Introduction
The Preview and Test tab is available once the Content and Header steps have been validated. This tab allows you to run a proof test to validate the final output before the campaign goes live.
Send a proof
The test is sent to the email address of your choice and/or to the recipient list configured beforehand.
If the content contains customization fields, you can:
- Generate custom scenarios: by adding a value to each customization field in the content. These test scenarios can be saved and reused for other campaigns by clicking Save this scenario.
- Or choose actual cases from the target audience (provided the target audience has been properly calculated): To select a user, click on the +. You can select up to 5 users. Then refresh the page to display random users from the target group (up to 100 people).
- If no target has been calculated, it is now possible to customize the proof. The custom fields found in the campaign content (subject, body) will be displayed to be filled in manually when generating the proof.
Please note that the preview corresponds to a web rendering, which may differ in appearance from the actual rendering in an email client. It is therefore important to conduct actual tests by sending proofs to various email clients.
Conclusion
Once you’re done, you can move on to
- to step How to Plan a Tactical Email Campaign? for a tactical campaign
- or during the How to set up an automated email campaign? for an automated campaign