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Test Segments in Small Business Suites
Review email personalization and email delivery in the real world with test segments. A test segment contains your or your colleagues’ contact information so that you can review personalized, draft emails in your own inboxes.
Required Editions
| Available in: Lightning Experience |
| Available in: Free, Starter and Pro Suite Editions. |
Things to Know About Test Segments
As you get acquainted with the marketing features in Salesforce Small Business Suites, consider creating a test segment to practice with. Here are a few things to keep in mind.
- Test email sends count toward email sending limits.
- A completed campaign isn’t reusable. When you’re satisfied with your tests, create a campaign and select the right email and segment.
- To remove test segment data from a report, open the Segment filter on the Performance dashboard and deselect any test segments.
Building a Test Segment
To build a test segment, first create some leads or contacts who have something in common. For best results, use these guidelines.
- Create at least two test leads or contacts.
- Give each test record an OptIn value in the Consent Status field.
- Use different email addresses for each test contact. If you use the same address for multiple contacts, the email goes to the contact whose record was most recently updated.
- Make sure that you can access the test email addresses’ inboxes.
- For each test record, include at least one attribute that’s shared with all the others, such as Account Name equals ABC Testing, Co.
Create a Test Segment
After you create some test records with your own contact information, create a segment for testing purposes.
- From the Marketing app, select Segments, and then click New.
- Give your segment a name, such as Test Segment, and save.
- From the Related Attributes list, click Account Contact.
- Find the Account Name field and drag it into the canvas.
- From the operator dropdown, select Is Equal To, and enter ABC Testing Co. or whichever common account name you entered for your test records.
- Verify that the population indicates the number of test records you expect, and save the segment.
Segment References for Salesforce Small Business Suites Marketing
When you create a segment in Salesforce Small Business Suites, it helps to understand the data behind the filters. Details about available fields are in the Data Model Object reference guide.
To build a segment, choose from the available fields on a primary object or any of its related objects. To find out which standard fields are available, review the reference documentation in the table.
| Object Name | Related Objects |
|---|---|
| Account Contact |
|
| Case |
|
| Email Engagement |
|
| Flow |
|
| Flow Element |
|
| Flow Element Run |
|
| Flow Run |
|
| Flow Version |
|
| Lead |
|
| Message Engagement |
|
| Opportunity |
|
