02
Creating Campaigns
A campaign defines the trigger, audience, and action sequence.
1
Create a campaign
Marketing Automation
▸
New
Click New to create an automation campaign.
Campaign fields
Campaign Name
*
Internal name — e.g. "New Lead Nurture Sequence" or "30-day Onboarding".
Target
*
Which Odoo records this campaign applies to — Contacts, Leads, Customers, etc.
Filter
Narrow the audience — e.g. only leads from a specific source, or customers who purchased a specific product.
Unique Field
Prevents duplicate enrolment — e.g. email address ensures each contact runs through the sequence only once.
2
Add workflow steps
Marketing Automation
▸
(campaign)
▸
Add Step
Each step in the workflow has: a trigger (when to run — immediately, after X days, when a condition is met), an action (send email, send SMS, update field, add activity), and a filter (only run this step if a condition is true — e.g. only send step 3 if the contact opened step 2's email).
Entry and exit conditions
Set entry conditions carefully — the filter on the campaign determines who enters. Add an exit condition to remove records that are no longer relevant — e.g. remove leads from a nurture sequence once they become customers.