{"id":12229,"date":"2025-06-09T09:22:13","date_gmt":"2025-06-09T09:22:13","guid":{"rendered":"https:\/\/todo.ltd\/?p=12229"},"modified":"2025-06-09T09:48:01","modified_gmt":"2025-06-09T09:48:01","slug":"odoo-erp-marketing-analytics","status":"publish","type":"post","link":"https:\/\/todo.ltd\/en\/blog\/odoo-erp-marketing-analytics\/","title":{"rendered":"How to automate marketing in Odoo ERP"},"content":{"rendered":"<p>Marketers often work in the dark: data on channel performance is scattered across different systems.<br \/>\nAnalytics from Facebook in the Meta dashboard, contextual advertising in Google Ads, and CRM are a separate story. To understand which channels really bring in quality customers and how they move through the funnel, you have to manually tabulate everything.<\/p>\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=qE9kE82ynSw\">Odoo ERP<\/a> allows you to automate marketing.<br \/>\nAll data is collected in a single system: from the first click to a successful transaction. Automated dashboards and reports help marketers see the real effectiveness of campaigns and make decisions faster.<\/p>\n<h2>What tasks of a marketer are automated by Odoo ERP<\/h2>\n<ul>\n<li>tracking the sources of lead generation (UTM tags: campaign, source, medium)<\/li>\n<li>calculation of the cost of a lead for each channel<\/li>\n<li>automatic construction of a sales funnel with a breakdown by channels<\/li>\n<li>calculating the ROI of marketing campaigns<\/li>\n<li>base segmentation: new leads, repeat sales, LTV<\/li>\n<li>automatic generation of weekly reports for the manager<\/li>\n<\/ul>\n<h2>Odoo tools to automate marketing and analytics<\/h2>\n<p>What can be used in standard Odoo:<\/p>\n<ul>\n<li>UTM is a basic module for collecting utm_source, utm_campaign, utm_medium<\/li>\n<li>CRM Dashboards - summarizing KPIs by source<\/li>\n<li>Marketing Automation - automatic email campaigns + reports<\/li>\n<li>Automated Actions + Email Templates - automatic report sending<\/li>\n<li>Odoo Studio - for customizing dashboards<\/li>\n<\/ul>\n<p>Additionally, you can connect Google Analytics and BI tools for advanced analytics.<\/p>\n<h2>What it looks like in practice<\/h2>\n<p>After implementing Odoo ERP:<\/p>\n<ul>\n<li>all UTM tags are automatically pulled into the lead card<\/li>\n<li>the sales funnel is built by channel<\/li>\n<li>the dashboard shows not only the number of leads, but also the revenue for each channel<\/li>\n<li>a report on the effectiveness of marketing campaigns is sent to the manager by email every Monday<\/li>\n<\/ul>\n<p><strong>Result:<\/strong> It now takes 10 minutes to analyze marketing indicators instead of 10 hours.<br \/>\nThe advertising budget has been optimized by eliminating two inefficient channels.<\/p>\n<h2>Example of UTM tag structure for implementation in Odoo ERP<\/h2>\n<p>To automatically track lead sources in CRM, it's important to set up UTM tags in all advertising links correctly.<\/p>\n<p><strong>An example of a link with UTM tags:<\/strong><\/p>\n<pre style=\"background-color: #f9f9f9; padding: 10px; border-radius: 5px; overflow-x: auto;\">https:\/\/yourdomain.com\/?utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=brand&amp;utm_term=odoo_erp&amp;utm_content=text_ad\n<\/pre>\n<p><strong>Basic UTM parameters and their purpose:<\/strong><\/p>\n<div style=\"overflow-x: auto;\">\n<table style=\"width: 100%; border-collapse: collapse;\">\n<thead>\n<tr>\n<th style=\"border: 1px solid #ddd; padding: 8px; background-color: #f3f3f3;\">Field.<\/th>\n<th style=\"border: 1px solid #ddd; padding: 8px; background-color: #f3f3f3;\">Example.<\/th>\n<th style=\"border: 1px solid #ddd; padding: 8px; background-color: #f3f3f3;\">Appointment<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm_source<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">google \/ facebook \/ email \/ linkedin<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Traffic source<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm_medium<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">cpc \/ organic \/ referral \/ email<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Type of traffic<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm_campaign<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">brand \/ summer_sale \/ retargeting<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Campaign name<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm_term<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">odoo_erp \/ automation \/ integrator<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Keyword (for contextual advertising)<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm_content<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">text_ad \/ banner_1 \/ video_ad<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Ad version or content<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p style=\"background-color: #fef7e0; border-left: 4px solid #ffc107; padding: 10px; margin-top: 15px;\"><strong>Tip:<\/strong> Use a single standardized UTM tagging system across all channels. This will allow you to receive clean reports without \"clogging\" sources.