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Gainsight Inc.

How to Test an Advanced Outreach

This article walks you through how to test an Advanced Outreach after you’ve configured it. For more information on configuring your Advanced Outreach, see the article How to Configure Advanced Outreaches (Path).

1. Clone Existing Outreach: Cloning your Adv. Outreach will recreate it with the configurations you set. After an Outreach is Published, you will not be able to reconfigure it. Using a clone of your Outreach will allow you to test it, and gives you the chance to make any necessary changes before publishing the actual Outreach to your contacts.

In the Adv. Outreach list view, hover on the Outreach you would like to test, and select the Clone button to create a copy.

2. Remove Original Participants: Your cloned Outreach will also copy participant sources from the original. These sources will need to be removed to make sure the Outreach is not sent to your contacts before it is tested.

After cloning your Outreach, you should automatically be taken to the model configuration screen. Click the green Participants icon.

On the Participants Configuration page, click the Delete icon to remove the copied participant sources.

3. Add Test Participants: Your test or dummy participant will need a real email address. No other specific criteria are required for this test.

The easiest way to add a test participant is via CSV. On the Participants Configuration page, click the + icon on the right to add a new source and select CSV.

You can upload an existing CSV by clicking Browse to locate it. The option “Click here to download the csv template” provides an easy foundation for creating a new CSV file with test participant data. Once you’ve configured this template with the email address you would like to send the test to, you can upload it as your CSV.

If you’ve already created a Power List with a test contact(s), you can instead select this Power List as your source.

4. Add Uniqueness Criteria, Map, and Sync Participant Sources: You will need to add Uniqueness Criteria, map the participant source fields, and sync participant sources as you would with a standard Advanced Outreach. For more information on how to complete these steps, see the article Adding Participants to an Advanced Outreach.

5. Change Run Date: Before publishing your test Outreach, change the Run Date to the day you would like the test to run. If you want to test it immediately, select today’s date.

On the model configuration page, click the Edit or Pencil icon to edit an Outreach’s details, including the Run Date.

6. Change Set Timer and Conditional Wait: If you would like to test every email that will be sent out by the outreach on the same day, you may need to change the Time Limit and Waiting Periods that were set up in the original outreach’s Set Timer and Conditional Wait options. To learn more about configuring these options, see the article Configure Model and Emails for Advanced Outreach.

7. Publish Outreach: After your test participant(s) is added, publish the test Advanced Outreach to begin sending emails.

On the model configuration page of your cloned Outreach, click the PUBLISH option.

8. Act as the Recipient of the Outreach: Depending on how you’ve configured your outreach, you may need to take different steps in order to test every aspect of it. This could include waiting a set period of time after receiving the Heads Up Email before the Survey Email is sent, responding to the survey to receive the Thank You Email, or not responding to the survey long enough for a Reminder Email or Escalation Email to be sent.


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