can be narrowed down using grouping and filter options.
For more information about using the List view, see the List documentation.
The (Gantt) view displays all tracks as horizontal bars against
an adjustable timeline, providing the user a chronological view of their tracksâ progress.
Records displayed in the List view can be narrowed down using grouping and filter options.
For more information about using the Gantt view, see the Gantt documentation.
The (Calendar) view displays all tracks for the selected event
as clickable entries in a calendar view, providing users an interactive schedule by day, week,
month, or year.
Records displayed in the Calendar view can be narrowed down using filter options.
For more information about using the Calendar view, see the Calendar documentation.
The (Graph) view allows users to visually compare
tracks-related data for the selected event using multiple different charts.
Records displayed in the Graph view can be narrowed down using grouping and filter options.
For more information about using the Graph view, see the Graph documentation.
The (Activity) view displays a table of all scheduled
activities linked to tracks for the selected event.
Records displayed in the Activity view can be narrowed down using filter options.
For more information about using the Activity view, see the Activity documentation.

#### Filter options

The Filters column in the search barâs drop-down menu filters track-related data by
specific criteria in any given view. Multiple filters can be selected at once.
The Filters column has the following options:
- My Tracks : Filter by tracks with the Responsible user set to the current user
profile.
My Tracks : Filter by tracks with the Responsible user set to the current user
profile.
- Published : Filter by published tracks.
Published : Filter by published tracks.
- Always Wishlisted : Filter by tracks with the Always Wishlisted field enabled.
Always Wishlisted : Filter by tracks with the Always Wishlisted field enabled.
- Track Date : Filter by a specific track date. Click the (down) arrow to reveal a list of month, quarter, and year options.
Track Date : Filter by a specific track date. Click the (down) arrow to reveal a list of month, quarter, and year options.
- Archived : Filter by archived tracks.
Archived : Filter by archived tracks.
- Custom Filterâ¦ : Create and apply a custom filter .
Custom Filterâ¦ : Create and apply a custom filter .

#### Group By options

The Group By column in the search barâs drop-down menu groups track-related data by
specific criteria in the Kanban, List, Gantt, and Graph views only. Multiple grouping options can be
selected at once.
The Group By column has the following options:
- Responsible : Group data by the Responsible user specified across all tracks.
Responsible : Group data by the Responsible user specified across all tracks.
- Stage : Group data by stage.
Stage : Group data by stage.
- Date : Group data by a specific date. Click the (down) arrow to reveal a list of day, week, month, quarter, and year options.
Date : Group data by a specific date. Click the (down) arrow to reveal a list of day, week, month, quarter, and year options.
- Event : Group data by event.
Event : Group data by event.
- Location : Group data by location.
Location : Group data by location.
- Custom Groupâ¦ : Group data by a custom group .
Custom Groupâ¦ : Group data by a custom group .

## Create event track

New event tracks are created from the Event Tracks page.
To create a new event track, click New in the upper-left corner to reveal a blank event
track form.
Start by giving this track a Title . This field is required .
Optionally, upload an image for the track to be displayed on the trackâs webpage.
Next, enter details for the track in the following fields:
- Track Date : Specify the date of the track.
Track Date : Specify the date of the track.
- Location : Specify the location of the track.
Location : Specify the location of the track.
- Duration : Specify the duration of the track (in minutes).
Duration : Specify the duration of the track (in minutes).
- Always Wishlisted : Specify whether to automatically set the track as favorite for each
registered attendee.
Always Wishlisted : Specify whether to automatically set the track as favorite for each
registered attendee.
- Responsible : Select the database user responsible for managing the track. By default,
this field is assigned to the user who initially created the track.
Responsible : Select the database user responsible for managing the track. By default,
this field is assigned to the user who initially created the track.
- Event : Select the trackâs associated event. By default, this field is already
populated with the event from the Event Tracks page.
Event : Select the trackâs associated event. By default, this field is already
populated with the event from the Event Tracks page.
- Tags : Select one or multiple tags for the track to add as filters on the Talks webpage.
Tags : Select one or multiple tags for the track to add as filters on the Talks webpage.
- Agenda Color : Select a color to represent the track on the Agenda webpage.
Agenda Color : Select a color to represent the track on the Agenda webpage.
To access a complete list of locations for event tracks, which can be modified (and added to) at
any time, navigate to Events app â£ Configuration â£ Track Locations .

