marketing

name	marketing
description	Run campaigns — mass mailings, marketing automation, events, and lead generation tracking. Use for marketing, campaigns, mailings, email blasts, events, or UTM tracking.
triggers	["marketing","campaign","mailing","email blast","newsletter","event","utm","lead gen","automation flow"]
odoo_modules_any	["mass_mailing","marketing_automation","event"]

Marketing

Reach audiences, measure response, feed qualified leads into selling.

Key models

• mailing.mailing — one email or SMS blast
• mailing.list — audience list of contacts
• mailing.contact — contact on a list (not the same as res.partner)
• mailing.trace — per-recipient delivery/open/click record
• marketing.automation — multi-step automation campaign
• event.event — event with registrations
• event.registration — attendee
• utm.campaign / utm.source / utm.medium — attribution triple

Typical workflows

1. Build audience — mailing.list + mailing.contact, or use domain on res.partner
2. Send blast — mailing.mailing in draft → test → send → track via mailing.trace
3. Multi-step flow — marketing.automation with activities (send, wait, condition, create lead)
4. Run event — event.event with ticket types, manage event.registration, post-event follow-up
5. Attribute — utm.campaign on inbound lead/form maps to the campaign that generated it

Gotchas

• mailing.contact is a separate model from res.partner — cross-sync with mailing.contact.subscription.
• Opens/clicks via pixel/link tracking; blocked by privacy tools, so numbers skew low.
• Unsubscribe is tracked on mailing.contact per list — a user can opt out of one list, not all.
• utm.* values are created on-the-fly when unknown — check for duplicates via lookup before creating.