Friday, March 30, 2007

How to test your email newsletter before you send it (BV2004)

I'm not sure about you, but before I send an email to several thousand people, I'm a little nervous. So, I always double and triple check. Here is a quick way to test it out.

Overview
We are going to create a test email list and send an email.

Creating a new list
  • Log in to the administrator
  • Click on the People tab
  • Click on Mailing Lists in the left hand navigation
  • Here you will see the page with all of your email campaigns.
  • At the top you can add new lists. In the bottom section, you can click to edit or send your existing emails.
  • Since we are creating a testing account, let's set up a new account.
  • In the top box labeled "List Name" type in the name of your list. Example: Testing
  • Place a check in the box labeled "Private". This will make sure all of your customers will not see your testing area.
  • Click on the New button. This will save the list and refresh the page. You will now see your new email mailing list below with an asterisk beside it. The asterisk notes that it's private.
  • Click on the Edit button next to your list.
  • In the right hand section of the page, look for the section titled "Select Users to Add"
  • Make sure the drop down says email.
  • Type in your email address in the box to the right and click on the "Find" button.
  • When your email address shows, put a check in the box next to it.
  • Just to the right, click on the "add">
  • Click on the "Save Changes" button towards the top.
  • Next we'll see how to test.

Sending the Email

  • You should be on the Mailing list page now
  • Find your testing email list
  • Click on the yellow "Email" button. This will take you to a new page.
  • If you are sending an HTML email, click on the radio button titled "HTML"
  • Type in your from address
  • Type in your subject
  • Now, simply copy in your text or HTML.
  • Now, click on the Email button to send the email. You should receive an email within a minute or two.
  • After testing several times, follow these same steps to send your email to your entire mailing list of customers.

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