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Dory_Viscoglio
Level 10
February 26, 2016
Question

Testing dynamic content in emails

  • February 26, 2016
  • 9 replies
  • 6009 views

We have many emails with dynamic content, and usually I just preview them to ensure their accuracy, but we have a need to send the samples to another team for review. I found a previous thread that mentioned having an additional checkbox in the send sample email that would send all variations of the email, but that isn't an option as far as I can see. What am I missing here? Is this a feature that has been removed?

Testing dynamic emails Cheryl Chavez​ (since you initially answered the question back in 2013)

Hopefully this is a quick thing that I'm just missing somehow!

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9 replies

February 26, 2016

I have looked everywhere and can't seem to find it.

Robb_Barrett
Level 10
February 26, 2016

You should also see options to send it as someone else, or send it with a trigger.

Very curious.

Robb Barrett
Robb_Barrett
Level 10
February 26, 2016

Robb Barrett
Dory_Viscoglio
Level 10
February 26, 2016

Robb, this is from the preview screen, not the edit screen, which could account for the option to send to a specific lead being missing. I do see it in other places.

But, there is no way that for every segment I have, I should know an email address off the top of my head of someone who qualifies for that segment. And I would have to manually send every sample individually. That's all sorts of crazy-talk

Robb_Barrett
Level 10
February 26, 2016

This is why I just create separate emails.

Robb Barrett
February 26, 2016

HI Dory,

You can do this in the preview mode. However, you will still need to send the sample emails one by one. So- if you have 4 segments and what to send a sample of all 4, you will have to do it 4 times.

Good news is that you don't need to know which lead belongs to which segment.

First, change it to view by segment in preview.

Then, select the segment.

And last, send sample.

Cyndi_Marty
Level 2
February 26, 2016

Hi, we have several segments/dynamic content and took the time to set up a test email list. This has saved us from sending each email individually each time. A trick I learned recently was to add a variable to a gmail account which allows you to test different emails but they will all arrive in your gmail account which makes this process a lot easier.

For example: Email.sample@gmail.com

The test variant you can add would be: Email.sample+1@gmail.com

The +1 can be +2, +3, +4 etc. Our testing now take only a few minutes to send instead of the 30+ mins like it used to.

Good luck!

Dory_Viscoglio
Level 10
February 27, 2016

All good workarounds, except they aren't really a solution in my opinion --- especially when according to Cheryl Chavez​ this used to be a feature! Off to idea-land to come up with a new suggestion.

Dan_Stevens_
Level 10
February 27, 2016

Hi Dory - actually, this works in our instance.  First, you need to make sure the email is using segmented/dynamic content.  Then while in the editor, select "preview email" on the right. Under "Preview Actions", select "send sample".  You should now see this:

Unfortunately, like other select modal windows like this in Marketo, the additional options are buried further down and not viewable.  When you scroll down, you should see this:

It's examples like this that I actually miss the older interface - where more information is viewable in a standard modal window.

February 27, 2016

The feature has not been removed, you have to scroll to the bottom of the screen to find it.  We will fix the height of the modal so that it isn't hidden.  We will send up to 100 variations of the dynamic email as a sample.

Dory_Viscoglio
Level 10
February 29, 2016

Thanks for the reply, Dan and Cheryl! I hope that Cheryl's team can fix the size of the modal, because no matter how I get to the send sample (went the exact way you mentioned, Dan), I don't have any scroll bars. Thanks!

February 29, 2016

Dory,

Try this:

1. Build a list with some leads that will qualify for your segments to test the dynamic content.

2. Build the email with dynamic content. Head over to preview and click on "Select List", now select the "list" with the leads.

3. Once you select the list you will see the scroll bar show up.

   and the "Send variations from lead list" check box.

I hope that worked

Oz_Platero
Level 6
September 1, 2016

Hello Dory,

You will need to

- Navigate to the preview version of that email

- In the "View by" select "List"

- Next to List select an actual list

- It will take about a second or two to update

- You should now see that extra option at the bottom when you send a sample

Thank you,

oz

Sujatha_Vutla
Level 4
June 9, 2017

Thanks to one and all. I too had same doubt. But with all your suggestions I tried again now I am cleared.

October 25, 2017

Thanks everyone for helping as I had the same question