One straightforward method to assess how your campaign appears to a potential customer is to test it. This approach can serve as a valuable tool for ensuring the quality of your outgoing message.
Step 1: Navigate to the Contacts tab and include yourself as a contact, but utilize an email address that differs from the one linked to your CRM user.
Step 2: To add a campaign for testing, click on the “Add Campaign” button and select the desired campaign. Do not enter an “event date” and then click the “Add” button.
NOTE: If you do not receive the message, review the following items in the specified sequence:
- Have you enabled the “Published” setting for your campaign? If not, enable it and re-execute the campaign while ensuring that “Allow Multiple” is enabled.
- When you check your Test Contact, does it indicate that the message was sent? If so, proceed to step 3 and 4. If not, move to step 1.
- If you are not receiving SMS messages, verify that you have configured your phone number correctly.
- If you are not receiving emails, verify that you have configured your SMTP provider correctly.
