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Testing your email

Preview

Previewing a message is a great way to verify the message you are about to use is correct and to instantly see the changes you have made to the message without the editor in the way. 

This step is especially useful if you are using personalization/dynamic content as it provides a great way to verify that the logic and variables you used will work with the data you have collected for your contacts. 

You can also view your envelope information by clicking on the "Envelope" expanding area above the preview pane.

If you do not have any personalization/dynamic content in your first email, simply use this step to proofread your content and move on to "Send Test Emails" below.

If you do have personalization/dynamic content, trying the following options: 

1. Enter test values manually

We recommend trying to type in a few different values, some in ALL CAPS, some in all lowercase, to see how your content reacts to the data.

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2. Try selecting a contact you have to use real data

 

Selecting contacts for previewing

When selecting contacts, you have access to the following options:

  1. Fields required - This section lists the fields used in your message as both Dynamic Variables and in dynamic content logic. This will help you determine which fields are important to your message.
  2. DataMart fields - This section allows you to add/remove different DataMart fields from the contact grid on the right side of the screen. 
    • Each field is filterable and ca be sorted, so if you would like to find a specific group of contacts, you can do that using any field.
  3. Select contacts - At any point, you can select contacts to add to the left on the left panel. These will be the contacts you will carry back to the preview screen. Once back at the preview screen, you will be able to select them and see what the message will look like to them when they receive it.

Send Test Emails