User Tools

Site Tools


how_to_test

This is an old revision of the document!


Testing 101

Here is our guide for running a successful, fool proof test. In this guide, we are going to cover a few of our main principles of running a test:

Principle 1: Use an incognito window for every test you run.

This will prevent any caching errors could ruin your test. You can open a private browsing window on most browsers by clicking file in the menu bar and then clicking open new (private browsing window) the verbiage will vary depending on the browser. 

Principle 2: Create an email account specifically used for testing.

When you use a personal email or an agents email there is a much higher chance that your test will not actually end up testing what you set out to test in the first place. Your test results will be much clearer if you use a new email that you create for testing.

We recommend using a gmail or yahoo email for your tests: 

https://accounts.google.com/signup/v2/webcreateaccount?hl=en-GB&flowName=GlifWebSignIn&flowEntry=SignUp https://login.yahoo.com/account/create?specId=yidReg    OR

You can use a https://www.mailinator.com/ email address to sign up on your site. You can then check the inbox of the Mailinator address that you used to see what kind of auto response emails your site is sending depending on where/how you sign up.  

 

Principle 3: Use a test phone number.

The phone number you use can be any random string of numbers, for example 123-456-7890. It must be 10 digits long.

 

Principle 4: Sign Up on your account. 

When you are creating a new lead to run a test, you should always sign up on your website as if you were a user accessing your site for the first time. This is a good idea for two reasons. First, you gain a better understanding of how your site works from a new lead's point of view. More importantly, signing up on the site allows you to properly test many of the Lead Managers features such as lead assignment, text notifications, and so on. 

 

Principle 5: Delete the test Lead from the CRM after running the test.

You never want to use the same test lead account for multiple tests.  

 

Checklist for running your test:

Use your test email Use a test phone number Sign up on your site When you sign up, use a name that you recognize as a test, common test name are: Jane Doe, John Doe, Test Texting, etc Delete the lead after running the test

how_to_test.1533067126.txt.gz · Last modified: 2018/07/31 19:58 by brittany