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SME Marketing Automation

This feature enhances Odoo's marketing automation and email tracking by creating scheduled activities when emails are opened, bounced, or canceled
June 24, 2025 by
SME Marketing Automation
Silverdale Technology, Somroo Hassaan
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Odoo's email marketing system offers great reach, but follow-up actions often rely on manual effort. This feature automates the creation of activities for internal users based on how marketing emails are received or interacted with—ensuring that important leads don't fall through the cracks due to untracked email behaviors.

With this module, users can automatically receive activities when:

  • A customer opens a marketing email
  • An email bounces due to delivery failure
  • An email is canceled

Key Features & Benefits:

Activities on Email Open

  • Automatically creates a mail activity for the user linked to a CRM lead or custom model when the recipient opens the email
  • Helps your sales or support team follow up on interested leads promptly

Activities on Email Bounce or Cancel

  • If a marketing email bounces or fails to deliver, the system logs it and creates an activity alert for the responsible user
  • Avoid wasting time on unreachable leads and helps correct email addresses faster
  • Also supports canceled (failed-to-send) emails

Fully Configurable in Settings

  • Admins can enable/disable activity creation separately for email open, bounce, and cancel
  • Choose:
    • The activity type to be used (e.g., To Do, Follow-Up)
    • The models to track (e.g., CRM Leads, Contacts)
    • For bounce/cancel tracking, define a start date from which email failures are monitored

Daily Scheduled Automation

  • Two Odoo cron jobs run daily to generate relevant activities for:
    • Opened emails
    • Bounced or canceled emails

Context-Aware User Assignment

  • Activities are assigned to the record’s responsible user, ensuring proper ownership
  • Default user fallback is supported if no assignee exists

Role-Based and Scoped

  • You control which models trigger activities (e.g., limit it to crm.lead or expand to custom models)
  • Fully integrated with Odoo’s res.config.settings and res.company settings

Example Use Case:

A sales manager enables this feature for CRM Leads. When:

  • A lead opens the marketing email → a “Follow up on email open” activity is automatically created for the assigned salesperson.
  • An email fails to deliver (bounces) → a “Fix email address” activity is created.
  • An internal cancellation occurs → the salesperson is notified with a “Resend or Update Email” reminder.

No manual tracking needed. Your team is always notified on what needs attention.

Summary:

This module supercharges Odoo’s email marketing by automatically generating activities when recipients open, bounce, or cancel emails—ensuring better engagement tracking, faster follow-up, and fewer lost opportunities. Fully configurable and designed to work across CRM, contacts, and custom models.

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