Wednesday, April 18, 2007

How to test your newsletter before you send it (BV5)

(Revised for BV Commerce 5)
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 sub 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.
  • Click on the New button on the right. This will open up the details page for your email list.
  • In the name box, enter something easy like Test Email List.
  • Put a check in the box labled "Private". This will prevent any customers from seeing the list.
  • Now, we have to add a member to the list. Click on the "New" button and enter your first name, last name, and email on the next screen
  • Hit the "Save Changes" button, this will take you back to the Mailing list page.
  • Next we'll see how to test.

Sending the Email

  • On this screen, you should now see your new mailing list.
  • Click on the "Send Email" link
  • Choose your template.
  • Click the "Preview" button just to make sure you have the correct email.
  • Click the "Ok" button to send your email to your new test account.

That's it.

No comments: