Test an Email Send

<< Edit Template in an Email Send Record Introduction Send an Email Send >>

Once you’ve created your Email Send, you will want to test the email prior to sending it to ensure it displays as you want it to in your email client.

stop When you test an email, you will probably want to test it by sending it to yourself. Some mail servers and spam filters can block an email that looks like it is “From” you, yet actually originates outside of your normal mail server. For example, if you set the “From” address as me@mycompany.com, your mail server will recognize that the email is actually originating on the ClickDimensions servers, not the mycompany.com mail servers.Before you send your first test email to yourself or your colleagues, consider setting up an SPF record and whitelisting our mail servers (See the IP addresses for our mail servers here.)

(TIP: If you’re too impatient to wait for those things to get set up and want to send a test email, try testing to addresses that are outside of your network, such as an Outlook.com or Gmail address.) 

 

When you click Test, your email will open in a browser window. In this window you will see the email and a Spam Assassin Report. This report will provide a spam score, which will tell you how likely it is that your email will end up in the Junk folder. Any email that scores a 3 or higher will most likely end up in the junk folder.

Spam Assassin Report

If your score is greater than 3, you might want to research what the rules are that you are breaking by going to the Spam Assassin website, and/or searching on the internet for the rule name. Then use that information to edit your email and try to test again. Here are some tips from Spam Assassin for avoiding spam filters.

Not only does the email open in a browser window, but a copy is sent to the inboxes of the email addresses listed in the Test Email Address field. There are a couple of things to note when the email arrives:

1. The links are not tracked in a test email. That means any links that are clicked in your email will not be tracked by ClickDimensions, and no tracking information will come into ClickDimensions. However, the links will work, so test your links and make sure they direct you where you think they will.

NOTE: Since tracking parameters are not added to links in a test email, the links in a test email are not an accurate representation of what your recipients will receive. There are some issues that can arise when links are made trackable, for example, some webpages are set to not accept parameters, so a link to the page that worked in your test email would no longer work in the official send. If you want to be certain that your links work properly, send the Email Send to yourself using the “Send” button. If all of the links work, you can then clone the Email Send and send it to your recipients.

2. The email is not personalized with CRM data. If you have placed any scripts in your email that uses CRM data, you will still see a form of the script in the email.

Test Personalization

If the Email Send you are testing contains any FreeMarker errors, you will see the following pop-up alerting you to the issue:

Email Send test freemarker error screen

FreeMarker formatting issues can prevent an Email Send from being processed and sent out properly, so it is highly recommended that you take a moment to look into the errors and correct them prior to sending the email. For more information about FreeMarker formatting issues, click here.

There is no limit to the number of times you can Test an email. After you have finished your testing, you are ready to Send your email.


Feature Added: Original
Feature Updated: 8.10.0
ClickDimensions Version Need: 8.10.0