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en:how_to_use_test_delivery_list [2021/08/17 11:58] – [How do I send test e-mails and how do I create a test delivery list?] bk | en:how_to_use_test_delivery_list [2025/02/27 12:49] (current) – bk |
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====== How do I send test e-mails and how do I create a test delivery list? ====== | ====== How do I send test emails, and how do I create a test delivery list? ====== |
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Before actually dispatching your e-mail we advise you to start a test delivery. The recipients for your test distribution list can be viewed and edited at //Settings > Test delivery list//. | Before actually dispatching your email, we advise you to start a test delivery. Only then can you really find out how your email appears in the inbox. The recipients for your test distribution list can be viewed and edited at //Settings > Test delivery list//. |
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==== Create and edit test mailing list ==== | ===== Create and edit test mailing list ===== |
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The list shows all recipients in the current client’s test delivery list in addition to the recipients in the test delivery lists of all subordinate clients. Each client’s list can be selected separately for a test dispatch. Add a new recipient for the list by clicking the button “Create test address” on the bottom right. | The list shows all recipients in the current client’s test delivery list in addition to the recipients in the test delivery lists of all subordinate clients. Each client’s list can be selected separately for a test dispatch. Add a new recipient for the list by clicking the button “Create test address” on the bottom right. |
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By clicking the green button on the bottom right "create test user" you can create a new test user. In addition you can import an new test mailing list or export the current test mailing list. | By clicking the green button on the bottom right, //create test user//, you can create a new test user. In addition, you can import a new test mailing list or export the current test mailing list. |
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To create an new test user, please insert an e-mail address. In step 2 //Insert test user data// you can decide, if you want to add all fields existing in your client to make them available as a variable for the test delivery. At this point you can remove all data fields that you don't need for the test delivery by clicking //x//. Optionally you can remove all fields of a record that are empty. | To create a new test user, please insert an email address. In step 2, //Insert test user data//; you can decide if you want to add all fields existing in your client to make them available as a variable for the test delivery. At this point, you can remove all data fields that you don't need for the test delivery by clicking //x//. Optionally, you can remove all fields of a record that are empty. |
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{{:en:settings_test delivery list.png?600|Testadersse anlegen}} | {{:en:settings_test delivery list.png?600|Create test address}} |
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Under //Identity// all of his or her data can be entered and edited. You can give content to the data fields like first and last name, gender, postal address and all fields that have been set up in the current client and they can be used as a variable in the current e-mail. When you go back to the list, the recipient can be marked as active or inactive. | Under //Identity//, all of his or her data can be entered and edited. You can give content to the data fields like first and last name, gender, postal address, and all fields that have been set up in the current client, and they can be used as a variable in the current email. When you go back to the list, the recipient can be marked as active or inactive. |
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<WRAP round info 90%> | <WRAP round info 90%> |
When the necessary attributes (e.g. gender, name) for a test address are saved you can personalize the test messages. For example you can address your recipient formally (Dear Mr. Smith, …). | When the necessary attributes (e.g., gender, name) for a test address are saved, you can personalize the test messages. For example, you can address your recipient formally (Dear Mr. Smith, …). |
</WRAP> | </WRAP> |
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<WRAP round important 60%> | <WRAP round important 60%> |
The data fields, that habe been deleted, test delivery stehen nur für den Testversand nicht zur Verfügung. Ebenso gelten die Eintragungen unter //Identität// nur für den Testversand. In den Stammdaten des Mandanten wird nichts verändert! | The data fields that are removed are not available for the test mailing. Likewise, the entries under //Identity// only apply to the test mailing. Nothing has changed in the client's master data! |
</WRAP> | </WRAP> |
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| ===== Send test emails ===== |
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| To start a test delivery go to the detail view of your message (in the list of campaign Drafts) and select the action //Testmailing//. ou can either send the mailing to your set-up lists or to single email addresses. |
==== Send test e-mails ==== | |
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To start a test delivery go to the detail view of your message (in the list of campaign Drafts) and select the action //Testmailing//. You can either send the mailing to your set up lists, or to single e-mail addresses. | |
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{{:en:delivery_drafts_testdelivery.png?600|Aktion Testversand}} | {{:en:delivery_drafts_testdelivery.png?600|Aktion Testversand}} |
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* To send a mailing to all active recipients of a test delivery list set your checkmark next to the number of the client. | * To send a mailing to all active recipients of a test delivery list, set your checkmark next to the number of the client. |
* In case you want to active additional addresses in the test delivery list click on the plus + to open the list. Check or uncheck the single addresess. | * In case you want to activate additional addresses in the test delivery list, click on the plus (+) to open the list. Check or uncheck the single addresses. |
* With the tabs //Default//, //Enable all// and //Disable all// you can completely reset the activated addresses or enable/disable the entire list. | * With the tabs //Default//, //Enable all//, and //Disable all//, you can completely reset the activated addresses or enable/disable the entire list. |
* If you want to send a text version of your e-mail to an address, put a check mark next to Send text part separately. Now the address will receive the HTML as well as the text version of a multipart e-mail. | * If you want to send a text version of your email to an address, put a check mark next to Send text part separately. Now the address will receive the HTML as well as the text version of a multipart email. |
* If you want to add or only send you test mailing to additional single addresses entert hem separated by a comma in the field. These e-mails will be unpersonalized due to the lack of user data. | * If you want to add or only send your test mailing to additional single addresses, enter them separated by a comma in the field. These emails will be unpersonalized due to the lack of user data. |
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<WRAP round info 90%> | <WRAP round info 90%> |
In order to enable the separate dispatch of text versions, the data base must contain the field txt_format. If you are interested in this feature and this is not the case, please contact our support team via the Service Center. | Separate delivery of text versions is not a default feature in promio.connect. If interested, please contact our support team via ticket.</WRAP> |
</WRAP> | |
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{{tag>Delivery Test-Delivery Test-Delivery-List Testmailing Test delivery list test mailing lists e-mail addresses campaign}} | {{tag>test_delivery_lists test_addresses emails e-mails}} |
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