Sending Test Emails

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 on Existing Content

1. Select Create New Task

   

2. If you have edit permissions, you will see Edit Content option

How to Send a Test Email during Content Creation

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.

   

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

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

      

5. Enter an application number.

   

   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

         

6. To Emails(s)

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

      

7. Click Send Test Email to Send the Email

   

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