5818c41562
* [ADD] marketing_automation: documentation * [IMP] marketing_automation: improvement of toctree
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1.6 KiB
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53 lines
1.6 KiB
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==================================
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Launch a Test and Start a Campaign
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==================================
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Before starting a campaign, launching a test allows you to run the workflow on a test contact and
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view the sequence of events in action, avoiding mistakes.
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Launch a test
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=============
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| Click on *Launch a test*.
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| Once you have selected the test contact, *Run* the parent activity and the subsequent ones as
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needed.
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*Run* and *Stop* activities individually. To stop the whole workflow click on *Stop*.
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.. image:: media/test1.png
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:align: center
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:height: 350
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:alt: Create workflows in Odoo Marketing Automation
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.. note::
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Launching a test does not add data to your metrics with the purpose of not introducing wrong
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inputs to reports.
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Start and stop a workflow
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=========================
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Click on *Start* to run the workflow, and on *Stop* to interrupt it. The interruption and new start
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can happen at any moment. The current status will be shown on the status bar.
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.. image:: media/test2.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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Participants and their specific workflow
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========================================
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*Participants* are all the records that have ever been involved in the campaign.
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.. image:: media/test3.png
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:align: center
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:alt: Create workflows in Odoo Marketing Automation
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If you click on *Participants* and open a record, you will find the specific activities the record
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went/are/will go through, as well as when the workflow was triggered to him. If you wish to cancel
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an activity click on *Cancel*.
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.. seealso::
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- :doc:`automate_actions`
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- :doc:`segment` |