Skip to Content
This question has been flagged
emailautomatedmarketingautomatic_email
2 Replies
1758 Views
Avatar
Tonto

Hi Everyone,
I have two objectives:

  • send a 5 email post purchase customer journey after the order is confirmed (00days, 07 days, 14 days...)
  • send an email to all customers who have had our product for 10 months (to remind them of an upcoming service)

I tried to do this with the marketing automation app but struggle to figure out where i can set a filter for the time (today = order date + 10 months)

So my question is: is marketing automations the right tool for this, or should I do this with automated actions? If so, how can I make sure, that I only send this mail once?

Thank you very much.

Avatar
Discard
Avatar
Tonto
Author Best Answer

Hi Chris,

Thanks a lot for your answer.

I'm using odoo 18.
The problem with your suggested solution is that I have many orders already who I want to include. E.g. an order from 20 th of may 2024 should be sent out tomorrow.
With the trigger I can only chose beginning of workflow (which i guess is when a order is fulfilling all the filters), but not 10 months after the order date.

So my question is how can i make this work for orders that are already existing?
Thanks

Avatar
Discard
Avatar
Chris Dominiak (Intero Technologies GmbH)
Best Answer

Hi Till,

which Odoo version are you currently using?

In Odoo 18 there are already some ready-made templates that you can use as you can see below:

In the campaign that appears, you can then add individual activities to the workflow and set any triggers there, among other things

In summary, marketing automation should be the tool you need to achieve this required behavior.

Regards,

Chris Dominiak (Intero Technologies GmbH) 

Avatar
Discard
Related Posts Replies Views Activity
Send automated Email to customers Solved
email automated automatic_email
Avatar
Avatar
1
Sep 25
2276
How to set up Automatic Email
email automated automatic_email emailtemplate
Avatar
Avatar
1
Aug 22
3297
How to send a mass mail to several recipient records but prevent email duplicates?
email marketing
Avatar
Avatar
2
Oct 25
1092
MKT x Email: Resend no open
email marketing
Avatar
0
Oct 24
1717
User Error Failed to render inline_template template: {{ object.employee_id.address_home_id.lang}})
automated automatic_email
Avatar
Avatar
Avatar
2
Jul 24
5901