Important

You are browsing the documentation for version 3.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Marketing Automation Concept Guide

In Oro applications, you can manage, perform, and track the results of your marketing activities, like email campaigns and website activities tracking.

You can integrate with the external services (MailChimp and dotmailer) and synchronize marketing campaign configuration and results between these services and Oro application.

In Oro application and external systems, you can launch marketing campaigns distributed via email to the custom group of contacts. The custom group is generated as marketing list.

Once the marketing efforts get their results, you can monitor the collected marketing information in the context of the customers, leads, and many more perspectives

Note

Enable or disable marketing automation in Oro application via the system configuration.

Via Oro Application

In Oro application, you can use the following marketing tools:

• Marketing Lists — Group email data into a target marketing list. It may be automatically generated using flexible filters and may contain any record with an email information, like leads or customer users.

• Marketing Campaign — Track statistics of the marketing efforts related to the same marketing campaign.

• Email Campaigns — Schedule or send an email campaign that uses a marketing list as a target audience and may optionally be related to the existing marketing campaign and monitor the results.

• Website Tracking — Generate a javascript tracking code that may be embedded in your or third-party websites to track users activity that brings valuable insight into your customer needs and your marketing efforts.

Note

Configure tracking settings in Oro application via the system configuration.

Via dotmailer

Oro application supports integration with dotmailer, allowing you to do the following:

• Map the marketing lists to address books in dotmailer and keep them synchronized.

• Use your address books to create email campaigns in dotmailer and import them to Oro application.

• Create new contact data fields to capture additional information about your contacts.

• Use dotmailer campaign statistics and Oro application reporting tools to analyze the campaign efficiency.

Before you can use dotmailer with Oro application, ensure that all the necessary integration steps are complete:

• Configure dotmailer for integration — please refer to the dotmailer Configuration guide.

• Check the dotmailer Data Fields and Mappings to the Oro application data.

• Set up the schedule for data synchronization between dotmailer and Oro application — see dotmailer Synchronization Settings.

• Optionally, configure dotmailer single sign on — please follow the dotmailer Single Sign-on steps.

After configuring the integration and data synchronization, you can Send Email Campaign via dotmailer guide.

Via MailChimp

Oro application supports out of the box integration with MailChimp, allowing you to do the following:

• Map the Marketing Lists as segments in MailChimp and keep them synchronized.

• Use existing segments in MailChimp and import them to Oro application.

• Schedule importing statistics of the MailChimp campaigns into Oro Application.

To use MailChimp with Oro application, ensure that all the necessary integration steps are complete. See MailChimp Integration for more information.

After the integration is configured, you can Send Email Campaign via MailChimp.