[IMP] marketing automation: updated testing_running campaign doc for Odoo 16

closes odoo/documentation#7029

X-original-commit: 76fc90dde7
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/marketing/marketing_automation/getting_started/testing_running.rst

@@ -2,33 +2,63 @@
 Testing/running campaigns
 =========================
 
-Odoo gives users the ability to test marketing campaigns (and mailings) before officially running
+The Odoo *Marketing Automation* app allows users to test marketing campaigns (and mailings) before
-them.
+officially running them to check for errors and correct any mistakes before it reaches its target
+audience.
 
-First, open the :menuselection:`Marketing Automation` application, and select the desired campaign,
+Test campaigns
-which reveals that campaign's detail form.
+==============
 
-On the campaign detail form, make sure the campaign already has activities configured (or build a
+To test a marketing campaign, open the :menuselection:`Marketing Automation app`, and select the
-campaign by following the directions here on :doc:`this documentation
+desired campaign to test, which reveals the campaign's detail form.
+
+On the campaign detail form, make sure the campaign already has activities configured in the
+workflow (or build a campaign by following the directions on :doc:`this documentation
 </applications/marketing/marketing_automation/getting_started/workflow_activities>`).
 
-To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form.
+.. note::
+   Testing marketing automation campaigns is meant to be performed in the production version of the
+   database. Duplicate (or trial) databases have limited email sending capabilities.
+
+To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form, to the
+right of the :guilabel:`Start` button.
 
 .. image:: testing_running/launch-test.png
    :align: center
-   :alt: Launch a test button in Odoo Marketing Automation.
+   :alt: Launch a test button on a campaign detail form in Odoo Marketing Automation.
 
-When clicked, a :guilabel:`Launch a test` pop-up window appears. In the drop-down field, choose an
+When clicked, a :guilabel:`Launch a test` pop-up window appears.
-existing record (or create a new one) to run the test on. To create a brand new record, click the
-:guilabel:`Search More...` link at the bottom of the drop-down menu, and then click the
-:guilabel:`Create` button.
 
-Doing so reveals a blank contact form, in which the :guilabel:`Name` and :guilabel:`Email` **must**
+.. image:: testing_running/launch-test-popup-window.png
-be entered. When all the necessary information has been entered, click :guilabel:`Save`, and Odoo
+   :align: center
-returns to the :guilabel:`Launch a test` pop-up, with that new record in the :guilabel:`Choose an
+   :alt: Launch a test pop-up window that appears in Odoo Markting Automation.
-existing record or create a new one to test` field.
 
-Once a record is selected, click :guilabel:`Continue`, and Odoo reveals the campaign test page.
+In the :guilabel:`Launch a test` pop-up window, click the :guilabel:`Pick or create a/an Contact to
+generate a Test Participant` field to reveal a drop-down menu of contacts. From this drop-down menu,
+select an existing contact (or create a new one) to run the test on.
+
+.. note::
+   Only one contact can be selected from the :guilabel:`Launch a test` pop-up window.
+
+To create a new contact directly from the :guilabel:`Launch a test` pop-up window, start typing the
+name of the new contact in the blank field, and click :guilabel:`Create and edit...`.
+
+.. image:: testing_running/new-contact-from-launch-test-popup.png
+   :align: center
+   :alt: Typing in a new contact directly from the launch a test pop-up window in Odoo.
+
+Doing so reveals a blank :guilabel:`Create Record` pop-up form, in which the necessary contact
+information (:guilabel:`Email`, :guilabel:`Mobile`, etc.) *must* be entered, in order for the test
+to work. When the necessary information is entered, click :guilabel:`Save & Close`.
+
+.. image:: testing_running/blank-contact-form.png
+   :align: center
+   :alt: A blank contact form from a launch test pop-up window in Odoo Marketing Automation.
+
+When all the necessary fields have been entered, click :guilabel:`Save & Close` to return to the
+:guilabel:`Launch a test` pop-up window.
+
+Once a contact is selected, click :guilabel:`Launch` to reveal the campaign test page.
 
