Get Started

How To Test A Campaign

Testing a campaign is a simple way on how to check what your campaign looks like to a lead. It’s a great way to do a quality check on what you’re about to send out.

Part 1: Go to the Contacts section and Add yourself as a contact but use a different email address than the one for your CRM user.

Step 1: Click the add campaign button, choose the campaign that you want to test, leave the “event date” blank then hit the add button.

Note: If you don’t get the communication, check the following items in the following order:

  1. Is your campaign set to “Published”? If not, Publish it and re-run the campaign (ensure that ‘Allow Multiple’ is enabled).
  2. If you go to your Test Contact, does it show that the communication went out? If yes, look at #3 and #4. If no, look at #1.
  3. If you aren’t getting SMS’s, check that you have set up your phone number.
  4. If you aren’t getting emails, check that you have set up your SMTP provider
Go to Top