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Marketing

Marketing Automation

✳︎ Build automated multi-step campaigns

Design customer journeys visually: a new lead gets a welcome email, a click triggers a follow-up, silence triggers a different branch. Campaigns run on live CRM data, so segments update themselves.

JOURNEY - RUNNING
DAY 0 · WELCOME EMAILCLICKED → CASE STUDY ✓SILENT → DIFFERENT ANGLEDESIGNED ONCE - RUNS EVERY NIGHT
VISUAL BUILDERCRM TRIGGERS
Follow-ups at 2 a.m.

Good marketing is mostly follow-through, and follow-through is exactly what humans forget at scale. Odoo Marketing Automation runs the journeys you design visually: a new lead gets a welcome email, a click triggers the next step, silence branches to a different message, and the hot ones hand over to sales.

Follow-ups happen at 2 a.m. too.

Because campaigns run on live CRM data, segments update themselves: someone who buys leaves the nurture flow instantly. A/B tests and conversion reports show which branch actually produces revenue.

FIG.01 - BEHAVIOR TO BRANCH
CLICKEDNEXT STEPEVERY REACTION FINDS ITS FOLLOW-UP
Technical drawing · journey branching
How it works
the loop runs itself
STEP 01Lead enters the journey
STEP 02Email sent, behavior watched
STEP 03Click → one branch, silence → another
STEP 04Hot leads handed to sales
24/7
journeys follow up while your team sleeps
Branches
click goes one way, silence goes another
Live
segments update from CRM in real time
A/B
branches tested and measured to conversion
Key capabilities
Spec sheet · 4 functions
Visual workflow builder with branches
Triggers from CRM and website behavior
Dynamic segments on live data
A/B testing and conversion reporting
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
We design your first journeys: welcome flows, reactivation, post-purchase, on your real segments.
STEP 2Integrate
Journeys read and write CRM: hot leads land on a salesperson's desk with their whole story attached.
STEP 3Train✳︎
Your team learns Marketing Automation in the training step of our 7-step journey, with your processes documented in your own Knowledge base.
Good to know

Odoo Marketing Automation: one module, one shared database, zero double entry.

Odoo Marketing Automation is one of the standard applications of the Odoo platform, part of the Marketing family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting: information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose it to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Marketing Automation for: visual workflow builder with branches; triggers from crm and website behavior; dynamic segments on live data; a/b testing and conversion reporting. Because the module is part of the platform, every action leaves a clean trail for reporting: managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Marketing Automation for companies in Switzerland, France, Germany, the EU and Armenia, including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Marketing Automation working on your own processes: on a free demo.
Book a Demo