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I'd like to send out personalised emails to multiple leads using the marketing automation. 

The goal is to be able to do mass email campaigns that are personalised according to the leads information: name, company, interests etc. 


I would like to be able to add scripts like:

- First Name
- Company Name
- Tags

I'd like to pull the data from the Leads tab in the CRM module. The names are usually stored as contact name (First and Last Name) so I'd like to pull the name and split as to have only the first name. 

Secondly, I'd like to be able to add a pre-header text to the email templates. I do not want it to be part of the email, typically the pre-header is automatically generated by pulling text from the beginning of the email body.

Thanks for your help.

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Najlepsza odpowiedź

The solution in Odoo 15 is to switch to code view first (enable debug mode, then click the code view option in the top-right of the email template editor).

Adapt and place the following Qweb style tag where you need it:

<t t-out="object.name"></t>

                
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Autor

Thanks for the answer!

Autor Najlepsza odpowiedź

Hi István,

I found this video and after checking a bunch of forums it seems that the dynamic values don't work in Odoo 15. The email marketing is frankly not at all up to par with other softwares in the market and is not very user-friendly at all. 

Here is a video that you might find useful. The only way to make it work apparently is to edit the email templates directly:https://www.youtube.com/watch?v=VQJodqSE5DM

Until we decide to do some more customisation work and fix the interface, we have decided to look at alternative softwares for email marketing. 

Best of luck!

JP


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Unfortunately it's really user unfriendly, let's see if v16 brings improvements and the possibility to insert dynamic content in mailings.

Najlepsza odpowiedź

+1

I tried some variables, all of them are failed. Did you figure out since august, how to do it?

I tried these, all of them are failed:

${object.display_name}
{{ object.display_name }}
{{ object.partner_id.id }}
${object.name}
{{ object.name }}

Thanks, István

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