Before sending your email, preview it as a specific prospect, and then test send it to troubleshoot personalization issues. You can send a test email to a test list or to individual email addresses. Test emails don’t include merge field data.
Required Editions
| Available in: any Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To preview an email: |
Manage Email Content AND Account Engagement Administrator or Marketing role OR Custom user role in Account Engagement that includes View on Prospects |
| To send a test email: |
Manage Email Content AND Account Engagement Administrator or Marketing role OR A custom user role in Account Engagement that includes Create/Edit and Send to List on Email, View on Campaign, and View on Segmentation Lists |
Data from email sends to test lists is included in Engagement History and other reports. To exclude test list metrics, associate your test email with a test campaign.
- On the Email Content tab, find the email content record for the email that you want to preview or test.
- From the dropdown for the email, select Preview As, and then select a prospect.
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From the dropdown for the email, select Test, add recipients,
and click Send Test Email.
You can add recipients by entering or searching for and selecting a list or an individual email address.
A test email is sent.
- If the current user’s sending domain is verified, the email is sent from that user email address.
- If the current user’s sending domain isn’t verified, the email is sent from test@[yourverifieddomain].
- If you have more than one verified sending domain, the first one in the domain management table is used.
- If you have no verified sending domain, the email isn’t sent.