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How to Send a Test Email from a Template

Send Test Email sends the template you are editing to any email address, with the tokens filled in from a real order of your account. Use it to check the content, the tokens and the layout in a real inbox before your customers get the email.

Step 1: Open the Template

  1. Go to CRM > Autoresponders > Templates.

  2. Click the edit (pencil) icon of the template. Send Test Email appears at the top of the page, next to Save. The button only shows on a template that has already been saved: for a new template, click Save first and open it again.

Email Options page of a saved template with the Send Test Email button next to Preview and Save

Step 2: Send the Test

  1. Click Send Test Email.

  2. In Order ID, enter the ID of an order from your account. Its data (customer name, products, totals) fills in the tokens.

  3. In Send To, enter the address that should receive the test.

  4. Click Send. The message Test email sent successfully confirms it went out.

Send Test Email modal with an Order ID and the Send To address filled in
Note: The test uses the subject and body as they are on screen, including changes you have not saved yet, so you can try an edit before saving it. The subject starts with [TEST], and the email goes only to the Send To address, never to the customer of the order. It is sent through the SMTP server of the active event that uses the template, the same way the real email is.

Step 3: If the Test Is Not Sent

The message on screen tells you what to fix:

  • This template isn't linked to an active email event with an SMTP server yet — link the template to an event in CRM > Autoresponders > Events, choose an SMTP server for it and make sure the event is active.

  • Order not found or no permission — the Order ID does not belong to your account. Copy an Order ID from a customer profile.

  • This order can't be used for a test email (it has no transaction data) — pick a different Order ID.

  • Token … is invalid — the body has a token that does not exist. Click View Tokens in the editor to check the spelling.

  • An error from the mail server — test the SMTP server from Administration > Plugins > SMTP Setup.

Tip: A test email checks the template, not the event. To check that the email is triggered for the right campaign and product, place a test order as described in How to Test Your Email Autoresponders.

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