Don’t Hit Send Yet: Testing for Success

Carly Blair
Sep 5
2 min read

Updated: Sep 5

When you're creating assets to engage with customers or capture information, you want everything to work seamlessly. Whether you're sending emails, creating forms, surveys, or events, a thorough test is essential to ensure your assets display and function as intended.

Why Testing Matters

You might feel confident about your asset's design and functionality, but a quick extra check can save you from potential issues down the line. A thorough test helps you catch any errors or inconsistencies that could impact your customer interactions or data collection.

Testing Your Emails

If you're sending emails, it's crucial to verify that everything looks and works as expected. Here are some key things to check:

Are all links correct and functioning properly?
Is your alt text displaying correctly, especially for images?
If you're using mobile versions of images, do they display correctly across different devices?
Depending on your specific platform, consider doing a ‘live send test’ rather than previewing ‘in platform’. Sometimes custom functionality can require a live send to fully render as intended.

Testing Forms, Surveys, and Events

When it comes to forms, surveys, and events, make sure to check the following:

Is the form active and accepting submissions?
Is the information being captured as expected?
If your asset triggers emails, are they being received correctly?
If you're using mergeable fields, is the information populating correctly?

It's also worth testing on different types of mobile devices to ensure a smooth user experience across various platforms.

The Benefits of a Thorough Test

By taking the time to thoroughly test, you'll be able to:

Ensure a professional and polished customer experience
Avoid potential data collection issues
Catch any errors or inconsistencies before they become a problem

Final Word

Taking that extra minute to double-check can make all the difference in delivering a seamless customer experience. So, before you hit send or go live, take a moment to test, verify, and validate. To help you stay on track, here’s a handy checklist you can use to help with your next email send:

Your customers – and your data – will thank you.