How to test an Automation flow

updated 1 year ago

In this article:

After creating an automated flow on Engage, it is essential to test each stage of the automation to ensure that it works well. This test will trigger the automation for a selected user.

How to run an automation test on Engage

  1. Create your Automation

  1. Click on the Test button

  1. Copy and paste the ID of the Customer (or Account) you want to test this automation with. You can get this from the user's profile page.

  1. Click on the Run Test button

How to view Test results

The results of your Tests are available on the View Tests tab. This will show you how test users navigate the automation stages.

Notes

  • During the test, time delays in the automation will be ignored so you can test the flow without any delay.

  • If your automation includes sending emails, SMS, or push notifications, ensure the test user has the necessary attributes (email address, phone number, or device token) attached to their profile as needed.

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