Creating and Managing Contact Lists in Odoo's Marketing Module:

To create contact lists directly from the contacts you already have in your database and manage them for your marketing operations, follow these steps:

1. Link Contacts to Marketing Campaigns:

• Use Filters and Segments: You can filter contacts based on specific criteria, such as tags, categories, or any custom fields you’ve added through Odoo Studio.
• Go to the Contacts module, use the advanced search and filters to segment your contacts (e.g., by tags, customer status, etc.).
• Save these filters as a custom filter for easy access later.

2. Creating a Mailing List:

• Once you have your filtered contacts, you can create a mailing list:
  • In the Email Marketing module, go to Mailing Lists and create a new list.
  • Manually add the filtered contacts to this list by clicking on "Add an existing contact" and searching for the contacts you filtered earlier.

3. Automating Updates to Mailing Lists:

• If you want your mailing lists to be automatically updated based on certain criteria, you can use Odoo's Automated Actions or leverage Odoo Studio:
  • Automated Actions: You can set up automated actions that add contacts to a specific mailing list when certain conditions are met, like when a tag is added or a field is updated.
  • Odoo Studio: With Studio, you can customize the model and add automated processes or custom triggers to manage the dynamic updating of your lists.

4. Use of Tags:

• Tags can be a powerful way to segment your contacts. By assigning tags to contacts, you can easily filter them in the Email Marketing module and ensure your mailing lists stay up-to-date.
• Create a system where adding or removing a tag automatically updates the contact's inclusion in the relevant mailing list.

5. Ongoing Management:

• Regularly check and update your filters and tags to ensure your mailing lists remain relevant.
• Consider setting up regular checks or notifications to remind you to review these lists.

By following these steps, you'll be able to directly manage and utilize your existing contacts for targeted marketing campaigns without the need for import/export processes.

Hi Alejandro, 

If you want to send a mailing to a filtered subset of your existing contacts you don't need to create a mailing list. When creating a mailing, under 'Recipients', you can select 'Contacts' and if needed filter further based on other contact attributes and save the filter.

In this example the contacts are further filtered based on "tags=consulting services":

Hope this helps, 
Jasper