Step-by-Step Guide

How to Set Up Email Marketing in Odoo

Step-by-step tutorial with 5 easy-to-follow steps

This guide walks you through seting up email marketing in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best res...

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This guide walks you through seting up email marketing in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.

how to Set Up Email Marketing in odoo Prerequisites

  • 1Email Marketing app
  • 2Email server configured

how to Set Up Email Marketing in odoo Steps

1

Enable Email Marketing

Enable Email Marketing is an important step in seting up email marketing. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
2

Configure Sender

Configure Sender is an important step in seting up email marketing. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
3

Create Mailing Lists

Create Mailing Lists is an important step in seting up email marketing. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
4

Design Templates

Design Templates is an important step in seting up email marketing. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first
5

Send Campaign

Send Campaign is an important step in seting up email marketing. Follow the instructions carefully and verify your settings before proceeding.

Pro Tips:

  • *Take your time with this step
  • *Document any custom configurations
  • *Test in a development environment first

Need Professional Implementation?

Our certified partners can handle the setup and configuration for you.

how to Set Up Email Marketing in odoo Best Practices

  • Test changes in a development environment first
  • Document your configuration for future reference
  • Train users on new features before going live
  • Keep regular backups before major changes

how to Set Up Email Marketing in odoo Common Mistakes

  • Skipping prerequisite configuration
  • Not testing before going live
  • Ignoring validation errors
  • Not documenting changes

how to Set Up Email Marketing in odoo Conclusion

You've now learned how to set up email marketing in Odoo. Apply these steps to streamline your operations and improve efficiency.

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