Send a sample email from the template?
None
Is there a way to send a preview distribution from the template? Right now, I create/modify the template and go to my test outreach and send myself a preview from there. Is there a way to send it from the template editor?
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Unfortunately, it is currently not possible.
Since a lot of templates often times require tokens to be mapped I assume that is why it was designed to only be done in the outreach section.The outreach section is what joins the power list(which have the tokens) and template together.
I definitely think it would be great to add this but I am not sure on the feasibility of this from the product side of things.
-Alex
Is it good enough if you receive a sample without the tokens, survey or report in that email?
Elizabeth
I hope that helps,
Elizabeth
I think that using the "Default" token would be 100% okay for testing, and this is what many other email campaign/outreach providers do. This definitely would work just for testing templates without surveys or reports.
Making a minor HTML change in the template, saving, navigating to the Outreach, selecting Preview, selecting Test, and then waiting for the test to arrive in my inbox is extremely time consuming.
The root cause really is that emails display and behave one way in the Gainsight previews but a different way in actual inboxes, making testing of small HTML changes very critical prior to running the outreach.