In this article we are going to cover- 

  1. How to test your workflow's functionality.

  2. How to test the emails.

Testing Workflows

You can test your workflow functionally by using the ‘Test Workflow’ button.

When pressing this button, a popup will appear. For each workflow, the popup presented will change according to your workflow's conditions. Input the relevant parameters, and insert the test email.

An email with the relevant store credit received will be sent to the address inputted. The email sent is the “store credit” email you built in your emails tab with the text you inputted for this specific workflow. 

Because this action tests the functionality of the workflow as well, a loyalty card code will be created for the email address, and store credit will be added to it. You can see this in your Customers tab in your dashboard. 

Please note- When testing workflows that are built as an action with the item ID option, the test functionality will not work.

Testing emails-

To test the email you are customizing in your emails tab, press the “send test” button. 

In the test email, we input random names, random custom text and store credit balance so you can see how it would look like for the customer. 

Related articles-

  1. Rise Email Set Up

  2. Setting up your Loyalty Program

  3. Create Store Credit & Loyalty Workflows

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