Test team

Overview

The Test Team feature in Squarebox allows admins to manage internal team members who are designated for testing purposes. These members help preview campaign flows and validate platform functionalities before anything goes live.

Why Use Test Team?

• Preview campaign messages and workflows before customer delivery

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Accessing the Test Team

To access and manage the Test Team:

1. Go to the Settings section from the sidebar.

2. Click on the Test Team tab at the top.

3. Locate the Test Team area.

Adding Test Team Members

To add a new test member:

1. Click on the + Add test team member button.

2. A form will appear on the right panel.

Required Fields:

• First and last name*: Enter the full name (e.g., John Smith)

• Phone number*: Enter a valid phone number with the correct country code (e.g., [phone])

Actions:

• Add Member: Saves the member and closes the form

• Save and Add Another: Saves the member and resets the form for a new entry

• Cancel: Closes the form without saving

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Managing Test Team Members

Once added, each test member is listed with the following details:

• Name

• Mobile Number

• Created At (timestamp of when they were added)

You can manage each member by:

• Edit: Modify the member's details

• Delete: Remove the member from the test list

Best Practices

• Assign only QA and internal team members to the Test Team

• Regularly audit and remove inactive test members

• Use real mobile numbers to replicate actual campaign behavior

• Notify team members of their role and responsibilities in testing workflows