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Website, eCommerce, POS and Marketing · 12 min · 19–20Marketing, Discuss, Knowledge, Documents, Sign and Spreadsheet
Email and SMS marketing, Marketing Automation journeys, Events, Surveys, and the productivity apps that hold an implementation together.
In this lesson
- Marketing apps
- Productivity apps
- Using them on your own projects
Key points
- Email/SMS marketing, Marketing Automation (visual journeys in Odoo 20), Events, Surveys
- Knowledge for manuals and read-only help; Documents; Sign; Spreadsheet dashboards
- SMS and AI features consume IAP credits
- Run your project in Odoo to teach by example
Real-world example
A consultant delivered every training manual as Knowledge articles with embedded list views of the client's real data, and asked for UAT sign-off through Sign. Six months later the client's new hires still learned from those articles, and the sign-off trail settled a scope dispute in minutes.
Questions and answers
What do SMS sends require?
IAP credits.
Which app builds live dashboards from Odoo data?
Spreadsheet (Documents/Spreadsheet dashboards).