154 lines
7.0 KiB
ReStructuredText
154 lines
7.0 KiB
ReStructuredText
=========================
|
|
Testing/running campaigns
|
|
=========================
|
|
|
|
The Odoo *Marketing Automation* app allows users to test marketing campaigns (and mailings) before
|
|
officially running them to check for errors and correct any mistakes before it reaches its target
|
|
audience.
|
|
|
|
Test campaigns
|
|
==============
|
|
|
|
To test a marketing campaign, open the :menuselection:`Marketing Automation app`, and select the
|
|
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:`workflow_activities`
|
|
documentation).
|
|
|
|
.. 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 on a campaign detail form in Odoo Marketing Automation.
|
|
|
|
When clicked, a :guilabel:`Launch a test` pop-up window appears.
|
|
|
|
.. image:: testing_running/launch-test-popup-window.png
|
|
:align: center
|
|
:alt: Launch a test pop-up window that appears in Odoo Markting Automation.
|
|
|
|
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
|
|
:alt: Test screen in Odoo Marketing Automation.
|
|
|
|
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` 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.
|
|
|
|
.. 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 ends, and the status bar (in the
|
|
upper-right corner) moves to the :guilabel:`Completed` stage.
|
|
|
|
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:`Campaign configuration <../marketing_automation>`
|
|
- :doc:`target_audience`
|
|
- :doc:`workflow_activities`
|