Mail subscription customers from sales orders

Quick summary: Choose sales orders as the recipient source and restrict the domain to active subscriptions and the correct subscription product.

Before you start

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• Email Marketing
• Sales
• Subscriptions

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Open Email Marketing in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

Odoo base address

The documentation does not receive your address, username, or password.

Forget addressCancelSave

1. Create a mailing and select Sales Orders under Recipients.
2. Load an approved favourite filter, or expand the domain and configure it manually.
3. Restrict the state to active subscriptions, select the plan or product, and optionally add country, language, or market criteria.
4. Open the result count and inspect a sample of orders. The mailing is sent to the partners of those orders.
5. Send a test to an internal reviewer.
6. Click Send or Schedule, choose the date and time, and confirm.

Caution

A saved filter is a starting point, not proof of a correct audience. Before each send, verify the product, subscription state, language, and result count.