CATEGORY: CRMSettings

Test contact management

What are test contacts? 

When you hit send, you want to know your email is at its best. Test contacts help you get there. They let you see your email through your subscribers' eyes, not the designer's. 

A test contact is a contact you send test emails to before your campaign goes out. This gives you the opportunity to check your content and making sure everything is finalised and ready to send. 

Use your test contacts to check: 

• personalisation, such as first name or company, fills in correctly. 

• dynamic content shows the right version to the right people. 

• your email displays well across different email clients 

• every link and button works. 

You can also add colleagues as test contacts, so they can review your campaign before sending it. 

 

Where to find test contacts  

You can find and manage test contact by going onto the “Settings” drop down menu and selecting “Test Contacts.” 

Once you are on the test contacts page you will be able to edit contacts such as adding contact or removing them. 

Test contact in CRM  

You can also view contacts under the CRM section via Groups. Accessing this way allows user that have restricted access to only view the contacts not edit the “Test Contacts” group. 

Users are also able to make any contacts under CRM into a test contact. Users are able to do this by selecting the contact they would like to make test contact and selecting onto the Actions dropdown and clicking on “Make Test Contact.” This simplifies the creation of test contacts by allowing any contact in the CRM database to be quickly converted into a test contact. 

An example of test contact being used for simple personalisation: 

• Go onto your desired design/ campaign.  

• Check if your preview text or design has a “First name” merge tag. 

• Once you have done that select on to Testing (Campaign) or Preview (Design). 

• It will ask you to either choose an audience (Campaign) or “Select contact for personalisation” (Design) 

• Choose a contact you would like to send the test to. 

• Once you have chosen them and sent the email it should be sent to the contact as “Hi FirstName” in the subject line.