Overview

Sending a Test Communication ensures that messages are delivered correctly and function as intended before being sent to recipients.

• Step-by-Step Guide: Follow clear instructions to send test messages.

• Ensures Accuracy: Verify content, formatting, and delivery before final distribution.

• Boosts Confidence: Helps both beginners and experienced users refine their communication process.

This ensures smooth and effective messaging while minimizing errors.

Plan & Permissions

• Ensure you have access to Leads Manager and Manage Communication Templates.

• Also permission for Bulk communication is required.

• Administrative or relevant role-based permissions are required to send test communications.

Step-by-Step Guide to Send a Test Communication

1. Accessing the Leads Manager

1. Navigate to Leads Manager > Manage Leads.

2. Click Search to view the list of leads.

3. Select at least two leads from the list.

4. Click the Action drop-down menu above the leads table and select Communicate.

2. Sending a Test Email Communication

1. In the communication pop-up, click the Email symbol.

2. Fill the required details and select a predefined template or create a new template as required.

3. Click Send Test Email at the bottom of the pop-up.

4. Enter the required email address.

5. Click Send Email to receive the test communication.

3. Sending a Test SMS Communication

1. In the communication pop-up, click the Message symbol.

2. Fill the required details and select a predefined template.

3. Click Send Test SMS at the bottom of the pop-up.

4. Enter the required mobile number.

5. Click Send SMS to receive the test communication.

Points to Keep in Mind

• Ensure the email address or mobile number entered is active and accessible.

• Test communications should be reviewed for formatting, tokens, and personalization before final use.

• If the test communication fails, verify template settings and permissions.

Conclusion

Sending a test communication templates in Meritto ensures accuracy, professionalism, and a seamless recipient experience. By verifying content, formatting, and delivery beforehand, you can prevent errors and optimize message effectiveness. This process enhances confidence in your communications, ultimately leading to more reliable and engaging interactions with your audience.