How to add yourself to a segment using test mode

Often times when testing tags in a live environment it’s advantageous to be able to add yourself to a segment. Salesforce allows users to add their KUID to any segment using “Test Mode”.

Here are the steps to add a user to a segment

Step 1

Step1.png

Step 2

Step2.png

Step 3

Once the segment has been enabled for test mode, click the gear icon again to expand the dropdown menu. You will see two new options: “Add user to segment”, and “Remove user from segment”.

Step3.png

Once you have been added to the segment, you will receive a confirmation message:

Step3_1.png

Step 4

Once you have completed testing, simply follow steps 2 and 3 in reverse. Click the gear icon and “Remove user from segment”, then “Disable test mode”.

Step4.png

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