[IMP] marketing: testing_running.rst format fixes
closes odoo/documentation#4755
X-original-commit: 4b327417b0
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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==============================
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Testing and running a campaign
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==============================
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=========================
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Testing/running campaigns
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=========================
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Odoo gives users the ability to test marketing campaigns (and mailings) before officially running
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them.
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First, open the :guilabel:`Marketing Automation` application and click on a campaign. Make sure
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the campaign already has activities configured on it (or build a campaign by following the
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directions here on :doc:`this documentation <workflow_activities>`). To start a test, click the
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:guilabel:`Launch a Test` button at the top of the template form.
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First, open the :menuselection:`Marketing Automation` application, and select the desired campaign,
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which reveals that campaign's detail form.
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On the campaign detail form, make sure the campaign already has activities configured (or build a
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campaign by following the directions here on :doc:`this documentation
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</applications/marketing/marketing_automation/getting_started/workflow_activities>`).
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To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form.
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.. image:: testing_running/launch-test.png
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:align: center
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:alt: Launch a test button in Odoo Marketing Automation.
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When clicked, a pop-up window appears. In the dropdown field choose a specific record to run the
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test on, or create a brand new record by clicking the :guilabel:`Search More...` link at the bottom
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of the dropdown menu, and then click the :guilabel:`Create` button.
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When clicked, a :guilabel:`Launch a test` pop-up window appears. In the drop-down field, choose an
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existing record (or create a new one) to run the test on. To create a brand new record, click the
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:guilabel:`Search More...` link at the bottom of the drop-down menu, and then click the
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:guilabel:`Create` button.
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Once the record is selected, click :guilabel:`Continue`, and Odoo will redirect to the campaign
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test page.
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Doing so reveals a blank contact form, in which the :guilabel:`Name` and :guilabel:`Email` **must**
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be entered. When all the necessary information has been entered, click :guilabel:`Save`, and Odoo
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returns to the :guilabel:`Launch a test` pop-up, with that new record in the :guilabel:`Choose an
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existing record or create a new one to test` field.
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Once a record is selected, click :guilabel:`Continue`, and Odoo reveals the campaign test page.
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.. image:: testing_running/test-screen.png
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:align: center
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:alt: Test screen in Odoo Marketing Automation.
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Here, the name of the :guilabel:`Record` being tested is visible, along with the precise time this
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test workflow was started. Beneath that is the first activity (or activities) in the workflow.
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On the campaign test page, the name of the :guilabel:`Record` being tested is visible, along with
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the precise time this test workflow was started in the :guilabel:`Workflow Started On` field.
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Beneath that, in the :guilabel:`Workflow` section is the first activity (or activities) in the
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workflow that's being tested.
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To start a test, click the :guilabel:`Run` icon beside the first activity in the workflow. When
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clicked, the page will reload, and Odoo will show the various results (and analytics) connected to
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that specific activity.
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To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`▶️ (play button)`
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icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the
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various results (and analytics) connected to that specific activity as they occur, in real-time.
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.. image:: testing_running/workflow-test-progress.png
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:align: center
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:alt: Workflow test progress in Odoo Marketing Automation.
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Once all the workflow activities are completed, the test will end and be moved to the
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Once all the workflow activities are completed, the test will end, and move to the
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:guilabel:`Completed` stage. To stop a test before all the workflow activities are completed, click
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the :guilabel:`Stop` button.
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the :guilabel:`Stop` button in the upper-left corner of the campaign test page.
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