LO-060 [Advanced]: Automated Sandbox Mode for Lead Testing

[Kuldeeep18]

Description

When designing campaigns, sales representatives want to test the email sequences before sending them to actual clients. Currently, launching a campaign sends actual emails to the lead addresses. We need a "Sandbox Mode" switch in Campaign settings to redirect all emails to a test inbox.

User & Contributor Value

• Contributors: Condition-based workflow dispatching, reading and applying campaign-level settings, and email redirection logic.
• Users: Allows safely testing complex multi-step email flows with dummy leads without spamming real customers.

Code Locations

• backend/campaigns/models.py
• backend/campaigns/tasks.py

Implementation Guide

1. Extend Settings Schema: Add a sandbox_mode checkbox parameter inside the campaign settings JSON field.
2. Task Interception: In send_email_step task, check if campaign.settings.get('sandbox_mode') is True.
3. Redirect Delivery: If enabled, override the recipient email (clead.lead.email) and send the email to the logged-in user's address instead, appending [TEST SANDBOX] to the subject line.

[manikanta-tamminana]

Hi @Kuldeep18,

I would like to work on this issue under GSSoC.

My approach would be:

• Extend the campaign settings schema to include a sandbox_mode configuration option.
• Update the campaign configuration UI and backend handling to properly store and retrieve the sandbox setting.
• Modify the send_email_step task to check the sandbox flag before dispatching emails.
• When sandbox mode is enabled, redirect all outgoing emails to the campaign owner's email address instead of the actual lead recipient.
• Append [TEST SANDBOX] to the email subject line to clearly distinguish test emails from production emails.
• Test the feature thoroughly to ensure no emails are accidentally sent to real leads while sandbox mode is active.

This feature will provide a safe testing environment for campaign workflows and help users validate email sequences before launching them to actual customers. Could you please assign this issue to me?

Thank you! 🚀

[NikithaDineshKumar]

Hi @Kuldeeep18, I would love to work on this advanced Sandbox Mode feature! Here is my proposed approach for the implementation:

1. Extend Settings Schema (backend/campaigns/models.py)
   JSON Schema Update: I will ensure the campaign settings JSON field accommodates a new boolean parameter: sandbox_mode (defaulting to False). This will allow users to toggle the feature seamlessly from the Campaign settings dashboard.

2. Task Interception & Redirect Delivery (backend/campaigns/tasks.py)
   Conditional Logic: Inside the send_email_step task, I will add a check to inspect the campaign's configuration via campaign.settings.get('sandbox_mode').

Rerouting Execution:

If sandbox_mode is enabled, instead of dispatching the email to the actual lead (clead.lead.email), I will dynamically override the recipient address to point to the logged-in user's email address.

I will also append a clear [TEST SANDBOX] prefix to the email subject line so that testers can easily identify sandbox runs in their inboxes.

Could you please assign this issue to me? Thanks!

/assign