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Odoo Marketing

The document outlines various functionalities and features related to SMS and Email marketing within Odoo, including requirements for sending messages, customer opt-out options, and campaign management. It covers settings for activating features, creating leads from social media posts, and managing templates and filters. Additionally, it discusses A/B testing, campaign metrics, and the process for sending mailings to multiple lists.

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Ayesha Siddika
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0% found this document useful (0 votes)
31 views6 pages

Odoo Marketing

The document outlines various functionalities and features related to SMS and Email marketing within Odoo, including requirements for sending messages, customer opt-out options, and campaign management. It covers settings for activating features, creating leads from social media posts, and managing templates and filters. Additionally, it discusses A/B testing, campaign metrics, and the process for sending mailings to multiple lists.

Uploaded by

Ayesha Siddika
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1 . What do you need in order to send SMS mailings with Odoo?

IAP Credits. Message Money.SMS Bucks.Odoo Dollars.


2 . How do you give customers the power to unsubscribe themselves from SMS
mailings?
Activate the 'Customer Portal' feature. Activate the 'I'm Done' feature. Activate the

'Include Opt-out link' feature. It's impossible.


3 . When testing SMS mailings, you can send it to…
Multiple phone numbers. Only one phone number.Only phone numbers of

coworkers.Odoo doesn't provide SMS tests.


1 . What is necessary in order to send SMS messages through Odoo?
SMS credits LOL credits IAP credits TXT credits
2 . On an SMS form, what is the purpose of the 'Title' field?
External reference *only*, the recipient(s) sees it on their message Internal

reference *only*, the recipient(s) won't see it External reference *only*, the

recipient(s) won't see itInternal reference *only*, the recipient(s) sees it on their

message
3 . On the 'A/B Tests' tab, what button should be clicked to modify an existing
SMS for test purposes?
Modify Existing Version Change Original VersionWrite Test Version Create an

Alternative Version
1 . What happens when you click on the 'Insights' of a social media stream?
You are emailed a PDF with various graphs and stats about your posts. Odoo

redirects you to a blank post template page. Odoo redirects you to the analytics

dashboard of that particular social media outlet. There is no 'Insights' link.


2 . What will you find on the 'Posts' page?
An error message (if you're not logged into your social media accounts). A blank

post template.A collection of your most recent posts, along with links to each one

(and only one view option). A collection of all your posts, along with relevant

information about each one (and many different view options).


3 . How do you create a lead from a social post with engagement?
Select desired post > Click “more options” menu (three dots icon) > Select “Create

Lead.” Select desired comment > Follow them on social media > Send Direct

Message.Select desired post > Click “Make Comment a Lead” from the drop-down

menu.It's impossible.
1 . Is the Campaign menu standard for the Social Marketing app?
Yes. No.
2 . What is the path to activate the Campaign menu for my Email and SMS apps?
Social Marketing > Configuration > Settings > Mailing Campaigns. Email Marketing

> Configuration > Settings > Mailing Campaigns. Settings > Mailing Campaigns.

None of the above.


3 . What is the difference between Campaign metrics and Post metrics?
Campaign Metrics are a summary of all content created for a specific channel, while

the Post ones are the metrics for that specific, unique content. Campaign Metrics

are a summary of all content created for Social Media, while the Post ones are the

metrics for that specific, unique content. Campaign Metrics are a summary of all

content created for that campaign, while the Post ones are metrics for that specific,

unique content. None of the above.


1 . What feature needs to be activated in order for you to send SMS and Email
messages in the Social Marketing application?
SMS Allowance (in SMS Marketing app). Mailing Campaigns (in Email Marketing

app). Campaign Allowance (in Social Marketing app).It's impossible.


2 . Why would you want to include an Opt-Out link in your SMS?
To give your customers the power to unsubscribe from the mailing. To give your

boss the power to opt-out of your contract.To give your customers the power to buy

credits from Odoo.To give yourself a better chance of securing a lead/opportunity.


3 . How much content can you create for each channel?
1 per channel. 3 per channel.5 per channel. As much as you want.
1 . Where should I go to activate the Push Notification option?
Website app. Settings app.Social Marketing app.None of the above.
2 . What does the Push Target URL field do?
It allows me to choose which of my website pages the user will land on when clicking

on my message. The link will also be tracked. It allows me to choose the web page

I'd like to track for that message.It allows me to choose the web page I'd like to be

shown on the foot of the message.None of the above.


3 . Which of these am I able to see when opening a visitor's record?
Number of leads/opportunities. Number of visits/sessions.Visited pages. All of the

above.
1 . Where can you activate the 'Dedicated Server' feature in the Email Marketing
application?
The Settings Page (Configuration > Settings). The Servers Page (Configuration >

Servers).The Email Portal (Configuration > Email Portal).The Dedicated Servers

Page (Configuration > Dedications > Email > Servers).


