Member Management with Odoo

Dynamic Mailing Lists for Email & SMS Marketing

Requires: MA Memberships - Dynamic Mailing Lists module (and Email Marketing module, installed by your administrator).

This module automatically maintains mailing lists based on active program enrollments, so your marketing team always has up-to-date recipient lists.

What it creates

When installed, the module sets up:

List

Contents

Active – {Program Name}

One list per martial arts program - all contacts with an active enrollment in that program

Active Members (All Programs)

Every active member across all programs

Lists are dynamic - contacts are added and removed automatically as enrollments become active, inactive, or cancelled.


Where to find lists

Email Marketing → Mailing Lists

Each program also shows its linked mailing list on the program form under Memberships → Configuration → Programs.


Using lists in campaigns

  1. Go to Email Marketing → Mailings (or SMS Marketing if configured)

  2. Create a new mailing

  3. Select a mailing list: - Active – Youth Karate to reach only Youth Karate members - Active Members (All Programs) for school-wide announcements

  4. Compose and send as usual

Lists stay current - you don't need to export/import member spreadsheets.


Who appears on a list?

A contact is included when:

  • They have an enrollment in the program (or any program, for the all-members list)

  • The enrollment status is Active

  • The agreement is not cancelled

When an enrollment is set to Inactive or Cancelled, the contact is removed from the dynamic list automatically.


Multiple programs

A student enrolled in two programs appears on both program-specific lists. They appear once on Active Members (All Programs).


Tips

Tip

Why

Use program-specific lists for belt test reminders, schedule changes

Parents only get relevant messages

Use the all-members list sparingly

School-wide news, holiday hours, re-enrollment campaigns

Ensure student/parent contacts have email addresses

Missing emails mean they won't receive mailings

Review Odoo's email opt-out settings

Respect marketing consent and unsubscribe preferences