Creating a test segment is an excellent way to verify the behavior of a workflow before implementing it across your entire audience. It is a static segment intended to add the people who want to check the behavior of a workflow.
In this article, we show you a step-by-step guide to create and use a test segment in Connectif.
Implementation time: 20 min.
Difficulty: Low.
When to use it?: To test workflows before launching them to your entire audience.
STEP 1: Creating the Test Segment
1. Access your Connectif Store.
2. Go to "Audience > Segments" and click "Create new segment".
3. In the pop-up window, select "Static Segment".
4. Set a name to identify the segment, for example, "Test Segment," and add a description if you wish.
5. Click "Save" to create the segment.
If you need more details about how to create a Static Segment, click this link.
STEP 2: Adding Contacts to the Test Segment
6. Go to "Audience > Contacts".
7. Select the contact you want to add to the segment and click on (Details).
8. Click on the fourth tab "Segments" of the Contact Card.
9. Click Add to static segment and click the dropdown to search for the test segment.
10. Click the Add to segments button, return to the contact list, and repeat the process for each contact you want to add to the segment.
STEP 3: Using the Segment to Test a Workflow
11. Go to the workflow you want to test and, in the node "Start", click on (Edit node settings).
12. Under Select a Limitation, click Belonging to the Segment and select the test segment.
13. Run the workflow with the test segment to verify that everything works correctly.
Activating our workflows for a test segment allows us to realistically test them, detect possible errors, and verify that everything works as intended. Additionally, it ensures that the content displayed does so correctly.
STEP 4: Duplicating the Workflow Once Tested
14. Once verified, go to the Workflows interface and locate the workflow you just tested.
15. Click More and Duplicate.
16. In the "Start" node of the new workflow, edit the settings to select the desired audience.
17. Save and activate the workflow so it runs.
Congratulations!
Your test segment is created and your workflow is ready to be tested and activated.
Keep Learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
- What is a Segment and How to Use It, to learn more about segmentation in Connectif.
- Static Segment, to learn how to use static segments in your strategies.
- Identifying and Merging Contacts in Connectif, to deepen your understanding of entity merging.
- Embedded Forms, to detect and collect existing forms on your website in Connectif.