There are two ways to test a campaign:

1. Modify your original campaign to enroll only a small group of test members, and then configure send times to accommodate your testing schedule.
2. 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

1. Send first email.
2. Wait 14 days.
3. Send second email
4. Wait 14 days.
5. Send third email.
6. Wait 14 days.
7. Send final email.

Modify existing campaign

1. 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).
2. Modify the campaign and reduce the time interval between each send to several hours.
3. Once testing is completed, go back and modify time intervals, modify campaign enrollment, and re-deploy the campaign.

Create test campaign

1. Create a test campaign.
2. 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).
3. 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

1. Send first email 90 days prior to date in a custom field (say expiration date).
2. Send second email 30 days prior to date in custom field.
3. Send third email 10 after date in custom field.

Modify existing campaign

1. 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).
2. For each test Contact, modify the dates in the custom field to generate the emails according to your desired test schedule.
3. 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

1. 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).
2. 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

1. If a Contact opens any email, give them 5 points.
2. If a Contact clicks any link, give them 10 points.

Modify existing campaign

1. 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).
2. Send emails to the test members, making sure they interact with these emails to generate the scoring results.
3. Once testing is completed, go back and modify campaign enrollment, and then re-deploy the campaign.

Create test campaign

1. 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).
2. Send emails to the test members, making sure they interact with these emails to generate the scoring results.