- Email Marketing Sender security role assigned to your Microsoft Dynamics CRM user.
- At least one Send Account assigned to your Microsoft Dynamics CRM user.
To send test emails of your email campaign to yourself or someone in your company follow these steps:
- Click “Send Email Campaign”
- Select the e-mail campaign you want to test and click on ‘Send test’.
- A new window will load giving you the option to select the recipients of your test and also add a personalised message to them. You can also configure the replies to this test to be redirect to a different email address than the one configured in the campaign.
- In the recipient box you can either search for a contact in your CRM or send to an email address. To search for a contact just start typing and a list of contacts will appear.
- Fill all the fields accordingly and press ‘Send test’.