Gleantap Help Center
  • 👋Welcome
  • Popular Use Cases
  • ✅Product Updates
  • Getting Started
    • 🛠️Getting set up
      • 🧑Inviting Members
    • 🛠️Configure Email
    • 🛠️Configure SMS
    • 💬Configure AI Chatbot
    • 🔔Notifications
      • SMS Notifications
    • ☎️Setup Yealink Phone
  • Inbox
    • 📫Inbox Overview
    • 📫Filtering Conversations
    • 📫Open & Closed Conversations
    • 📫Auto-closing Conversations
    • 📫Tagging Conversations
    • 📫Group Messaging
    • 📫Pre-saved Templates
    • 📫Assigning Conversations
    • 📫Sending Emails
    • 📫Connect Social Channels
    • 📫Notifications
    • 📫Mobile App
    • 📫Setup Auto-Response
  • Integration
    • 🔗How to Integrate Gleantap with Ring Central
    • 🔗How to Connect other apps to Gleantap through Zapier
    • 🔗Push Data to Mindbody
    • 🔗Push Leads to ClubReady
    • 🔗Push Leads to Club Automation
    • 🔗Push Leads to Jonas
    • 🔗Push Leads to Gleantap
  • Tasks
    • ✔️Tasks Overview
    • ✔️Automating Tasks
    • ✔️Filtering
    • ✔️Notifications
  • AI Chatbot
    • 💬Train AI
    • 💬Custom Intents
    • 💬Tools
    • 💬Test Your AI Chatbot
    • 💬Embed Your AI Chatbot Widget
  • Campaigns
    • 📣Creating a Campaign
      • 📧Email Campaign
      • 📱SMS Campaign
      • 📲Keyword Campaign
      • 🆎A / B Campaign
    • 📣Email Campaign Stats
    • 📣SMS Campaign Stats
    • 📣Ongoing vs One Time
    • 📣Updating Campaign Status
    • 📣Working with Templates
    • 📣Sending a Test
    • 📣Creative Playground (AI)
    • 📣Campaign Suspended
    • 📣Email Reputation
    • 📣Quiet Hours
    • 📣FAQs
  • Audience
    • 🖥️Creating Segments
      • 📝Static vs Dynamic
      • 🧑Filter Options
      • 🧑Custom Attributes
    • 🖥️Segments Auto-Refresh
    • 🖥️Add / Remove from Segments
    • 🖥️Segment Report
    • 🖥️Using Segments
    • 🖥️Segment Folders
    • 🖥️Uploading a CSV
    • 🖥️Understanding Suppression
    • 🖥️Adding Contacts
    • 🖥️FAQs
  • Templates
    • 🗂️Creating Templates
    • 🗂️Sending a Test
    • 🗂️Duplicating Templates
    • 🗂️Copy to Other Workroom
  • Flows
    • 🖥️Creating a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Flow Report
    • 🖥️Editing Ongoing Flows
    • 🖥️FAQs
  • Forms
    • 📋Creating a Form
    • 📋Customizing Design
    • 📋Embedding Forms
    • 📋Notifications
    • 📋Trigger Flows or Campaigns
    • 📋Popular Use Cases
    • 📋Multi-Step Forms
  • Pages
    • 📝Creating a Page
    • 📝Customizing Design
    • 📝Adding Forms to Pages
    • 📝Copy to Other Workroom
  • Pipeline & Automations
    • 🖥️Pipeline Overview
    • 🖥️Configuring Stages
    • 🖥️Adding Contacts to Pipeline
    • 🖥️Automations
    • 🖥️Working on Contacts
    • 🖥️Assigning Leads
    • 🖥️FAQs
  • Appointments
    • 🖥️Appointments Overview
    • 🖥️Appointment Types
    • 🖥️Public Calendar
    • 🖥️Notifications
    • 🖥️Triggering Workflows
    • 🖥️Sync with Google & Outlook
    • 🖥️FAQs
  • Dashboard
    • 🖥️Marketing Dashboard
    • 🖥️Sales Dashboard
  • Reports
    • 📊Campaign Analysis
    • 📊Monthly Report
    • 📊Email Reputation
    • 📊Ratings & Reviews
    • 📊Pipeline Reports
    • 📊Appointment Report
    • 📊Tasks Reports
  • Scorecards
    • 🖥️Scorecard Overview
    • 🖥️Configure a Scorecard
    • 🖥️Add Custom Metrics
    • 🖥️Popular Scorecards
  • Reputation
    • ⭐Setting up Reputation
    • ⭐Dashboard
    • ⭐Reviews
    • ⭐Settings
  • Settings
    • 🖥️Changing Timezone
    • 🖥️Add / Remove Sub Users
      • Campaign Approval
    • 🖥️API
    • 🖥️Integrations
  • Marketing Best Practices
    • 📧Best Practices for Email
    • 📲Best Practices for SMS
Powered by GitBook
On this page
  • Test Email Campaign
  • From the 'Content' Stage
  • From the 'Review & Send' Stage
  • From the 'Configure' Menu
  • Test SMS Campaign
  • From the 'Configure' Menu

Was this helpful?

  1. Campaigns

Sending a Test

There are multiple ways to send test Email and SMS Campaigns. Follow the steps below to send yours.

PreviousWorking with TemplatesNextCreative Playground (AI)

Last updated 1 year ago

Was this helpful?

Test Email Campaign

From the 'Content' Stage

Step 1: Make any necessary adjustments to your template, then click 'Save.'

Step 2: Type in the email address of the test recipient, then click 'Send Test.'

From the 'Review & Send' Stage

Step 1: Find the 'Send Test Email To' box at the bottom right.

Step 2: Type in the email address of test recipient, then click 'Send Test.'

From the 'Configure' Menu

Step 1: Click 'Configure' on the top right, then 'Test Message' from the dropdown menu.

Step 2: Select 'Email' from the 'Type' menu, enter the 'To' and 'From' email addresses, the subject line, and select the template, then click 'Send.'

Test SMS Campaign

From the 'Configure' Menu

Step 1: Click 'Configure' on the top right, then 'Test Message' from the dropdown menu.

Step 2: Select 'SMS / Text Message' from the 'Type' menu, enter the recipient's phone number, the message, and any files you'd like to include (maximum file size is 5MB), then click 'Send.'

📣