Test your newsletters before sending them out

A good thing to do before sending newsletters is to test their presentation. Test filters allow you to send a test to more than one person at a time to make sure everything is in place. 

Setting up a test filter

Create a custom field

Create a custom field of type checkbox named for example "Test group".

To do this: choose the contact tab > custom field > green button in the menu on the left "Add custom field". Add the name and choose the checkbox. 

Then next, you can add a description or not and then click on "Add custom field".

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Create a simple test filter

Then go to the basic filter tab. Click on the green button in the left menu "Create basic filter" with the following settings and save. 

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To find your test filters, they all have the prefix (*) in the list of filters.

Establish your test contacts

You must then add your test contacts in the test filter, to do this, go to the contacts page, then to : 

  • Add a contact > Click on the green button "Create contact", check the box "Test group" and save it. 
  • Modify an existing contact > Click on the contact in question, then check the box "Test group" and save it. 

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Sending a test

To send a newsletter to a test group, you must go to your newsletter, click on "Send a test" and select the test group. 

 

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