How to Set Up & Use Email Marketing Campaigns in Odoo 18

Email marketing continues to be one of the most effective tools for engaging with your audience. With the release of Odoo 18, creating, managing, and automating email campaigns is easier than ever. Whether you're sending newsletters, promotional offers, or important announcements, Odoo’s Email Marketing module helps you reach the right audience with the right message at the right time.

In this guide, we’ll walk you through how to configure email marketing in Odoo 18, create your first campaign, and apply best practices for better results.

 

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Why Email Marketing Matters in Odoo 18

Before diving into the setup, let’s understand the role of email marketing in Odoo. It’s more than just sending bulk emails — it’s a strategic way to:

• Automate customer communication
   
• Build long-term relationships
   
• Deliver personalized messages to segmented audiences
   
• Track performance and optimize future campaigns
   

Odoo’s built-in Email Marketing module integrates seamlessly with other apps like CRM, Sales, and Accounting, giving you a complete view of customer engagement and activity.

 

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Step-by-Step Guide to Setting Up Email Marketing in Odoo 18

 

 

Step 1: Install the Email Marketing Module

Start by installing the Email Marketing app:

1. Go to the Odoo dashboard
    
2. Click on Apps
    
3. Search for “Email Marketing”
    
4. Click Install
    

Once installed, the module will be available for creating campaigns, managing subscribers, and setting up automation.

 

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Step 2: Configure Your Email Settings

 

 

To ensure successful delivery of your emails:

1. Navigate to Settings
    
2. Under the Email section, select Outgoing Mail Servers
    
3. Enter the SMTP server details from your email provider (like Gmail or Outlook)
    
4. Test the connection to verify everything is working correctly
    

This step is essential to enable Odoo to send emails on your behalf.

 

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Step 3: Create a New Email Campaign

 

 

Now it’s time to create your first campaign:

1. Open the Email Marketing app
    
2. Click Create
    
3. Name your campaign, select your audience, and choose an email template
    
4. Customize the content using Odoo’s built-in editor
    

You can either use a pre-designed template or build your own. Once ready, click Send Test to preview how it looks across devices.

 

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Step 4: Segment Your Audience

 

 

Odoo 18 allows you to segment your audience for better targeting. You can create segments based on:

• Tags or categories
   
• Purchase behavior
   
• Subscription status
   
• Interaction with past emails
   

Targeted campaigns are more likely to drive engagement, clicks, and conversions.

 

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Step 5: Automate Campaigns with Marketing Automation

One of the most powerful features in Odoo 18 is marketing automation. You can create workflows that trigger emails based on specific actions:

• Welcome emails for new subscribers
   
• Abandoned cart reminders
   
• Birthday or anniversary messages
   
• Promotional emails based on behavior
   

To create an automation:

1. Go to the Marketing Automation app
    
2. Click Create, define a trigger (e.g., registration or purchase), and set up the action (sending an email)
    
3. Choose when and how often the email should be sent
    

Automation helps you maintain consistent communication while saving time.

 

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Best Practices for Effective Email Marketing in Odoo 18

Follow these tips to maximize the impact of your campaigns:

• Personalize Your Content

Use dynamic fields like name, company, or last purchase to make your emails feel personal.

• Craft Clear Subject Lines

Make your subject line short, clear, and compelling — aim for under 50 characters.

• Optimize for Mobile

Ensure your emails are mobile-friendly. Odoo templates are responsive, but always preview before sending.

• Use a Strong Call-to-Action (CTA)

Tell the reader what to do next: "Buy Now", "Subscribe", or "Read More".

• Test and Analyze

Use A/B testing to compare subject lines or layouts. Track metrics like open rate, click-through rate, and conversions using Odoo’s built-in analytics.

 

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How to Send Newsletters with Odoo 18

Creating newsletters is similar to regular campaigns:

1. Go to the Email Marketing app
    
2. Click Create
    
3. Choose the Newsletter template
    
4. Add your content — updates, news, or offers
    
5. Select your audience segment
    
6. Schedule it or automate regular sends
    

Newsletters are great for keeping subscribers informed and engaged over time.

 

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Final Thoughts: Get Started with Odoo 18 Email Marketing

Odoo 18 makes it easy to plan, create, and optimize email marketing campaigns — no coding or third-party platforms needed. Whether you're a small business or a large enterprise, the built-in tools can help you:

• Reach your audience
   
• Automate communications
   
• Improve customer engagement
   

Start using Odoo 18 Email Marketing today and watch your campaigns deliver real results.