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Testing/running campaigns

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Odoo Marketing Automation lets you test a campaign on a single contact before running it, to catch errors before they reach your real audience.

Testing a campaign

  1. Open the campaign in Marketing Automation and make sure its workflow already has activities configured.
  2. Click Launch a Test, next to the Start button.

Testing should be done in the production database; duplicate or trial databases have limited email sending.

In the Launch a test pop-up, pick an existing contact or type a name and choose Create and edit… to add a new one. Only one contact can be selected.

If creating a new contact, fill in the required details, such as Email and Mobile, and click Save & Close.

Click Launch to open the campaign test page, which shows the test Record and when the workflow started.

Click the play icon beside the first activity to run it; the page reloads with live results for that activity. A child activity appears indented beneath its parent once the parent has run. The status bar moves to Completed once every activity has run, or click Stop to end the test early.

Running a campaign

With the workflow ready, click Start on the campaign form to launch it to its full target audience; the status changes to Running.

If a stopped campaign with existing participants is started again, Odoo warns you and offers an Update button to apply your changes; participants who already completed the original campaign can be reintroduced and get new traces.

As the campaign runs, each activity block updates with its own stats, and smart buttons for Templates, Clicks, Tests and Participants update in real time at the top of the form.

Stopping a campaign

Open the running campaign and click Stop in the upper-left corner; the status changes to Stopped.

Tips

  • Always run a test before launching a campaign to a full audience.
  • Watch the smart buttons while a campaign runs to spot issues early.
  • Review changes carefully before restarting a previously stopped campaign.

Frequently asked questions

Should I test a campaign in a duplicate or trial database?

No, testing is meant to run in the production database, since trial or duplicate databases have limited email sending.

How many contacts can I test a campaign on?

One, selected or created in the Launch a Test pop-up window.

What happens if I click Start again after stopping a campaign with existing participants?

Odoo warns you and offers an Update button to apply your changes; participants who already completed the campaign can be re-included and get new traces.

Need help?

Need help testing or launching Odoo Marketing Automation campaigns? Contact support@thoughtlogik.com or see our Odoo implementation services.

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