### Speaker tab

The Speaker tab on an event track form contains various fields to configure information
about the track host or speaker.

#### Contact Details section

In the Contact Details section, click the Contact drop-down field to select
an existing contact from the database as the main point of contact for the talk.
If this contact is not yet in the database, type in the name of the contact, and click Create to create and edit the contact form later, or click Create and
editâ¦ to be taken to that new contactâs contact form for immediate configuration.
The Contact Email and Contact Phone fields are greyed-out and populated with
the information found on the chosen contactâs form. These fields are not modifiable once the Contact field is selected.

#### Speaker Bio section

In the Speaker Bio section, enter any information related to the specific speaker
scheduled to conduct/host the track.
If the chosen contact in the Contact Details section is properly configured, the Name , Email , and Phone fields are automatically populated.
Otherwise, manually enter the information.
This information appears on the front-end of the event website, on the specific track webpage,
providing more information about the speaker to the track attendees.
Optionally, upload an image to appear alongside the speaker biography on the event website.
Then, enter a Job Position for the designated speaker, followed by the Company Name associated with the speaker.
In the Biography field, proceed to enter a custom biography with any speaker-related
information.

### Description tab

The Description tab of an event track form contains a blank text field to enter any
additional information about the track. This information appears on the specific track page on the
event website.

### Interactivity tab

The Interactivity tab of the track form provides users the option to display an
interactive button for additional attendee engagement.
When the Magic Button checkbox is ticked, Odoo displays a call to action button to
attendees on the sidebar of the track webpage while the track is taking place.
With that checkbox ticked, three more options appear below to configure the button:
- Button Title : Enter a title to appear on the button for attendees.
Button Title : Enter a title to appear on the button for attendees.
- Button Target URL : Enter a URL that leads attendees to a specific page.
Button Target URL : Enter a URL that leads attendees to a specific page.
- Show Button : Enter how many minutes after Track start the button should
appear.
Show Button : Enter how many minutes after Track start the button should
appear.
The magic button only appears if there is more than one published track.

## Publish event track

Once all the desired configurations are complete on an event track form, publish the track on the
event website by clicking the Published stage in the upper-right corner.
The stage of a track can also be changed from the Event Tracks page, where the
desired track card can be dragged-and-dropped into the appropriate Kanban stage.
An event track can also be published by opening the desired event track form and clicking the Go to Website smart button. Then, toggle the Unpublished button at the top of the page to Published .

## Additional track configurations

The Schedule & Tracks setting in the Events configuration page provides additional
configuration options for users to enable live broadcasting and gamification for tracks.

### Live broadcasting

If the Live Broadcast setting is enabled in the Events app settings, the option to
add a corresponding link in the YouTube Video Link field appears in the track form.

### Event gamification

If the Event Gamification setting is enabled, an Add Quiz button appears on
the top-left of a track form, allowing the user to create a quiz for attendees to complete after the
track ends.

#### Track quiz form

To add a quiz to the event track, click the Add Quiz button. Doing so opens a form to
configure the quiz.
Start by entering a title for the quiz in the blank field at the top of the page.
If participants are allowed to take the quiz multiple times, tick the checkbox beside Allow multiple tries .
The Event and Event Track fields are automatically populated with the
corresponding event and track. These fields are non-modifiable.
To add questions to the quiz, click Add a line beneath the Question column.
Doing so reveals a Create Questions pop-up window.
All track quiz questions are multiple choice.
From the pop-up window, enter the question in the blank field at the top. Then, click Add
a line to add an answer option.
Optionally, fill in the following fields:
- Correct : Designate whether the option is the correct response.
Correct : Designate whether the option is the correct response.
- Points : Specify a point value for the answer option.
Points : Specify a point value for the answer option.
- Extra Comment : Add any additional comments that should accompany the answer option.
Extra Comment : Add any additional comments that should accompany the answer option.
Once all desired answer options are completed, click Save & Close to save the question,
close the pop-up window, and return to the track quiz form. Or, click Save & New to save
this question and instantly start creating another question on a new Create Questions pop-up form.
- Create events
- Talks, proposals, and agenda
Talks, proposals, and agenda

Configuration
Event tracks dashboard
Views
Create event track
Speaker tab
Description tab
Interactivity tab
Publish event track
Additional track configurations
Live broadcasting
Event gamification