How to Share Product Specifications with Customers via Email in Odoo 18

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Sharing product specifications effectively is a crucial part of customer communication. Odoo 18, with its powerful and intuitive tools, allows businesses to streamline this process.

How to Share Product Specifications with Customers via Email in Odoo 18

Sharing product specifications effectively is a crucial part of customer communication. Odoo 18, with its powerful and intuitive tools, allows businesses to streamline this process. Whether you're running a large enterprise or leveraging an ERP for Small Companies, understanding how to use Odoo’s email functionality can transform the way you engage with your customers. This guide provides actionable steps to share product specifications via email in Odoo 18, with tips, tricks, and a custom code example to enhance the process.

1. Setting Up Your Email Configuration in Odoo 18

Before sharing product specifications, it’s essential to ensure your email configuration is correctly set up in Odoo 18. Follow these steps to configure email settings:

  1. Navigate to Settings > Email.
  2. Configure the outgoing mail server by adding SMTP details for your email provider.
  3. Test the configuration to ensure emails can be sent without errors.

By setting up your email server, you’re laying the foundation for seamless communication with your customers.

2. Creating a Product Specification Template

Email templates in Odoo 18 make it easier to maintain consistency while sharing product specifications. Here’s how to create a reusable template:

  1. Go to Settings > Technical > Email > Templates.
  2. Click on Create and name the template (e.g., “Product Specification Email”).
  3. Use dynamic placeholders such as {{ object.name }} for product names and {{ object.description }} for specifications.
  4. Save the template for future use.

A well-crafted template ensures clarity and professionalism in your customer communication.

3. Attaching Product Specifications to Emails

Odoo 18 provides multiple ways to attach product specifications directly to emails:

  • Manual Attachments: While composing an email, attach the product specification as a PDF or document file.
  • Automated Attachments: Use Odoo’s automation tools to attach files dynamically based on the product selected.

To automate attachments, you can use custom code to ensure the relevant specifications are always included. Here’s an example:

from odoo import models, fields, api

 

class ProductSpecificationEmail(models.Model):

    _inherit = 'mail.compose.message'

 

    @api.model

    def default_get(self, fields_list):

        res = super(ProductSpecificationEmail, self).default_get(fields_list)

        if self.env.context.get('default_model') == 'product.template':

            product = self.env['product.template'].browse(self.env.context.get('default_res_id'))

            if product:

                attachment = self.env['ir.attachment'].search([('res_model', '=', 'product.template'),

                                                              ('res_id', '=', product.id)], limit=1)

                if attachment:

                    res['attachment_ids'] = [(4, attachment.id)]

        return res

This code automatically attaches a product’s specification file when composing an email.

4. Using Odoo’s Mass Mailing Feature

For businesses needing to send product specifications to multiple customers, Odoo’s Mass Mailing feature is invaluable. Here’s how to use it:

  1. Navigate to Marketing > Email Marketing.
  2. Create a new campaign and select your target audience.
  3. Use the product specification template created earlier.
  4. Test the email to ensure accuracy before sending.

Mass mailing saves time and ensures consistent communication with a larger audience.

5. Personalizing Emails for Better Engagement

Personalization improves customer engagement and ensures the recipient feels valued. In Odoo 18, you can:

  • Use placeholders to include the customer’s name or business details.
  • Attach product-specific details that are relevant to the recipient.
  • Use segmentation to target specific customer groups.

To personalize further, integrate with Odoo’s CRM to fetch customer-specific data dynamically.

6. Monitoring and Improving Email Performance

After sending emails, it’s essential to track their performance. Odoo 18 provides built-in analytics to monitor key metrics such as:

  • Open rates
  • Click-through rates
  • Bounce rates

Use this data to refine your templates and email strategies. For instance, if certain emails have higher engagement, analyze what worked and replicate it for future campaigns.

Conclusion

Sharing product specifications via email in Odoo 18 is a straightforward yet impactful way to enhance customer relationships. By setting up email configurations, creating professional templates, and leveraging automation, businesses can save time and boost efficiency. Whether you’re a small company or a growing enterprise, mastering these steps ensures your communication is both effective and professional.

Ready to take your Odoo implementation to the next level? Hire a Certified Odoo Techno-Functional Consultant today to streamline your processes and unlock the full potential of Odoo 18!

How to Share Product Specifications with Customers via Email in Odoo 18
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