 .. image:: testing_running/test-screen.png
    :align: center
@@ -43,10 +73,81 @@ To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`
 icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the
 various results (and analytics) connected to that specific activity as they occur, in real-time.
 
+.. note::
+   If a child activity is scheduled beneath a parent activity, that child activity will be revealed
+   slightly indented in the workflow, once that parent activity has been run, via the :guilabel:`▶️
+   (play button)` icon.
+
 .. image:: testing_running/workflow-test-progress.png
    :align: center
    :alt: Workflow test progress in Odoo Marketing Automation.
 
-Once all the workflow activities are completed, the test will end, and move to the
+Once all the workflow activities are completed, the test ends, and the status bar (in the
-:guilabel:`Completed` stage. To stop a test before all the workflow activities are completed, click
+upper-right corner) moves to the :guilabel:`Completed` stage.
-the :guilabel:`Stop` button in the upper-left corner of the campaign test page.
+
+To stop a test before all the workflow activities are completed, click the :guilabel:`Stop` button
+in the upper-left corner of the campaign test page.
+
+Run campaigns
+=============
+
+To run a campaign, navigate to :menuselection:`Marketing Automation app`, and select the desired
+campaign to run.
+
+On the campaign detail form, with all the desired activities ready in the :guilabel:`Workflow`
+section, click :guilabel:`Start` in the upper-left corner to officially run the campaign to the
+configured target audience specified on the campaign detail form.
+
+Clicking :guilabel:`Start` launches the campaign, and the status bar of the campaign switches to
+:guilabel:`Running`, which is located in the upper-right corner of the campaign detail form.
+
+.. image:: testing_running/campaign-running-status.png
+   :align: center
+   :alt: The status of a marketing campaign changing to running in the upper-right corner.
+
+.. note::
+   If some participants are already running on a campaign, and was stopped for any reason, clicking
+   the :guilabel:`Start` button again prompts a pop-up warning. This warning advises the user to
+   click an :guilabel:`Update` button to apply any modifications made to the campaign.
+
+   .. image:: testing_running/workflow-modification-warning.png
+      :align: center
+      :alt: The workflow has been modified warning pop-up window of a marketing campaign form.
+
+   Be aware that participants that had already gone through an entire campaign in its original state
+   **can** be reintroduced into the newly-modified campaign, and new traces could be created for
+   them.
+
+Then, as the mailings and actions are triggered in the :guilabel:`Workflow`, the various stats and
+data related to each activity appear in each activity block. There is also a series of stat-related
+smart buttons that appear at the top of the campaign detail form, as well.
+
+These analytical smart buttons will *also* populate with real-time data as the campaign progresses:
+:guilabel:`Templates`, :guilabel:`Clicks`, :guilabel:`Tests`, :guilabel:`Participants`.
+
+.. image:: testing_running/campaign-smart-buttons.png
+   :align: center
+   :alt: The row of smart buttons that appear in a currently running marketing campaign in Odoo.
+
+Stop campaigns
+==============
+
+To stop a campaign that's currently running, navigate to the :menuselection:`Marketing Automation
+app`, and select the desired campaign to stop. On the campaign detail form, click the
+:guilabel:`Stop` button in the upper-left corner.
+
+.. image:: testing_running/stop-button-campaign-form.png
+   :align: center
+   :alt: The stop button on a typical campaign detail form in Odoo Marketing Automation application.
+
+When clicked, the campaign is officially stopped, and the status changes to :guilabel:`Stopped` in
+the upper-right corner of the campaign detail form.
+
+.. image:: testing_running/campaign-stopped-status-bar.png
+   :align: center
+   :alt: Marketing campaign's stopped status on a campaign detail form in Odoo Marketing Automation.
+
+.. seealso::
+   - :doc:`first_campaign`
+   - :doc:`target_audience`
+   - :doc:`workflow_activities`