OpenERP - Managing marketing campaigns with OpenERP

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

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

3. @odony
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)

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

5. @odony
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

6. @odony
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

7. @odony
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

8. @odony
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

9. @odony
Questions?