Test Moxie Workflows

THE VISION

You are going to kick off each lead workflow as if you are a client inquiring. The pages in this guide tell you exactly how to start each individual workflow, and then from there the workflows will guide you.

Make sure you use your personal email for the client side because your business email will be getting all of your Moxie communication as the business owner. You will then follow along each step- completing the steps that your workflows instruct (whether from the client side or the business owner side).

Spending quality time testing is going to be what takes you from confused to confident in your experience & operations.

MANAGING YOUR WORKFLOW TESTS

As you go through the back end of your testing, you'll want to have a good understanding of how these items work. These are located on your client file > Opportunities > Click the Opportunity > Automations tab.

Skip Forward

Performs the action immediately regardless of position in the workflow.

This works best for testing or when clients need things immediately.

YOU WILL USE THIS ACTION FREQUENTLY DURING TESTING. Use this to expedite the workflow order so that you can make it through the workflow faster!

How to Skip Forward

Cancel Automation

Stops the automation from moving forward any more. This will be beneficial for a workflow you've already tested multiple times, or one where there are errors you need to change, or even if you just need to stop in the middle of testing and want to start fresh next time.

Retry Failed Step

You'll only see this option if there is an error on your workflow. You can review the Automation log to see what caused it, fix the issue, and then retry the step.

APPLYING FAKE PAYMENTS

You will need to apply fake payments if any of. your workflow steps are based on the invoice being paid. This is also good information if you collect payment outside of Moxie for any reason.

Go to the client file
Go to invoices
Click Record a Payment

If you decide to stop trying to collect payment on an unpaid invoice, use the "Write off" button.

USING AN INCOGNITO WINDOW

When you're going to pretend to be a client for the purposes of testing, you'll need to use an incognito window for it to work correctly.

Click on the "Forms" tab
Hover on the form you want to view, click "View"
Click "Copy Link"
Open an incognito tab:
- Google Chrome: cntrl + shift + n
- Safari: shift + command + n