How to Create Fully Automated Email Sequences

Want to send a sequence of emails to new subscribers? Or launch a mini email course with weekly lessons sent automatically?

With Odoo’s Marketing Automation module (available in the Enterprise version), you can do all of that in your ERP.

Here's how to set up a mini course that sends weekly emails after subscription, ending with an upsell offer automatically triggered when a user replies to the latest email from the sequence.

Email Sequence Setup
  1. Install the Marketing Automation Module
    • Install the Marketing Automation module from the Apps section.
  2. Create a New Campaign
    • From the dashboard, search for Marketing Automation.
    • Click Create to start a new campaign. Choose to build from scratch.
  3. Define Your Audience
    • Set the Target Model to Mailing Contact​. This ensures every new subscriber to your list (e.g., “AI Course”) enters the flow.
    • Under Unicity Based On​, choose Email to prevent duplicates.
    • Add a filter to include only subscribers from the specific mailing list, such as “AI Course”.
  4. Build the Email Sequence
    • Use Add New Activity​ to create each week’s email.
    • Set Activity Type​ to Email, choose or create an email template, and configure options like sender address, attachments, and reply-to.
    • For the first email, set it to send immediately after subscription (0 hours).
    • For subsequent emails, trigger them 1 week after the previous email is sent.
    • Use domain filters to exclude unsubscribed contacts or those who didn’t receive earlier emails.
  5. Upsell with Conditional Logic
    • Add a final email offering the full course.
    • Set it to send only to subscribers who replied to the previous email, using Add child activity​, triggered 1 hour after the reply.
  6. Test the Workflow
    • Use the Launch a Test​ feature to validate the sequence before going live.
  7. Launch the Campaign
    • Use the Star​t button to run the campaign.
Additional Configurations for a Complete Email Flow

  • Create a new mailing list (e.g. “AI Course”).

  • Add a subscription form on your website using this list.

  • Check the frequency of the following scheduled actions:

    • Marketing Automation: Sync Participants
    • Marketing Automation: Execute Activities

    If you want users to receive their emails as soon as they subscribe, these actions should run frequently, ideally every 5 or 10 minutes.

That is it! You now have a fully automated, seamless email campaign inside Odoo, no need for third-party tools, external integrations, or extra maintenance.