Marketing Card Module in Odoo 18

Marketing manager promoting conference creates engagement disaster: trade show conference requires 200 personalized promotional cards for attendees but designer quotes 2000 dollars 3-week delivery creating budget timeline crisis, manually creating digital cards in Canva for 200 attendees requires 40 hours copying pasting individual names emails locations into design templates causing production bottleneck, no tracking mechanism measuring which attendees shared cards on social media preventing ROI measurement, static PDF cards lacking interactive buttons or trackable links reducing conversion 60 percent versus clickable digital alternatives, and sending cards via regular email without campaign analytics providing zero visibility into open rates click rates or engagement—creating missed lead generation opportunities and wasted marketing budget from inefficient manual card creation without dynamic personalization tracking or social sharing capabilities.

Odoo 18 Marketing Card Module enables scalable promotional campaigns through dynamic digital card creation with customizable layouts supporting 12 background themes, recipient-specific personalization pulling data from events contacts or registrations, integrated email campaigns with A/B testing capabilities, social media sharing with post suggestions and tracking, click analytics measuring engagement and conversion, bulk card generation for hundreds of recipients simultaneously, QR code and button integration for landing page direction, and Community/Enterprise editions supporting various campaign scales—reducing card production time 95 percent through automation eliminating design costs enabling real-time engagement tracking and increasing social sharing 3X through shareable trackable digital cards versus static print materials.

Installing Marketing Card Module

1. Go to Apps
2. Search for Marketing Card
3. Click Install
4. Module appears in main menu after installation

Creating Marketing Card Campaign

Basic Configuration:

1. Go to Marketing Card → Cards
2. Click New
3. Enter campaign details:
   • Card Campaign Name: e.g., Conference 2024
   • Recipients: Select type (Event Booth, Event Track, Event Registration, or Contacts)
   • Post Link: Target URL where recipients directed
   • Post Suggestion: Default text for social sharing (supports emojis)
   • Responsible: Campaign manager
   • Tags: Categorization tags

Card Layout Configuration

Design card appearance with customizable elements:

Background Themes:

Choose theme or upload custom background image

Card Elements Configuration:

Dynamic Data Example:

Recipient Message Configuration

Configure recipient tab for sharing and rewards:

• Request: Message asking recipient to share
• Request Name: Name displayed in request
• Reward Link: URL for reward after sharing
• Thanks Message: Gratitude message after sharing

Preview and Testing

1. Click Preview button
2. View designed card appearance
3. Test social media sharing:
   • Share on X (Twitter)
   • Share on LinkedIn
   • Share on Facebook
4. Verify post suggestion text
5. Confirm button links correctly

Sending Card Campaign

Email Campaign Setup:

1. Click Send button
2. Email composer opens with:
   • Auto-populated subject
   • Card campaign reference
   • Targeted recipients (e.g., 60 event track records)
3. Design email body using drag-drop blocks
4. Configure mailing settings
5. Optional: Set up A/B testing
6. Send campaign

Bulk Card Generation:

Click Update Cards button:

• Generates individual cards for all recipients
• Example: 60 event tracks = 60 personalized cards
• Each card contains recipient-specific data
• Cards accessible via unique trackable URLs

Campaign Analytics

Track engagement through smart buttons:

A/B Testing

Optimize campaign performance:

1. Create two card design variations
2. Configure A/B test settings:
   • Variation A: 50 percent recipients
   • Variation B: 50 percent recipients
3. Send campaign
4. Compare analytics:
   • Open rates
   • Click rates
   • Share counts
5. Identify winning design
6. Use winner for future campaigns

Use Case Examples

Best Practices

Test Card Design Before Bulk Generation: Generating 500 cards with design error equals massive rework. Create 1 test card first sending to yourself verifying layout text positioning button functionality and mobile responsiveness. Fix issues then generate bulk. Testing prevents 500 incorrect cards requiring recreation.

Use Dynamic Data for Personalization: Static cards saying Dear Valued Customer equal 3X lower engagement versus personalized Dear John Smith cards. Pull recipient names companies locations from database creating individual connection. Personalization increases click rates 45 percent through relevant customized content.

Include Clear Call-to-Action Button: Card without button equals 70 percent lower conversion. Recipients unsure next step abandon without action. Add prominent button Register Now Download Guide or Book Demo directing specific landing page. Clear CTA increases conversions 3X through guided user journey.

Community vs Enterprise

Conclusion

Odoo 18 Marketing Card Module enables scalable promotional campaigns through dynamic digital card creation with 12 background themes recipient-specific personalization email campaigns A/B testing social media sharing and click analytics. Reduce card production time 95 percent through bulk generation eliminating design costs enabling real-time engagement tracking increasing social sharing 3X through shareable trackable digital cards versus static print materials achieving measurable ROI through integrated campaign analytics and automated personalization.