The Marketing Automation app and the Email Template app in Odoo work somewhat independently. Let's clarify how to create and use email templates effectively within Marketing Automation.

  1. Create a Template Directly in Marketing Automation: Instead of saving a template in the Email Marketing app, create your email directly within a Marketing Automation campaign. When setting up a new email activity, you can design your email there. This ensures it's directly linked to the automation workflow.

  2. Use the Built-in Template Editor: The Marketing Automation app's email editor provides tools to create and save templates. You can save your email design as a template within the campaign itself, making it reusable for future activities within that campaign or even across campaigns.

  3. Leverage the Template Selection: When adding a new email activity, you'll see a selection of existing templates. If you've saved a template as described above, it should appear in this list. If not, double-check your saved templates within the campaign.

If you'd like to explore this further for your use case, you're welcome to connect with us at Pragmatic Techsoft.

Hi,

Please refer to the following links:

1. https://www.cybrosys.com/odoo/odoo-books/v17/marketing-automation/

2. https://www.youtube.com/watch?v=NRd9igxqhXs

3. https://www.youtube.com/watch?v=YZEOYyp9WwE

4. https://www.youtube.com/watch?v=cV6PQyqiPuk&pp=0gcJCf8Ao7VqN5tD

Hope it helps.