How to send a test email of an automation

Learn how to send a test email of an automation in Oviond with this step-by-step guide. Ensure your automated emails are correctly set up and functioning properly.

Introduction

This article explains how to send a test email for your automations in Oviond using two different options: from the Settings Menu or directly from within a project. Testing your automations ensures they are functioning correctly and allows you to preview the emails before they are sent to your contacts.

Step-by-Step Instructions

Option 1: Sending a Test Email from the Settings Menu

  1. Navigate to Oviond's login page and enter your credentials

  2. Access Account Settings

    • Click on the account settings button at the bottom of the main sidebar menu on the left-hand side.

  3. View and Test Your Automations

    • In the Manage Automations panel, you will see a list of all your current automations.

    • Click on the automation you want to test.

    • Locate the 'Send Test Email' button within the automation details.

    • Enter the email address where you want to receive the test email.

    • Confirm the action to send the test email.

Option 2: Sending a Test Email from a Project

  1. Select the Client

    • Open the project to access the automation you want to test.

  2. Access the Project Workspace Editor

    • Click 'Edit' to access the Project Workspace Editor.

  3. In the action sidebar menu on the right, select Automations

    • Here, you can view and test all automations for this project.

  4. Click 'Send Test Email'

    • Enter the email address where you want to receive the test email.

    • Confirm the action to send the test email.

Additional Information

  • Tip: Regularly test your automations to ensure that the emails are formatted correctly and contain the right information.

  • Warning: Make sure to use a valid email address for testing to verify the accuracy and functionality of the automation.

Summary

By following these steps, you can easily send a test email of an automation in Oviond, ensuring your automated emails are correctly set up and ready to be sent to your contacts.

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