Merge pull request #4726 from segmentio/DOC-695

Update Engage test message content

Author: rchinn1

src/engage/campaigns/email-campaigns.md

@@ -54,14 +54,15 @@ Some email campaign fields, like **Sender email** and **Subject**, are required.
 
 At this point, you can send a test email before publishing your campaign. Test emails confirm that your design, unsubscribe links, and merge tags appear as expected.
 
-As part of the test send, you can select a test profile. The test profile populates the test email and replaces merge tags with personalized content, but doesn't send a test email to the test address.
+As part of the test send, you can enter custom values to populate the profile traits in your message.
 
 Follow these steps to test your campaign:
 
-1. In the **Send Email** pane, navigate to Body, then click **Test Email**.
-2. In the **Recipients** field, enter the email address(es) that will receive your test email.
-3. Search for and select a test profile.
-4. Click **Send Test Email**.
+1. In the **Send an email** pane, navigate to Body, then click **Test email**.
+2. If your template has profile traits, enter a trait value for the test email. This ensures that your merge tags work as expected.
+- To test a default value, leave the profile traits field blank. Default values must be assigned in your merge tags. For example, `loyal customer` would be the default for the following merge tag: {% raw %}```{{profile.traits.first_name | default: "loyal customer"}}```{% endraw %}.
+3. In the **Recipients** field, enter the email address(es) that will receive your test email.
+4. Click **Send test email**.
 
 ### Publish your email campaign
 

src/engage/campaigns/sms-campaigns.md

@@ -52,14 +52,15 @@ Follow these steps to create an SMS campaign:
 
 At this point, you can send a test SMS before publishing your campaign. Testing the SMS confirms that your content and merge tags appear as expected.
 
-As part of the test send, you can select a test profile. The test profile populates any SMS merge tags with personalized content. The phone number associated with the test profile won't receive the test SMS.
+As part of your test send, you can enter custom values to populate the profile traits in your SMS message.
 
 Follow these steps to test your campaign:
 
-1. In the **Send SMS** pane, click **Test SMS**.
-2. In the **Recipients** field, enter the phone number(s) that will receive your test SMS.
-3. Select a test profile and click **Use as Test Profile**.
-4. Click **Send Test SMS**.
+1. In the **Send an SMS** pane, click **Test SMS**.
+2. If your template has profile traits, enter a trait value for the test SMS. This ensures that your merge tags work as expected.
+- To test a default value, leave the profile traits field blank. Default values must be assigned in your merge tags. For example, `loyal customer` would be the default for the following merge tag: {% raw %}```{{profile.traits.first_name | default: "loyal customer"}}```{% endraw %}.
+3. In the **Recipients** field, enter the phone number(s) that will receive your test SMS.
+4. Click **Send test SMS**.
 
 ### Publish your SMS campaign
 

src/engage/content/email/template.md

@@ -36,10 +36,12 @@ To configure an email template, click **Create Template**.
 You can send test emails before you include a template in marketing campaigns
 
 1. Select the email template you want to test on the Templates screen.
-2. From the Template Settings page, click **Test Email**.
-3. Enter email addresses that will receive the test email.
-  - The profile that you send test messages to must have a userId in Segment.
-4. Select **Send Test Email**.
+2. From the Template Settings page, click **Test email**.
+3. If your template has profile traits, enter a trait value for the test email. This ensures that your merge tags work as expected.
+- To test a default value, leave the profile traits field blank. Default values must be assigned in your merge tags. For example, `loyal customer` would be the default for the following merge tag: {% raw %}```{{profile.traits.first_name | default: "loyal customer"}}```{% endraw %}.
+4. Enter recipient email addresses for the test message.
+- Profiles that you send test messages to must have a userId in Segment.
+5. Select **Send test email**.
 
 > success ""
 > You can also test email templates directly from a [Send an Email step](/docs/engage/journeys/build-journey/#send-an-email) in Journeys.

src/engage/content/sms/template.md

@@ -30,11 +30,12 @@ Use the SMS Templates screen to preview and update existing SMS message template
 Send a test SMS message before you include it as a step in your Journey.
 
 1. After you build your SMS template, click **Test SMS**.
-2. Enter recipient phone numbers for the test message.
-- The profile that you send test messages to must have a userId in Segment.
-3. Click **Send Test SMS**.
+2. If your template has profile traits, enter a trait value for the test SMS. This ensures that your merge tags work as expected.
+- Empty fields show the default value that you've assigned. For example, `loyal customer` would be the default for the following merge tag: {% raw %}```{{profile.traits.first_name | default: "loyal customer"}}```{% endraw %}. If there's no default value, the field will be blank.
+3. Enter recipient phone numbers for the test message.
+- Profiles that you send test messages to must have a userId in Segment.
+4. Click **Send test SMS**.
 
-If a recipient replies "Stop" to the test SMS, Twilio unsubscribes their phone number and sends an opt-out confirmation.
 
 > success ""
 > You can also test SMS templates [directly within Journeys](/docs/engage/journeys/build-journey/#send-an-sms) before you send them.