How to test a campaign before launch
Receive the campaign's conversation on WhatsApp as a candidate would, to check questions, filters and messages.
Updated on Oct 12, 2026
With Test the conversation, the agent contacts you on WhatsApp as if you were a candidate. This way you check questions, filters and texts before launching the campaign.
Where to find it: Campaigns → the campaign's … menu → Test the conversation. While creating the campaign there is also the Test and launch step.
Steps
- Open the campaign's … menu and choose Test the conversation.
- Enter your phone number, with the international prefix.
- Confirm the send.
- On WhatsApp you receive the opening message. Answer the questions to the end.
What to check
- Order and logic of the questions.
- Conditional questions: try all the variants.
- The agent's answers to the FAQs.
- Location, position and company in the messages: if they're wrong, correct them in the Settings tab (Information and Stores you are hiring for blocks).
- Typos and tone of the messages.
- If the campaign has interviews, that the invitation is sent.
Run at least two tests: one with answers of a suitable candidate and one of a candidate who is not suitable.
Good to know
- Test chats appear in Inbox with the Simulation tag. You can show or hide them with the simulations icon at the top of the Inbox. See How to search and filter conversations in the Inbox.
- In Inbox the test chat is marked as a simulation.
- You can repeat the test as many times as you want.
Common issues
I don't get the message on WhatsApp. Check the number and the international prefix, then try again.
I see chats in Inbox that aren't real candidates. They are the tests: they have the Simulation tag and you can hide them.
The agent skips some questions in the test. The agent skips a question only if it is sure you've already answered it, even in a previous test with the same number. Use another number or answer differently.
Related articles
- What you can do from a campaign's menuThe actions in a campaign's "…" menu: collaborators, edit, test, pause, status lock, archive and delete.
- How a candidate in several campaigns worksThe order in which the agent contacts people who apply to several positions, the timing for moving on, and how answers are remembered.
- How to set up a campaign's interviewsChoosing how candidates are invited to the interview (automatic, manual, no interviews) and managing the campaign's interview managers.
- How to create a campaignCreate a new campaign starting from a job role or setting up questions and criteria by hand.
- How to manage a campaign's candidatesFilter and search candidates, change their status, see CV and conversation, and use the chat's quick actions.
- How to prepare and import the candidates CSV fileFile template, required columns, column matching, candidate type and source.
- How to change a campaign's settingsWhat you can change in the blocks of a campaign's Settings tab: setup, information, conversation, locations, context, interviews and collection.
- What a campaign is and how it differs from a job roleWhat a campaign is for, what it contains, its statuses and the difference from job roles.