Sending a test email in Pardot is an essential part of any successful email campaign. It allows you to review and make necessary adjustments to your email templates before sending them to your prospects or clients. In this article, we will provide you with a step-by-step guide on how to send a test email in Pardot.
Create an email template
Before you can send a test email, you need to create an email template. In Pardot, email templates are created using the Email Builder. To create a new email template, click on the “Account Engagement Email” tab at the top of the screen, and then select “Templates” from the side menu. From there, you can either create a new template from scratch or select an existing template to edit.
Add content to your email template
Once you have created your email template, you will need to add content to it. This includes your email message, images, and any other relevant content you want to include. Pardot’s Email Builder is designed to make this process easy and intuitive. Simply drag and drop the different content blocks onto your email template to add them.
Preview your email template
Once you have added content to your email template, it is important to preview it to make sure it looks the way you want it to. To do this, click on the “Preview” tab above the editor. This will show you a preview of your email template.
Send a test email to yourself
After previewing your email template, it is time to send a test email to yourself. This will allow you to see how the email will look in your inbox and ensure that all the content and links work as expected. To send a test email, click on the “Testing” tab.
Enter your email address
After selecting Testing there is a section titled “Send to Individual Emails” prompting you to enter your email address. Enter the email address where you would like to receive the test email and click “Send to Individual Emails”
Review your test email
After you have sent your test email, go to your inbox to review it. Make sure that all the content and links are working properly and that the email looks the way you intended. If you notice any issues, go back to your email template and make the necessary adjustments.
Make any necessary changes to your email template
If you notice any issues with your test email, go back to your email template and make the necessary changes. You can do this by clicking on the “Edit email template” button located in the upper right-hand corner of the screen.
Preview your email template again
Once you have made the necessary changes to your email template, preview it again to make sure everything looks good. If you are happy with the changes you have made, you can proceed to send your email campaign.
In conclusion, sending a test email in Pardot is a simple but essential process in ensuring the success of your email campaigns. By following the step-by-step guide we provided, you can create, preview, and send a test email to yourself to make sure everything is working as expected. Remember to make any necessary changes to your email template if needed, and always review your test email to make sure it looks the way you intended.