Skip to main content
iVentureTeam

Marketing

Odoo 20 Marketing Automation Release Notes

All 6 Marketing Automation changes from the official Odoo 20 release notes, explained in plain words with a screenshot from a live Odoo 20 database, plus where to find each one and what it means for your upgrade.

Planning the move? See our Odoo upgrade services, the Odoo 20 upgrade guide or get a number from the migration cost calculator.

New feature 5Enhancement 1In Community 1Enterprise only 5
Type
Edition

Change 1 of 6

AI-assisted campaign creation

New featureEnterprise only

Ask the AI assistant to help set up campaigns.

Official Odoo 20 release note

In plain words

A new, empty campaign now offers an "Ask AI" card next to "Define a Trigger" and "Load a Template". It opens an AI Campaign Assistant chat that builds the campaign steps for you. The new ai_marketing_automation module (plus CRM, loyalty, SMS, WhatsApp and eCommerce bridges) gives the assistant its skills.

Marketing Automation > Campaigns > NewThe new "Ask AI" card on an empty campaign opens the AI Campaign Assistant.

Where to find it

  1. Open Marketing Automation > Campaigns.
  2. Click New.
  3. Click the "Ask AI" card.

For users

Describe the campaign you want in the AI chat and let it draft the workflow.

For developers

New ai_marketing_automation module with AI tools, skills and an agent; the AI systray button opens a campaign_builder_ai chat on marketing.campaign.

Upgrading from Odoo 19

None. The module needs the AI app.

  • The AI chat itself needs AI credits, so only the entry point is shown.

Change 2 of 6

Event-based triggers

New featureEnterprise only

Marketing automation campaigns can now be triggered by events such as page visits, list subscriptions, and more.

Official Odoo 20 release note

In plain words

A campaign can now start when something happens instead of only from a filter. Pick the "Event" trigger type and choose the event: subscribed to a mailing list, page visited, form submitted, product in cart or product bought (the last ones come from the Website and eCommerce bridges).

Marketing Automation > Campaigns > New > Define a TriggerWith the Event trigger type, the campaign can start on list subscription, page visit, form submission, product in cart or product bought.

Where to find it

  1. Marketing Automation > Campaigns > New.
  2. Click "Define a Trigger".
  3. Set Trigger type to Event.

For users

Start a journey right when a contact subscribes, visits a page, submits a form or buys a product.

For developers

New enroll_type = 'action' with enroll_action_type (subscribe, page_visit, form_submit, product_cart, product_bought); bridges extend it with selection_add.

Upgrading from Odoo 19

Campaign enrollment fields were renamed and reworked (enroll_* fields). Custom code reading old campaign domain fields must be checked.

Change 3 of 6

Mailing template library

New featureCommunity + Enterprise

Save mailings as templates and access them via a dedicated menu.

Official Odoo 20 release note

In plain words

Mailings can be saved as templates with "Save as Template" in the mailing's gear menu. Saved templates live in a Template Library that has its own "Templates" menu in Email Marketing and in Marketing Automation.

Marketing Automation > TemplatesThe new Templates menu opens the Template Library of saved mailings.

Where to find it

  1. Marketing Automation > Templates.
  2. Or open a mailing, click the gear menu, then Save as Template.

For users

Reuse a good email design across campaigns without copying it by hand.

For developers

New mailing.mailing field is_template and action mailing_mailing_action_templates; action_save_as_template and action_new_mailing_from_template.

Upgrading from Odoo 19

None.

Change 4 of 6

New triggers and actions

New featureEnterprise only

Trigger actions by event, date, anniversary, webhook, or on demand. New actions include "Collect new activity" and "Wait for a value."

Official Odoo 20 release note

In plain words

The start trigger can now be a Filter, an Event, a Date (before or after a date field), an Anniversary, Manual (on demand) or a Webhook. In the flow, a "Condition Delay" step can now wait until a record reaches a value ("Wait for a value") or collect any reply ("Collect Any Reply").

Marketing Automation > Campaigns > New > Define a TriggerThe trigger type choices: Filter, Event, Date, Anniversary, Manual and Webhook.

Where to find it

  1. Marketing Automation > Campaigns > New.
  2. Click "Define a Trigger" and look at Trigger type.

For users

Start birthday or renewal journeys from a date field, launch a campaign by hand, or hold a step until a field changes.

For developers

marketing.campaign.enroll_type selection (domain, action, date, anniversary, on_demand, webhook); marketing.activity.trigger_type adds collect_reply and wait_value (wait_value_domain).

Upgrading from Odoo 19

Enrollment fields were renamed (bc17a193506). Check customizations of marketing.campaign and marketing.activity.

