So, you've created an ABM Playbook, but you want to test it before deploying. Here's how! 

How do I know my Playbook will fire when a target Account comes onto my site?

The best way to test your ABM playbook is to add your own company to the targeted list and make yourself the account owner.
 

Here's a step-by-step guide on how to do so:

1. To add your company find the 'Accounts' tab on the left-hand side of the user interface and click Manage Accounts > Add Single Account. 

 

2. It is required that you fill out the account name, account domain, and account owner in order to save the new account. 

Be sure to add yourself as the account owner to ensure that you are properly notified when testing!

Note: If an account sees an ABM Playbook and does not have an owner then the message will be sent from the person who created the Playbook and the person will also be routed in to the conversation.

3. Now that you have your company set up as a targeted account, open up an incognito window and go to your site. If you're a targeted account AND you're using the IP address of your company, you should see your ABM Playbook fire on your site with the personalized message you've set up, and get a browser notification that your company is on your site!

If you are not getting notifications for your targeted accounts you'll want to check your notification settings! You can find these settings by clicking your profile icon > notifications. 

Once you have opened the notification settings menu you'll want to make sure you have ABM Notifications enabled!

 

If you have any questions, let us know!