How to send a Test Email in the Email Designer

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:

  1. Go to Emails. Click New Email.
  2. Start creating an Email. When you come to the design section, customize your template.
  3. When you are finished designing, click the down arrow on the Preview button. Select Send Test Email.
  4. 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.
  5. 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.

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