Campaign Management System
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    Campaign Management System

    The Campaign Management System is a powerful tool designed to streamline the process of creating, monitoring, and managing marketing campaigns for both WhatsApp and Facebook Ads within Odoo. This system provides a user-friendly interface to handle all aspects of campaign management, from defining target audiences to tracking performance metrics.

    With this system, users can:

    • Easily create and customize campaigns tailored to specific goals.
    • Integrate and manage WhatsApp interactions and Facebook Ads in one unified platform.
    • Monitor campaign progress through detailed dashboards and analytics.
    • Optimize campaign performance by leveraging key insights and metrics.

    This tutorial will guide you through the core functionalities of the Campaign Management System, including how to create a campaign, manage WhatsApp and Facebook Ads, and review campaign performance effectively. Whether you're a marketing professional or a business owner, this system simplifies the complexities of multi-platform campaign management, allowing you to focus on achieving impactful results.


    1. Creating a New Campaign


    • Step 1: Go to the "Campaigns" menu on the top navigation bar and click on the "New" button.
    • Step 2: A new campaign creation page will appear. Fill in the following fields:
      • Responsible: Assign a responsible user for the campaign.
      • Target: Specify the target audience (e.g., Contacts, Leads).
      • Unit Based On: Select the unit type (e.g., Contact).
      • Filter: Add conditions to filter your audience.
    • Step 3: Use the "Add Condition" button to refine your target audience further.
    • Step 4: Click on the "Save" button to register the campaign.

    2. Managing WhatsApp Ads


    • Step 1: In the campaign form view, go to the "WhatsApp Ads" tab.
    • Step 2: Add details for WhatsApp interactions:
      • Date of Creation: Automatically generated.
      • Phone Number, Name, Surname, and Email: Details of the contact interacting with the ad.
      • Message and Status: Record the message and the current interaction status.
    • Step 3: Use the "Add a Line" button to insert new WhatsApp ad details.

    3. Managing Facebook Ads


    • Step 1: Switch to the "Facebook Ads" tab in the campaign form view.
    • Step 2: Add details for Facebook campaigns, such as:
      • Campaign Name
      • Account Associated
      • Objective
      • Configured Status and Effective Status
      • Creation and Update Dates
    • Step 3: Use the "Add a Line" button to insert new Facebook ad campaign details.

    4. Reviewing and Updating Campaign


    • Step 1: Once the campaign is created, it will be displayed in the campaigns dashboard.
    • Step 2: You can review the campaign statuses (e.g., New, In Progress, Interrupted).
    • Step 3: Open the campaign to make edits or update the ads.

    Tips

    • Use the Filters in the dashboard to quickly locate campaigns.
    • Ensure that all required fields are filled to avoid errors during saving.

    This concludes the tutorial for managing WhatsApp and Facebook Ads campaigns.


    User Manual Update: Control for Facebook Campaigns

    The campaign management system provides control over Facebook Ads campaigns. Users can perform only one action for managing campaigns: Activation and Deactivation. This ensures a streamlined process for campaign adjustments.


    Step 1: Viewing Facebook Ads Campaigns

    1. Navigate to the Facebook Ads menu from the top navigation bar.
    2. The list view displays all fetched campaigns from the Facebook API, including:
      • Campaign Name: Identifies the ad campaign.
      • Associated Account: Links the campaign to its Facebook account.
      • Objective: States the goal of the campaign (e.g., Lead Generation, Engagement).
      • Configured and Effective Status: Shows the current and intended statuses of the campaign.
      • Dates: Displays the creation and last updated timestamps.

    Step 2: Controlling Campaign Status

    The only available user actions are activating or pausing campaigns:

    1. Activating a Campaign:
      • Click the blue play button next to a paused campaign.
      • The system sends an API request to Facebook to activate the campaign.
      • Once successful, the Configured Status and Effective Status will update to "ACTIVE."
    2. Pausing a Campaign:
      • Click the red pause button next to an active campaign.
      • The system sends an API request to Facebook to pause the campaign.
      • The statuses will update to "PAUSED" upon success.

    Step 3: Scheduled Synchronization

    • Campaign data, including statuses and performance metrics, is fetched periodically through a scheduled action.
    • Users do not need to manually refresh or update campaigns; the system synchronizes with the Facebook API automatically.

    Important Notes:

    • No Editing Capabilities: Users cannot modify campaign details such as objectives or budgets. These changes must be managed directly within the Facebook Ads Manager.
    • Visibility Only: The system allows users to view campaign details and perform limited activation/deactivation actions.
    • API Credentials: Ensure that valid API tokens and account settings are configured for seamless synchronization.

    This controlled environment minimizes user error and focuses on high-level management of campaign activation statuses. For further questions or troubleshooting, contact your system administrator.


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