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Re: lead nurturing

by
Mr James Alfa
- 06/17/2016 12:48:30
Ray 

I am not talking about link tracking I am talking about page tracking which is completely different. About 10 months ago it could be accessed once the module website_crm_score had been installed - you would get option 4 Track this Page under the promote/optimise SEO menu option on the website. Unfortunately it would only ever work on certain pages - and unfortunately not useful trigger ones like particular product pages or blog posts, which was the main point I was making - it is very specific pages like those that one would really like to hang specific email automation actions upon.

regards

James


Hi James,




 

I have not personally tested link tracking, but have been told there is no restriction to which kind of page you can track.




 

https://www.odoo.com/page/link-tracker




The link tracker simple asks for a URL – so ANY page can be entered.  What has happened when you have tried to track a product page, blog page, or forum question page?  Error, no statistics, other?




 

Below you can see URL is a free field for data entry, so there is no restriction on the URL you can enter.  I’m just curious how you came to the conclusion it works ‘on so few pages’.




 




 

Ray.



 


From: James Fox [mailto:james@alfa-industrial.com]
Sent: Wednesday, June 15, 2016 10:07 PM
To: Community <community@mail.odoo.com>
Subject: Re: lead nurturing




 

Ray,



 

a fair and under-advertised point - in principle one could trigger 'we noticed you did not complete checkout' emails from this. It's such a pity that the webpage tracking feature works on so few other pages of the website eg no specific product pages, or blog pages, or forum question pages, so focussed email nurturing is virtually impossible until the customer has actually gone and put some products into their cart.



 

James



 




Items added to a cart, but not checked out, come into Odoo’s ‘back end’ as Sales Quotations.



 


Ray.



 


From: James Fox [mailto:james@alfa-industrial.com
Sent: Wednesday, June 15, 2016 9:42 PM
To: Community <community@mail.odoo.com>
Subject: Re: lead nurturing



 

Yves,


 

yes the flow diagram in the advertisement looks promising doesn't it - almost reminiscent of proper  marketing automation system. Alas it comes from the standard example marketing campaign from about 3 years ago and there is virtually no documentation on how to use this feature and no way to respond to customer web browsing activity. (i.e. you would like to send a customer some information after they have visited a particular page on your website, or put items in their cart but not checked out) - so good luck on that.


 

This is a terrible disappointment for anyone who has seen marketing automation done on other systems - there is so much data that odoo should have access to - eg previous purchases, product and blog browsing history that it is a big pity that it is missing a great opportunity to work in a smarter way for email marketing.


 

James


 


 

@Goyani I am looking for a way that my customer's sales manager team will be able to configure and modify by himself and I don't think that using the scheduler and automated actions will be practical for them.



 


@Dominique I was also expecting to have those functionalities under marketing campaign module - especially given odoo's advertisement in https://www.odoo.com/page/lead-automation - but my understanding is that you can manager global mailing list for a group of partners but not individual automatic workflow.



 


any other idea?



thank you for your input.



 


 


--



Yves Goldberg



--



 

 

----- Original message -----


From: Dominique KON SUN TACK <dominique.k@elico-corp.com.sg>


To: Community <community@mail.odoo.com>


Subject: RE: lead nurturing


Date: Thu, 16 Jun 2016 00:22:24 -0000


 

Hi Yves,


 


 

You can look at the module:


Marketing Campaign (v8) à hopefully has not changed in v9


 


 


 

It does lead automation, and there is even another module with some demo data.


 


 


 

Best Regards,


 


 

Dominique KON-SUN-TACK


 


 

 


 


 

Sent: Wednesday, June 15, 2016 11:12 PM



Subject: CRM: lead nurturing



 


 

 


 


Hi,


 


 


 


 

 


 


 


what is the best way if I want to send an email (from template) to a lead 1 week after it's creation and then another one 4 weeks later?


 


 


 


 

 


 


 


Is automated actions the way to go?


 


 


 


Is there an existing module?


 


 


 


 

 


 


 


thank you.


 


 


 


 

 


 


 


 

 


 


 


 

 


 


 


 

 


 


 


--


 


 


 


Yves Goldberg


 


 


 


odooOfficial Partner - OCA member


 


 


 


Open Source ERP, CRM & CMS


 


 


 


 

 


 


 


T +972 (3) 720 8818
+972 (55) 966 1405


 


 


 


+32 (2) 588 2500


 


 


 


 

 


 


 


Raanana [ISRAEL]


 


 


 


 

 


 


 


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