The following steps should be taken prior to activating your email campaign:
i. When creating test leads, we recommend uploading a .CSV file that contains the same fields as your original leads.
ii. We recommend creating a Gmail account for testing purposes, for example test@gmail.com. In the leads list, enter the test
email address for each
lead with a +001 before the “@” symbol. (I.E test+001@gmail.com, test+002@gmail.com etc). See screenshot below for a visual
explanation.
i. The correct email was received
ii. The email subject is correct
iii. Click all the links in your email
iv. The unsubscribe link is working
v. Verify that the field data is replacing the email tags
vi. If you have a view online link, verify that it is functioning
vii. If you have refer a friend enabled, verify that the link works
Now that your test is completed, go back to the Details tab of the Automated campaign section. There shouldn’t be any more affected leads because they should all be treated.
4. Now that your test is complete, it is time to check the real email automation. First things first, check your lead count vs your campaign’s lead count. To do so:
In this example, the number of leads in the “montreal_area” list should equal the number of affected leads. To see the number of leads in your list, select the list in the leads tab.
5. If you are using the send as salesrep functionality make sure:
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