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name, description
name description
workflow-testing Use when validating automation builds before launch or after significant changes.

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

  1. Unit Tests confirm each branch, wait step, and action path with seed contacts.
  2. Integration Tests verify webhook/API calls, CRM updates, enrichment, scoring.
  3. Content QA links, tracking, personalization tokens, accessibility, localization.
  4. Compliance consent, suppression, GDPR/CASL/CCPA rules, regional requirements.
  5. 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.