Self Serve Batch Testing

Alloy offers a Testing Suite for Journeys which includes Self Serve Batch Testing that can be completed via the Alloy dashboard or the API. Using an Alloy-provided CSV template, a batch of entities can be processed through a Journey with a simple file upload from the dashboard. The file upload tool checks for the required formatting and surfaces any errors directly to users. After the file is accepted, Alloy makes an API call to the Journeys batch endpoint which creates Journey Applications that are viewable in the Application Queue. This functionality is useful for batch testing in Sandbox with fake PII or backtesting in Production with real PII. 

While this article documents how to use this feature in the Alloy dashboard, please refer to our developer documentation for the technical details of batch testing via the API.

Self Serve Batch Testing in the Alloy Dashboard

Follow the steps below to complete batch testing in the Alloy dashboard:

1. Navigate to the Journey version to be batch tested. 
   Note: batch testing can only be completed on a draft version. 
2. Click the three-dot menu, then click Run Test.
3. The Testing Suite will open and offer an option to run a test in Sandbox or Production.
   While Sandbox is ideal for general testing with fake PII, Production is meant for backtesting real customer PII. Select an option and click Next.
4. Click Upload Data.
5. Download a CSV template by clicking the You can also download a template to get started link. Click Upload data from file to choose a properly formatted CSV file. Alternatively, enter entity data directly into the table. Any formatting or validation errors will be surfaced directly in the dashboard.
6. After successful file upload, a confirmation message will be displayed in the dashboard. Click Run Test to process the file. Alloy will then submit the file to the Journeys batch endpoint and create Journey Applications for each entity within the file.
7. A loading screen will display the progress of the Journey Application processing. Once this has completed, click View Results.
8. The Application Queue will load filtered for the Journey Applications in the batch. Click the Export CSV button to download a report of these applications and their details.