How do I pre-test my Auto Emails?

Testing allows you and others to quality-check your emails once they are set up.

1. On the EMAILS tab, click beside the email to select it.
2. From the "More Actions" dropdown on the grid, select "Send Test Emails".

Sending a test email to yourself allows you to review its layout, text, and formatting options.

You can also send a test email to a colleague or client for advice or authorization.

Test emails are sent out instantly.