测试/运行活动

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.

测试/运行活动

首先,打开 营销自动化 应用程序,并选择所需的活动,这将显示该活动的详细表单。

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 工作流活动 documentation).

注解

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 Launch a Test button at the top of the campaign form, to the right of the Start button.

在Odoo营销自动化中启动测试按钮。

When clicked, a Launch a test pop-up window appears.

在Odoo营销自动化中启动测试按钮。

In the Launch a test pop-up window, click the 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.

注解

Only one contact can be selected from the Launch a test pop-up window.

To create a new contact directly from the Launch a test pop-up window, start typing the name of the new contact in the blank field, and click Create and edit….

Typing in a new contact directly from the launch a test pop-up window in Odoo.

Doing so reveals a blank Create Record pop-up form, in which the necessary contact information (Email, Mobile, etc.) must be entered, in order for the test to work. When the necessary information is entered, click Save & Close.

在Odoo营销自动化中启动测试按钮。

When all the necessary fields have been entered, click Save & Close to return to the Launch a test pop-up window.

Once a contact is selected, click Launch to reveal the campaign test page.

在Odoo营销自动化中的测试界面。

在活动测试页面上,可以看到正在测试的 Record 的名称,以及此测试工作流程开始的精确时间,显示在 Workflow Started On 字段中。在此之下,在 Workflow 部分是正在测试的工作流程的第一个活动(或多个活动)。

要开始测试,请点击 Run 按钮,该按钮由工作流程中第一个活动旁边的 ▶️ (播放按钮) 图标表示。点击后,页面将重新加载,Odoo 将实时显示与该特定活动相关的各种结果(和分析)。

注解

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 ▶️ (play button) icon.

在Odoo营销自动化中的工作流测试进度。

Once all the workflow activities are completed, the test ends, and the status bar (in the upper-right corner) moves to the Completed stage.

To stop a test before all the workflow activities are completed, click the Stop button in the upper-left corner of the campaign test page.

邮件营销活动

首先,打开 营销自动化 应用程序,并选择所需的活动,这将显示该活动的详细表单。

On the campaign detail form, with all the desired activities ready in the Workflow section, click Start in the upper-left corner to officially run the campaign to the configured target audience specified on the campaign detail form.

Clicking Start launches the campaign, and the status bar of the campaign switches to Running, which is located in the upper-right corner of the campaign detail form.

The status of a marketing campaign changing to running in the upper-right corner.

注解

If some participants are already running on a campaign, and was stopped for any reason, clicking the Start button again prompts a pop-up warning. This warning advises the user to click an Update button to apply any modifications made to the campaign.

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 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: Templates, Clicks, Tests, Participants.

The row of smart buttons that appear in a currently running marketing campaign in Odoo.

短信营销设置

要创建电子邮件,请打开 Email Marketing 应用程序,并单击左上角的 Create 按钮。

Odoo营销自动化应用程序中的活动门票筛选器。

要对邮件列表本身进行更改,请单击邮件列表详细表单左上角的 编辑 按钮。

Marketing campaign's stopped status on a campaign detail form in Odoo Marketing Automation.