There are two ways to test a campaign:
- Modify your original campaign to enroll only a small group of test members, and then configure send times to accommodate your testing schedule.
- Create a separate “test campaign” designed specifically for testing purposes.
The following are some tips/suggestions for testing various campaign types.
Campaigns that send emails with wait time in between
- Welcome Campaigns
- Call to Action Campaigns
- Event Promotion
- Fundraising
Sample campaign
- Send first email.
- Wait 14 days.
- Send second email
- Wait 14 days.
- Send third email.
- Wait 14 days.
- Send final email.
Modify existing campaign
- Add only test members to the campaign (best accomplished by creating a group of test members and using the “in a group” method for campaign enrollment).
- Modify the campaign and reduce the time interval between each send to several hours.
- Once testing is completed, go back and modify time intervals, modify campaign enrollment, and re-deploy the campaign.
Create test campaign
- Create a test campaign.
- Add only test members to the campaign (best accomplished by creating a group of test members and using the “in a group” method for campaign enrollment).
- Set the time interval between each send to several hours.
Date based campaigns that send email
- Birthdays and anniversaries
- Membership and subscription renewal
- Date triggered notices
These campaigns are somewhat more challenging because you will have to create campaign Contacts with the specific dates to match the expected send actions.
Sample campaign
- Send first email 90 days prior to date in a custom field (say expiration date).
- Send second email 30 days prior to date in custom field.
- Send third email 10 after date in custom field.
Modify existing campaign
- Add only test members to the campaign (best accomplished by creating a group of test members and using the “in a group” method for campaign enrollment).
- For each test Contact, modify the dates in the custom field to generate the emails according to your desired test schedule.
- Once testing is completed, go back and modify the dates in the custom fields, modify campaign enrollment, and re-deploy the campaign.
Create test campaign
- Add only test members to the campaign (best accomplished by creating a group of test members and using the “in a group” method for campaign enrollment).
- For each test Contact, modify the dates in the custom field to generate the emails according to your desired test schedule.
Scoring and Segmentation campaigns
- Lead scoring
- Engagement
- Segmentation
Sample campaign
- If a Contact opens any email, give them 5 points.
- If a Contact clicks any link, give them 10 points.
Modify existing campaign
- Add only test members to the campaign (best accomplished by creating a group of test members and using the “in a group” method for campaign enrollment).
- Send emails to the test members, making sure they interact with these emails to generate the scoring results.
- Once testing is completed, go back and modify campaign enrollment, and then re-deploy the campaign.
Create test campaign
- Add only test members to the campaign (best accomplished by creating a group of test members and using the “in a group” method for campaign enrollment).
- Send emails to the test members, making sure they interact with these emails to generate the scoring results.