Implementing automation to your contacts

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Odoo implementation requires strategic planning to ensure that automation functionalities align with business objectives. A good practice is to start with integrating one channel, such as email marketing, and then gradually expand to SMS, social media, and WhatsApp. This allows for more efficient control of resources and ensures that each channel is optimized before moving on to the next.

Team training is another key piece . Odoo offers educational resources and technical support to ensure that users understand and use all the tools available. Investing in this initial training can make a huge difference to the long-term success of your campaigns.

Example of Multichannel Automation Integrated with Odoo
Marketing automation is not just about using advanced tools, but about designing comprehensive strategies that connect multiple channels to deliver a consistent and personalized customer experience. Let’s imagine a real campaign for a product launch, where email, SMS, social media and WhatsApp are used in a synchronized manner to maximize impact and improve conversion.

Phase 1: Creating Expectations with Email Marketing
The strategy starts with an email marketing campaign targeting existing subscribers and qualified leads. Using Odoo’s email module, a visually appealing email is designed announcing the upcoming austria email list product launch, including a teaser video and a “Save the Date” button. This button is linked to a specific list in the CRM that will identify interested customers, marking them as priority for the next stages. Additionally, the emails include a link to the brand’s social media so that users can follow updates and join the conversation.

Phase 2: Urgency Generation with SMS
As the launch date approaches, SMS messages are sent to interested customers, reminding them of the event and offering them an exclusive, time-limited discount. The messages include a link to a landing page, designed in Odoo, where users can sign up for additional notifications or pre-order the product. Automation ensures that only contacts flagged in the previous phase receive these messages, maximizing relevance and avoiding spam.

Phase 3: Interaction on Social Networks
On launch day, social media plays a crucial role in amplifying the campaign’s reach. With Odoo integration, posts on platforms such as Instagram, Facebook and LinkedIn are pre-scheduled, ensuring that messaging is consistent across all channels. Posts include direct links to the product and clear calls to action, such as “Find out more” or “Book now.” Additionally, the automated commenting feature on posts is used to quickly respond to user questions, encouraging engagement.

Phase 4: Personalized Follow-up with WhatsApp
For customers who have shown interest but have not completed their purchase, a personalized follow-up campaign is triggered via WhatsApp. Using templates pre-approved by WhatsApp Business, messages are sent reminding about the exclusive offer and highlighting the unique features of the product. For example, “Hi [Name], there are only 24 hours left to take advantage of your special discount on [Product]. Click here to complete your purchase.” This action is linked to the customer’s history in the Odoo CRM, allowing each message to be highly personalized.