Testing the Products Block

After configuring the Products block, you can preview how the recommendations appear in the email on desktop and mobile devices.

You can test the block for an individual contact or a segment of contacts:

  • If you are going to use the product block in a promo campaign, select a list of recipient contacts.
  • If you are going to use the product block in a trigger campaign, select the dynamic segment on which the workflow with this email will be launched.

Consider an example of testing the Products block for Abandoned view workflow.Ā 

How to find out which segment is used in the workflow

  1. Go toĀ Automation → Workflows, select the Abandoned view workflow, and go to the Start/Stop configuration.
Top navigation with Automation and Workflows boxed in red, and a red arrow pointing to the Abandoned view workflow schedule in the workflows list
  1. Copy the segment’s name or its ID in the Segment parameter.
Start/Stop configuration panel with the Segment name and ID boxed in red under Start configuration

Block Testing

  1. Open the email in the editor and click View message.
Email editor toolbar with the View message icon boxed in red and its tooltip visible
  1. Click Select contact.
Email preview window with a red arrow pointing to the Select contact link next to the Message for Test Person toggle
  1. Select Preview contacts from selected segment and paste the name or ID of the segment into the search field.
Select contact to view dialog with the Preview contacts from selected segment option boxed in red and Abandoned view highlighted in the segment search results
  1. Select a contact for testing.
Select contact to view dialog listing three contacts from the segment, with Person 2 selected and boxed in red

The message content will be generated differently depending on the following cases:

  • There is data available to display for a contact

In this case, you will see the block content as the selected contact will see it.

Email preview for Person 2 showing three recommended products on desktop and one product on mobile, both boxed in red
  • There is no data available to display for a contact

In this case, there are two possible options:

  1. The preview will display a notification about the absence of recommendations, and the system will not send the email.
Email preview for Person 2 with a boxed red notification stating there are no product recommendations and the email will not be sent
  1. The product block will be hidden, but the system will send the email.
Email preview for Person 2 with the Abandoned view warning boxed in red and a tooltip explaining the recommendation block will be hidden but the email will be sent
šŸ“˜

Note

The display of the first or second option depends on the If there are no products to show setting in the Products block.

If you deactivate the Message for switcher, the recommendations will always display bestsellers from the general recommendation algorithms.

Email preview with the Message for Person 2 toggle turned off and boxed in red, showing general bestseller products in both desktop and mobile views

Click the Back button to return to the editor window.

Email preview window with the Back button boxed in red in the top left corner

Did this page help you?