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Pickup Blast Email Campaigns

Overview

The Pickup Blast module (sr_pickup_blast) is an advanced email marketing system for pickup request campaigns. Customers receive personalized emails with "Need Pickup" and "No Pickup Needed" response buttons that require no login. Responses are automatically tracked, leads created, contact notes logged, and customers move in and out of call queues based on their response.

This module extends the standard Odoo Email Marketing with pickup-specific features including A/B testing, customer segmentation, scheduled sending, response analytics, re-engagement automation, and configurable alerts.

Last Updated: February 2026 Target Audience: CSRs, Marketing, Managers

Location What It Opens
Email Marketing → Mass Email from Filter Opens the Mass Email Wizard to create a new pickup blast
SR Management → Customers → Email Responses View all customer pickup email responses
Email Marketing → Response Analytics Response analytics with pivot, pie, line, and bar charts
Email Marketing → Response Alerts Configure alert thresholds for response and conversion rates

Mass Email Wizard

The wizard walks you through creating a pickup email blast in multiple steps. Open it from Email Marketing → Mass Email from Filter.

Mass Email from Filter dialog

Step 1: Select Recipients

Choose how to select your target audience:

Method When to Use
Use Saved Filter When you have a pre-defined customer segment saved in the Contacts list view
Manually Select Contacts When targeting specific individual customers

Using a Saved Filter:

  1. Set Selection Method to "Use Saved Filter"
  2. Select a filter from the Saved Filter dropdown (only filters saved on res.partner are shown)
  3. The Number of Contacts updates automatically as you change selections

Manually Selecting Contacts:

  1. Set Selection Method to "Manually Select Contacts"
  2. Click in the Contacts field and search for customers
  3. Select one or more contacts

Step 2: Apply a Segment Filter

Narrow your audience further using the Customer Segment dropdown:

Segment Description
All Contacts No additional filtering (default)
Never Mailed (Pickup) Contacts who have never received a pickup email blast
Mailed But No Response Contacts who were mailed but never clicked a response link
Previous Responders Contacts who have responded to at least one email
Previous Pickup Requesters Contacts who have specifically requested a pickup before
Not Mailed in 30+ Days Contacts not emailed in the last 30 days
Not Mailed in 60+ Days Contacts not emailed in the last 60 days
Not Mailed in 90+ Days Contacts not emailed in the last 90 days

The contact count updates in real time as you change the segment filter.

Step 3: Subject and Preview Text

  1. Enter the Email Subject line
  2. Optionally enter Preview Text (the preheader shown next to the subject in email clients)
  3. Both fields show live character counters with status indicators:

Subject line guidance:

Length Status
Under 20 characters Too short
20-50 characters Optimal
51-60 characters Getting long
Over 60 characters May be truncated in inboxes

Preview text guidance:

Length Status
Under 40 characters Could be longer
40-130 characters Optimal
Over 130 characters May be truncated
  1. Check the Include Pickup Response Links checkbox
  2. When enabled, each recipient receives personalized "Yes, Schedule a Pickup" and "Not right now" buttons
  3. The system generates a unique secure token (UUID) for each customer per mailing

Step 5: Schedule Sending (Optional)

  1. To send immediately, leave the Schedule Date field empty
  2. To schedule for later, set a date and time in the Schedule Date field
  3. Scheduled mailings are queued and sent automatically at the specified time

Step 6: A/B Testing (Optional)

  1. Check Enable A/B Testing to split recipients between two email variants
  2. Set the Variant A % slider (default 50%) to control the split
  3. Enter the Subject (Variant B) and Preview Text (Variant B) for the alternate version
  4. The system randomly splits contacts and creates two separate mailings for tracking

A/B testing requires at least 10 contacts

The system requires a minimum of 10 contacts for A/B testing to produce meaningful results. Each variant gets its own mailing record for independent analytics.

Step 7: Send a Test Email

  1. Enter a Test Email Address (defaults to your own email)
  2. Click Send Test Email
  3. You receive a test email with working pickup response buttons
  4. Test tokens are excluded from analytics

Step 8: Create and Send

  1. Click Create Pickup Mailing to generate the mailing with all tokens
  2. A confirmation message shows how many tokens were generated
  3. You are redirected to the mailing editor to review the email content
  4. Click Send when ready

Response Tracking

Viewing Responses

Navigate to SR Management → Customers → Email Responses or Email Marketing → Response Analytics to see all responses.

Response List Columns

Column Description
Partner Customer name (clickable link to contact)
Email Customer email address
Company ID Company identifier
Response Type Badge showing: Pending, Need Pickup, or No Pickup Needed
Response Date When the customer clicked a response link
Expires Token expiration date
Source Mailing Which email campaign generated this response
Lead Link to the CRM lead (if created)
A/B Variant Which A/B test variant (A or B) the customer received

Response Flow

Customer Clicks "Need Pickup"

When a customer clicks the green "Yes, Schedule a Pickup" button:

  1. The response record is updated to need_pickup with a timestamp
  2. A CRM lead is created or moved to the "Needs Pickup" stage
  3. A contact note is logged with "Receive Email" contact result
  4. The customer is marked as pickup_requested and enters Queue D (highest priority)
  5. The last_decision_maker_date is updated via the note system

Customer Clicks "No Pickup Needed"

When a customer clicks the gray "Not right now" button:

  1. The response record is updated to no_pickup with a timestamp
  2. A contact note is logged with "Receive Email" contact result
  3. The customer is removed from Queue D and their pickup request is cleared
  4. The next call date resets based on the customer's follow-up frequency
  5. The last_decision_maker_date is updated via the note system

Customer Confirmation Page

After clicking either button, customers see a branded confirmation page:

  • Need Pickup: Green checkmark, "Pickup Request Received!" heading, "We'll be in touch soon" message
  • No Pickup: Thumbs up icon, "Got It!" heading, "We'll check back with you later" message

Token System

Each customer-mailing combination gets a unique UUID token:

Feature Detail
Token format UUID v4 (e.g., a1b2c3d4-e5f6-7890-abcd-ef1234567890)
Uniqueness One token per customer per mailing (database constraint)
Expiration Configurable via system parameter, default 90 days
Public URLs No authentication required - customers click directly from email
URL format /pickup/response/{token}/need or /pickup/response/{token}/no
Test tokens Marked separately and excluded from analytics

The token expiration period is controlled by the system parameter sr_pickup_blast.token_expiration_days.

