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.
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:
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.
You can see your testing activity in the Activity tab of the Campaign Performance: Automation campaigns dashboard.
To set an Active campaign to Testing you must Pause it first.
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.