2 . Once you click 'Send,' and the mailing is scheduled to be sent, the status
changes from 'Draft' to…
'Sent.' 'In Queue.' 'In Progress.''Waiting.'
3 . How do I send a mailing to multiple mailing lists?
In the new 'Mailing' page, select 'Mailing List' in the 'Recipient' field, and add the

target mailing lists. In the new 'Mailing' page, head to the 'Settings' tab, and add the

target mailing lists in the 'Recipients' field. Both a and b are correct. There is no

way to send a mailing to multiple mailing lists.


1 . What button do I press to save a mailing as a template?
Save Template Add to Templates SaveAdd Mailing to Template
2 . Where can I find the list of pre-made email templates?
By creating a new mailing On the 'Email Marketing Templates' pageOn the

'Templates' tab in the Mailings listIn the 'Configuration' menu of the Email Marketing

App
3 . How can I replace an image, such as a logo, in a template?
Double-click an image to bring up a dialog box Drag and drop the new image over

the old one Click the 'Replace' button in the 'Media' field in the sidebar Click the

link icon pop-up when hovering over the image


1 . Where can I adjust the overall font types on my email template?
The 'Font' section of the 'Customize' tab The 'Layout' section of the 'Blocks' tabThe

'Font' section of the 'Design' tab The 'Design Options' section of the 'Design' tab
2 . Where can I find image filters?
In the 'Design' tab The 'Filter' field when an image is selected The 'Image' field

when an image is selectedThere are no image filters


3 . Where can I access Odoo's AI text generation tool?
In the 'Title' section of the 'Customize' tab By highlighting the text and clicking the

'AI' button In the 'Inline Text' section of the 'Customize' tab The AI text generation

tool is not accessible in Email Marketing


1 . What setting must be enabled to allow recipients to blacklist themselves?
Unsubscribing Option when Blacklisting Blacklisting Blacklist Option when

Unsubscribing Self Blacklist


2 . On the 'Mailing Subscriptions' page, what should recipients click to have their
email address added to the blacklist?
Exclude Me Remove MeBlacklist MeAvoid Me
3 . Where do I go to create or modify opt-out reasons?
Blacklist Addresses > Optout Reasons Configuration > Optout

Reasons Configuration > Settings > Optout ModificationMailing Lists > Optout

Reasons
1 . Which of the following is NOT a 'Winner Selection' option?
Highest Click Rate LeadsQuotes Purchases
2 . Where can I create an alternative version of an email for A/B testing?
The 'A/B Testing' tab on the original email The 'A/B Testing' section in the 'Mailings'

headerBy clicking the 'A/B Test' smart button on a mailingNone of the above
3 . Which of the following can be changed between alternative versions in an A/B
test?
The subject line The designThe blocks All of the above
1 . When creating a Lost Leads Reactivation Email, what option should be
selected in the 'Recipients' field of the email form?
Lost Lead Archived

Leads/Customers Lead/Opportunity Customers/Opportunities


2 . What toggle switch *must* be clicked on, in order to target lost leads in the
'Recipients' field?
Include Archived Include Lost RecordsInclude Past CustomersNo toggle switch

needs to be clicked
3 . How do I save a recipient filter for future use?
Click the 'Star' icon > Enter a title for the filter > Click 'Save' Click the 'Disk' icon >

Enter a title for the filter > Click 'Add' Click the 'Thumbs Up' icon > Enter a title for

the filter > Click 'Add'Click the 'Smiley Face' icon > Enter a title for the filter > Click

'Favorite'
1 . When you officially start your campaign, what status does it change to…?
Running. Started.Closed.Begun.
2 . If you can't find the specific option you're looking for in the 'Target' drop-down
menu, what should you do?
Log out of your customer portal, then log back in. Select 'Search More' on the

'Target' drop-down menu. Contact Odoo Tech Support.Nothing. Odoo doesn't

provide that option.


3 . The 'Records' of a marketing campaign represent…
The number of times this campaign has been used. The number of users with

Admin Access.The number of campaigns that have been generated in your

database. The number of contacts that fit the 'Filter' criteria you just configured.
1 . Can you create an email template on-the-fly?
Yes, of course. Yes, with the Template Add-On installed.Yes, with signed

permission from an administrator.No, it's impossible.


2 . What feature should you consider when creating a time-sensitive activity on a
campaign?
Exclude. Expiration Date. Expiry Duration. Expired.
3 . What type of activities automate internal, backend actions in your database?
Enterprise Activity. Server Activity.Database Action. Server Action.
1 . When you click 'Launch a Test,' can you create a record to test on-the-fly?
Yes, but only if you've put the contact in person before. Yes, without any problems

whatsoever. Yes, but only if you have the 'Test Contact' module installed.No, it's

impossible.
2 . How do you check the updated workflow progress of a campaign test in Odoo?
Refresh the page. Log out, and log back in immediately.Close the application, and

re-open it immediately.It's impossible.


3 . If you set up a 'Server Action' to move a Lead/Opportunity to the next stage in
your workflow when triggered, where would you go to confirm that change?
On the main Odoo dashboard. On the Projects dashboard. On the CRM

dashboard. On the Customer Portal.

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