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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Recommendations for te...
Customer experience | Sales, Customer Insights,...
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Recommendations for testing journeys in a live system

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Posted on by Lynn Drees 160

Hello,

Do you have any good suggestions for testing a Customer Journey and segment when there is live/actual data in the system? The test should be able to pull in the correct contacts as part of the Segment, and conduct the Customer Journey.

One thought to accomplish the above was to inactivate all the “actual” contacts, but there isn’t a quick “Mass Update” feature in Dynamics is there?

  • One concern I have with the inactivating contacts as a way for them not to receive an email is that I'm not 100% sure that emails can't be sent to inactive contacts. I did a search and found that we shouldn't send to inactive contacts (docs.microsoft.com/.../get-ready-email-marketing), which makes me think that is possible for an inactive contact to receive an email. 

Thanks for any advice,

Lynn

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  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at

    Hi Lynn,

    Testing on a system with live data is always tricky. Whichever approach you go for, just be careful and plan your testing plan first.

    The safer option is,

    1. Test your segments logic first and independently from a journey.

    Cross check that the data in your database matches what you see in the segment.

    2. Test your emails, pages, forms, etc independently of the journey.

    3. Create a test segment with test contacts and test emails on different domains (emails you have access to).

    Test your customer journey with the test segment.

    Only when you are happy with the above, plug the real thing together.

    I personally wouldn't go down the path of deactivating contacts.

    Hope that helps.

    Thanks,

    -DD

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