Test Mode Guide | Test & Validate Workflow Automation

Test Mode

Test mode is the official and safe environment to try out the workflow on a test contact before activating it for real customers. It allows you to verify the integrity of all triggers and actions and ensure the path runs smoothly without any errors.

Step-by-Step Path Testing Instructions

1. Save Workflow

Click the Save button in the top right. Make sure to complete all required fields in the triggers and actions because missing fields prevent testing.

Save First
2. Click Test Workflow

In the top right of the Workflow Builder screen, click the Test Workflow button (you can use it even if the path is in Draft mode).

Test Workflow Button
3. Select Contact

In the (Run A Test For Contact) window, choose a test contact from the system whose data ideally matches your target customer’s conditions and behavior.

Select Contact
4. Run Test

Click Run Test for the system to instantly execute the entire path (sending emails, SMS, Webhooks, updating deals…) on the test contact.

Run Test Execution
5. Review Results (Logs)

Go to the Execution Logs tab and inspect the test contact’s log to make sure every step shows an Executed status successfully and without errors.

Execution Logs Check
6. Live Publish

After verifying the integrity of all steps, change the path status from Draft to Publish to start working automatically with real customers.

Draft to Publish

Important Recommendation During Testing

Official Documentation Tip: The documentation advises against relying solely on repeatedly re-testing the exact same contact multiple times in a row; after editing and initial verification, it is best to publish the path (Publish) and run a real scenario trial as a brand new customer to fully test the direct trigger.

Talk to Media SaleX AI Assistant

Are you currently building a path and want to know how to review its results in the Execution Logs? Let us know your workflow type and we will help you with its exact testing steps!

Talk to Media SaleX AI Assistant