Trigger Campaign - Managing Changes and Testing

[sswildhack21]

Hello, 

Hoping for some guidance on this. I was wondering what would be the best way to manage the change and testing process in an ongoing trigger campaign. For example, if I were to make a change to an ongoing campaign, is there a way / process to ensure that new trigger doesn't automatically go live without me first being able to approve and test?  

Any insight would be appreciated! 

[SatheeskannaK]

@sswildhack21,

If you can detail on what kind of trigger campaign you're using will help to provide guidance. 

[sswildhack21]

So for example, if we had an existing offer campaign that was triggered to discount 5% for existing customers but wanted to change that offer within the ongoing campaign, is there a way to make sure we are able to test and approve a new offer of let's say 10% without the update immediately going live? 

[SatheeskannaK · Accepted solution]

I would suggest having a workflow template along with the delivery template as a baseline for testing. Create a workflow using the workflow template and setup recurring delivery using the delivery template and make necessary updates. Have a profile created to test the workflow. You can use either profile substitution functionality or setup mock profiles to test it out and confirm everything looks good.

https://www.bounteous.com/insights/2019/10/14/adobe-campaign-generate-email-proofs-against-complex-d...

https://www.bounteous.com/insights/2020/04/14/adobe-campaign-standard-profile-substitution-functiona...

and how to enable profile substitution on recurring delivery given here, https://experienceleaguecommunities.adobe.com/t5/adobe-campaign-standard/how-to-use-profile-substitu...

Once workflow and delivery changes testing look good, update the live workflow with the changes.

[sswildhack21]

Thank you, I'll give that a shot!