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Need help with testing automated email program

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3 comments

  • Michelle Dean
    Hey John,

    There's no 'test mode' that I know of (would be an extremely useful feature). What you can do is go to the steps tab from the program dashboard, expand one of the wait steps, and there you should see an option to move contacts manually to the next step.

    That's how I tested my programs at least.

    ------------------------------
    Michelle Dean
    Graphic Designer
    Acromag
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-02-2018 22:09
    From: John Donald
    Subject: Need help with testing automated email program

    Any suggestions for running an automated email program through a test without having to wait for wait steps? Is there a 'test mode' I am not seeing? Tips? Tricks? Best practices? Thanks!

    ------------------------------
    John Donald
    Manager, Sales & Marketing Automation
    Designs for Health
    ------------------------------
  • Tom Richards

    I do use Wait steps, just 10 minutes at a time. It gives me time to see where things are moving and make corrections on the fly. The obvious problem is going back and adding the correct times, but it works ok for me.

     

    Tom Richards | Marketing Automation
    p: 847.549.5519 | f: 847.680.9492
    e: tom.richards@wonderlic.com

     



    ------Original Message------

    Any suggestions for running an automated email program through a test without having to wait for wait steps? Is there a 'test mode' I am not seeing? Tips? Tricks? Best practices? Thanks!

    ------------------------------
    John Donald
    Manager, Sales & Marketing Automation
    Designs for Health
    ------------------------------
  • Chris Bjorklund
    Thought I would jump in here. What I do to test a new program is COPY it, change the wait times to 10 minutes and run it. Of course you have to get yourself or some colleagues into the program so you might have to add a record to your source list or fudge some data - like the date of an event. It all goes according to plan, then you should be safe to start the full program and not worry about changing the wait times back. Just be careful if you make any changes to the test copy, that you also make them to the original program and I would then test it again.

    ------------------------------
    Chris Bjorklund
    EMarketing Coordinator, Don Johnston Incorporated
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-03-2018 07:32
    From: Michelle Dean
    Subject: Need help with testing automated email program

    Hey John,

    There's no 'test mode' that I know of (would be an extremely useful feature). What you can do is go to the steps tab from the program dashboard, expand one of the wait steps, and there you should see an option to move contacts manually to the next step.

    That's how I tested my programs at least.

    ------------------------------
    Michelle Dean
    Graphic Designer
    Acromag
    ------------------------------

    Original Message:
    Sent: 04-02-2018 22:09
    From: John Donald
    Subject: Need help with testing automated email program

    Any suggestions for running an automated email program through a test without having to wait for wait steps? Is there a 'test mode' I am not seeing? Tips? Tricks? Best practices? Thanks!

    ------------------------------
    John Donald
    Manager, Sales & Marketing Automation
    Designs for Health
    ------------------------------

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