How to send test emails for Email Marketing in AMS+

This article explains how to send test emails for Email Marketing campaigns in AMS+. Test emails allow you to review email content before sending it through email campaigns and enhanced workflow actions.

Requirements

• Email Marketing must be activated in your agency's AMS+ account.
  • Only the Account Owner can activate it. Learn more.
• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Sales Enablement Visible, Manage Users, and Manage Email Marketing permissions.

Send a test email for an email campaign

Go to Email Marketing > Servicing.

Do one of the following:

• Select the New Campaign button to create a new campaign.
• Go to the Email Campaigns tab and select an existing campaign with a "DRAFT", "PAUSED", or "PENDING" status.

On the Edit Email(s) step, select the Test Email(s) button.

• The email content must be created before sending a test email.
• If no email exists, create at least one email first.
• See How to create an email campaign with Servicing Email Marketing in AMS+ for more details.

In the Test Email(s) section, enter your email address.

To send to multiple recipients, separate each email address with a comma.

Select the Send Test Email button.

• All emails in the campaign are sent
• Drip delays are ignored
• Mock data is used for:
  • Merge Tags (Enhanced)
  • Variable Data (Legacy)
• Sample values may include:
  • "Kelsey" for Individual data fields
  • "Brett" for the email "From Name"

Check your email inbox to view the sample email.

• If your email account is connected to AMS+, you can view it in Mailbox View.
• Otherwise, open your external email provider (Gmail, Outlook, Yahoo, etc.).

If updates are needed:

• Return to the campaign.
• Edit the email.
• Save changes.
• Send another test email.