<\/p>\n<h2>Common mistakes when implementing UTM in Odoo ERP<\/h2>\n<p>To ensure that analytics in Odoo ERP gives accurate results, it is important to avoid common mistakes. Here's what you should pay attention to:<\/p>\n<ul style=\"list-style: none; padding-left: 0;\">\n<li style=\"margin-bottom: 8px;\"><span style=\"color: #e74c3c; font-weight: bold;\">\u2718<\/span> Non-standardized UTM tags \u2192 \"garbage\" in reports<\/li>\n<li style=\"margin-bottom: 8px;\"><span style=\"color: #e74c3c; font-weight: bold;\">\u2718<\/span> Lack of control over UTM in all channels<\/li>\n<li style=\"margin-bottom: 8px;\"><span style=\"color: #e74c3c; font-weight: bold;\">\u2718<\/span> No UTM transfer to CRM \u2192 analytics is incomplete<\/li>\n<li style=\"margin-bottom: 8px;\"><span style=\"color: #e74c3c; font-weight: bold;\">\u2718<\/span> No automatic report distribution \u2192 manual work<\/li>\n<li style=\"margin-bottom: 8px;\"><span style=\"color: #e74c3c; font-weight: bold;\">\u2718<\/span> Lack of a single dashboard for the manager<\/li>\n<\/ul>\n<p style=\"background-color: #e8f5e9; border-left: 4px solid #4caf50; padding: 10px; margin-top: 15px;\"><strong>Recommendation:<\/strong> Before implementing analytics, create <em>checklist for working with UTM<\/em> for your marketing team. This will help you avoid common mistakes and provide high-quality reports in Odoo ERP.<\/p>\n<h2>Useful modules for marketing analytics in Odoo ERP<\/h2>\n<p>The following modules and tools can be used to enhance marketing analytics capabilities in Odoo:<\/p>\n<div style=\"overflow-x: auto;\">\n<table style=\"width: 100%; border-collapse: collapse;\">\n<thead>\n<tr>\n<th style=\"border: 1px solid #ddd; padding: 8px; background-color: #f3f3f3;\">Module \/ Tool<\/th>\n<th style=\"border: 1px solid #ddd; padding: 8px; background-color: #f3f3f3;\">What it is suitable for<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Basic support for UTM tags<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">utm_source \/ utm_campaign fields<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Displaying sources\/campaigns in CRM<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Automated Action<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Automatic report distribution<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Marketing Automation<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Automatic campaigns + email reports<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Odoo Studio<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Additional fields + dashboards<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">BI Connectors<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Connecting Power BI \/ Google Data Studio<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Google Analytics connector<\/td>\n<td style=\"border: 1px solid #ddd; padding: 8px;\">Integration of GA analytics into Odoo ERP<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h2>Conclusion.<\/h2>\n<p>Marketing and CRM should no longer exist separately.<br \/>\nOdoo ERP helps to combine marketing and sales data into a single system and automate marketing analytics.<br \/>\nThis means more accuracy, less manual work, and more opportunities for business development.<\/p>\n<p><strong>Want to know how this can work in your company?<\/strong> <a href=\"https:\/\/todo.ltd\/en\/moduli\/#get-demo\">Leave a request<\/a> - We'll show you on the demo.<\/p>","protected":false},"excerpt":{"rendered":"<p>Marketers often work in the dark: data on channel performance is scattered across different systems. Analytics from Facebook in the Meta dashboard, contextual advertising in Google Ads, CRM is a separate story. To understand which channels actually bring in quality customers and how they move through the funnel, you have to manually tabulate everything. Odoo ERP allows you to automate marketing. All the data...&nbsp;<a href=\"https:\/\/todo.ltd\/en\/blog\/odoo-erp-marketing-analytics\/\" rel=\"bookmark\">Read More \"<span class=\"screen-reader-text\">How to automate marketing in Odoo ERP<\/span><\/a><\/p>","protected":false},"author":8,"featured_media":12230,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[4,5,7],"tags":[],"class_list":["post-12229","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erp-systemy","category-odoo","category-marketing"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u042f\u043a 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