Testing Process as a Member Account

1. Sign in to your Administrator view > Head over to Members > Groups
2. On the filter, select Group Type > Has a join code.
3. Select the Group that you would like to join to test the segmentation. If there aren't any, you can set a group join code. 
4. On the right hand side of the Group page, you will see the Invite URL

   

5. Copy and paste that Invite URL into an "Incognito" Google Window. We recommend doing this as your browser will have cookies and caches that remember your admin login, so we want to separate that
6. You should be brought to a Sign-Up Page of the Hub.
7. Enter your test account email address, name and password.
8. You can use your personal email address or use an alias email. See how to create email aliases via Gmail.
9. The journey you experience will be the same experience a Hub member will see.
10. After the testing process is completed, you may choose to delete the test account or locking the test account.

Via Invitation email

1. Sign in to your Administrator account > Switch to Administrator View 
2. Click on Members Tab > Invite List
3. Add Contact

   

4. Enter your test account's Email address and Name. You can use your personal email address or use an alias email. See how to create email aliases via Gmail.
5. Select any groups that you would like this test account to be in.
6. Mark the "Send an invite to the advocate now" to send and generate an Invitation email link for the test account to join.
7. Click on Add Advocate
   

   

8. The Contact should now be added to your Invite List.
   

   

9. Click on the Test account's Name to open the full profile. Click on the blue Not Joined flag.
   

   

10. Select Resend Invitation code myself

    

11. Copy the invitation link and paste it into an Incognito / Private window and you should be signed into the Hub as the test account.

NOTE FOR HUBS WITH SSO

If your AdvocateHub has SSO Setup, then the process to create Test accounts in the AdvocateHub will be a little different.

1. First, you would need to ensure that you have a test account in your SSO portal. Please speak to your SSO Team on how to get a test account.
2. Once the test account is set in the SSO portal, head over to the Hub's administrator view to add the test account using the same instructions above. Note: The email address added needs to match with the test account you've just created in the SSO Hub.
3. In incognito window, you can then copy-paste the join code / invitation URL and enter the Hub with the same credentials that you use to enter the SSO portal.

How to use the Lens view to test

You can create one test account that are accessible by all the Hub admins to use via Lens. This way, the other administrators in the Hub will not need create a test account each time. Learn more about 

Important Notes

1. Any activities done via the Test Account will be recorded and counted in the reporting and challenge completions. To remove this, please free to delete the test account or locking the test account.