How do I test a Campaign?
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
Below you will find tips on how to test your campaigns. We also recommend reviewing these best practices to help avoid any accidental trouble.
Creating Test Data
The easiest path is to create a Gmail account you can run tests against as a “fake” client. Do not use existing contacts (people you know like friends and family) or your own email accounts.
With a test Gmail account (e.g. mynametest@gmail.com), you can then create multiple test contacts:
- sallysmithtester+test1@gmail.com
- sallysmithtester+test2@gmail.com
With Gmail, everything after the plus is ignored – but each one can be treated as a unique contact in Cloze – so you can have multiple fake client contacts with which you can test.
Here are step-by-step instructions on how to manually create a new contact in Cloze.
For testing purposes, each contact should have a unique email address. For example:
- Sally Test 1 - sallysmithtester+test1@gmail.com
- Sally Test 2 - sallysmithtester+test2@gmail.com
- Dave Test 3 - davesmithtester+test3@gmail.com
- Dave Test 4 - davesmithtester+test4@gmail.com
Once these contacts have been created in Cloze you can then use them for testing your Campaign.
Manually Triggering Campaigns
- Tap on Start Now.
- Search to add a person.
- Tap on the Start Campaign button.
Accelerating Campaigns
You can accelerate campaigns from Active Campaigns by choosing “Resume”, “Run”, or “Skip” (depending on the situation).
In the contact's profile who has the Active Campaign:
- Tap on Active Campaigns to expand the section.
- Tap on the campaign.
- Tap on Start Now.
If the campaign is waiting, tap on the campaign again and then tap on Resume Campaign to accelerate the campaign.
You will see when an email was automatically sent.
