6 Replies Latest reply on May 17, 2018 1:03 PM by Grégoire Michel

    Sending tests to internal teams before sending to prospects/customers

    Mariah Menendez

      Before sending a prospect/customer email, we test the email to ourselves in marketing. But we don't send the emails to the owner in sales or account management.


      We recently have had several requests from sales, account management and even leadership that they see a copy of the email before it sends out.


      We currently build all our email programs ad hoc. I believe the solution to this would be to create a new send campaign that goes to lead owner, then another that goes to prospect/customer.


      I wonder if there's anyway to do this together, without having to create a separate campaign? I worry that we would forget this step.


      Do you send internal tests to your sales/am teams? How do you automate this while eliminating extra steps of creating separate send campaigns?