Response Analytics

Access analytics from Email Marketing → Response Analytics. The view supports multiple visualization modes:

View What It Shows
List All responses with filtering and sorting
Pivot Cross-tabulate mailings by response types for comparison
Pie Chart Distribution of response types (Need Pickup vs. No Pickup vs. Pending)
Line Chart Response trends over time (by day, week, or month)
Bar Chart Response time distribution (how quickly customers respond)

Campaign Statistics

The system calculates aggregate stats per campaign:

Metric Description
Total Sent Number of tokens generated (emails sent)
Pending Recipients who have not yet responded
Need Pickup Recipients who requested a pickup
No Pickup Recipients who declined
Response Rate Percentage of recipients who clicked either button
Conversion Rate Percentage of recipients who requested a pickup
Avg Response Time Average hours between email sent and response

Response Alerts

Configure automated alerts when campaign performance drops below thresholds. Navigate to Email Marketing → Response Alerts.

Alert Configuration Fields

Field Description
Alert Name Descriptive name for this alert
Active Enable or disable the alert
Response Rate Threshold (%) Alert when response rate drops below this value (default: 10%)
Conversion Rate Threshold (%) Alert when pickup conversion rate drops below this value (default: 5%)
Check Period (Days) Look at mailings sent within this many days (default: 7)
Minimum Emails Minimum emails sent before triggering alerts to avoid false positives (default: 50)
Notify Users Users who receive email notifications when the alert fires

Alerts are checked automatically by a scheduled cron job. You can also click Test Alert to run a check immediately and see current rates.

Re-engagement Campaigns

Automatically follow up with non-responders. Access via Email Marketing → Re-engagement.

Re-engagement Configuration

Field Description
Campaign Name Name for this re-engagement campaign
Active Enable or disable automated follow-ups
Days After No Response Send follow-up this many days after original email (default: 7)
Maximum Follow-ups Maximum follow-up emails per contact per mailing (default: 1)
Follow-up Subject Subject line for the follow-up email
Follow-up Preview Text Preheader text for the follow-up
Total Follow-ups Sent Running count of all follow-ups sent (read-only)

The re-engagement cron job runs automatically and:

  1. Finds pending responses older than the configured number of days
  2. Checks that the max follow-up limit has not been reached for each contact
  3. Verifies the contact is not blacklisted
  4. Sends a follow-up email using the same token (so the original response record is updated)
  5. Logs each follow-up for tracking

You can also click Send Now on a campaign to trigger re-engagement immediately.

Partner Enhancements

The Pickup Blast module adds the following fields to each contact record:

Field Description
Last Pickup Mailing Date when this contact was last included in a pickup email blast
Pickup Mailings Total number of pickup email blasts sent to this contact
Pickup Responses Number of times this contact responded to pickup emails
Response Rate % Percentage of pickup emails that received a response

These fields are visible on the contact form and can be used for filtering and reporting.

Common Tasks

Sending a Pickup Blast

  1. Navigate to Email Marketing → Mass Email from Filter
  2. Select your recipients using a saved filter or manual selection
  3. Choose a Customer Segment to narrow the audience
  4. Enter a compelling Subject line (aim for 20-50 characters)
  5. Add Preview Text (40-130 characters)
  6. Check Include Pickup Response Links
  7. Optionally set a Schedule Date for delayed sending
  8. Click Create Pickup Mailing
  9. Review the email in the mailing editor
  10. Click Send

Viewing Responses

  1. Navigate to SR Management → Customers → Email Responses
  2. Use built-in filters: Need Pickup, No Pickup, Pending, Today, This Week
  3. Click any response to see full details including the linked lead and note

Checking Campaign Stats

  1. Navigate to Email Marketing → Response Analytics
  2. Switch to Pivot view to compare campaigns side by side
  3. Group by Response Type and Source Mailing
  4. Use the Pie Chart view for a quick distribution snapshot

Setting Up Re-engagement

  1. Navigate to Email Marketing → Re-engagement
  2. Click New to create a campaign
  3. Set Days After No Response (e.g., 7 days)
  4. Set Maximum Follow-ups (recommended: 1-2)
  5. Write a follow-up subject and preview text
  6. Mark as Active to enable the automated cron job

Tips

Use segment filters to avoid email fatigue

Target "Never Mailed" contacts for initial outreach and "Not Mailed in 60+ Days" for re-engagement. Avoid emailing the same contacts too frequently.

Monitor response rates after each campaign

Check Response Analytics within 48 hours of sending. Most responses come within the first 24 hours. If rates are low, adjust your subject lines or sending times.

A/B test subject lines to improve performance

Create an A/B test with a 50/50 split. Compare response rates after a few days. Use the winning subject line style for future campaigns.

Set up alerts to catch declining engagement

Configure a Response Alert with a 10% response rate threshold. If your rates drop below that, you will be notified automatically so you can adjust your strategy.

Send test emails before every campaign

Always send a test email to yourself first. Verify the buttons work, the preview text shows correctly, and the email looks professional.

Questions? Contact your supervisor or refer to the Getting Started guide.