Adding a contact to the 'Test' address book

Summary

You can add a new contact to your 'Test' address book in a variety of ways.

You can import contacts directly or add contacts one at a time in the same manner as any other address book.

You can also add new contacts during the test send process.

Adding new contacts via the test send process

If your campaign is open within EasyEditor, you can click on Test send, located just above the EasyEditor toolbar. 

This will open the 'Test send' window (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 will be taken to the page 'Test and proof your email'. From there, click on Choose contacts from under 'Send to your test contacts'.

Again, the 'Test send' window 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' window.

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' window is displayed.

Click on the link to add an email address.   

Complete the new contact details and click on Add when ready.

The 'Test send' window will be updated with the new contact, which is then ready for use.

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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
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