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


Step 2


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”.


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


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”.


Have more questions? Submit a request


Please sign in to leave a comment.