Listen to the blog...

In today’s cutthroat e-commerce scene, smart promotion tactics can spell the difference between success and just getting by. The Odoo 18 Sales App gives you robust tools to build, run, and fine-tune promotional campaigns that grab customers’ attention and boost your profits. Whether you want to roll out loyalty schemes, coupon codes, or special deals, Odoo 18’s promotion program features offer the adaptability and capabilities you need to carry out your sales plan with pinpoint accuracy.

Getting to Grips with Odoo 18’s Promotion System

The Odoo 18 Sales Management platform works in conjunction with its website module to provide a comprehensive solution for implementing promotional strategies. The system lets companies create custom promotion programs that match their specific aims, like boosting average order value, selling off extra stock, or keeping customers coming back.

With the newest version, Promotion program strategies in Odoo 18 have gotten a big upgrade, giving businesses more ways than ever to draw in and keep customers. The platform’s easy-to-use interface makes it a breeze to set up complex promotional rules without needing tech know-how.

Increase Sales with Promotion Programs on Odoo 18 Website

Types of Promotion Programs Available in Odoo 18

Odoo 18 offers promotions in many forms, each with a unique strategic goal. Let’s look at the main types:

1. Coupons

Coupons are single-use codes that customers can use to get different perks. In Odoo 18, you can make and give out coupon codes that provide:

  • Percent off on certain products or whole orders
  • Set amount discounts
  • No-cost shipping
  • Buy one, take one free deals

You can send these coupon codes through email campaigns, social media, or show them right on your website to boost sales.

2. Loyalty Cards

The Loyalty Programs in Odoo 18 Sales feature lets companies set up systems where customers get points for buying stuff. This makes people want to shop more and boosts how much they spend over time. Loyalty cards give customers these perks:

  • They earn points when they spend money or buy certain items
  • They can use points to get money off their current or next purchase
  • They unlock cool stuff as they move up loyalty levels
  • They can see their points and what rewards they can get in their account

3. Automatic Promotions

These deals kick in on their own when certain things happen. Some examples:

  • Discounts when you spend a certain amount
  • Cheaper prices on specific types of products
  • Quick sales that last a short time
  • Better prices when you buy a lot at once

4. Discount Codes

Discount codes work like coupons but often cover more. You can type them in when you pay to get set savings. They work well for:

  • Sales during holidays or seasons
  • Ads on social media
  • Getting back lost sales
  • Bringing in new customers

5. Buy X Get Y

Lots of stores use this deal. In Odoo 18, shops can give away free stuff when people buy a certain number of items. For instance, “Get a free storage box when you buy two.”

6. Next Order Coupon

Odoo 18 has a new trick. It gives out a coupon for later when customers buy enough stuff. This makes people want to come back and buy more.

Setting Up Promotion Programs in Odoo 18

Creating an Odoo website promotion is easy with the correct setup. Here’s how you can begin:

Step 1: Enable Promotion Features

1. Go to the Sales Module in Odoo 18

2. Head to Configuration → Settings

3. In the Pricing tab, turn on “Promotions, Loyalty & Gift Card”

4. Save your changes

    Step 2: Access the Promotion Management Area

    1. In the Sales module, head to Products → Discount & Loyalty

    2. You can also reach this through the Website module’s e-Commerce menu, where you’ll spot ‘Discount & Loyalty’ and ‘Gift Cards & e-wallets’ sub-menus

    Step 3: Set Up a New Promotion Program

    Hit “New” to set up a promotion program and adjust the following settings:

    1. Program Name: Type in a clear name (customers won’t see this)

    2. Program Type: Pick from choices like Coupons, Loyalty Cards, Promotions, or Discount Code

    3. Validity: Choose when your promotion starts and ends

    4. Rules & Rewards: Spell out what makes the promotion kick in and what perks customers get.

      Setting Up Rules

      Rules decide when a promotion starts. You can create conditions based on:

      1. Minimum Purchase: Need a minimum order value (e.g., $100)

      2. Product Quantity: Start when customers buy a set number of items

      3. Product Category: Restrict the promotion to certain product types

      4. Customer Segments: Focus on specific customer groups

        For each qualifying purchase or action, you can earn points that build up to rewards.

