There are two ways to test a workflow:
1. If you want a larger number of "test users" within your company to test the workflow, or if you want to use your email address to test the workflow to be triggered as it would if it was live, follow the steps below:
Have a filter after the green Trigger Node to ensure that only emails with your company domain go through the workflow.
The filter in the node would ensure only internal email addresses will go through the subsequent steps in the workflow (replace "@companyname.com" with your company's email domain):
Then, you can turn the workflow "On":
2. If you want to test the workflow without turning it on, you can use the "Send Test Trigger" button.
If the trigger node (always the green node) requires certain fields in a user's profile or triggering event for the workflow to trigger, you'll need to enter those fields into the text editor before sending the actual trigger:
For example, if a trigger node was for users who made a large purchase, the trigger node would look like this:
Note that if the custom event has name "X" and the event data field name is "X.Y", you do not need to repeat "X" in the trigger event data field JSON - just "Y" will suffice.
Then, when entering data for the "Send Test Trigger" button, you would need to fill in the appropriate fields in text editor:
Note that you only need to enter the dataFields value from the track request. Email, eventName and createdAt will automatically be provided for you.
Another tip is to either remove the delay nodes in your workflow or to change the delays to 1 minute. Otherwise, the delays will occur and it will take a long time to test your workflow.