Official API

Test the flow before calling customers: how and with whom

By VeyloCRM · · 3 min read

Publishing a new flow directly to real customers is like premiering a play without rehearsal. The mistake appears in the worst possible place: in the conversation of someone who was about to buy, or multiplied by a thousand sends.

Testing in production is expensive

Publishing a new flow directly to real customers is like premiering a play without rehearsal. The mistake appears in the worst possible place: in the conversation of someone who was about to buy, or multiplied by a thousand sends.

The platform offers testing features that almost no one uses, and setting up a rehearsal environment takes less time than fixing a flow that went wrong.

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The test number

Meta provides a development number that allows sending to some registered recipients without conversation cost. It is used to verify if the integration is working, if the webhook is receiving, and if the template arrives as expected.

What it does not solve

It has a restricted list of recipients and does not reproduce real base behavior. It serves to test mechanics, not to measure response. Confusing the two leads to launching a campaign thinking it has already been validated.

Testing with your own team

Before any customer, the flow runs with three or four people from the company, on different devices. They should be instructed to respond incorrectly on purpose: off-pattern, with audio, with emoji, with silence. That’s how the holes appear.

Testing with a small list

Then, twenty to fifty real and recent contacts. If something is wrong, the damage is small and fixable. It is also the test that shows the response rate before compromising the entire base.

What to look for in each test

  • Did the message arrive with the correct formatting?
  • Do the buttons work and lead to the right place?
  • Does an off-pattern response break the flow?
  • Can the agent take over in the middle?
  • Did the CRM record happen?

Test the media too

Cropped image, video that won’t open, PDF with a strange name. You only discover this by looking on the phone, not on the computer — and it’s on the phone that every customer will see it.

Where to start

Before the next flow or campaign, run it with four team members, ask them to respond incorrectly on purpose, and only then release it to fifty contacts. If it passes both, then it goes to the base.

Frequently Asked Questions

How to test a WhatsApp flow before sending it to customers?

In three steps. Meta’s test number allows you to verify the integration mechanics, if the webhook receives, and if the template arrives as expected, but it has a restricted list of recipients and does not reproduce real base behavior. Then, run it with three or four team members, on different devices, instructed to respond incorrectly on purpose, with audio, with emoji, and with silence — that’s how the holes appear. Finally, twenty to fifty real and recent contacts, which show the response rate without compromising the entire base.

If it passes the team test and the fifty contacts test, then it goes to the base.

In VeyloCRM you test the flow with your own team, send to a small group, and monitor the results before releasing the entire campaign.