Description

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

This article explains:

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How to Send a Test Email

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with Existing Content

1. Select Create New Task.
   

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2. Click the Send Test Email Buttonbutton.
   

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   This

3. opens the The Send Test Email panel window opens.
   

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   Select

4. Click the From Agentusing the drop-down list.

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

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5. Enter a name of a borrower and hit “enter” select a borrower name from the drop-down.

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6. You can choose a name directly from the list or use the Search field to find a name to enter as the sender of the email.
   

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7. Select a borrower's name from the Application drop-down list.
   

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8. Enter the address to which the test email will be sent in the To Emails(s)

   Enter the email address identifying where to Send the Test Email

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   field.
   

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9. Click Send Test Email to Send send the Emailtest email.
   

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How to Send a Test Email

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During Content Creation

1. Open the Regular Content Editorcontent editor. Created or Edited Content edited content can be tested.

2. Complete the Test Email Configuration section is at the bottom of the editor.
   

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   Select

   1. Click the From Agent

   using the

   1. drop-down list.

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

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      You can choose a name directly from the list or use the Search field to find a name to enter as the sender of the email.
      

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   2. Enter an application number.
      

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

      • When a lead is open in the

      application panel

      • Application Panel, the application number is available in the URL.
        

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   2. Enter the address to which the test email will be sent in the To Emails(s)

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

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      field.
      

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3. Click Send Test Email to Send send the Emailemail.
   

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

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