How to Test Upsell Automation Emails

Here are the steps on how we can test Upsell Automation Emails

• Manual Test - Automations are not LIVE:
  • • Firstly we need to ensure that the Automation and its respective document is installed in the instance.
      
      
    • Create a Test Account in S.A (Example - Aiden SGS-Test)
      
      
      
      
    • Click on Send button and select Email as shown below:
      
      
      
      
    • Insert the Automation Document which you want to test as shown below and hit Send:
      
      
      
      
    • You should receive the test email to review as below:
      
      
      
      
    • Under Email To, you can select multiple email addresses in case you want to send the test email to them as well.
      
      
    • Note: You can send out any Automation Email when testing manually.
    • Here is a video tutorial for the same: https://share.vidyard.com/watch/NnBGmT2E8Qra1s1TF4MeG4?
      
      
      
• Automated Test - Automations are LIVE
  • • Firstly we need to ensure that the Automation and its respective document is installed in the instance and the Automation is LIVE.
      
      
    • Create a Test Account in S.A (Example - Aiden SGS-Test)
      
      
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    • Apply the Automation's Test tag (Example > Landscape Maintenance Upsell - 5C-Landscape Maintenance-Test) to the contact record.
      
      
      
      
    • Note: You can test various upsell Automations (Live) using their respective test tag and the Tag will automatically be removed from the contact record.
      
      
    • You should receive the test email to review as below:
      
      
      
      
    • You can apply the Automation test tag to multiple contacts in case you want to send the test email to them as well.
      
      
    • Here is a video tutorial for the same: https://share.vidyard.com/watch/ZFvzeChwET5DXT3xitTbic?