Skip to Content
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
This question has been flagged
3 Odgovori
910 Prikazi
Avatar
Tim Drinkwater

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?


Avatar
Opusti
Tim Drinkwater
Avtor

I found this Jose video at 7:35 that mentions matching records https://youtu.be/p8tDeDQHbaE?si=RDr0s-FabSEGfScU&t=455

Avatar
Tim Drinkwater
Avtor Best Answer

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.


Avatar
Opusti
Avatar
Yasir soori
Best Answer

Participants may not be added due to:

  • Entry criteria not being met
  • Segment/list not populating
  • Suppression or exclusion rules
  • Contact already in the flow
  • Campaign not activated
  • Sync issues or delays

Double-check filters, test with a known contact, and ensure the automation is live. Let me know the platform for specific help!

Avatar
Opusti
Avatar
Vanessa French
Best Answer

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? 

Avatar
Opusti