Use Test Mode to check an automation’s conditions and actions before setting it Live. Start with a clear expected result, a dedicated test card, and test message destinations you control.

Before You Test

• Use a card with sample data, not a resident’s or customer’s working card.
• Review every action, including recipients, CC addresses, attachments, SMS fallback, webhooks, and updates to linked or mirror fields.
• Test actions can create tasks or change data on the test card. Do not assume Test Mode blocks every external effect or change to linked records.
• Keep the automation in Draft while preparing it. Test Mode and Live are separate Status choices.

Test emails use Test Mode Email, and test SMS messages use Test Phone Number. Check these settings before running a test and confirm where the message actually arrives.

Step 1: Set Up Test Destinations and Cards

Board → Automations → Test Mode Settings. 1 Review Test Mode Email. 2 Review Test Phone Number. 3 Select dedicated Test Cards.

1. Open the board that owns the automation.
2. Click the Automations sparkle/wand icon in the board’s upper-right toolbar.
3. Return to the top-level Automations window and click Test Mode Settings.
4. Review the following settings:
   • Test Mode Email: an email address you control for test messages.
   • Test Phone Number: a number you control for SMS tests.
   • Test Cards: dedicated cards on this board with sample information.
5. Click Save only when you intend to update the board’s testing setup.

Test destinations do not replace the need to review the action’s normal recipients. Check both, especially when the rule has CC recipients, additional delivery rules, or SMS fallback.

Step 2: Set the Automation to Test Mode

Board → Automations → rule’s three-dot menu → Edit. 1 Open Status and choose the intended mode; this editor example currently shows Draft.

The editor example shows Status: Draft. Change this field to Test Mode when the automation is ready to test.

1. Find the automation in the board’s Automations window.
2. Open its three-dot menu → Edit.