Lecture Notes: ODOO Website Builder for Nonprofit Organizations

Introduction

• Speaker: P DEA, Product Owner of the Website Builder at ODOO.
• Focus: Demonstrating the new feature for nonprofit organizations within ODOO's website builder.

Context

• Use Case: Alumni Association for a University.
• Needs:
  • Website creation and event publication.
  • Membership sales and subscription tracking.
  • Newsletter distribution.
  • Discounted event tickets for members.

Challenges with ODOO

• New users might struggle with onboarding and business flow implementation.
• Example issue: Implementing discounted ticket prices for members.
• Solution: Industries feature to streamline setup and configuration.

Industries Feature

• Concept:
  • Pre-configured data modules tailored for specific industries.
  • Automates installation and configuration of relevant apps.
  • Example apps: Website, CRM, Events, etc.
• Benefits:
  • Simplified onboarding.
  • Ready-to-use in under three minutes.
  • No need for deep familiarity with every app.

Nonprofit Industry Demonstration

• Process:
  • Set up a free trial database and select the nonprofit industry.
  • The system installs required modules and imports demo data.

Key Features of the Nonprofit Industry

• Automated Flow for Memberships:
  • Visitors fill out a form to request membership on the website.
  • CRM opportunity is created and admin is notified.
  • Admin can discuss and send membership quotations.
  • Online quotation acceptance and subscription activation.
  • Assignment to a member price list enabling discounts.
• Event Management:
  • Pre-configured events with differentiated pricing for members.
• Donation Feature:
  • Website includes a donation page.
  • Admin can track donations in the accounting app.
• Email Marketing:
  • Filters for targeted emails to paying members.

Website Customization

• Fully customizable without coding.
• Includes standard pages (Home, About Us, Events, Donation).

Technical Aspects

• Industries include configurations, data, and automation rules.
• Example: Automation rules for changing member price lists.
• Requires developer mode for viewing automation rules.

Advantages of Industries

1. For New Users: Simplifies the trial and onboarding process.
2. For Salespeople: Provides relevant demo data quickly.
3. For Showcasing Best Practices: Highlights hidden features and best practices.

Conclusion

• Industries are expected to be a game-changer for ODOO users.
• Encourages ease of use and comfortability with ODOO’s capabilities.
• Q&A session follows the presentation.

Final Remarks

• No questions indicate clarity of the presentation.
• Thank you and see you at the next session.