Yes, Odoo 18 can automate follow-up emails using Automated Actions and Scheduled Activities tied to lead stages. You can set rules to trigger email templates at set intervals, and stop the sequence once the customer replies or the lead stage changes.

Automating email sequences in Odoo 18 for lead nurturing is achievable using features like automated actions and email templates.

  1. Configure Email Templates: Create email templates in Odoo for each stage of your follow-up sequence (initial contact, first reminder, final reminder). These templates should be designed to be professional and informative.

  2. Set up Automated Actions: Use Odoo's automated actions (available under the "Automation" menu in many apps) to trigger emails based on specific conditions. For example, an action could be set to send the first email template two days after the "Selling Possibility" is created. Subsequent actions would send the reminder emails after two weeks each, only if the previous email hasn't received a reply.

  3. Define Conditions and Actions: Within the automated action, define the conditions (e.g., "Last Email Sent" date, "Customer Response" status) and the corresponding actions (e.g., send email template, update lead status). You'll need to use Odoo's workflow features to manage the state of each email and the lead.

  4. Test Thoroughly: Before fully implementing the automation, test it with a few sample leads to ensure the emails are sent correctly and the conditions work as expected. This will help prevent sending unwanted emails to your entire customer base.

Resources:
No exact match found for this query, please find the relevant resources or contact support for further help.

For personalized assistance:
https://www.pragtech.co.in/contact-us-mql.html

Thank you so much. I will try it out!

Hi,

In Odoo 18, you can automate email sequences using Automated Actions or the Email Marketing / Mass Mailing module.

Create your email templates for the different stages (first, second, last reminder).

Use the Leads/Opportunities model as the trigger for sending emails.

Set up an Automated Action that sends the first email when a lead is created or reaches a certain stage.

Use scheduled actions (cron jobs) to trigger the second and third emails after a set period (e.g., two weeks) if no reply is received.

To detect customer replies, you can track incoming emails linked to the lead via the chatter or the “email received” condition in the automated action.

Configure the automation so that if a reply is received, the sequence stops and the lead moves to personal follow-up.

This creates a cascade of standard mails automatically while keeping all correspondence linked to the lead for tracking and reporting.

Hope it helps.