How to test automated campaigns

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This article covers five ways to test your automated campaign(s).

From the "Messages" tab

  You can send up to 25 emails at a time when bulk testing.

  1. Click Automations on the left menu.

  2. Click an automation to open it.

  3. Click the arrow located on the top right of the automation canvas.

    sarahnicholaev - Automation 2025-02-27 at 1.31.57 PM
  4. The Settings tab will expand and display automation-level settings. Click the “Messages” tab.

  5. To test all emails, click the “Select all” checkbox, then click “Test all.”

  6. To test any campaign, click the checkbox for the campaign, then click “Test email(s).”

  7. A modal will appear. Enter up to five email addresses, separated by commas into the space provided. The email address to which you want to send the test email must be different than the "From" email address. If it is the same email address, the test email will not send.

  8. Click the “Send” button.

  9. Go to your email inbox to view your test emails. Make sure also to check your spam inbox.

From the "Send an email" action modal

  1. Click Automations on the left menu.

  2. Click an automation to open it.

  3. Click the “Send an email” action containing the campaign you want to test.
  4. Click the "Send a test" option located on the bottom left of the modal. 
  5. Enter the test subject line and email address(es) that should receive a test. You can add up to five email addresses. 
  6. Click "Send." 
  7. Go to your email inbox to view your test email. Make sure also to check your spam inbox.

From the campaign designer

  1. Click Automations on the left menu.

  2. Click an automation to open it.

  3. Click the “Send an email” action containing the campaign you want to test.
  4. A modal window will appear. Hover your mouse over the email design, then click the "Edit design" option that appears.
  5. Click the "Test email" icon on the top right of the campaign designer.
  6. A modal window will appear. Enter up to five email addresses in the "Send test to" field, then click "Send."
  7. Go to your email inbox to view your test email. Make sure also to check your spam inbox.

From the campaign preview page

  1. Click Automations on the left menu.

  2. Click an automation to open it.

  3. Click the “Send an email” action containing the campaign you want to test.
  4. A modal window will appear. Hover your mouse over the email design, then click the "Edit design" option that appears.
  5. Click the "Preview" icon on the top right of the campaign designer.
  6. The page will load a preview of your campaign. Click the "Text Email" option on the top left of the page.
  7. A modal window will appear. Enter up to five email addresses in the "Send test to" field, then click "Send."
  8. Go to your email inbox to view your test email. Make sure also to check your spam inbox.

From the "Campaign Settings" modal

  1. Click Automations on the left menu.

  2. Click an automation to open it.

  3. Click the “Send an email” action containing the campaign you want to test.
  4. A modal window will appear. Hover your mouse over the email design, then click the "Edit design" option that appears.
  5. Click the "Settings" icon on the top right of the campaign designer.
  6. A modal window will appear. Enter up to five email addresses in the "Send test to" field, then click "Send Test."
  7. Go to your email inbox to view your test email. Make sure also to check your spam inbox.

 

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