How to Send a Test Email from Your Automation

Once your template is finalized, follow the steps in this article to preview and send a test email from your automation.

From your automations page, you can send yourself and others test emails of a recurring newsletter.  It will show what that newsletter would look like if you were to send it immediately, and this way, you can easily check how your email looks like without waiting for automation to actually run.

Get Started

1. Go to the Automations tab and find the recurring automation you want to test in the list and access the Test email Modal. You can access the test email modal in one of two ways. 

  • Option 1: From the automation list, look to the right side of your chosen automation row. Find the paper plane icon and click on it.
    Test automation, quick test-gif

  • Option 2: Click directly on the automation to open its details, then scroll down and select the Send a Test button

2. In the pop-up modal, enter up to five email addresses for testing.

3. Click Send Test. You’ll see a confirmation message once your test email has been successfully sent!

4. Check your inbox, and to make it easy to find, we add "Automation Test" to the subject. If you don't want to do anything, you're all set.

5. If you want to make changes, there's a button at the top of the preview email, which will take you straight to the composer where you can make changes to the template.

Benefits

  1. You can get a point-in-time look at your email content with the current items from your feed.
  2. You can verify that your dynamic content is working as expected and that there are no errors or formatting issues.
  3. You can improve your email design and content based on the feedback from the test email.