Content Comparison

Sending a test email when creating content for clients ensures accuracy and professionalism. It allows for identifying any potential issues or errors before the final delivery, thereby providing a seamless and successful client communication experience.

How to Send a Test Email

1. Open the Regular Content Editor

2. Created or Edited Content can be tested.

3. Test Email Configuration section is at the bottom of the editor.

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4. Select From Agent using the drop-down list.

   1. This will be who the email is coming from.

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5. Enter an application number.

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   1. This must be a valid application number for a lead.

      1. When a lead is open in the application panel, the application number is available in the URL

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6. To Emails(s)

   1. Enter the email address identifying where to Send the Test Email

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7. Click Send Test Email to Send the Email

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8. Open the inbox where the email was sent to see the test sample.