Marketing
Odoo Marketing Automation
Multi-step campaigns triggered by record conditions and activity, rather than one-off sends.
What it handles
- Trigger-based workflows on any model
- Wait steps, branches, and conditions
- Lead scoring and hand-off to sales
Odoo documentation 19.4content/applications/marketing/marketing_automation
Worth knowing before you commit
Editing the preconfigured server action behind the double opt-in template can change the database's pricing plan, because it crosses into custom code.
The target model of a running campaign should be left alone. Changing it invalidates the activities already in the workflow.
In Canada
Marketing Automation for a Canadian business
Double opt-in is the mechanism that produces the express-consent record CASL expects for commercial electronic messages. Only contacts on the confirmed list count as having consented, so the campaign design and the consent record are the same decision.
The official documentation
Odoo documentation: Marketing Automation
Odoo documentation 19.4content/applications/marketing/marketing_automation (corpus 19.4)