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HubSpot Triggered Drip “Test Mode”

Postalytics has a unique feature called “Test Mode” that lets you test your integrated Triggered Drip Campaign to make sure that it is working properly, without producing mail or using up your Direct Mail Credits. You can send triggered drips from HubSpot Workflows to your Test Mode campaign while you tweak and configure your creative, your data and/or your integration. You can toggle your campaign between Test Mode and Live Mode as often as you like.

When you finish building your HubSpot Triggered Drip Campaign, you’ll see that the campaign is saved in Test Mode. You won’t accidentally send any mailpieces out until you are ready.

Campaign In Test Mode

When you create a new Triggered Drip Campaign – it is in Test Mode by default. 

triggered drip campaign test mode - dashboard

Test your Triggered Drip – Trigger A Mailer To Be Sent

In order to test your triggered drip, you’ll first need to “fire” a trigger from your HubSpot Workflow. You can fire as many tests as you like while in Test Mode.

Step 1: go to your HubSpot Workflow and choose the Test feature to send a test contact to your Triggered Drip campaign. You need to make sure they have a proper name and address (without proper name and or company and address information, the test will not work).

test mode - hubspot test workflow tool

After you’ve selected a good Contact to test (that you know has the appropriate data to fulfill the test) you should review the Workflow History feature within HubSpot to ensure that your Contact was properly processed by the HubSpot Workflow and handed off to Postalytics. If there was a problem, it would be indicated here in the History. (Note – whenever you have concerns about your HubSpot Workflows integrating with Postalytics – check the History Feature).

check the history after the test

At this point  you have done a test, so your campaign should have an audience of 1 If you test more contacts, this will increase. You can test as many times as you like with test mode, and you don’t have to worry about sending mail or using credits.

Now go back to Postalytics and visit the dashboard for the new campaign. You’ll access some tools at the top of the dashboard:

send direct mail Zapier action - Postalytics dashboard

Click the ‘Preview Created Mail’ and you will get a popup showing each piece of mail that has been generated. Since you are in test mode by default, this will show you all test mode postcards/letters (none of them are actually sent). If you flip the mail to live mode, this will show live mail that has actually been sent to the printer.

send direct mail zapier action - created mail review

You should be ready to flip the switch and go live. You’ll just need to flip your Triggered Drip Campaign to Live Mode. The campaign will run for as long as you fund your Triggered Drip campaign with credits.

Want To Learn More About Postalytics Test Mode?

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