There are two ways to test a campaign:

1. You can modify your original campaign to enroll only a small group of test members and configure send times to accommodate your testing schedule,
2. or you can 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 1st email > wait 14 days > Send 2nd email > wait 14 days > Send 3rd 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 use the “in a group” method for campaign enrollment)
• Modify the campaign and reduce the time interval between each send to several hours
• Deploy the campaign Once testing is completed go back and modify time intervals and 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 use 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 recipients with the specific dates to match the expected send actions.

Sample campaign

• Send 1st email 90 days prior to date in a custom field (say expiration date)
• Send 2nd email 30 days prior to date in custom field
• Send 3rd 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 use the “in a group” method for campaign enrollment)
• For each test recipient 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 and modify campaign enrolment 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 use the “in a group” method for campaign enrollment)
• For each test recipient 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 recipient opens any email give them 5 points
• If a recipient 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 use the “in a group” method for campaign enrollment)
• Send emails to the test members and interact with these emails to generate the scoring results.
• Once testing is completed go back and modify campaign enrolment 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 use the “in a group” method for campaign enrollment)
• Send emails to the test members and interact with these emails to generate the scoring results.