TrackerRMS Help

Your one-stop shop for help on TrackerRMS

Back to Topics

Help Topic: Sending a Test Email for Your Campaign

Sending a Test Email for Your Campaign

Last Updated: June 3, 2020

1. Click Into Campaigns

  • Hover over the Campaigns record and click into Campaigns

  • Select the green + New Campaign button on the far right of your screen

  • Add in the campaign name, and select the campaign format

  • Make sure to hit Ok and Edit so you can continue working on the campaign

2. Send a Test Email

  • Once you have completed filling out the campaign message, hit Test Email to see how it looks

  • Keep in mind that the Test Email button is to see how the email will look (not the email address)
  • Type in the email address you would like to send the test email to, and hit Send
  • Remember, none of the tags (if you inserted any) will populate in the test email, as it's not connected to any candidates yet