Step-by-Step Automation Setup in Odoo
1. Create an Email Template
Go to:
Settings > Technical > Email > Templates
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Create a new template.
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Set model = Sales Order or Website Order.
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Design your review request email content.
2. Automated Action Setup
Go to:
Settings > Technical > Automation > Automated Actions
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Model: Sales Order
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Trigger: On Time Condition
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Filter Domain: state = 'sale' and date_order <= (today - X days)
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Action To Do: Send Email
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Template: Select your custom review email
This ensures emails go out X days after the sale is confirmed.
3. Use Scheduled Actions for More Flexibility
If you're using custom logic (e.g., only send emails for certain products/customers), create a custom Python function and attach it to a scheduled action.
@Dhrumi, hopefully you'll see this as I cannot reply directly to you.
The one thing I am not certain about with what you described, is how to specify the customer and the product(s) the customer purchased in the template.
Any insight on that would be very helpful.