Automated post purchase Email for product service

Question

Hi Everyone,
I have two objectives:
send a 5 email post purchase customer journey after the order is confirmed (00days, 07 days, 14 days...) send an email to all customers who have had our product for 10 months (to remind them of an upcoming service)  I tried to do this with the marketing automation app but struggle to figure out where i can set a filter for the time (today = order date + 10 months)
So my question is: is marketing automations the right tool for this, or should I do this with aut

Tonto · Answer

Hi Chris,
Thanks a lot for your answer.
I'm using odoo 18.
The problem with your suggested solution is that I have many orders already who I want to include. E.g. an order from 20 th of may 2024 should be sent out tomorrow.
With the trigger I can only chose beginning of workflow (which i guess is when a order is fulfilling all the filters), but not 10 months after the order date.
So my question is how can i make this work for orders that are already existing?
Thanks

Chris Dominiak (Intero Technologies GmbH) · Answer

Hi Till,
which Odoo version are you currently using?
In Odoo 18 there are already some ready-made templates that you can use as you can see below:
image [1]
In the campaign that appears, you can then add individual activities to the workflow and set any triggers there, among other things
image [2] In summary, marketing automation should be the tool you need to achieve this required behavior.
Regards,
Chris Dominiak (Intero Technologies GmbH)

[1] /web/image/65938124-92ac1ea0/image.png?access_to

Powiązane posty	Odpowiedzi	Widoki
Send automated Email to customers Rozwiązane email automated automatic_email	1 wrz 25	2152
How to set up Automatic Email email automated automatic_email emailtemplate	1 sie 22	3148
How to send a mass mail to several recipient records but prevent email duplicates? email marketing	2 paź 25	920
MKT x Email: Resend no open email marketing	0 paź 24	1609
User Error Failed to render inline_template template: {{ object.employee_id.address_home_id.lang}}) automated automatic_email	2 lip 24	5714

To pytanie dostało ostrzeżenie

Podoba Ci się ta dyskusja? Dołącz do niej!