It is a good practice to test your Automation live in your store before enabling it for the whole audience. It may be that your store has some settings that don't align well with our standard triggers, or you may simply want to try out something new. To make sure your automations are not triggered for the whole audience, we suggest adding an Audience filter that would bind the workflow to send messages to chosen email addresses only.
Creating a Test Segment
To create a test Segment, you should find the email addresses or the phone numbers you want to use for testing in All contacts list -> click on the check-boxes -> Actions -> Add a tag.
Once you added a tag, use it as a filter in your Segment settings:
Some recommendations for your Segment settings:
- add a few email addresses on different domains;
- if you don't have the email addresses on different domains, add the same email address but with different text after the + sign. For example, you can use email@example.com and firstname.lastname@example.org, and all emails will be delivered to the email@example.com inbox.
- if you want to test the workflow with the email address on your corporate domain, add a few more emails on popular domains (Gmail, Hotmail, Outlook, etc.)
- don't use role-based email addresses, see the full list.
Audience filter in the Automation
Once you create the Audience filter, you should also add it to your automation trigger settings. The Audience filter will restrict your workflow from being triggered for contacts other than those you have added to your Test Segment.
After you add the Audience filter, you can change the delay to immediate, and do not worry that your contacts will receive the message in the meantime.