Journeys Testing
To ensure that your journeys work as intended, testing them is essential. Marigold Journeys offers tools to simulate and validate journeys without needing to publish them, letting you observe customer interactions and troubleshoot effectively. Here’s an overview of these testing features.
Journey Simulation
Simulating straightforward journeys
Journey Simulation provides a visual and interactive experience to check customer progression through a journey. For straightforward journeys, it serves as a basic check to ensure the journey is set up as intended and is useful for demonstrating the journey to stakeholders. The simulation skips all wait steps, allowing you to see the journey play out in just a few seconds. For journeys with decisions and events, the simulation becomes even more powerful.
Simulating customer behavior while on a journey
When your journey includes an event, such as a purchase, you can manually click on that event during the simulation to demonstrate what happens to customers who make a purchase. Next, you can omit this manual step to observe the path taken by customers who do not make a purchase.
Simulating personalization while on a journey
For journeys with decision points, the simulation lets you confirm customers are correctly segmented based on attributes (like channel preferences) and events (like purchase amounts). This ensures each customer follows the intended path, whether receiving an email, SMS, or a personalized offer. For instance:
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Channel Preferences: If a decision point is based on channel preference, the simulation shows how customers with different preferences (email, SMS, push notifications) are directed down the correct branch, triggering the right campaign for each.
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Event-Based Decisions: Decision steps can also be based on event attributes, such as purchase totals. For example, customers who spend $100 or more might receive a campaign offering a 10% discount on their next purchase, while others might receive product recommendations instead. This simulation ensures customers with specific attributes follow the correct paths.
Simulations confirm that customers take the intended routes, letting you verify and adjust decisions before fully setting up actions in Engage+.
Journey Healthcheck
The Health Check feature confirms that all dependencies, like campaigns in Marigold Engage+, are fully configured. The tool uses color-coded indicators for easy status identification:
| Status | Description |
| Green | Good to go. All required components are configured and published |
| Amber | The journey can be published but required a component(s), such as an Engage+ campaign included in the journey isn’t published |
| Red |
The journey won’t work and can’t be published, such as where there is a decision step but the attributes are not configured |
Journeys can be published with amber status for limited testing with sample customers, allowing live tests even while waiting on external content or configurations.
Live Testing
Live Testing tools streamline the testing process, allowing you to quickly identify any issues with the journey setup. Although Journey Simulation and Health Check are helpful for preliminary testing, they do not replace End-to-End Testing in a live environment, which is covered separately.
For a step by step guide on how to perform simulations click here to watch a video (scroll down to Journey Simulations).
