Workflow Testing & QA Skill
When to Use
- Any new automation or major revision prior to go-live.
- Regression testing after data, asset, or logic changes.
- Investigating deliverability, conversion, or routing anomalies.
Framework
- Unit Tests – confirm each branch, wait step, and action path with seed contacts.
- Integration Tests – verify webhook/API calls, CRM updates, enrichment, scoring.
- Content QA – links, tracking, personalization tokens, accessibility, localization.
- Compliance – consent, suppression, GDPR/CASL/CCPA rules, regional requirements.
- Performance – throttle checks, concurrency, error handling, failover.
Checklist
- Seed list matrix (personas, stages, regions, consent flags).
- Device/browser testing for email/SMS/push rendering.
- Logging + alerting validation.
- Rollback and kill switches documented.
Templates
- QA evidence log (screenshot, recipient, status, owner).
- Incident runbook for automation failures.
- Release checklist referencing stakeholders.
Tips
- Automate regression tests via APIs or synthetic users.
- Store test data separately and purge regularly to avoid reporting noise.
- Use feature flags to stage rollouts before full scale.
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