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Similar to proofreading an email, this testing phase allows creators to preview the campaign emails and experience the survey firsthand. Notably, these tests are designated as "testers" and do not contribute to the survey statistics, safeguarding the integrity of the data. This invaluable testing option provides campaign creators with the confidence that the survey functions as intended, guaranteeing a smooth and accurate experience for respondents once the campaign goes live.
How to test a campaign:
Go to Click on the Activate Campaign page and click on the blue Send test email Publish or Activate button on the right side of the page.
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top right.
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You will be prompted to test your campaign communications before you activate.
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When the menu expands from the right side of the page, enter your email and up to nine other emails to receive a test email (and survey). Then, check the checkboxes next to the emails that you want to receive and test.
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Importantly, the responses you select during this test will not be recorded or stored anywhere. The test link is solely designed to simulate the respondent experience, allowing you to ensure the survey functions seamlessly and without any issues before officially launching the campaign.
Dynamic Fields in Test Email Simulations
Test emails accurately reflect how they appear to real recipients by incorporating dynamic field replacement during test sends.
The mandatory user list (Name) dropdown and Customer Name text field in the test email/SMS drawer ensure that dynamic fields are properly replaced during test sends.
The following dynamic fields are now replaced during test sends:
[InitiatedDate]: Replaced with the current date.
[RecipientEmail]: Replaced with the email address selected from the user list dropdown.
[FirstName]: Replaced with the customer name entered in the text field.
[TransactionCity]: Replaced with the specified value (e.g., "San Ramon").
[TransactionDate]: Replaced with the current date.
[TransactionState]: Replaced with the specified value (e.g., "California").
[TransactionType]: Replaced with the specified value (e.g., "Borrower").
[TransactionId]: Replaced with the specified value (e.g., "TEST0123").
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