Understanding testing teams
If you have clear processes regarding who must validate an e-mail
before sending it, testing teams should be your favored solution.
It allows you to predefine the list of colleagues, superiors, or
clients who will receive the test e-mails when you draft a
These people do not have to be existing profiles in your database:
instead of having a list of real recipients for each test, it is
As all test e-mails must be built after the attributes of real
profiles, each tester (as in recipient of the test) will be
associated with a profile of the database, whose attributes will
be used to generate the test e-mail (personalizations &
If you only want to draft a list of profiles to use to model
test e-mails and choose the test recipients afterward, you
should use the
During the creation process (steps 2 and 3), you will be able
to switch to the 'Profile sample' mode through a menu in the
top right corner of the screen
Creating a testing team
In order to create a Testing team, go
to the 'Testing groups' app
(Catalogue > Profiles > Testing groups).
Click on 'Create a testing group', select the 'Testing team'
option then click on 'Next'.
Step 1: General data
At this step, you will name your
testing group and choose the
database to which it is related. As a
testing group is made of real profiles, it is always linked to
one single database.
You can also provide a description of
your testing group: this is useful as you can have several
testing groups, such as one dedicated to internal content, or a
specific project. The description helps remember the purpose of
For a 'testing team', you will also need to choose the
channels to test: e-mail and/or SMS
campaigns. This will impact the information that you will need
to provide for all your testers: e-mail address and/or cellphone
Step 2: Testing team selection
At this stage, you can choose the people who will really receive
your tests. These are physical users (your colleagues, for
instance), who do not have to be existing profiles in the
Click on 'Create a tester' to input the data of one of your
You have to provide their first and last name, to identify
them properly, as well as their e-mail address and cellphone
number to send the tests (depending on the channels chosen at
It must be a valid e-mail address or cellphone number (with
Step 3: Profile sample
At this stage, you will choose the profiles upon which the tests
will be generated.
Indeed, even if you have selected a list of real testers at the
previous step, the test messages must still be personalized and
conditioned based on the attributes of a profile in the
Therefore, a sample of profiles must be selected and assigned to
By clicking on 'Add profiles', you have 2 options to look for
either with a quick filter by first name, name, e-mail
address, or any key attribute of your DB ('Find a profile').
This allows you to look for a profile in particular within
either with an advanced search through the targeting app
('Explore profiles'): this allows you to look for profiles
that fit specific criteria. For example, 'has a
subscription' or 'belongs to a specific segment'. This is
also useful to find several profiles at once.
Your testing group should be a representative sample of your
If your campaigns are multilingual, your testing group
should include a profile from each language option.
you personalize your campaigns according to gender, your
testing group should include a sample of men and women.
Each personalization or conditioning parameter of your
campaign should also be represented.
After finding a suitable test profile, click on 'Add to profile
In the list of profiles added to your sample, you can specify
the reason why you want to use it to test e-mail (for example:
'spanish speaking + man'). This useful information will be
displayed when you validate your campaign and when assigning the
Finally, the most important point of the testing team is to
assign a tester to your sampled profile.
This ensures that the test will be generated according to the
profile characteristics, and sent to the tester (whose contact
information was provided at step 2). In the example below, the
test e-mail will be based on 'Jane Doe' (a profile in my
database) and sent to real address of 'Kate Test' (a colleague
of mine). I assigned this profile to this tester, because I feel
she is best to validate this version of the e-mail.
Good to know
Several profiles can be assigned to the same tester, which
means the same person will be able to validate different
versions of the e-mail.
The same profile can only be assigned to one tester. If
several persons need to validate the same version of the
e-mail, similar profiles should be added to the sample.
Step 4: Summary
The last step summarizes the characteristics of your testing
group, your team of testers, and the list profiles to which they
Click on 'Activate' to gain access to your testing team in your
Using a testing team
At the 'Check and test' step, choose your testing group in the
dropdown menu. Both profile samples and testing teams are
When you select a testing team, your test profiles will be used to
generate the e-mail by calculating the personalizations and
conditions according to their attributes, then the tests will be
sent to the tester assigned to these test profiles.
Select which 'profile-tester' pairs you want to use to generate
your tests. The 'Comment' column helps you remember the attributes
of these profiles, and the 'Tester' column specifies which of your
collaborators is tied to this profile.
When you click on 'Launch tests', an e-mail will be generated
based on each test profile.
It will not be sent to the profile's
address, but rather directly to the testers of your testing team.
Overriding the testing team
What if you need to send tests to someone who does not belong
to your testing team?
No need to edit the testing team for a one-shot, just scroll to
the 'Quick tests' option, when you can enter external e-mail
If you do so, the e-mails will still be based on the test
profiles you selected, but rather than being sent to their
assigned tester, the tests will be sent to the external
addresses you provided.
Using the 'Quick Tests' mode is effectively the same as