In this article, we cover:
To automate and test campaigns in ProLine, you need to verify both individual steps and entire campaigns to ensure they run smoothly.
You can test each component of a campaign such as sending emails, texts, webhooks, push notifications, and using Zapier triggers.
Testing Individual Campaign Steps
Navigate to Campaign Steps: Go to the specific campaign you want to test. You will see various steps like sending emails, texts, webhooks, and notifications.
Select the Step to Test: Each step in your campaign can be tested individually. Choose a step such as sending an email or text.
Send Test Email/Text: Use the Send Test feature to send a test email or text to a test contact (not an actual customer). Ensure the contact has a valid email and phone number.
Example: Send Test > Choose Test Contact > Test
Test Webhooks: For webhooks, ensure the URL is correct and use the test option to send a webhook.
Example: Send Webhook > Webhook URL > Test
Check Push Notifications: Push notifications will be sent to the project assignee associated with the contact.
Example: Send Push Notification > Assignee
Zapier Triggers: These work similarly to webhooks but require a connected Zapier workflow.
Testing Entire Campaigns
Trigger the Campaign: Move a project to the campaign stage to initiate the entire campaign.
Example: Move Project > Creating Quote > Trigger Campaign
Manual Campaign Start: If a campaign has no trigger, start it manually for a specific contact.
Example: Select Contact > Start New Campaign > Select Campaign
Verify Campaign Steps: Monitor the campaign to ensure all steps execute in sequence. Check emails, texts, and other notifications as they occur.
Additional Testing Considerations
Non-Testable Integrations: Some integrations like DOPE360 or CompanyCam can't be tested individually. Test these by triggering the entire campaign.
Use Test Contacts: Always use test contacts for testing to avoid sending random messages to actual customers.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.