What's new in Odoo 20 Marketing

Email Marketing > Mailings > [sent mailing] > Clicked

In Odoo 20 the Clicked statistic on a sent mailing opens a list of link clicks grouped by recipient email address. Unfolding a recipient shows each link that person clicked and the time of the click. A pie chart view of the same data is also available. Marketers use it to see which recipients engaged with which links in a campaign, rather than only the overall click rate.

Email Marketing > Mailings > Edit Design > [block] > Style > Visibility

In the Odoo 20 mailing editor every block has a Visibility option. When it is set to Conditionally, the user defines conditions on the recipient, for example a country code, and the block is only included in the emails of recipients who meet them. While editing, such blocks display a crossed-eye icon. This allows one mailing to show different content to different audiences. It is available for mailings whose recipients are Contacts.

Contacts > [select contacts] > Actions > Add to Mailing List

In Odoo 20, contacts can be added to one or more mailing lists directly from the Contacts app with the Add to Mailing List action. If a matching mailing contact already exists, it is reused rather than duplicated. Recipients also have a Subscribed Newsletters card in their customer portal, where they can manage their own subscriptions. This helps marketers grow lists from existing contacts and lets recipients control what they receive.

Email Marketing > Mailings > New > Recipients > Dynamic Lists

Odoo 20 Email Marketing uses Dynamic Lists, which are saved filters on any recipient model. A mailing can use several dynamic lists at once; their conditions are combined, and the matching recipients are only computed when the mailing is sent. The recipient list therefore reflects the data at sending time. Marketers pick dynamic lists in the Recipients section of a new mailing after choosing the recipient model, such as Contact.

Email Marketing > Mailings > New > Recipients

In Odoo 20, employees and purchase orders can be used as mailing recipients, so Employee and Purchase Order appear among the recipient types of a mailing. Choosing Employee sends the mailing to staff members, while choosing Purchase Order reaches suppliers through their purchase orders. This lets companies use Email Marketing for internal communication and supplier announcements, not only for customers and leads.

Email Marketing > Mailings > Edit Design > [block] > save icon

In the Odoo 20 mailing editor a selected block has a save button to store it for reuse. Saved blocks appear in a Custom category at the top of the Blocks tab and can be dropped into any other mailing. In that category they can also be renamed or deleted. Marketers use this to reuse their own headers, footers or promotional sections across campaigns without rebuilding them each time.

Email Marketing > Mailings > [mailing] > Mail Body > Edit Design

In Odoo 20 the mail body shown on the mailing form is a read-only preview. Hovering it reveals an Edit Design button, or Start Designing for an empty mailing. Clicking the button opens the design editor in full screen, with the blocks and options panel on the right side. Save or Discard closes the editor and returns to the mailing form. Mailing designs are therefore always edited in this full-screen mode.

Email Marketing > Mailings > Edit Design > [link] > Edit > Advanced mode

In the Odoo 20 mailing editor, the advanced options of a link include a Disable Link Tracking checkbox. When ticked, recipients receive the original URL rather than a tracked short link, and clicks on that link are not counted in statistics. The option is reached by clicking a link or button, choosing Edit in the link popover and opening the advanced mode. Other links in the same mailing keep their tracking.

Email Marketing > Templates

In Odoo 20 any mailing can be saved as a reusable template with Save as Template from its gear menu. Saved templates are listed in the Templates menu, also called the Template Library, and they appear in the template picker of new mailings next to the standard designs. Marketing teams use this to keep a set of their own designs ready for future campaigns.

Email Marketing > Mailings > Edit Design > Design > Font Family

The font picker in the Odoo 20 mailing editor is divided into two groups. Email-safe fonts, such as Arial, Georgia and Verdana, display in most email clients. Limited-support fonts are web fonts such as Aleo, Lato, Montserrat, Open Sans and Poppins; each has a fallback font that is used when an email client or browser cannot show the web font. The picker is in the Design tab of the editor.

