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How to test your Emarsys automation
Updated over a month ago

Here is the guide about how to test your automation programs within Emarsys.

1. Create the Automation in Emarsys

Let’s start by creating the automation flow in Emarsys, which will end with a webhook node preset to trigger a WhatsApp message via charles.

Save & Activate the Automation:

  • Once the webhook is configured, save and activate the automation. This will ensure that every time the automation is triggered, a request is sent to charles to fire the WhatsApp message.

2. Modify the Flow in charles Journeys

To ensure the test will only go out to your contact you could add a Tag to your contact in charles and use this info for a condition node in your flow:

  • Look for your contact and add a new Tag:

  • Add a condition directly behind the Emarsys Trigger so your contact would be the only valid contact for this automation:

  • Publish the flow

3. Test the Automation Flow

Once everything is set up, it’s time to test the integration and see if the automation triggers the WhatsApp message correctly.

  1. Trigger the Emarsys Automation:

    • Activate the event that will start the automation in Emarsys

  2. Monitor the Webhook Request:

    • After the automation is triggered, Emarsys should send a webhook request to charles.

  3. Validate the Webhook Payload:

    • Ensure that the webhook payload sent from Emarsys to charles includes the correct recipient’s phone number, template name, and variables.

  4. Check WhatsApp Message Delivery:

    • Once charles processes the webhook, the WhatsApp message should be sent to your contact

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