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.