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Creating a test segment is an excellent way to verify the behavior of a workflow before implementing it for your entire audience. It is a static segment intended to add people who want to test the behavior of a workflow.
In this article, we provide a step-by-step guide on how 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 "Contacts > Segments" and click on "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 desired.
5. Click on "Save" to create the segment.
If you need more details on how to create a Static Segment, click on this link.
STEP 2: Adding contacts to the test segment
6. Go to "Contacts > View All".
7. Select the contact you want to add to the segment and click on (Details).
8. Scroll down to the bottom of the Contact Sheet and click on the dropdown to search for the test segment.
9. Select it and click on + Add to Segment.
10. Click on Apply, 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 Configuration).
12. In Select a Restriction, click on Belongs to 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 test them realistically, detect possible errors, and verify that everything works as we want. Additionally, it allows us to ensure that the content will be displayed 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 on More and Duplicate.
16. In the "Start" node of the new workflow, edit the configuration to select the desired audience.
17. Save and activate the workflow to run it.
Success!
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 and how to use a segment, to learn more about segmentation in Connectif.
- Static segment, to learn how to use static segments in your strategies.
- Entering a dynamic segment when identifying an anonymous contact, to delve into the merging of entities.
- Integrated forms, to detect and collect existing forms on your website in Connectif.