Testing Campaigns on yourself
In this article, you will find four methods to test your ideas in Bloomreach Engagement.
- Weblayer campaign test:
- Using your cookie
- Using incognito mode
- Showing just on a specific URL
- Email campaign test:
- Sending yourself an email through scenarios
Weblayer campaign test
Using your cookie
While creating your campaigns, it may be useful to try them just for yourself to see whether they look and work as you planned. So, you can run the campaign with you being the only person to whom the campaign will apply.
This can be done by applying a filter where you insert your cookie.
You can find your cookie in the Bloomreach Engagement console.
Now, as you have your cookie, you can test Weblayers, Experiments, or Scenarios just for yourself.
While setting the audience for your campaigns in Bloomreach Engagement, you can use a customer filter.
To filter out just yourself (or any other specific cookie), set the customer attribute by adding the filter. You can find it in Customer > IDs > cookie
. Now, copy your cookie from the Bloomreach Engagement console, as shown above, and paste it into the filter.
This customer filter will filter out everyone except you, so you can freely test your ideas.
Using incognito mode
Incognito mode can be a valuable tool for trying out your Weblayers or Experiments, or in general, anytime you need to see how a new customer views the website.
Incognito mode is a setting on Chrome that prevents your cookies and web history from being stored. Due to this, using incognito mode will result in Bloomreach Engagement tracking a random cookie, making the webpage appear as if you were a new customer.
As to how to use incognito mode, you can open a new incognito tab in two ways:
a) Using a keyboard shortcut - Windows/Linux/Chrome OS - Ctrl + Shift + N
, Mac - ⌘ + Shift + N
b) After you open Chrome, go through More>New Incognito Window
.
To check, Google Chrome opens an incognito window in a darker color. In addition, check for this symbol.
Showing just on a specific URL
Alternatively, you can also use the approach of displaying the campaign on a specific URL. The setting can be found, for instance, while working with weblayers under Weblayers > New > Design > Settings
.
Here you can set the option to Page with URL
to insert the URL you want to use.
As shown in the picture, you may add a #
at the end of any URL together with a portion of the text. As a result, only if you add the same thing to the URL in the search bar in your browser will you see the desired weblayer. This way, you can also test your ideas just for yourself.
It is beneficial to combine the approaches mentioned in this article as well. For example, you can use this last tip about the specific URL, and in addition, you can use the incognito mode for a random cookie.
Email campaign test:
Sending yourself an email through scenarios
-
Open the scenario editor by going to
Campaigns
>Scenarios
>Create new
. -
Add a set of components connected to a flow. Click on the output connector and drag the line to the input connector
- To add a component, click on the component you want to add, or you can drag & drop it onto the board with your left mouse button.
- Double-click the component with your left mouse button to edit a component. This will open a component-specific edit window. Click
save
after you are done. - To remove a component, select the component by clicking it with your left mouse button and then click on the trash icon, or hit backspace or delete on your keyboard.
- To connect two components, click on the output connector on the right side of the first component and drag the line to the input connector on the left side of the second component, as shown below. Release your mouse once connected. Now you have created a flow. Customers will pass through this flow starting from a trigger (
On event
) to operators (Condition
).
-
Add trigger
Now
. -
Add operator.
From the list of operators select condition node > clickedit
> click on the+ add filter
condition. Now we will filter only your email address: under a customer tab selectemail
property > choose the operatorequals
that is understring
tab >write your email address.
- Add action:
email
a) From the list of actions, selectemail node
> clickedit
. You can choose visual, HTML builder, or project templates. For now, choose the visual builder.
b) Now, we will customize the subject line to include your name. At the bottom of the visual editor, click on the button, as shown in the screenshot below.
c) You will see a pop-up window on the right > under customer attribute select the property first name
> jinja code will appear below > copy it and paste to the subject line.
d) The final set up of the scenario:
- Click
Start
and check if the email is received (note: it could be in the spam folder)
Updated 11 months ago