There are two ways users can send test emails through Insightly: by sending the Email to users who are on a email test List or by sending while you’re building an Email in the Email Designer.
To send a Test Email from the Email Designer:
- Go to Emails. Click New Email.
- Start creating an Email. When you come to the design section, customize your template.
- When you are finished designing, click the down arrow on the Preview button. Select Send Test Email.
- Enter an email address to send the test email to. If needed, add a message to the sender. You can send the Test Email to up to 10 recipients.
- Click Send Test.
In the footer of the test email, there will be a message to clarify that the Email is a test email only.