How to Test a Campaign

Before launching your campaign, it’s important to test it to ensure everything—from content to design—is functioning as intended. Testing helps you preview the campaign as your recipients will see it and catch any errors before sending it live.

👣 Step-by-Step Guide: Test a Campaign

🔹 Step 1: Access the Campaign Panel

Navigate to the CRM panel via the side menu or top navigation bar.
Click on the “Campaigns” button to view your existing campaigns.

Access campaign panel screenshot

🔹 Step 2: Edit the Campaign

Find the campaign you want to test.
Click on the “Edit” button beside that campaign.

Edit campaign screenshot

🔹 Step 3: Design Your Campaign

In the “Email Templates” section, add your email templates and relevant content.

Email template design screenshot

🔹 Step 4: Fill in Campaign Settings

Complete the required fields under the Campaign Settings section, such as:

  • From Email
  • From Name
  • Email Template
  • Pre-header Text
  • Subscribe to List
  • Subscribe to Tags
  • Excluding Tags
  • SMTP
  • Address
  • When to Send
ill in Campaign Settings

🔹 Step 5: Initiate the Test

Click the “Test” button to begin a test run.

Test button screenshot

🔹 Step 6: Enter Test Email Address

A dialog box will appear prompting you to enter an email address.
Add the recipient email address where you want to send the test.

Enter test email screenshot

🔹 Step 7: Send the Test

Click “Send” to dispatch the test campaign.

Send test screenshot

✅ Step 8: Confirmation

You’ll receive a confirmation message, and the test email will be delivered to the provided inbox.

Confirmation screenshot

💡 Pro Tip:

Always test campaigns with multiple email addresses (Gmail, Outlook, etc.) to ensure proper rendering across platforms.