LeadsWithDemos Documentation

Testing an Email

Testing Transactional Emails

The Test Email button in the Email History section of LeadsWithDemos is a valuable tool that enables you to send a test version of your email to a designated lead’s email address. This feature is ideal for confirming that the content, layout, and overall look of your email match your expectations before it’s sent out to your actual leads.

By using the Test Email button, you can fine-tune and ensure that all aspects of the email, including links and formatting, are functioning as intended. This proactive approach is crucial in maintaining the high quality and effectiveness of your email communications.

To use the Test Email function

First, ensure that you have added a testing lead and the specific email you wish to test into your LeadsWithDemos site. These will then appear as options in the dropdown lists.

  • Click on the ‘Test Email’ button. Once done, a popup window will appear, allowing you to select the lead to whom you wish to send the test email (ideally, a lead with a test email address) and the email itself.
  • Select the desired lead from the dropdown list to whom you want to send the test email.
  • Choose the email you wish to test from another dropdown list, then click “Send.”

These steps are necessary to see the available options for test emails within your LeadsWithDemos site.