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Test Email Feature

Test Email Feature

Owned by Rebecca Kornblum
Last updated: Oct 06, 2022
2 min read

The Test Email feature improves users' ability to test how emails will appear when received by a variety of end users. The test email may be populated with data from either a real lead or a test lead. The test email can be sent to a maximum of ten recipients, giving the user the means to see how the data will appear in the inboxing formats of various email editors via a single test.

 

Notes

  • The test email does NOT go to borrowers.

  • The test email does NOT affect reporting.

  • This feature works in both the old and new editors.

 

Selecting an Agent

The user may select an agent so that a real signature block and agent data are included.

 

Populating the Data

The user can select an application in the system to test any/all data fields that are included as tags in the email. This requires the user to get the ApplicationID of that lead and manually enter it into the Application box.

 

Test Recipients

Users can also add up to ten test recipient email addresses for testing. This will allow the user to quickly see formatting through various email systems (Yahoo, Gmail, Outlook, etc.) Each email address must be separated by a semicolon.

New Editor

The new editor provides advanced editing options.

 

Old Editor

The older editor provides only basic editing options.

 

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