Worried about how your Sequence Email/Text will be visible on your customer's end?
Using Send Test option, Now you can send a test email/text from the Sequence to check how the email appears on your customer's end.
Topics Covered:
Send a Test Email
To send a Test Email,
- Navigate to More on the left menu bar.
- Click on Sequences.
- Click on the Sequence name and Go to the Sequence Detail Page.
- Go to the Stage that you want to test.
- Click on Actions.
- Click on Send Test Email.
- Add the Email Address of the recipient.
Note: You cannot add more than 5 email addresses
- Mention the contact/deal name whose values you want to replace in the Email Template.
Note: You cannot add more than 1 Contact/Deal Record
- Click on Send Test.
Send a Test Text
To send a Test Text,
- Navigate to More on the left menu bar.
- Click on Sequences.
- Click on the Sequence name and Go to the Sequence Detail Page.
- Go to the Stage that you want to test.
- Click on Actions.
- Click on Send Test Text.
Note: A phone Number should be assigned in order to send test texts.
- Select the From Number and the number of the Recipient.
- Mention the contact/deal name whose values you want to replace in the Text Template.
- Click on Send Test.
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