How to Send a Test Email

Sending yourself and/or a colleague a test email before you send it to all your members is the best way to ensure everything looks and works as expected when the email is received. There's nothing worse than including a button to register for an upcoming event, only for 50 people to click on a broken link and decide not to register due to the hassle. Checking the details before sending the final copy is extremely important - a polished email builds trust with your members, delivers value as intended, and improves open rates of future emails!

This article guides you through the process of how to do just that. If you already know how to build a campaign, skip to step three.

Navigate to the Email Campaign and Create your Email

1. From the Member365 Administrator Dashboard, hover over ‘Email Campaigns’ from the bar at the top of the page. In the drop down, click 'Create Campaign'.

2. Follow the steps in this article to create your email

Send a Test Email

3. Click 'Send Test' at the top of the page

4. Enter your email and any other emails you want the test to go to (separated by commas)

5. Check for:

• Broken links or missing images
• Merge tags that don’t display properly (like {FirstName})
• Formatting issues across devices

Pro Tip

Sometimes sending a test from this page can take a few minutes to be delivered. If you want to receive and review the test immediately, click 'Save & Continue'

And click the 'Send Test' button at the bottom of the next page

Congratulations! You now know how to send a test email to ensure a polished, accurate email is received by your members.