Overview
It is important to test your email prior to sending, to ensure all hyperlinks are working and the email renders correctly on various devices
Contents
Send Test vs Send Sample
A "Send Test" will land in your inbox and allow you to check the overall layout and design of the email. However, it is not connected to your CRM in any way and will not write any activities back to your CRM. Because of this, you will not be able to test any Pre-filled Forms. If you are using Vuture standalone (e.g. Vx Lists or Contacts Module), a "Send Test" will not connect to your Vx List and display pre-filled content. Please note: This is not an error, it is because Test Emails do not refer to the CRM or Vx List for data.
If you wish to test your Pre-filled RSVP form, jump down to "Send Sample".
To use Send Test
- Navigate to the mailing you wish to test
- On the left hand side click the send test icon
- Select the individuals you wish to send this test to.
- If you want to send this test to any individuals who are not Vuture users you can use the text box
- Click send
Best Practice Tip: We recommend asking your Account Manager to automatically add the words "TEST - " as a prefix to your Subject Line, so that you do not get any "Send Tests" or "Send Samples" confused with the live email in your inbox. If this is not already enabled, please ask your Account Manager to go to "Admin.System.Emails.Send Test Subject Prefix" and add the word "TEST - ".
Send Sample email
A "Send Sample" will act like a real email send and allow you to fully test the email campaign with a CRM or Vx List. When using "Send Sample" you will be able to click through to a Pre-Filled RSVP Form and see the content pre-fill. You may also submit the form to see the RSVP data write back, as well as, all other CRM activities associated with the send. You may also delete the Send Sample in the Send Folder (e.g. June 2019) to remove any reporting in Vuture. Please note: You will still need to manually remove any data in your CRM associated with this Send Sample. Deleting the Send Sample in Vuture will not remove any data in your CRM or Vx List. A Send Sample is also limited to 10 email addresses.
To "Send Sample" email
- Navigate to the mailing you wish to test
- On the left hand side click the send email icon
- Choose your FROM Address
- Select a test list you wish to use and select up to 10 internal contacts to send this test to
- Select the "Email Type"
- Click send sample
For more detailed information on "Send Sample", please click here.
Testing with variable placeholders
When you are sending a test of an email that includes variables, the variables will not populate with data for any fields that are supplied by the CRM. This is because it is a test, and test sends do not refer to the CRM in use.
Some fields will populate, even on a test, because they are referencing data held by Vuture. Here is a list of the fields for which the placeholders will be replaced when sending a test email:
{First Name}
{Last Name}
{Email}
{From Name}
{From Email}
Date fields. For example: {Date}, {MonthShort}
Campaign Variables (for example, those set up in the Campaign Summary screen such as EventName and EventLocation).
Sending a live email
*** If you're using ContactEase with the Vuture Connector to send emails, please click here for sending instructions.
- Once you've tested your email and you are ready to send, click send email
- (Optional) - Enter a Reply To email address.
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Important: Each email platform such as Outlook or Apple Mail will make its own decision whether to honor that Reply To address. Some may ignore it which means that some automatic replies may find their way to a Partner’s Inbox. To prevent this, you may use the Partner's Name as the Display Name and a generic email address for the FROM Address. For example: Display Name, Email@email.com = John Smith, marketing@vutu.re.
- Click on the From drop-down to select the email address and friendly From Name you wish to send from.
- Select when you wish to send your email. You can either send it now or send later. You'll be given an option to select when you wish to schedule your email.
- Under List source select the CRM source where your lists are held. This will differ depending on the CRM you use
- Check the list you wish to send to
- Select the type of email this is, from the email type drop-down
- Click send
Sending a live email with ContactEase & the Vuture Connector
- Once you've tested your email and you are ready to send, click send email
- On the Email Setup tab, click on the From drop-down to select the email address and friendly From Name you wish to send from.
- Type in your Subject Line
- Select when you wish to send your email. You can either send it now or send later. You'll be given an option to select when you wish to schedule your email.
- On the Email List tab, under External System select the ContactEase Connector where your lists are held. Please note, this might be named differently in your Vuture instance.
- Select the Category you wish to use from the Email Lists drop-down, then click on Refresh "This" list (see screenshot above).
- Select the type of email this is, from the email type drop-down.
- Optional - If you wish to select or deselect someone from this send, scroll down until you see your list of contacts for this send. You may then remove the tick next to the contact's email address to remove them from this send.
- Click send email to send your live email.
Go back: Editing your email
