One of the things we highly recommend is that you test all the elements of a campaign before it goes live to the public. This document will provide some steps and tips to do that.
Basic Testing Tips
- If you’re logged into Mautic, ALL testing must be done in either an incognito window or a different browser all together. Many find it most simple to use two browsers all together so you can quick switch between them. So, if you’re logged into Mautic using Safari or Chrome, do your testing of forms, landing pages etc. in Firefox, or some other combination.
- Test well in advance of when you may actually need the form, landing page etc. There’s nothing like a last minute glitch or discovery of a flawed process to upset the schedule.
- So much can be accomplished with a segment populated by just you and your team. Create a segment called “Test” (or whatever you want) then assign you and your team to that segment (more on this later…).
Forms are an integral part of identifying new contacts and getting information from them. Both campaign and standalone forms can be tested easily tested by embedding them in a generic landing page or on your own website in a hidden page. Many users find embedding them in a generic Mautic landing page to be the easiest solution. Of course, you’ll want to also test on the actual page as well before advertising it.
What to look for:
- Make sure you’re using the correct form type. If you’re looking for a laundry list of follow-up actions, then you should use a standalone form.
- Make sure the field types you’re using are recording the data as expected.
- Make sure the form is submitting correctly.
- Make sure all the form actions are performing as expected. This includes adding/updating the contact, pushing them to an integration and sending emails.
It’s easy to test both segment and campaign emails. Once again, if you’re using a browser based email system (as opposed to MS Outlook, Apple Mail etc.), open your email in a different browser or an incognito window.
- Use the Send Example button.
You’re able to send the email to multiple recipients and they don’t need to be Mautic users. The one downside to this approach is that tokens are NOT rendered. You’ll see something like [First Name] instead of the rendered output of the contact’s actual first name.
- Use the Preview link (above). Once again, tokens will not be rendered, but you’ll see your email in a browser.
- For segment emails, schedule the email to be sent to the Test segment (created above). You’ll see the email with fully rendered tokens and formatting. Segment emails can only be sent to a recipient once. The way to test a segment email multiple times:
- Create a new segment
- Clone the email (easiest)
- For campaign emails, create a new campaign using the test segment as the starting point. Add the email as an action and within a few moments, you should see your email in your inbox. If you need to re-test, simply clone the campaign and delete the old one (since it can’t be used again).
One of the current features in Mautic is that a contact can only flow through a campaign one time. This means that testing campaigns can be a little tricky, but here are some tips.
- Once again, remember to open emails, landing pages and forms in a separate browser if you’re logged into Mautic. This will ensure that all the campaign stats are accurately tracked.
- Any emails, forms and landing pages that are part of a campaign MUST be published.
- Make sure all your campaign actions are well named. If you have 10 actions labelled “Opened Email”, you’re going to have a difficult time tracking progress.
- Set up your campaign using the test segment as the starting point.
- If your campaign has long delays between actions or decisions, consider shortening them to minutes instead of days for the sake of testing. You’re more concerned about the flow at this point.
- Once you’re ready, adjust the timing on the actions and decisions back to the original settings.