workflow-testing

When to Use

• Any new automation or major revision prior to go-live.
• Regression testing after data, asset, or logic changes.
• Investigating deliverability, conversion, or routing anomalies.

Framework

1. Unit Tests – confirm each branch, wait step, and action path with seed contacts.
2. Integration Tests – verify webhook/API calls, CRM updates, enrichment, scoring.
3. Content QA – links, tracking, personalization tokens, accessibility, localization.
4. Compliance – consent, suppression, GDPR/CASL/CCPA rules, regional requirements.
5. Performance – throttle checks, concurrency, error handling, failover.

Checklist

• Seed list matrix (personas, stages, regions, consent flags).
• Device/browser testing for email/SMS/push rendering.
• Logging + alerting validation.
• Rollback and kill switches documented.

Templates

• QA evidence log (screenshot, recipient, status, owner).
• Incident runbook for automation failures.
• Release checklist referencing stakeholders.

Tips

• Automate regression tests via APIs or synthetic users.
• Store test data separately and purge regularly to avoid reporting noise.
• Use feature flags to stage rollouts before full scale.

---