When testing a new tool, always put on your safety goggles!
But seriously, when you're testing a campaign tool, there are a few basic things that your team can look out for to get the most out of test mode:
- Proofread all your content - the more eyes the better!
- Check that your action looks great across different browsers, both for desktop and mobile experience.
- Check on your targets:
- Primary Targets: test your postal code look up - are the correct targets coming up (i.e. are you using the correct data set?)
- Target settings: Are all targets showing in the tool or auto-selected and hidden as you intended? Did you allow for multiple selections or choose to limit to one target only?
- Check your Thank You Page for content and make sure your social media share buttons work.
- Is the text of the submit button customized the way you like it (i.e. Add Your Voice, Make the Call, etc.?
- Are all mandatory fields marked as mandatory?
- Depending on the campaign tool you're using, double check all tool outputs:
- Emailing Tool: check that emails to targets and Thank You Emails to supporters are styled correctly. This includes things like email subject line(s), email from/reply to & email addresses and names, signature, tokens if any, etc.
- Calling Tool: Run through the tool to listen to your intro message, check on your talking points, and see the after-the-call thank you SMS message.
- Tweet @ Tool: Are the correct handles and hashtags appearing on your form?
- Important: When you've configured a Tweet @ Tool to send via the Twitter API (as in the case of allowing supporters to add images to Tweets) you’ll be out of test mode territory. All Tweets will send IRL, as they say!
- Letters to the Editors Tool: Are all newspapers showing as intended? Does the tool's placeholder text show your desired text? Did you set up different subject lines?
PRO TIP: If you're running a bilingual campaign, give your Team more time to test & double check that everything has been translated properly and all links have been swapped for the correct equivalent.