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Overview

Before starting a campaign, review the draft created by the agent and test the email. Approving a campaign does not begin sending to customers, so you start it separately after approval. This page explains how to test an email, approve and start a campaign, analyze results, and make revisions in that order.

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Review and Start a Campaign

Review and start a campaign in the following four steps. When complete, customers who meet the entry condition move to the first step and the agent begins sending emails or notifications.

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1. Review All Campaign Steps

Before delivering messages to real customers, fix missing or incorrect settings. Review these seven items before starting.
  • The campaign goal is clear.
  • The correct list or segment is selected.
  • The trigger matches the intended condition.
  • Email and notification content is complete.
  • Wait times and branch conditions are correct.
  • Every path reaches an endpoint.
  • The sender and event tracking you need are available.
Reviewing campaign steps with branches and email settings If there are incomplete steps or paths that do not reach an endpoint, fix the displayed areas.

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2. Send an Email with Test Run

For a campaign that includes email, use Test run to send a selected email to a specified address. Test run sends only one selected email step. It does not run the entire campaign, including waits, branches, actions, or goals. Run a test in the following six steps. When complete, you can check the email display and links in an actual inbox.
  1. Open the campaign canvas or the campaign’s Settings.
  2. Select Test run.
  3. Choose the email step to test.
  4. Enter the test email recipient.
  5. Run Test run.
  6. In the received email, review the subject, body, inserted content, images, links, and layout issues.
Sending a test email after specifying a sender and recipient Sending requires an available email account. A Test run does not enroll campaign customers or start other steps. You can test an email that has not yet been saved to the campaign if its subject and body are configured. If you find a problem in the received email, fix it before approving the campaign.

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3. Approve the Campaign

For a campaign draft created in chat, select Approve in the campaign canvas to save it. You cannot approve a campaign if no trigger is selected, a required step setting is missing, or a path has no endpoint. Fix the highlighted areas in the canvas, then approve it again.

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4. Start the Campaign

After approving a campaign, start it from the Agents screen. Start a campaign in the following five steps. Starting it can begin enrollment and sending.
  1. Open the campaign from Campaigns on the Agents screen.
  2. In Activity and Settings, review the goal, audience, sender, and campaign steps.
  3. Turn on the toggle at the top of the screen.
  4. In the dialog, review the campaign to start and its estimated credit usage.
  5. Confirm that you want to start it.
When a campaign starts, it automatically validates the audience, campaign steps, sender, event tracking, and available credits. It does not start if a necessary setting is missing, so fix the displayed issue and try again.

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Analyze Results and Request Improvements

After you start a campaign, its Activity displays customer progress and main results. For detailed results, ask the agent to summarize them in the campaign’s Tasks. For a customer engagement campaign, track these four metrics.
  • Number of customers enrolled in the campaign
  • Number of customers reached by a message
  • Email open rate
  • Number of customers who reached the goal
Detailed views also display sends, deliveries, opens, clicks, bounces, and unsubscribes for each message. A bounce means that an email could not be delivered, such as when the recipient address is unknown. To find improvements from results, ask in task chat, for example:
After the agent creates revisions, review the changes before applying them to the campaign. To change a running campaign, pause it first, then ask for a revision in chat or edit it directly in the canvas. Test the revised content as needed, then resume the campaign when there are no issues. When you use a connected email account such as Gmail as the sender, the email service does not return delivery results, so delivered displays as —. Use a verified sending domain to measure delivery results in NoimosAI. The following pages explain how to configure campaign steps and sending preparation, and how to understand the campaign’s status after it starts.