From e5cdfa82b40bc41e0e26101247ddca76d144a6d3 Mon Sep 17 00:00:00 2001 From: "Sam Lieber (sali)" Date: Thu, 4 May 2023 13:37:33 +0000 Subject: [PATCH] [IMP] marketing: testing_running.rst format fixes closes odoo/documentation#4751 X-original-commit: 4b327417b085ed322e7ce47466c64424acdfc83f Signed-off-by: Zachary Straub (zst) --- .../getting_started/testing_running.rst | 49 ++++++++++++------- 1 file changed, 30 insertions(+), 19 deletions(-) diff --git a/content/applications/marketing/marketing_automation/getting_started/testing_running.rst b/content/applications/marketing/marketing_automation/getting_started/testing_running.rst index 94db64caa..cc1b8d632 100644 --- a/content/applications/marketing/marketing_automation/getting_started/testing_running.rst +++ b/content/applications/marketing/marketing_automation/getting_started/testing_running.rst @@ -1,41 +1,52 @@ -============================== -Testing and running a campaign -============================== +========================= +Testing/running campaigns +========================= Odoo gives users the ability to test marketing campaigns (and mailings) before officially running them. -First, open the :guilabel:`Marketing Automation` application and click on a campaign. Make sure -the campaign already has activities configured on it (or build a campaign by following the -directions here on :doc:`this documentation `). To start a test, click the -:guilabel:`Launch a Test` button at the top of the template form. +First, open the :menuselection:`Marketing Automation` application, and select the desired campaign, +which reveals that campaign's detail form. + +On the campaign detail form, make sure the campaign already has activities configured (or build a +campaign by following the directions here on :doc:`this documentation +`). + +To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form. .. image:: testing_running/launch-test.png :align: center :alt: Launch a test button in Odoo Marketing Automation. -When clicked, a pop-up window appears. In the dropdown field choose a specific record to run the -test on, or create a brand new record by clicking the :guilabel:`Search More...` link at the bottom -of the dropdown menu, and then click the :guilabel:`Create` button. +When clicked, a :guilabel:`Launch a test` pop-up window appears. In the drop-down field, choose an +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. -Once the record is selected, click :guilabel:`Continue`, and Odoo will redirect to the campaign -test page. +Doing so reveals a blank contact form, in which the :guilabel:`Name` and :guilabel:`Email` **must** +be entered. When all the necessary information has been entered, click :guilabel:`Save`, and Odoo +returns to the :guilabel:`Launch a test` pop-up, with that new record in the :guilabel:`Choose an +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. .. image:: testing_running/test-screen.png :align: center :alt: Test screen in Odoo Marketing Automation. -Here, the name of the :guilabel:`Record` being tested is visible, along with the precise time this -test workflow was started. Beneath that is the first activity (or activities) in the workflow. +On the campaign test page, the name of the :guilabel:`Record` being tested is visible, along with +the precise time this test workflow was started in the :guilabel:`Workflow Started On` field. +Beneath that, in the :guilabel:`Workflow` section is the first activity (or activities) in the +workflow that's being tested. -To start a test, click the :guilabel:`Run` icon beside the first activity in the workflow. When -clicked, the page will reload, and Odoo will show the various results (and analytics) connected to -that specific activity. +To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`▶️ (play button)` +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. .. 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 be moved to the +Once all the workflow activities are completed, the test will end, and move to the :guilabel:`Completed` stage. To stop a test before all the workflow activities are completed, click -the :guilabel:`Stop` button. +the :guilabel:`Stop` button in the upper-left corner of the campaign test page.