How to Test Automations in ActiveCampaign 

 January 14, 2020

Prepping an automation, or series of automations in ActiveCampaign can be intimidating. It always feels like there is some sort of risk! Will it work? Will the right contacts take the correct paths? What if the wrong contacts enter the automation?

In this blog, I’m going to walk you through three ways to test ActiveCampaign automations so that you can feel confident they are working properly.

If you find automations intimidating, this is a great read for you!

Components of an Automation

Before we get started on testing your automation, let’s first review the core components of an automation.

Automations have three primary components:

  1. The trigger that sets off the automation to start. A trigger can be anything from a contact taking an action on a website to subscribing to a list.
In order to test automations in ActiveCampaign you may need to remove the automation trigger
In this engagement management automation, there are three triggers: an email is read, and the link is clicked, or a contact visits lindsaykirsch.com.
  1. The actions of the automation that happen as a result of the triggering event. This is what happens during the automation and can include sending emails, creating deals, or even updating custom fields.
ActiveCampaign automation updating custom field
In this automation, the trigger is a contact getting a tag “[SERVE] BA Promoter.” The actions include updating a contact field and sending an email.
  1. The end of the automation. The end of the automation includes the final action, reaching a goal, sending a contact into another automation, or simply an end node where there are no further actions taken.
ActiveCampaign automation goal
In this automation, if the goal is reached a deal is marked as won before the automation is ended. If the goal is not reached, the deal is marked as lost before the automation is ended.

Note: it is important to always include the End this automation node on your automations. This will allow your contact records to accurately reflect that they are still in progress, or have completed an automation, which may be important for future reporting or segmentation.

How to Test an Automation in ActiveCampaign

Test a Single Campaign

The first test you will want to perform is to test any single email campaign within your automation. 

From the automation, select and edit your email. Within the editor, Send a Test Email.

The default address in the test email box is usually your own. I highly suggest using a different email set up specifically for testing.

When checking this email, you should open the email using your test email account, in a private browser window. This will allow you to ensure all links within the email are properly working.

How to test an email in ActiveCampaign

For more information on how to test your single campaign and what specific details to look for check out my ActiveCampaign Campaign Checklist and  Testing Your Campaign.

Test the Automation, without Triggers

Once you have confirmed that your campaigns are set up properly, you will want to test them as part of the automation.

To do this, you should first remove any trigger events on your automation (1). Then, you can turn the automation to Active (2). 

How to test an automation in ActiveCampaign

By doing this, you can now test the automation as if the automation is live without having actual users enter the automation.

From here, you can open your test contact account, select Add next to automations (1) and manually add them to the automation (2).

How to add a contact to an automation in ActiveCampaign

Once your contact is in the automation, you can click the name of the automation and then view to see the progress of the contact in the automation.

Hint! One of my favorite features of ActiveCampaign is the ability to skip wait steps when testing an automation. Watch the video below for details!

How to skip wait steps in ActiveCampaign

[Video] How do I skip wait steps when testing an automation? – ActiveCampaign Help Center

Test the Automation, with Triggers

The last step when testing your automation is to add the trigger back in and then put another (different!) test user into the automation.

Ideally, you will add have your next test user enter the automation the same way your regular contacts will enter, such as by an opt-in sign-up or a product purchase.

Using the skip wait steps feature, you can push this user through the automation for the second round of testing.

Launch and Monitor

Once you have tested your automation with triggers in the same way that your contacts will enter, you are ready for your contacts!

During the first few weeks of your automation, daily check-ins will allow you to monitor the flow of contacts, queues, and paths.

Monitor your automation queues while you test your automation in ActiveCampaign
In this automation, you can view the number of users in queue at each wait step.

Hint! When viewing active automation, you can view the details of your contacts by selecting the queue button. From here, you can check out the path that particular contact has taken by selecting the automation from their contact record and then view.

How to view contacts in ActiveCampaign
Selecting a queue in the automation will open up the list of contacts that are currently in that queue.

How Frequently Should You Test Automation?

The frequency in which you test your automations is really dependent upon your business and the number of contacts entering your workflows.

At most, I recommend automations being tested quarterly, but more active accounts (1,000+ contacts going through the automation each month) should consider testing monthly, if possible.

You can make testing easier by creating a test script so that anyone on your team can follow along and appropriately test your automations.

How to test automations in ActiveCampaign from the contact record
Sample test script documentation.

For any one-time automations, such as a promotion, you should always test the automation before going live.

Once you are confident that your automation is functioning properly, you can add additional features such as predictive sending to ensure that your campaigns are sent to the right contact at the right time.

ActiveCampaign Automation Checklist

For additional support, and an easy-to-follow checklist, check out the ActiveCampaign Automation Checklist.

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