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Getting started with campaigns

By
Carlton Guc
on 3/26/15, 2:19 PM 311 views

I created a simple Campaign (Under Marketing|Campaigns|Campaigns).   Gave it the name of "Test2" and left the mode as "Test Directly" and changed the resource to "Employee".    Left other fields as defaults.   I then added an Activity and gave it the name of "Birthday Email", left the Condition "True" made type "Email" and selected my custom email called Birthday.    And checked the "Start" button.

Saved it, then I clicked "Run".

Shouldn't I see the Workitem some place to verify that I've correctly set things up and items are getting scheduled?

I've reviewed this document:

https://doc.odoo.com/book/2/9_Marketing/#how-to-link-a-web-contact-form-to-openerp

But it didn't help.


0
Carlton Guc
On 3/26/15, 2:44 PM

I found this and it gave me the missing link.

https://www.youtube.com/watch?v=WdBP4cPK0iU

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Asked: 3/26/15, 2:19 PM
Seen: 311 times
Last updated: 5/20/15, 9:10 AM