Test Conversica in SFMC Journey Builder

It's time to give your journey a spin by testing the integration using a Test Lead Token and ensuring a smooth chat between your Salesforce Marketing Cloud and their Revenue Digital Assistant's™ (RDA). We've got you covered in this section, breaking down the process step by step.

Testing Prerequisites

Prior to your client entering the testing phase, let's ensure that the following prerequisites are in place.

Testing Checklist

Before activating your client's Conversica account, thorough testing is essential. Employ the following testing checklist to ensure a seamless go-live experience for your client. 

Test Lead Token Key Information

At this point, you should have received a personalized Test Lead Token for your account. If not, kindly contact your Customer Success Manager or Technical Account Manager. When utilizing the test lead token for a test contact, please keep the following key information in mind

Step-by-Step Testing Instructions

Test your journey from Journey Builder with these 5 simple steps.

1. Create a test contact in SFMC (utilize test token if needed).

2. Design a Journey in SFMC Journey Builder with Conversica as a custom activity.

3. Click Save. 

4. Click Validate Journey in Journey Builder to confirm that the entry sources, settings, activities, goals, & exit criteria is set up to work as planned. 

Note: Don't worry if you miss it: when saving a journey, the system automatically launches the validation tool. But remember, certain errors, like messaging, cross-cloud, and custom activities, may only appear during testing or activation.

5. Utilize the Testing Checklist and begin replying to your Revenue Digital Assistant™ and test out different types of responses to make sure your conversation is working as expected. 

After validating and testing the campaign journey it’s ready to launch. When you are ready to go live with the campaign journey click Activate.