Test and Activate an Action Plan
A useful test proves who enrolls, which steps run, what is sent, and how the CRM changes.
Where to find it: an Action Plan
What to do
- Keep the plan inactive while editing.
- Use a clearly labelled test contact and safe destination addresses.
- Trigger the exact event and inspect the enrollment.
- Check each executed or scheduled step, including stop conditions.
- Fix the plan, repeat the test, then activate.
Good to know
- Do not test a broad workflow against the full CRM.
- After activation, monitor early enrollments before assuming the plan is correct.
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