Rehearse a campaign before launch
Check a bounded sample of campaign assets, recipient eligibility and workflow branches without publishing, enrolling or sending.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Campaign → Launch Rehearsal
PermissionCampaign and asset visibility; native source access for sample records
Before you begin
Attach the intended campaign assets first and select an appropriate source sample. A rehearsal helps find blockers but is not approval to launch.
Follow these steps
- Open the campaign and choose Launch Rehearsal. Review which attached assets are included.
- Choose the source and accessible record sample. Run the rehearsal.
- Read content-state and dependency findings, email eligibility and suppression results, and workflow path coverage.
- Investigate unvisited branches and test additional representative records where needed. Correct issues through the original draft and review process.
- Keep the rehearsal receipt with the launch review, then complete publication, enrolment or delivery as separate authorised actions.
Fields and options
- Scope
- Up to the first 40 attached accessible assets and one authorised source page of up to 40 records.
- Workflow sample
- Up to 10 dry-run records per workflow; coverage shows visited steps and branch outcomes.
- Outcome
- Action required or No blocker in sample, with a tamper-evident receipt for the evaluated inputs.
Rules and limits
- The rehearsal makes no profile changes, enrolments or email sends and does not enable outbound delivery.
- No blocker in sample is a sampled result, not certification of all contacts, all branches or future provider availability.
- Consent, suppression and dependencies are checked again during real execution.
Check the result
- Confirm the evaluated assets and record sample match the proposed launch.
- Check both condition paths are covered or record why an untested path needs another test.
If something does not look right
- A missing asset may be outside the first page, detached or inaccessible.
- Resolve a blocker at its source; rerunning the same unchanged sample is not a fix.
Common questions
Can I launch directly from a successful rehearsal?
No. Review, publication, explicit enrolment or recipient queueing remain separate steps.
Does the receipt prove every customer can receive the email?
No. It records a bounded sample at a point in time; live eligibility is rechecked.