  • The release note says "Collect new activity"; the source labels the option "Collect Any Reply".

Change 5 of 6

Webhook integration

New featureEnterprise only

Connect external systems to marketing campaigns using webhooks to automatically add participants in real time.

Official Odoo 20 release note

In plain words

Pick the "Webhook" trigger type and save the campaign to get a webhook URL. An outside system can call it with a JSON search domain to add matching records as participants right away, and optionally create new records. A /test URL and call logging help set it up. Only administrators can create webhook campaigns.

Marketing Automation > Campaigns > New > Define a TriggerThe Webhook trigger shows the webhook URL (after saving), the Allow Create switch and how to send the JSON payload.

Where to find it

  1. Marketing Automation > Campaigns > New.
  2. Click "Define a Trigger", set Trigger type to Webhook, then save to get the URL.

For users

Feed a campaign from a web form, CRM or shop outside Odoo without imports.

For developers

Route /mkauto/webhook/<campaign_id>/<uuid>; fields webhook_uuid, webhook_url, webhook_allow_create, webhook_log_calls. Non-admins cannot create or switch campaigns to webhook.

Upgrading from Odoo 19

None.

Change 6 of 6

Workflow builder

EnhancementEnterprise only

Partly confirmed in the Odoo 20 source code. Parts of this note could not be traced.

A drag-and-drop workflow builder has been added, offering a more visual way to create journeys.

Official Odoo 20 release note

In plain words

Campaigns are now drawn as a visual flow: a Campaign Start node, then steps such as Delay, Send Email, Checkpoint and Log a Note, with paths that branch. The "+" buttons insert new steps, and the canvas can be dragged, zoomed and centered. Dragging steps themselves to move them was not found in the source.

Marketing Automation > Campaigns > Commercial prospectionThe campaign drawn as a flow, with branching paths and "+" buttons to add steps.

Where to find it

  1. Marketing Automation > Campaigns > New.
  2. Load a Template (for example Commercial prospection) to see the flow.

For users

See the whole journey at a glance and add steps where you need them.

For developers

New OWL flow view (CampaignFlowView, flow_view_mixin) with side panel and builder models marketing.campaign.builder / marketing.activity.builder.

Upgrading from Odoo 19

Old list-of-activities form customizations will not apply to the new flow view.

  • In the source, dragging moves the canvas; steps are added with the "+" buttons, not by dragging.

See all 585 Odoo 20 changes across 52 apps

Odoo 20 Marketing Automation: common questions

What is new in Odoo 20 Marketing Automation?

The official Odoo 20 release notes list 6 Marketing Automation changes (5 new features, 1 enhancement). They include AI-assisted campaign creation, Event-based triggers, Mailing template library, New triggers and actions and more.

Are the Odoo 20 Marketing Automation changes available in Community edition?

1 of the 6 changes are in Odoo 20 Community (and Enterprise). 5 are Enterprise only. Each change on this page is labeled with its edition.

Do Odoo 20 Marketing Automation changes affect my customizations when upgrading from Odoo 19?

3 of the 6 changes have something to check when upgrading from Odoo 19, for example Event-based triggers, New triggers and actions, Workflow builder. Each change on this page has an "Upgrading from Odoo 19" note. Test custom modules on a copy of your database before moving production.

How do I upgrade Marketing Automation to Odoo 20?

Restore a copy of your database, run the Odoo 20 upgrade on the copy, fix any custom modules that extend Marketing Automation, then test your main Marketing Automation flows with real users before switching production. iVentureTeam runs Odoo upgrades end to end, including custom module migration and user testing.

Going further with Odoo 20 Marketing Automation

Odoo services for this

AI Marketing AutomationAI-assisted campaigns and content.Learn more AI Workflow AutomationAutomate approvals, data entry and routing.Learn more Odoo ImplementationPlan, configure and roll out Odoo apps around your processes.Learn more Odoo Upgrade ServicesMove to Odoo 20 with your data and custom modules intact.Learn more

More Odoo 20 release notes

Odoo 20 Email Marketing 14Odoo 20 Marketing Card 3Odoo 20 Social Marketing 7Odoo 20 General 41Odoo 20 AI 20Odoo 20 Sign 15Odoo 20 Spreadsheet 30Odoo 20 Accounting 45Odoo 20 Online Payments 16Odoo 20 Point of Sale 20Odoo 20 Sales 27Odoo 20 Appointments 19Odoo 20 eCommerce 38Odoo 20 Website 60

Planning your Odoo 20 move

Want these Marketing Automation changes in your database?

We upgrade Odoo databases with their customizations and data intact, and test every custom module against the new version before go-live.

Plan my Odoo 20 upgrade Estimate the upgrade cost Check my current Odoo