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Marketing Automation

Odoo Marketing Automation

Build Arabic and English follow-up workflows once in Odoo, and let them nurture leads and customers from CRM, store and event data with sales kept in the loop.

Marketing Automation
Capabilities

What this module handles

Saudi sales teams lose website and Snapchat leads because follow-up depends on someone remembering, and seasonal campaigns are rebuilt by hand every Ramadan while the CRM fills with stale contacts. Odoo Marketing Automation runs multi-step workflows with emails, SMS and internal actions triggered by records and responses, and Naqlah, an Odoo Gold Partner in Saudi Arabia, designs the first workflows around your real funnel and wires consent and branching by language.

  • Visual workflow builder with time delays between steps, measured in hours, days or weeks
  • Triggers from new leads, orders, event registrations, form submissions or any record filter
  • Email, SMS and WhatsApp messages, plus server actions, as steps in the same workflow
  • Branches on open, click, reply, no response or a change on the record
  • Audience filters on any CRM, contact, sales or subscription field, including language and city
  • A/B tests inside a workflow to compare two messages at the same step
  • Participant tracking and step-level conversion reports for every workflow
  • Automatic CRM activities, stage moves and tags for the sales team when a contact engages
Saudi ready

Built for how business runs in Saudi Arabia

Naqlah builds workflows that branch on the contact's language field, so Arabic and English audiences each receive native content from one workflow rather than a translated afterthought. A contact enters a workflow only when a recorded consent or another lawful basis exists on the record, and an opt-out at any email or SMS stops every remaining step, which is the behaviour PDPL expects. Send windows respect the Saudi week, with Friday and Saturday as the weekend, prayer times and Ramadan evening schedules, and SMS steps run under your CST-registered sender name.

Language-aware journeys
One workflow with an Arabic path and an English path, chosen by the contact's language. Templates are written in natural Arabic, not translated at the last step.

Consent first
Workflows start only for contacts with a recorded basis on the record, and an opt-out halts every remaining email and SMS step. The audit trail stays on the contact.

Sales in the loop
A click or reply creates a CRM activity for the rep with a due date, so a hot lead gets a call instead of another email.

How it connects

How does a marketing workflow follow up a lead in Odoo?

1. Lead or customer enters the workflow
A website form, a Salla order synced through the Naqlah Salla app or an event registration matches the trigger filter.

2. Language and consent checked
The workflow reads the contact's language and consent fields, then sends the first Arabic or English message within the agreed send window.

3. Branch on response
Contacts who click or reply get a CRM activity assigned to sales, and those who do not get a reminder by SMS or WhatsApp after a delay.

4. Results reported per step
Participation, opens, clicks and conversions are shown for each step, so the team sees where the funnel leaks.

Implementation

What Naqlah configures in your implementation

  1. Funnel mapping and first workflows. We map how leads and customers actually move through your business and build the first three workflows, such as welcome, lead nurture and win-back.
  2. Target filters and consent conditions. Entry filters are defined on CRM, sales and contact fields, with consent and language as conditions.
  3. Bilingual templates. Email and SMS templates for each step are written in Arabic and English and tested before activation.
  4. Branch logic and sales actions. Click, reply and no-response branches are built, with CRM activities, stage moves and tags for the sales team.
  5. Send windows and frequency. Rules for the Saudi week, prayer times, Ramadan and the maximum messages a contact receives, built as part of implementation.
  6. Reporting and handover. A workflow dashboard and training so your marketing team can edit and add workflows on its own.

Timelines depend on the number of workflows and channels, and Naqlah gives a clear roadmap in the first consultation.

Who it is for

Companies that get the most from this module

  • eCommerce brands. Welcome, review request, replenishment reminder at 30 days and win-back at 90 days, triggered from Salla or Odoo orders.
  • B2B companies with long sales cycles. Nurture after a demo or quotation, with a CRM activity for the rep when the contact engages.
  • Training institutes. Enrollment sequences from enquiry to course start, with reminders before each intake.
  • Real estate developers. Project launch drips to registered interest, segmented by city and budget, routed to sales on response.
  • Subscription and SaaS businesses. Onboarding tips, renewal reminders and win-back for churned subscribers, including roastery subscriptions.
Before and after

Manual reminders vs Odoo Marketing Automation

AreaBeforeWith Odoo via Naqlah
Follow-upDepends on someone rememberingScheduled workflow from the trigger
LanguageOne template, usually EnglishArabic and English paths by contact language
ChannelsEmail only, sent in batchesEmail, SMS and WhatsApp as steps
Sales handoffNone, marketing and sales apartCRM activity created on engagement
ConsentUnmanaged, risk under PDPLChecked before every step, opt-out stops the flow
ReportingCampaign opens onlyConversion and drop-off per step
FAQ

Module questions, answered

Everything else, we cover in a free 30-minute consultation.

What does Odoo Marketing Automation do?
Is Marketing Automation only available in Odoo Enterprise?
Can workflows send SMS and WhatsApp?
Can a workflow start from a new lead or an online order?
Can one workflow send Arabic and English content?
Is Marketing Automation too complex for a small team?
Related

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