Email Marketing > Mailings > New > Mail Body

Odoo 20 Email Marketing offers additional mailing designs and blocks. The template picker of a new mailing includes designs such as Catalog, Terms Update and Event Updates. The editor includes blocks such as Bento blocks, Image Grid, Products Grid and Schedule Table, plus further header and footer layouts. Marketers choose a design in the Mail Body tab when creating a mailing, then add blocks while editing.

Email Marketing > Configuration > Link Tracker > [link]

In Odoo 20, mailings do not create a UTM source named after each mailing. Links and documents keep a standard source, such as Mass Mailing, and a Reference field points to the exact mailing, social post or other record behind them. The Reference is shown in the UTM section of link trackers, leads and sales orders. This follows common UTM practice while still telling which campaign item generated a click or document.

Marketing Automation > Campaigns > New

An empty campaign offers an 'Ask AI' card next to 'Define a Trigger' and 'Load a Template'. Clicking it opens the AI Campaign Assistant, a chat that builds the campaign steps for the user from the conversation. Marketing users can describe the campaign they want and have the assistant set up the flow, which they can then review in the campaign.

Marketing Automation > Campaigns > New > Define a Trigger

A campaign can start when an event happens, not only from a filter. With the trigger type set to 'Event', the user picks the event: a product bought or put in the cart, a form submitted, a page visited, or a subscription to a mailing list. Marketing teams use it to react to customer actions with automated follow-ups. The Event option is one of the trigger types offered in Define a Trigger.

Marketing Automation > Templates

Mailings can be saved as templates with 'Save as Template' in the gear menu of a mailing. Saved templates are kept in a Template Library, which has its own Templates menu in both Email Marketing and Marketing Automation. Marketing users can reuse a well-designed mailing for later campaigns without rebuilding it. The library can be opened directly from Marketing Automation > Templates.

Marketing Automation > Campaigns > New > Define a Trigger

A campaign's start trigger can be one of several types: Filter, Event, Webhook, Anniversary, Manual for on-demand starts, or Date, which fires before or after a chosen date field. Within the flow, a 'Condition Delay' step can wait until a record reaches a given value, or collect any reply. Marketing teams can start and pace campaigns according to dates, events or outside systems.

Marketing Automation > Campaigns > New > Define a Trigger

With the 'Webhook' trigger type, saving the campaign produces a webhook URL. An outside system can call this URL with a JSON search domain; records matching it are added as campaign participants immediately, and new records can optionally be created. This lets other tools feed contacts into Odoo campaigns automatically. The URL is shown on the campaign once it has been saved.

Marketing Automation > Campaigns > New

Campaigns are displayed as a visual flow. It starts with a Campaign Start node, followed by steps such as Delay, Send Email, Checkpoint and Log a Note, with paths that can branch. The '+' buttons insert steps, and the canvas can be dragged, zoomed and centred. Loading a template, for example Commercial prospection, shows a complete example flow. Users build the campaign directly on this canvas.

Marketing Card > Campaigns > New

When a card campaign targets event records, such as registrations, booths, sponsors or tracks, the Post Link field can be left empty. The link then points to the event page, and the field shows 'Event page' as a hint. Other campaigns fall back to the record's page or to the website home page. It applies when Marketing Card is used together with Events.

Events > [event form] > Send Cards

The event form has a 'Send Cards' button, provided by the marketing_card_event bridge module. It opens a card mailing already aimed at the event's attendees. The user picks an event card campaign and can adjust the recipients through domain conditions, which by default select this event and exclude cancelled or unconfirmed registrations. Event organisers use it to send cards to attendees.

Marketing Card > Campaign > Send

A card mailing has a 'Card Language' field. Cards are rendered in the chosen language, and the same record can have one card for each language. Marketers and event organisers can send cards that match the language of their audience. The field is set when sending cards from an event or a Marketing Card campaign. Each language version is a separate card for the record.