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How can I send an Email Template test-email for a particular account (user)?

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Credentials-NOChange ForWebAccess

19 Jan, 2015 05:54 AM

I need to test some changes to a template and can not see a way to send a test email.
(The preview doesn't actually use user record so I can't test the If/Then logic I'm using)

Any way to do that?

1. Support Staff 1 Posted by Marc Guyer on 19 Jan, 2015 03:15 PM

   

   Greatings Credentials-NOChange ForWebAccess,

   You can do this in a round-about way for the Payment Receipt type. When you're looking at an existing customer detail page in CG, there is a link to send the payment receipt. You're shown a preview of the actual email content for that invoice when you click that.

   For other types, there isn't a good way to see real data. Only, the fake preview is available. This is an enhancement that we're currently working on.

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2. 2 Posted by Credentials-NOC... on 19 Jan, 2015 04:49 PM

   

   That would work.
   I assume it's on this page: http://screencast.com/t/R66bIeLh

   But I can't see it. What's it called?
   I ssearched the page for 'payment' and for 'reciept'. No love.

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3. Support Staff 3 Posted by Marc Guyer on 19 Jan, 2015 08:51 PM

   

   You'll need to look at a customer who has a transacted invoice

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4. 4 Posted by Credentials-NOC... on 20 Jan, 2015 01:26 PM

   

   Thanks! That' extremely helpful.

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5. Marc Guyer closed this discussion on 20 Jan, 2015 04:09 PM.