Use test lists to send your team the email that you’re working on before sending it to
prospects. You can see how your merge fields populate and ensure that links are rewritten
properly.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To create and send to email test lists:
Account Engagement Administrator or Marketing
role
To create test prospects from the user table:
Account Engagement Administrator role
Open the Lists page.
In Account Engagement, select Marketing | Segmentation | Lists.
In the Lightning app, select Prospects, and then Segmentation | Segmentation Lists.
Click Add List.
Complete the required fields, and select Email Test List.
We recommend you name your list something obvious such as “Internal Test List.”
Click Create List.
Open the Users page. Select Admin (Account Engagement
Settings in the Lightning app), and then User Management | Users.
Select the users for your test list.
You can include up to 100 recipients in a test list, however you can’t add regular
prospects to a test list. Account Engagement creates a test prospect for each user that you add
to the test list.
From the table action dropdown menu, select Create prospect and add to test
list.
In the dropdown menu that appears, select a test list and click
Go.
After you create a test list, you can send to it from the Testing tab of the classic
email builder.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
