Create a TEST email automation

Test Email Automation

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Written by Copper Product
Updated over a week ago
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If you'd like to test the new email automation feature without emailing your Contacts, you can use the testing scenario that our own Product Team uses!

  1. Import the attached csv of test contacts

    1. These are real email addresses, but they are not "real" people
      โ€‹Test Contacts for Email Automations.csv

  2. Create a List (saved filter) based on the import tag

  3. Name your list something like "Test Email Automations"

  4. Create an email automation to "Automatically email Contacts on a specific List" (the 2nd option in the gallery)

  5. Choose the "Test Email Automations" List

  6. Choose "Automation Owner" in the Send From (this is you)

  7. Select an Email Template

  8. Save the automation

Within the hour, you will be able to see the automated emails in your Gmail Sent folder and on the Profile of the "test" Contacts.

When you've finished testing, simply select all Contacts on the "Test Email Automations" List, and delete them as shown below:

Once you've viewed the status of the email automation and are satisfied with your testing, you can delete the test automation as well.

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