How do I send test emails?

Before activating a segment in LeadPilot, it’s a good idea to send a test email. This allows you to preview how your recipients will experience your workflow. You can check the content, subject line, and ensure your signature appears correctly.

 

How do I send a test email for a specific email in the workflow?

1. Navigate to the segment's workflow.
2. Click on "Options" within the email you want to send a test email from.
3. Select "Send test email."
4. Choose recipients – you can send it to yourself or colleagues who share the same email domain.

How do I send a test email for the entire workflow?

1. Select the relevant segment.
2. Go to "Segment settings."
3. Select "Send test email."
4. Choose recipients – you can send it to yourself or colleagues who share the same email domain.

 

Note:

• If the test email contains outdated content, double-check that you saved any changes before sending it.
• If the test email doesn’t appear in your inbox, check your spam folder. Sometimes, email clients filter out your own emails.
• If you use merge tags in the workflow, the test email might look slightly different, as the platform substitutes them with your personal information.