Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I feel like I must be doing something incorrectly.
When a Marketing Automation campaign is started the matching records aren't becoming participants.
In my sample of filter shows 5 records as matching but even after running for several hours it still shows 0 participants.
Running 16 on sh.
What step am I missing?
Should have mentioned I was testing in a STAGING branch on SH. I think I've found the issue.
Created a testing Marketing Automation campaign in production (didn't like doing that) and it seemed to work fine.
The two required server actions, 'Marketing Automation: execute activities' and 'Marketing Automation: sync participants' are setup as scheduled actions. It would seem that when a staging branch is created they are set to inactive.
Participants may not be added due to:
Double-check filters, test with a known contact, and ensure the automation is live. Let me know the platform for specific help!
How have you set up the filter? I have had some similar issues in the past with the Marketing automation, but it works fine, and the participants are added, when I set the same filter on the campaign and on the activity.
If you have the filter set on the campaign, but nothing on the activity, this could be the issues?
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Inscribirse
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
I found this Jose video at 7:35 that mentions matching records https://youtu.be/p8tDeDQHbaE?si=RDr0s-FabSEGfScU&t=455