Use the Offers menu to create records for special offers, product launches, and personalized product pricing. Customers automatically receive WhatsApp notifications based on the type of offer configured in these records.

• Other Offers

Create an offer, such as a Summer Sale, and select the offer type (e.g., Other Offers, Product Launch, or Personalized Pricing). Set the start and end dates, and the system automatically manages the offer’s state—Running when the start date begins and Expired once the end date passes, Set a discount based on a percentage that can apply to a specific product or all products, giving flexibility in how offers are promoted to customers.

Choose how the offer applies to products All Products, Included Products, or Excluded Products, so you can control which items the promotion affects based on your requirements.

Select specific customer tags to ensure that only customers with the chosen tags receive the WhatsApp notifications, while others do not.

Configure when notifications should be sent to customers, such as every 10 days or on a specific custom date. The system automatically sends WhatsApp notifications about the offer, like the Summer Sale, based on the configured schedule.

You can also send WhatsApp notifications manually by clicking Send Notification, instantly delivering the message to the selected customers.

Here you can see that the WhatsApp notification for the new offer has been successfully sent to the customer, along with a PDF containing the offer product details..

• Product Launch

Create a product launch by entering the title, selecting the offer type as Product Launch, setting the launch date, and adding a description. Add customer tags to target who will receive the notification, and optionally set a custom notification date to automatically send WhatsApp messages to all tagged customers.

Here you can see that the WhatsApp notification about the new product launch has been successfully sent to the customer.

• Personalized Pricelist

Create a Personalized Product Pricing record for special customers by selecting the offer type as Personalized Pricing. Customers who have the selected tags and an assigned pricelist will receive a WhatsApp notification about their personalized pricing.

From here, you can create a Personalized Product Pricing record to notify selected customers about their specific pricelist. (This is Odoo's base feature.)

Here you can see a customer with the selected customer tag and an assigned pricelist, so this customer receives the WhatsApp notification about their personalized pricing.

Here you can see that the WhatsApp notification about the Personalized Product Pricing has been successfully sent to the customer.

• Discount and Coupon

You can generate and manage coupons directly from the Discount Coupons menu, which can be shared with customers through WhatsApp notifications with all the details of the coupons. (This is Odoo's base feature.)

Here you can see that coupons are assigned to the customer, so the customer receives a WhatsApp notification with all the coupon details including expiration date and other discount details. (Notification Reminder feature we added.)

Here you can see that the WhatsApp notification about the discounts and coupons has been successfully sent to the customer.

• Overdue Invoice

We provide a feature to send overdue invoice WhatsApp notifications to customers for pending payments. Here you can see some invoices that are due, and the system automatically sends a WhatsApp notification to the respective customers.

From Configuration > Settings, you can enable the Account Manager option for overdue invoices. When enabled, the account manager also receives WhatsApp notifications about overdue invoices related to their customers.

Here you can see that the Account Manager and customer receives the WhatsApp notification with all invoice details, including the customer name and payment information.We have an automatic cron job that sends notifications to Customers and Account Manager.

• Abandoned Cart

We also provide Abandoned Cart notifications. From Configuration > Settings, you have to enter the number of hours after which a notification for the abandoned cart will be sent to the customer. If the cart remains without any action for the configured number of hours, the system automatically sends a WhatsApp notification to the customer, and the reminder interval can be configured from the Settings.

Here you can see that the WhatsApp notification about the Abandoned Cart has been successfully sent to the customer.

Here you can see received sample message of WhatsApp notifications.

Here you can see all the scheduled actions related to WhatsApp notifications configured in the system.