Testing automations

Michal Michal Krejčí
16. October 2023

Automations in Boldem are a useful tool to replace a lot of repetitive and time-consuming tasks. However, for automation to serve its purpose, it needs to be thoroughly tested. In this article, you will learn how to elegantly test automations in Boldem before starting them.

Boldem allows you to test an automation scenario without having to run it for all users. Generally, there are two methods to test the automation:

  • By using the Test Automation function from the Options menu – this function simulates the behavior of the automation by setting the appropriate parameters and shortening the time limits specified in the Waitblocks. This process allows you to test the automation before launching it.
  • By configuring the operator’s email in the message-sending blocks – you start the automation. However, instead of the messages being delivered to the regular user, they will be directed to the email address you specify (support, tester, etc.).

Test automation function

Testing automation using this feature is the safest option, as it can be completed before initiating the automation and does not necessitate waiting for the set deadlines in the Wait blocks to expire. The procedure is as follows:

  1. Create the automation the way you want it to work.
  2. Save the automation.
  3. Click Options and select Test automation.
  4. A dialog box will appear for testing the automation. Its content will vary depending on the elements you are working with in the automation, particularly the triggers you have set. For example, if your automation sends messages based on specific dates, calendars, or anniversaries, this menu will be displayed:
testing anniversary automation
  1. In the Your test email address field, enter the email address to which you want to send messages that would normally arrive to a user going through the automation. By default, the email address of your Boldem account creator will be filled in.
  2. In our example, there is a single trigger in the automation, which is the anniversary event, so it is the only one offered. If you had multiple triggers in the automation, you could select the one you want to test from the menu.
  3. Confirm your entry by clicking Submit.
  4. The automation steps will progress according to your inputs, with the exception that any blocks used to send messages will be rerouted to the recipient specified in the field above.

You can repeat the testing as many times as needed. Once you are satisfied with the automation, save it and click Start, or Start automation.

Testing via operator email

You can also test automation by adjusting individual blocks responsible for sending email or SMS messages. In these blocks, you can specify that the messages, which would typically be sent to users, should instead be directed to an address of your choice known as the ‘operator.’ The operator can be your tester, customer support, or another designated recipient. The procedure is as follows:

  1. Create the automation the way you want it to work.
  2. Click all the blocks that send emails or SMS messages.
  3. In Block settings, select Send to operator.
automation testing - send to operator
  1. In the Operator email field, enter the email address to which you would like to send automation messages.
  2. Save the block.
  3. After editing all the blocks that send messages, save the entire automation and run it.

The automation will run based on the scenario you select and collect data from real users of your e-shop or website, while all messages will be sent to the email address you provide.

After completing the testing, make sure to revisit the automation and restore the settings of the individual blocks responsible for sending messages. This ensures that emails and SMS messages are directed to the intended recipients and not the operator.

Testing abandoned cart automation

We will also test an example of automation that monitors abandoned carts and sends notifications to e-shop users.

  1. Create automation to track abandoned shopping carts.
  2. In the Boldem app, navigate to Website activity, choose your e-shop, and then click Shopping carts. If you do not see any existing carts, visit your e-shop’s website, create a test user, and log into the e-shop to add items to your cart.
  3. Wait for the cart data to be transferred to Boldem.
Shoptet cart ID
  1. Copy your cart ID.
  2. Go to Automations and select the automation you created earlier for the abandoned cart.
  3. Click Options and select Test automation.
  4. A dialog will appear to test the automation.
  5. Enter the email address to which you would like to send automation emails.
  6. If you are not using multiple triggers, leave the trigger field at its default setting.
  7. In the Enter cart ID field, enter the previously copied cart number and confirm the dialog by clicking Send.
testing abandoned cart automation

After submission, you will receive the test automation results in the email address you have chosen, typically in an email containing the products from the abandoned cart with the provided ID. In just a few minutes, you can easily verify if your automation is configured correctly. Once confirmed, you can proceed to run it for your customers.

Naturally, you can also test the automation after it has been initiated. The only limitation in this case is that automation for an abandoned cart is set to begin by default after at least 2 hours. So, if you create a test user in your e-shop who adds items to the cart but does not complete the purchase, the automation will start for them after 2 hours (or later, depending on the delay you have configured in the Website event block).

You can track user details and their progress within the automation via the Recipients’ activity tab in the automation details.