Sending test messages
Before sending a messaging campaign to your users, as a suggested best practice, we recommend testing to make sure it looks right and operates as intended. You can create and send test messages to select devices or team members using the tools in the Braze dashboard.
Make sure to save your campaign draft after testing to avoid deleting your campaign. You can send test messages without saving the message as a draft.
Step 1: Identify your test users
Before testing your messaging campaign, it’s important to identify your test users. These users can be either existing user IDs or email addresses, or new users that are used exclusively for testing messaging campaigns.
Optional: Create a Content Test Group
A convenient way to organize your test users is by creating a Content Test Group, which includes a group of users that will receive test messages from campaigns. You can add this test group into the Add Content Test Groups field under Test Recipients in your campaign, and launch your tests without creating or adding individual test users.
Step 2: Send channel-specific test messages
For steps to send test messages, refer to the following section for your respective channel.
- Draft your email message.
- Click Preview and Test.
- Select the Test Send tab and add your email address or user ID in the Add Individual Users field.
- Click Send Test to send your drafted email to your inbox.
Mobile push
- Draft your mobile push.
- Select the Settings tab and add your email address or user ID in the Add Individual Users field.
- Click Send Test to send your drafted message to your device.
Web push
- Create your web push.
- Select the Test tab.
- Check Send Test to Myself.
- Click Send Test to send your web push to your web browser.
If you have already accepted push messages from the Braze dashboard, the push will come through in the corner of your screen. Otherwise, click Allow when prompted, and the message will appear.
After creating your Content Card, you can send a test Content Card to your app to see what it will look like in real-time.
- Draft your Content Card.
- Select the Test tab and select at least one Content Test Group or individual user to receive this test message.
- Click Send Test to send your Content Card to your app.
After creating your SMS or MMS message, you can send a test message to your phone to see what it will look like in real-time.
- Draft your SMS or MMS message.
- Select the Test tab and select at least one Content Test Group or individual user to receive this test message.
- Click Send Test to send your test message.
After creating your webhook, you can do a test send to check the webhook response. Select the Test tab and select Send Test to send a test send to the supplied webhook URL. You can also select an individual user to preview the response as a specific user.
News Feed is being deprecated. Braze recommends that customers who use our News Feed tool move over to our Content Cards messaging channel—it’s more flexible, customizable, and reliable. Check out the migration guide for more.
Sending a test News Feed card requires you to set up a test segment and subsequently send a test campaign out.
Step 1: Create a designated test segment
Once you set up a test segment, you can use these messaging channels. The process takes a few short steps and, if configured properly, will only need to be done once.
- Go to the Segments page and create a new segment.
- Click the dropdown menu under Add Filter and locate the testing filters at the bottom of the list
- Use the testing filters to select users with specific email addresses or external user IDs.
These filters have the following options:- Equals: Looks for an exact match of the email or user ID you provide. Use this if you only want to send the test campaigns to devices associated with a single email or user ID.
- Does not equal: Excludes a particular email or user ID from test campaigns.
- Matches: Finds users that have email addresses or user IDs that match part of the search term you provide. You could use this to find only the users with an “@yourcompany.com” address, allowing you to send messages to everyone on your team.
These filters can also be used in conjunction to narrow down your list of test users. For example, the test segment could include an email address filter thatmatches
“@braze.com” and another filter thatdoes not equal
“[email protected]”. You can also select multiple specific emails by using thematches
option and separating the email addresses with a “|” character (for example,matches
“[email protected]|[email protected]”).
- Add the testing filters to your test segment.
- Click Preview at the top of the segment editor or export that segment’s user data to CSV to verify that you’ve selected only the users you intended.
- Click the User Data dropdown and select CSV Export All User Data to export segment user data.
Exporting the segment’s User Data to CSV will give you the most accurate picture of who falls under that segment. The Preview tab is only a sample of users in the segment and therefore may appear to have not selected all intended members. For more information, check out [Viewing and Understanding Segment Data][7].
After you’ve confirmed that you’re only targeting the users you want to receive the test message, you can either select this segment in an existing campaign that you want to test or click the Start Campaign button in the segment menu.
Step 2: Send a test campaign
To send test News Feed cards, you need to target your previously created test segment. Begin by creating a multichannel campaign and following the usual steps. When you reach the Target Users step, select your test segment as shown in the following image.
Finish confirming your campaign and launch it to test your News Feed cards.
If you intend to use a single campaign to send a test message to yourself more than once, check the box titled “Allow users to become re-eligible to receive campaign” under the Schedule portion of the campaign composer.
Testing personalized campaigns
If you are testing campaigns that populate user data or use custom event properties, you’ll need to take additional or different steps.
Testing campaigns personalized with user attributes
If you are using personalization in your message, you’ll need to take additional steps to properly preview your campaign and check that user data is properly populating the content.
When sending a test message, make sure to choose either the option to Select Existing User or preview as a Custom User.
Selecting an existing user
If selecting an existing user, enter the specific user ID or email in the search field. Then, use the dashboard preview to see how your message would appear to that user, and send a test message to your device that reflects what that user would see.
Selecting a custom user
If previewing as a custom user, enter text for various fields available for personalization, such as the user’s first name and any custom attributes. Once again, you can enter your own email address to send a test to your device.
Testing campaigns personalized with custom event properties
Testing campaigns personalized with custom event properties differs slightly from testing other types of campaigns outlined. The most robust way to test campaigns personalized using custom event properties is to trigger the campaign yourself by doing the following:
- Write up the copy involving the event property.
- Use action-based delivery to deliver the campaign when the event occurs.
If you’re testing an iOS push campaign, you must set the delay to 1 minute to allow yourself time to exit the app since iOS doesn’t deliver push notifications for the currently open app. Other types of campaigns can be set to deliver immediately.
- Target the users as you would for testing by using a testing filter or targeting your own email address, and finish creating the campaign.
- Go into your app and complete the custom event.
The campaign will trigger and show the message customized with the event property.
Alternatively, if you are saving custom user IDs, you can also test the campaign by sending a customized test message to yourself.
- Write the copy for your campaign.
- Select the Test tab and choose Customized User.
- Add the custom event property on the bottom of the page, and add your user ID or email address to the top box.
- Click Send Test to receive a message personalized with the property.