OpenERP - Managing marketing campaigns with OpenERP

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OpenERP - Managing marketing campaigns with OpenERP

  1. 1. Managing MarketingCampaigns with OpenERP TUTORIAL OLIVIER DONY @odony
  2. 2. Agenda  Installation and setup  Design your campaign   Campaign design   Segments   Simulation  Follow-up   Monitoring daily actions   Activity reporting @odony
  3. 3. Installation and setup  Install the marketing_campaign module  The email_template module comes for free  Then you probably want some email integration:   Setup a mail gateway that feeds incoming emails to OpenERP   Or configure the fetchmail to read a POP/IMAP account  At this point, the documents of interest should be integrated with emails (CRM Leads, or Project Issues, or HR Applicants) @odony
  4. 4. Design a campaign: Activities  Use the diagram editor to design the campaign @odony
  5. 5. Design a campaign: Activities  Kinds of actions bound to an activity:   Sending an email + attachments (based on a template)   Generating a report   Executing any action  Make sure to have proper exit conditions   When should item exit the campaign   Remember that email response @odony
  6. 6. Segments  Segments are the input sources for your campaigns  No segment = no item entering the campaign  As simple as saving a filter  Critical for reporting @odony
  7. 7. Campaign Simulation  Last important step: manual simulation  Put the campaign into test mode or manual mode  Process a few entries  Verify the various campaign paths  Recommended: leave new campaigns in manual mode for a few days, to monitor closely @odony
  8. 8. Follow-up  Daily   Monitor the campaign performance day-to-day   Group-by campaign, activity   Number of items added daily:   Group by activity “start”, state = Done, Today   Number of emails sent daily:   Group by activity “*Mail*”, Today  Periodically   Marketing > Reporting > Campaigns @odony
  9. 9. Questions? @odony

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