        Defining Rewards

        After setting up the rules, decide what customers get when they qualify:

        1. Percentage Discounts: Take a percentage off the total bill or certain items

        2. Fixed Amount Discounts: Give a specific amount of money off

        3. Free Products: Throw in extra items at no cost when customers meet set conditions

        4. Free Shipping: Drop shipping fees for orders that qualify

        5. Point Conversion: Let customers trade their saved-up points for different perks

          Smart Ways to Use Odoo 18 Promotion Programs

          To make your Odoo Sales promotions more effective, consider these clever strategies:

          1. Time-Based Campaigns

          Create short-term offers that match up with holidays, seasons, or major industry events. You can turn these promotions on and off using Odoo 18’s date setting tools.

          2. Targeting Different Customer Groups

          Design unique deals for various customer segments:

          • First-time buyers: Offer welcome discounts
          • Inactive customers: Send them vouchers to encourage them to come back
          • Loyal customers: Give them special benefits through the loyalty program

          3. Deals for Specific Products

          Use promotions to:

          • Stop carrying items that don’t sell
          • Stock up on new products
          • Focus on selling high-margin items
          • Encourage customers to buy complementary products

          4. Multi-Level Loyalty Programs

          Create a loyalty program with multiple tiers. Customers climb to higher levels by increasing their spending or shopping frequency. This strategy encourages repeat business and boosts long-term customer spending.

          Best Practices to Promote on Odoo 18

          To boost your Odoo website promotion plan:

          1. Keep It Simple

          Odoo 18 lets you create complex promo rules, but your offers should be easy to get. Customers need to see the value right away.

          2. Test Before Launch

          Use Odoo 18’s test setup to check if your promotion works right before you make it public. This stops customers from feeling let down and helps you avoid losing money.

          3. Make Your Message Clear

          Your promo message should tell customers:

          • What they need to do to get the deal
          • What they’ll get out of it
          • Any limits or things not included
          • How long does the deal last

          4. Keep an Eye on Things and Make Changes

          Keep an eye on how well your promotions are doing and be ready to tweak rules, perks, or who you’re targeting based on what you see.

          5. Don’t Let Promotions Pile Up

          Unless you meant for them to stack, set up your promotions so they don’t combine and slash prices too much.

          Integrating Promotions Across Channels with Odoo 18

          Sales with Odoo 18 CRM excels at creating a multi-channel promotion strategy:

          1. Website Integration

          Your website can highlight active promotions through:

          • Banners that announce deals
          • Pop-ups for new visitors
          • Timers that count down for time-limited offers
          • Indicators in the cart showing how much more customers need to buy to qualify for deals

          2. Email Marketing Coordination

          Your promotional strategies can work hand-in-hand with email campaigns:

          • Emails with unique coupon codes for each customer
          • Messages to warn customers about points that will soon expire
          • Updates about new deals that match what customers have bought before
          • Reminders about rewards customers can claim

          3. Point of Sale Harmony

          For companies with brick-and-mortar stores, Odoo 18 makes sure promotions stay the same online and in person:

          • Use loyalty cards in the store
          • Use online coupons at the cash register
          • Keep promotion rules the same everywhere

          Conclusion: Leveraging Odoo 18 for Promotion Success

          The Promotions in the Odoo 18 system give businesses strong tools to create attractive offers. These offers boost sales and build customer loyalty. Businesses can use different promotion types to shape customer behavior while staying profitable. These types include coupons, loyalty programs, automatic discounts, and buy-one-get-one deals.

          The easy-to-use interface of the Odoo 18 Sales Management platform works well for marketers who aren’t tech experts. At the same time, it has enough features for complex promotional plans. This guide shows you how to set up and use Odoo 18’s promotion tools. By following these steps and tips, you can get the most out of Odoo 18. You’ll see more sales, keep more customers, and make your brand stronger in the market.

          SunArc Technologies‘ success in increasing sales using Odoo 18’s website promotions stems from leveraging the platform’s unified, all-in-one architecture to create highly targeted, automated, and measurable campaigns. They move beyond simple discounts to build comprehensive customer loyalty and conversion systems.

          Avnish Mathur| SunArc Technologies
          Avnish Mathur