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Act Marketing Automation: Send Yourself a Test Email

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: In this quick tutorial, Tony Hollywood demonstrates how to preview and send a test email of your template in Act Marketing Automation. By utilizing the preview feature, users can examine their template in both desktop and mobile mode to ensure that it appears as desired. However, Tony emphasizes the importance of sending a test email to thoroughly evaluate the email’s appearance and functionality. By doing so, users can identify any potential issues and make necessary adjustments before sending the email to their recipients.

  1. Previewing the Template:
  • Tony instructs users to access the “actions” drop-down menu located in the top left-hand corner of the platform.
  • By clicking on “preview,” users can view their template in two modes: desktop and mobile. This allows them to observe how the email will appear on different devices.
  1. Sending a Test Email:
  • Tony strongly recommends sending a test email before the official distribution of the template.
  • When users select “send a test,” a dialog box will appear, requiring no further action. Simply click on “send a test” to initiate the process.
  • The email will be sent to the user’s designated email address for them to view and evaluate its appearance and functionality.
  1. Conducting a Thorough Test:
  • Tony advises recipients of the test email to review it on various devices, such as desktop computers, mobile devices, tablets, and iPads.
  • During the testing phase, users should click on all links, buttons, and interactive elements present in the template to ensure they work as intended.

Conclusion: In this tutorial, Tony Hollywood provides clear instructions on how to preview and send a test email of the template in Act Marketing Automation. By utilizing the preview feature, users can observe the appearance of their template in both desktop and mobile mode. However, Tony stresses the importance of conducting a thorough test by sending a test email to evaluate the template’s appearance and functionality on different devices. This precautionary step helps users identify and rectify any issues before officially sending the email to their recipients, ensuring a successful marketing campaign.