You may send test communication on an Email Address/ Mobile Number to see how the communication looks from the receiver's end.
The first few steps are common for both test email and test SMS communication:
- Navigate to Leads Manager > Manage Leads.
- Click Search to view leads.
- Select at least two leads.
- Click Action drop-down present above the leads table and click on Communicate.
To send a test Email communication
- A Pop up will open, choose the email symbol there and select the predefined Template or create a new template as required.
- Select Send Test Email, from the button present at the bottom of communication pop-up.
- Fill in the required email address and click on the Send Email button to receive test communication.
To send a test SMS communication
- A Pop up will open, choose the message symbol and select the predefined Template.
- Select Send Test SMS, from Action button present at the bottom of communication pop-up.
- Fill in the required Mobile Number and click on Send SMS button to receive test communication.