Setting Up a Test User

To test the Actions from within Activities and Lifecycles, we first need to set-up Test Users. Here's a handy tutorial to help you get started.

👱 What is a Test User

A Test User is basically a player from within your database that has been tagged in order to be used as a test user.
Test Users can then be used to send Action Groups, Actions and Translations before going live with your Activities. This allows you to check the communication for any errors and styling issues before it goes out to your players.
The Test Users need to be created manually and are not related to the FT CRM user already set up your back office.

💫 Create a Test User

To be able to create a Test User in FT CRM you need three things:
  1. A user set-up on your brand
  2. The User ID or full email that was used at registration to create the user
  3. Access in FT CRM to Activity Tester permissions
Tip: You need to have the relevant Testing permissions to be able to create Test Users. Access this from Settings > Users & Permissions.
Step 1: From the CRM menu select Test Users.
Here you'll find a list of all Test Users that have already been set-up as well as the possibility to create new ones. Select any existing test users to find out more information about the user details.
Step 2: Select New Test User from the top-right corner of the page
Step 3: Enter a display name for the Test User
Step 4: Search for the user by entering the User ID or full email address & Save
You should now see your newly created Test User in the list of Test Users
Add a new Test User
Add a new Test User

✏️ Modify a Test User

To edit an existing Test User, simply select the Test User from the list. This will open a new panel to display the user information. Here you can make changes to the display name.

❌ Delete a Test User

Simply select the Trash icon to delete a Test User.
Delete a Test User
Delete a Test User

What's Next?

Check out Testing An Activity for a step by step guide to testing your first Activity.