Now it is your turn to test a One-Click Workflow in Neon CRM.

Please Note: When testing a One-Click Workflow, you must select an account to use for testing. Do not select an account that belongs to a constituent. It is best practice to create a test Neon CRM account for testing. Depending upon the workflow you are testing, you may also need to create test donation data and/or test membership data for your test account. 

To test a One-Click Workflow:

1. Select Workflows in the navigation menu.

2. Select One-Click Workflows on the drop-down menu.

3. Select the workflow you wish to test.

4. Select Test Workflow in the top menu bar.

A Test Workflow pop-up will appear. On the pop-up:

5. Search for and select the test account in the search field.

6. If required, enter and/or select any other required test information (for example, a test donation or a test membership).

7. Select Test Workflow on the pop-up.

8. Select Workflow Log in the top menu bar.

On the Workflow Log page, you can see whether your test data completed the workflow. You can also see all actions taken during the test in the workflow log.

You have now successfully tested a One-Click Workflow!