How to test emails in an Automation

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You can send test emails from two locations in any automations that have at least one campaign. This article will walk through how to send test emails with both options.

Bulk send test emails with Manage Emails

  Currently, you can only send up to 25 emails at a time when bulk testing.

  1. Open the automation containing the email(s) you wish to test.
  2. Click the “Manage Emails” button at the top of the automation builder.
  3. A modal window will appear and list all campaigns in your automation. Select the emails you want to test with one of the following options:
    • Click the “Test all emails” button to select all the emails in the modal at once
    • Click the checkboxes on the left to select individual emails
  4. Once you have selected the email(s), click the “Test emails” button.
  5. A new modal will open. The modal header will confirm how many test emails you are sending. Type in the email address(es) you want to send the test email to. You can input up to 5 comma-separated email addresses in this field.

      The email address you want to send the test email to must be different than the email address in the "From" field of the automation email. If it is the same email, the test email will not be sent.

  6. After inputting at least one valid email address, click“Send.”
  7. A banner will pop up in the top right corner of the builder, letting you know if your test email(s) were sent.

      The banner will state the send was a success if at least one of the selected emails was sent to at least one of the inputted email addresses.

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

Send a test email with the Campaign workflow

  1. Open the automation containing the email(s) you wish to test
  2. Select the “Send an email” action with the campaign you’d like to test.
  3. Click the “Edit” button in the modal. This will open the campaign workflow and email designer for this campaign.
  4. Click the gear icon in the top right corner of the email designer. This will open up the “Campaign Settings” modal.
  5. In the modal, type in the email address(es) you want to send the test email(s) to in the “Test your campaign” field. You can input up to 5 comma-separated email addresses in this field.

      The email address you want to send the test email to must be different than the email address in the "From" field of the automation email. If it is the same email, the test email will not be sent.

  6. After inputting at least one valid email address, click “Send Test.”
  7. Go to your email inbox to view your test email. Make sure to also check your spam inbox.
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