Testing your Workflow

Prior to setting a workflow live you are able to test the process by passing one or multiple email addresses through workflow.  This is recommended for every workflow you plan to use.

The email addresses that are used to test, are added to the workflow save screen. Please see Saving your Workflow and changing its details.  You are also able to advance members through the workflow in order to bypass wait periods.

Change the Workflow Mode

  1. Select the 'Edit Settings' button
  2. Select 'Test' from the dropdown that appears.
  3. Click 'OK'

Successful Change

The above screen will appear to confirm the mode the workflow has been published in test mode.  This means that all test addresses will be accelerated through the workflow and receive communications.

Failed to Publish Workflow

Should there be any errors in publishing the workflow, you are presented with the areas that gave an error so you can rectify them and attempt to publish again.

Accessing Workflow Test Analysis

Accessing Workflow Test Analysis

As well as sending the test email addresses the communications within your workflow, you can run through the analysis of the workflow in order to see the stages that test members access and complete.

  1. Select the button to access the analysis screen.

The Workflow Analysis Screen

The analysis screen will show a read only version of your workflow and indicate the number of members that are active at, or have completed each stage.

  1. The Details pane shows information based on dates and number of members within the workflow.
  2. Each stage will show the number of members that are currently within that stage and the number of members that have completed the stage and moved.  Click on the number to see who the members are or advance members to the next stage.
  3. The Members tab will show you all of the members that exist within the workflow.
  4. The log will show a history of all stage actions within the workflow.

Advancing Members through wait periods and other stages

Wait periods will be honoured throughout the test period so a manual process of advancing members through a wait or other stage can be carried out in order to speed up the test process.  You can do this by clicking on the active members number of the stage, which will display the above screen.

  1. Select the 'Actions' dropdown list
  2. Click 'Advance Member'

Repeating Workflow Tests

Once a test member reaches the end of the workflow, the test is complete.  If you would like to repeat your test, the member will need to be removed from the members tab.  Removing a member will remove them from all stages and start them at the beginning of the workflow.

  1. Select the Members tab.
  2. Click the 'Actions' dropdown list.
  3. Select 'Remove Member (allowing reentry)'.

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