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
Select Create New Task
Click the Send Test Email Button
This opens the Send Email panel
Select From Agent using the drop-down list.
This will be who the email is coming from.
Enter a name of a borrower and hit “enter” select a borrower name from the drop-down.
To Emails(s)
Enter the email address identifying where to Send the Test Email
Click Send Test Email to Send the Email
Note: The selected application will not get a test email it is there to pull in any needed data for the test email only.
How to Send a Test Email during Content Creation
Open the Regular Content Editor
Created or Edited Content can be tested.
Test Email Configuration section is at the bottom of the editor.
Select From Agent using the drop-down list.
This will be who the email is coming from.
Enter an application number.
This must be a valid application number for a lead.
When a lead is open in the application panel, the application number is available in the URL
To Emails(s)
Enter the email address identifying where to Send the Test Email
Click Send Test Email to Send the Email
Open the inbox where the email was sent to see the test sample.