Save and Publish an automation campaign – Ometria Help Centre

Once you’ve designed your automation campaign flow, ensure the campaign has a unique title and select Save to preserve your draft.

If the campaign and your entry trigger are ready to go, select Publish.

Note: If you make any changes in your master email templates before hitting Publish, you’ll be prompted to merge those changes into the template instance you used in your campaign.

For more information see Templates and Visual Editor.

After publishing your campaign, you can find it in Campaigns > Automation Campaigns

By default, the campaign is Paused.

You can also select the following modes:

Testing

In Testing mode the flow is live and will trigger emails based on real events on your website, but the emails will send to the 'Ometria-testing' email address instead of to real contacts.

Test sends do not count towards your account's frequency caps.

Note: Send email and Send SMS are the only Action nodes that function in testing mode - 'Add contact to static list', 'Remove contact from static list' and 'Tag contact' will not action while in testing mode.

You can see your testing activity in the Activity tab of the Campaign Performance: Automation campaigns dashboard.

Note: Any contacts that enter the campaign during testing are ‘test entries’, which are dropped when you activate the campaign.

To set an Active campaign to Testing you must Pause it first.

Active

In Active mode flow is live and will trigger emails based on real events on your website, to real contacts.

When you set a Paused campaign to Active and there are already contacts active in the campaign, you have the option to:

Resume campaign - contacts will receive emails based on where they were in the flow when the campaign was paused, or;
Restart Campaign - any contacts currently in the campaign are removed and all stats are reset.

To set an Active campaign back to Testing you must Pause it first.