Testing dynamic content in emails

[Dory_Viscoglio]

We have many emails with dynamic content, and usually I just preview them to ensure their accuracy, but we have a need to send the samples to another team for review. I found a previous thread that mentioned having an additional checkbox in the send sample email that would send all variations of the email, but that isn't an option as far as I can see. What am I missing here? Is this a feature that has been removed?

Testing dynamic emails Cheryl Chavez​ (since you initially answered the question back in 2013)

Hopefully this is a quick thing that I'm just missing somehow!

[Anonymous]

Thanks everyone for helping as I had the same question

[Oz_Platero]

Hello Dory,

You will need to

- Navigate to the preview version of that email

- In the "View by" select "List"

- Next to List select an actual list

- It will take about a second or two to update

- You should now see that extra option at the bottom when you send a sample

Thank you,

oz

[Sujatha_Vutla]

Thanks to one and all. I too had same doubt. But with all your suggestions I tried again now I am cleared.

[Anonymous]

The feature has not been removed, you have to scroll to the bottom of the screen to find it.  We will fix the height of the modal so that it isn't hidden.  We will send up to 100 variations of the dynamic email as a sample.

[Dory_Viscoglio]

Thanks for the reply, Dan and Cheryl! I hope that Cheryl's team can fix the size of the modal, because no matter how I get to the send sample (went the exact way you mentioned, Dan), I don't have any scroll bars. Thanks!

[Anonymous]

Hi Dory,

I don't know what browser or operating system you are using, but using Chrome on a Mac, I had to click on the left hand side of the modal to get the scroll-bar to show up (yes, this is weird and not desired behavior).  Maybe this will help.  If not can you tell me which browser/OS combo you are using?

Thanks,

Cheryl

[Anonymous]

Dory,

Try this:

1. Build a list with some leads that will qualify for your segments to test the dynamic content.

2. Build the email with dynamic content. Head over to preview and click on "Select List", now select the "list" with the leads.

3. Once you select the list you will see the scroll bar show up.

   and the "Send variations from lead list" check box.

I hope that worked

[Dory_Viscoglio]

All good workarounds, except they aren't really a solution in my opinion --- especially when according to Cheryl Chavez​ this used to be a feature! Off to idea-land to come up with a new suggestion.

[Dan_Stevens_]

Hi Dory - actually, this works in our instance.  First, you need to make sure the email is using segmented/dynamic content.  Then while in the editor, select "preview email" on the right. Under "Preview Actions", select "send sample".  You should now see this:

Unfortunately, like other select modal windows like this in Marketo, the additional options are buried further down and not viewable.  When you scroll down, you should see this:

It's examples like this that I actually miss the older interface - where more information is viewable in a standard modal window.

[Cyndi_Marty]

Hi, we have several segments/dynamic content and took the time to set up a test email list. This has saved us from sending each email individually each time. A trick I learned recently was to add a variable to a gmail account which allows you to test different emails but they will all arrive in your gmail account which makes this process a lot easier.

For example: Email.sample@gmail.com

The test variant you can add would be: Email.sample+1@gmail.com

The +1 can be +2, +3, +4 etc. Our testing now take only a few minutes to send instead of the 30+ mins like it used to.

Good luck!

[Anonymous]

HI Dory,

You can do this in the preview mode. However, you will still need to send the sample emails one by one. So- if you have 4 segments and what to send a sample of all 4, you will have to do it 4 times.

Good news is that you don't need to know which lead belongs to which segment.

First, change it to view by segment in preview.

Then, select the segment.

And last, send sample.

[Dory_Viscoglio]

Robb, this is from the preview screen, not the edit screen, which could account for the option to send to a specific lead being missing. I do see it in other places.

But, there is no way that for every segment I have, I should know an email address off the top of my head of someone who qualifies for that segment. And I would have to manually send every sample individually. That's all sorts of crazy-talk

[Anonymous]

I literally find people with my known criteria to test for this, but mostly because I want to see the tokens fill in properly.

[Robb_Barrett]

This is why I just create separate emails.

[Robb_Barrett]

You should also see options to send it as someone else, or send it with a trigger.

Very curious.

[Robb_Barrett]

[Anonymous]

I have looked everywhere and can't seem to find it.