Testing Deliverables – Keap/Infusionsoft Version

ConvertMORE How-To, Keap/Infusionsoft

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Following a comprehensive protocol for testing is the key to stress-free launches. The most brilliant strategy ever conceived can’t be realized unless the tech framework holding that strategy together, works, and that means it must be tested.

The steps for Phase I (Team CMC) and Phase II (you, the client) are outlined below, and the purpose of the written overview is to provide the context and awareness of what Team CMC has done before passing the process to you and what will follow once you’ve provided your feedback.

Your full participation in the process is essential. This is your business, and you hold a unique perspective and awareness of details that we may miss, including copy or image errors, change requests, etc.

You are also the only person who can authorize your deliverables to go live, or as we like to say, give the “green light” so we can put what was built to work for you.

Phase I: ConvertMORE Testing

Step 1: Visual review of the campaign for:

  • Campaign canvas layout, element labels, and documentation all present
  • External forms, including Captcha settings (Off in most cases) and thank you page routing
  • Tags applied/removed are correct (especially important for campaigns that have been copied or imported!)
  • Open and check any/all campaign elements that are utilized for completion and accuracy
  • Decision diamonds TESTED to confirm 100% accuracy across all possible contact configs 

Step 2: Deploy each email in the campaign to CMC User email(s) 

  • Review all copy for accuracy, layout, and readability as presented in an actual email
  • Check for the accurate routing of all directly routed links

Phase II – Client Testing

We’ve used bold purple to help highlight the exact steps you will take to test your campaign. 

You must use an email address for testing that is NOT associated with your Keap/Infusionsoft User or any admin user on your Memberium portal so that you can test ALL links, including Conditional Links and other contact-dependent configurations that make the campaign work. 

Examples of Conditional Links and Features:

  • Autologin links (Memberium)
  • PlusThis Smart Links
  • Zoom Access Links *If using PlusThis registration.
  • Countdown timers in emails or on webpages that are set to a contact custom date field
  • Content populated by the value in the testing contact’s merge fields
  • Content controlled by liquid syntax

    Tips for Success

    1. Make sure the content/copy you send to us is audience-ready. This applies particularly to positioning, as testing is NOT the time to change your mind about the offer positioning or how copy reads. Audience-ready also includes making sure your formatting preferences are clearly noted, a basic Grammarly check has been performed, and at least one other person on your team has reviewed the content/copy before sending the items to us for the next steps in the development. The more ready your content and copy are for prime time, the smoother testing will go, and the quicker we will get to green light status.
    2. Use only a “clean” contact for contact-level testing. A clean contact is a contact that has not previously been through the funnel or structures being tested so that you know with 100% confidence that the contact you are using for testing does not have any tags or field values upon which actions in the current funnel could throw either a false error or mask an error.
    3. Use a unique contact for each test when testing the same flow multiple times. If you don’t know how to do this, please ask.

    Step 1: Test Marketing Campaign, including webpages, using a “regular contact” email address that can receive emails, i.e., don’t use a fake email like yourname@test.com.

      • If you are testing a standard funnel that runs from opt-in to offer, start by opting into the starting point of the funnel.
      • If you are testing a different type of deliverable or starting from a different place in the funnel, a member of the ConvertMORE team will have advised you on where to start.
      • Once you’ve opted in (or purchased for a test of a Delivery flow), notify Team CMC so they can push the campaign actions to create an experience as close as possible to a real contact’s experience, excluding timer delays. 
      • Log into your test contact inbox using an INCOGNITO tab on your browser, open the emails from the first received to the last received, and in each email, click all links to test for routing accuracy. 
      • Team CMC will repeat this process above to test all possible logic scenarios working with the client’s team to cover all of them. 

      Step 2: Provide us with specific and complete instructions for ALL updates and changes that need to be made for each element you experience in your test. 

        **Step 3: Final Approval and Green Light to Launch** 

        • Once your inputs and updates have been implemented, if any substantive changes needed to be made, you may receive a final test for you to review and sign off on.
        • Finally, if everything is satisfied, you’ll provide us with a Green Light to Launch.