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hello- I need to automatically add customers to a mailing list when they purchase from my website. I would also like to create different mailing lists based on what the customer purchased- or different tags they have.
any help would be great, thank you.
I was also looking for a solution for a similar case. In the end I believe the best solution is to create a mailing (in the e-mail marketing app) instead of using a mailing list. When you create a mailing you can add addresses from your normal contacts or from sales orders based on the criteria you set. For example, you could create an e-mail to all customers who purchased something in 2025, like in the screenshot below.
I would personally use Mailing lists for leads and not for customers and use the emailing/marketing automation functionalities on customers with a specific tag. This way, you can always treat customers in your communication separated from the leads that never have purchased anything.
Now to the technical solution:
with odoo studio, you can create an automation that checks if the tag already exists in the customer and if not adds in after confirmation of a sales order.
With Marketing automation, you create a server action that will update the customer with the tag after there is a sales order for a customer.
Below the automation in the sales order. Should not take more than 10 minutes to do. You will have to create the tag first.
Good Luck!
I'm seconding this request. I watched some Odoo videos but they don't mention this, which seems essential. Can someone please answer this question??
Luo tili jo tänään nauttiaksesi yksinoikeusominaisuuksista ja osallistuaksesi mahtavaan yhteisöömme!
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