I’ve found documentation to explain testing although when I go to generate a test message I’m not seeing my full campaign audience list as an option to select from.
I see the list under leads so I know it’s uploaded. Is there something special that needs to be done to send myself specific leads examples & have the tokens populate?
Any information anyone has would be greatly appreciated.
Hey Rob, when you send a sample you can choose a specific record to send it to by typing that email address into the first field of the "Send Sample" box. This can be anyone in your entire database, not just anyone who could be impacted by the campaign.
Doing this should send you a sample as the person you're referencing in the first line would see the email. I'm pretty sure this is what you're looking for, but let me know if I can clarify further.
Dory -- thank you so very much. It worked perfectly once I tried what you outlined above. Thank you again for your insight. -Rob
Hi Rob,
You can just hit the "send sample" button. Marketo will prompt you choose a lead to use for token resolution and also the email address to whom the sample is sent (which will be yours, of course).
Another possibility is to create a static list in the "lead database" and add a few leads from your DB. Call the list "Email preview leads" for instance.
Then preview the email and click on the "view default" menu on the top left, then select your "Email preview leads" list. You will be able to browse through the leads and check all the token rendering.
-Greg
Gregoire - thank you so very much. It worked perfectly once I tried what you outlined above. Thank you again for your insight. -Rob