Engagement Studio includes a robust testing experience that lets you navigate steps and
preview associated assets. Make sure that your program flows and works as you intended, and make
needed adjustments before you start the program.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To test an engagement program:
Account Engagement Administrator or Marketing
role
Important Warnings on engagement programs are dismissible. If you receive a warning,
carefully review the steps in question to make sure that your program is set up
correctly.
From the program, click the Test tab.
To move through the steps, follow the prompts.
To restart from a step or preview assets, select one in the log.
When you’re satisfied with your tests, click the Start button to
begin the program.
Return to your program at any time to check reporting, pause and edit, or check the
status of prospects in the program.
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