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July 31, 2013
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Test Email Personalization

  • July 31, 2013
  • 5 replies
  • 1379 views
I'd like to see the personalization tested when sending a test of the email.  Have the system grab a name or any item that will be used to personalize the email and add that to the test so that you can see if the personalization is working properly.

5 replies

August 1, 2013
Hey Bill. The way I do this is to create a 'seed list' of dynamic content. Well, I set each lead in the seed list to have different segementations. Then when you preview the email you have the ability at the top left to view as a list. Then chose that seed list and you can (at top left) press the left right button to flip through each version of the dynamic content.
August 1, 2013
Thanks Adam!  I give that a try.  But it still would be nice to "Test" the creative with the actual list that you would be emailing to. 
August 1, 2013
We don't use the test email as a rule because of issues we have with displaying.  Instead, I go my own contact in the lead database, right click >Marketing>send email.  Then your personalization is in place for testing.
October 22, 2013
We recently enhanced Sent Sample (fka send test) to allow you to select an actual lead to see what the sample email will look like when sent. 
February 24, 2020
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