Adding a contact to the 'Test' address book

Summary

You can add a new contact to your 'Test' address book by either:

  • going to Contacts, finding your 'Test' address book and adding them, or
  • adding them during the campaign test send process (read on to find out how)

Information

  • You can't upload a list of contacts to the 'Test' address book; they can only be added individually
  • You can have a maximum of 200 email addresses in your test address book, and you can send a maximum of 200 test sends in an hourly period

Adding new contacts during the test send process

There are several ways you can access the test send process and thus add a new contact:

  • If your campaign is open within EasyEditor, you can click on Test send, located just above the EasyEditor toolbar. 
    test_send_button_el.pngThis will open the 'Test send' side panel (see the main image further below).

  • If your campaign is open but you're not within EasyEditor (in another step of the campaign creation process), then click on the third step of the process, Test, positioned in the top right corner.

    You'll be taken to the 'Test and proof your email' page. From there, click on Choose contacts from under 'Send to your test contacts'.
    test_choose_contacts_button_el.pngAgain, the 'Test send' side panel will then open (see the main image further below).

  • If you've closed your campaign, then you can click on the Test send icon from the 'My campaigns' screen to access the 'Test send' side panel.my_campaigns_test_send_button_el.png
  • Alternatively, if you're in the campaign 'Summary' screen, you can click on Edit positioned alongside the 'Testing' section. As with clicking on the third 'Test' step of the campaign creation process, this will take you to the page 'Test and proof your email'. From here, click on Choose contacts from under 'Send to your test contacts'.

Whichever method you use, the 'Test send' side panel will open.

test_send_side_panel.png

Click on New test address to open the 'New test address' side panel. 

new_test_address.png

Complete the new contact details and click on Create.

The 'Test send' side panel will then update and list the new contact as a confirmed selection for the test send.

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Comments

  • Avatar

    Is there any way to create Test Groups? For example, we send out different types of messaging, mainly b2c, but sometimes b2b, and we have different test groups for each type. Rather than manually selecting people to "build" each test group every time, it would be great if we could store these test lists.

  • Avatar

    Hi Calvin. Thanks for your question. There is only one 'Test' address book per account. However, there are a few alternative options you could consider:

    1. You could create separate address books that are clearly marked as ‘B2C – test list’, ‘B2B – test list’, etc., although sending to these will be live sends (but with the added benefit of reporting, if that helps or is desirable at all).
    2. Alternatively, make the above address books and then keep exporting/importing them in and out of the ‘Test’ address book as required, to avoid any live sending.
    3. Make use of the separate 'Test' address books in your child accounts to test send to different lists.
    4. Or you could add another account to your team via 'Your team' in the settings menu, meaning you could have a B2C account and a B2B account, each with their own test addresses in their 'Test' address book.

    I hope these suggestions help, or provide food for thought!

    Edited by Neal Goldsmith