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Hi,


Is there a way to target contacts who have bought for the first time through our website and then send them an e-mail with a discount? I was hoping to do this through marketing automation or automation rules, if possible.

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Câu trả lời hay nhất

Yes, you can achieve this in Odoo using the Marketing Automation application. Here’s a general idea of how you can set this up:

  1. Create a Target Audience: You can create a target audience based on specific criteria. In your case, you would want to target contacts who have made their first purchase through your website.
  2. Set Up a Marketing Campaign: Once you have your target audience, you can set up a marketing campaign. This campaign can be configured to send an email with a discount to the targeted contacts.
  3. Use Automated Actions: You can use Odoo’s automated actions to trigger the marketing campaign when a contact makes their first purchase. This could be set up as an automation rule that is triggered when a sales order is confirmed.


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Tác giả

Thanks for your answer. I have tried to set it up with marketing automation, but I can not get it to work correctly. I am using Sales order as a target and Unicity based on customer. I want to use the Sales order count filter, but I can not find it, even though I am in developer mode. I am on version 15. Do you know how to set it up on version 15?

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