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Send a Test Email | Messages

Messages: How to Send a Test Email

Testing your emails before sending them to contacts is a great way to ensure accuracy, formatting, and overall presentation.

1. Click "Send Email"

First select the contact you wish to email. This can be done from the Person Search page or the My Contacts page. Once your contact is selected, click on the "Send Email" button, which is represented by an envelope icon. This will open the email composition window.

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Send Email button as seen on Person Search

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Send Email button as seen on My Contacts

2: Compose or Select an Email Template

From the email composition window, you can prepare your message:

  • Select a Template for consistency, efficiency, and tracking.

  • Click "Generate with AI" to quickly write a unique, engaging message.
  • Type or paste your message directly in the provided text area.

3: Send a Test Email

Rather than sending the email directly to the contact, click "Send Test Email" option at the top right corner of the email window to initiate the test.

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4: Check Your Inbox

The test email will be sent to your email inbox (the email account that is connected for sending emails). Use your usual email app to see the test email in your inbox and verify that everything looks correct. 

Optional: Make Adjustments if Needed

If you notice any typos, formatting issues, or changes that you'd like to make, return to the email composition window and make the necessary edits. Please consider sending another test email to confirm your changes.

Additional Resources

How can I get more email replies? | Messages

Save and Use Email Templates | Messages

User Guide | Messages

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