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Email Marketing Fundamentals

Estimated Time: 25 minutes Audience: CSRs, Sales, Managers Prerequisite: Basic Odoo navigation

Course Overview

Lesson Topic Time
1 Email Tools Overview 5 min
2 Pickup Blast Emails 10 min
3 Mass Email from Filter & Pickup Response 10 min

After completing these lessons, you'll be able to send targeted email campaigns using Scott Recycling's email tools.

Lesson 1: Email Tools Overview (5 min)

Learning Objectives

  • Know which email tools are available
  • Understand when to use each one
  • Identify the difference between mass mailing and targeted emails

Email Tools at Scott Recycling

Tool Purpose Best For
Pickup Blast Send pickup request emails to customers in a region CSRs scheduling pickups
Mass Email from Filter Send emails to any filtered list of contacts Targeted campaigns
Email Pickup Response Automated response when customers reply to pickup emails Automated follow-up
Mass Mailing (Odoo) Full email marketing campaigns with templates Marketing campaigns

When to Use What

  • Need to notify customers in an area about pickup availability? → Pickup Blast
  • Need to email a specific filtered group? → Mass Email from Filter
  • Running a marketing campaign with designed templates? → Mass Mailing

Lesson 2: Pickup Blast Emails (10 min)

Learning Objectives

  • Send a pickup blast email to customers in a region
  • Understand blast targeting and filters
  • Track blast results

Sending a Pickup Blast

  1. Open the Pickup Blast tool
  2. Select the target region or customer filter
  3. Review the recipient list
  4. Choose or customize the email template
  5. Click Send

Key Concepts

Concept Description
Blast region Geographic area to target
Recipient filter Criteria for which customers receive the email
Template Pre-built email content with merge fields
Merge fields Auto-filled customer data (name, address, etc.)

Check the Recipient List

Always review the recipient list before sending. Make sure you're not emailing customers who recently had a pickup or who have opted out.

Tracking Results

After sending, monitor:

  • Delivery rate — How many emails were successfully delivered
  • Open rate — How many recipients opened the email
  • Response rate — How many replied or took action
  • Bounce rate — Emails that couldn't be delivered

Lesson 3: Mass Email from Filter & Pickup Response (10 min)

Learning Objectives

  • Send a mass email to a filtered contact list
  • Understand the automated pickup response system
  • Monitor email campaign performance

Mass Email from Filter

This tool lets you email any group of contacts based on Odoo filters:

  1. Navigate to Contacts or any list view
  2. Apply filters to narrow down your target audience
  3. Select the contacts (or select all)
  4. Use Action > Send Mass Email
  5. Compose your message or select a template
  6. Send

Email Pickup Response

When a customer replies to a pickup blast email:

  1. The system automatically processes the response
  2. If the customer confirms a pickup, it creates or updates the pickup record
  3. CSRs are notified of responses that need manual review
  4. The customer receives a confirmation

Check Responses Daily

After sending a blast, check for responses within the first 24-48 hours. That's when most replies come in.

What's Next?

Quick Reference

Task Tool Steps
Blast a region Pickup Blast Select region > Review list > Send
Email a filtered group Mass Email from Filter Filter contacts > Select > Action > Send
Check blast responses Email Pickup Response Review response queue daily
Track campaign stats Mass Mailing Open campaign > View statistics