There are two ways to test a campaign:

• Create a "test campaign" that is specifically designed for testing.
• Modify an existing campaign that is configured to enroll only a small group of test members, and then configure send times to accommodate your testing schedule.

Below are some sample campaign test scenarios.

Campaigns that have send intervals

• Welcome
• Call to Action
• Event Promotion
• Fundraising

Campaign setup example

1. Send the first campaign test message.
2. Wait 14 days.
3. Send the second campaign test message.
4. Wait 14 days.
5. Send the third campaign test message.
6. Wait 14 days.
7. Send the final campaign test message.

Create a test campaign

1. Create a test campaign.
2. Add test members to the campaign (this is easily done by creating a group of test members and using the "in a group" method for campaign enrollment).
3. Set the send interval between the campaign test messages to several hours.

Modify an existing campaign

1. Add test members to the campaign (this is easily done by creating a group of test members and using the "in a group" method for campaign enrollment).
2. Modify the campaign and reduce the send interval between the campaign test messages to several hours.
3. When the test is complete:

• modify the send intervals,
• modify the campaign enrollment, and
• re-deploy the campaign.

Date-based campaigns

• Birthdays and Anniversaries
• Membership and Subscription Renewal
• Date-Triggered Notices

These campaigns are more challenging because you have to create campaign Contacts with the specific dates to match the expected send actions.

Campaign setup example

1. Send the first campaign test message 90 days prior to a "target" date in a Custom Field (e.g., Expiration Date).
2. Send the second campaign test message 30 days prior to the "target" date.
3. Send the third campaign test message 10 days after the "target" date.

Create a test campaign

1. Add test members to the campaign (this is easily done by creating a group of test members and using the "in a group" method for campaign enrollment).
2. For each test Contact, modify the date in the Custom Field to generate the campaign test messages according to your desired test schedule.

Modify an existing campaign

1. Add test members to the campaign (this is easily done by creating a group of test members and using the "in a group" method for campaign enrollment).
2. For each test Contact, modify the date in the Custom Field to generate the campaign test messages according to your desired test schedule.
3. When the test is complete:

• modify the send intervals,
• modify the campaign enrollment, and
• re-deploy the campaign.

Scoring and Segmentation campaigns

• Lead Scoring
• Engagement
• Segmentation

Campaign setup example

• Award 5 points to any Contact who opens a campaign test message.
• Award 10 points to any Contact who clicks a link in a campaign test message.

Create a test campaign

1. Add test members to the campaign (this is easily done by creating a group of test members and using the "in a group" method for campaign enrollment).
2. Send the campaign test messages to the test members; have them interact with the messages in order to be awarded the associated points.

Modify an 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 the campaign test messages to the test members; have them interact with the messages in order to be awarded the associated points.
3. When the test is complete:

• modify the send intervals,
• modify the campaign enrollment, and
• re-deploy the campaign.