This document provides an overview of how to manage marketing campaigns using OpenERP. It discusses installing the necessary modules, designing campaigns including activities and segments, simulating campaigns, and following up on campaign performance through monitoring and reporting. The agenda covers setup, campaign design, simulation, and follow-up monitoring and reporting.

1. Managing Marketing
Campaigns with OpenERP
TUTORIAL
OLIVIER DONY
@odony

2. Agenda
 Installation and setup
 Design your campaign
 Campaign design
 Segments
 Simulation
 Follow-up
 Monitoring daily actions
 Activity reporting
@odony

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. Design a campaign: Activities
 Use the diagram editor to design the campaign
@odony

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. 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. 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. 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. Questions?
@odony