Preview, Test, and Send Your Email

Learning Objectives

After completing this unit, you’ll be able to:

  • Preview an email.
  • Send a test email.
  • Send an email.

Preview and Test the Welcome Email

Now that you’ve built out the Welcome email, it is time to test it and send it off.  

  1. Launch the Trailhead Simulator.
  2. Click Begin.
  3. Click Next.
  4. In the Subscriber Preview and Attributes section, click Folder Icon.
  5. Click Data Extensions (1), click NTOSubscribers (2), select Faith Hines (3), and click Select (4).
    A screenshot showing Data Extensions, NTOSubscribers selected, Faith Hines selected, and the Select button.The Subscriber Preview and Attributes panel shows Faith’s information, and the email panel shows a preview of her email. Notice that Faith’s first name replaced the variable in the email.
    A screenshot showing Faith Hines information in a two column table on the left and a preview of the email she will receive on the right. The personalization string has been replaced with her first name.
  6. Click Mobile. This shrinks the width of the preview window so you can see how the email looks on a mobile device.
    A screenshot showing the preview of Faith’s email within a window that is only 450px wide.
  7. Click Test Send Icon.
    A screenshot showing all of the options prior to sending a test email.In this module, leave everything defaulted. However, when doing this in your Marketing Cloud instance, add the email addresses that you want to send your test email to.
  8. Click Send Test.
  9. On the Test Send Summary screen, click Confirm and Send.

Notice the success message.
A screenshot highlighting the test send successfully sent message.

The simulator shows how the test email appears in your email inbox.

A screenshot showing the test email as viewed within an email inbox. There is a number 1 underneath the [Test]: within the subject line, a number 2 underneath the remainder of the subject line, and a number 3 underneath the preheader.

Email Portion Description
(1) Subject Line Qualifier
Prior to sending the test email, you can define this value. The default for this value is [Test]:. You can use the subject line qualifier to mark the email as a test.
(2) Subject Line
You defined the subject line as Welcome to Northern Trail Outfitters in the previous unit.
(3) Preheader
You defined the preheader as Let’s get to know each other! in the previous unit.
  1. Click the Welcome to Northern Trail Outfitters email. A web version of the email you created opens in another window.
  2. View the web version of the test email to make sure everything looks the way you want. This is a live version, so you can click the links to make sure they work. In the future, if you want to make corrections or changes to your email, you can easily go back and make them, and then send a new test email. In this case, let’s assume everything looks great and you are good to send it out.
  3. Close the email window and go back to the Trailhead Simulator window.

Send the Email

Now that you’ve previewed the email and sent a test, it’s time to send the welcome email to our NTO subscribers.

  1. Click Content Builder.
  2. Click Email Studio and select Email.
  3. From the recent items list, click Welcome Email.
    A screenshot showing the Welcome Email as it appears in the recent item lists.
  4. Click Send, then click Next.
  5. Click Data Extensions.
  6. Drag NTOSubscribers to the Targeted box.

This action pulls in the list of subscribers so Marketing Cloud knows where to send the email. This data extension was predefined for you, but in your live instance, you can create your own data extensions. To learn more about data extensions and how to create them, check out the Resources section.

  1. In the Select Publication List window, leave All Subscribers selected and click Select.
    A screenshot showing Data Extensions selected in the far left column, NTOSubscribers selected in the middle column, and NTOSubscribers selected in the far right column.
  2. Click Next.
  3. For Send Timing, keep the default of Send Immediately, then click Next.
  4. Check This information is correct and this email is ready to send.
  5. Click Send.
  6. Click Continue and Exit.

Congratulations. You sent the welcome email for Northern Trail Outfitters. 

In this module you learned how to create a reusable email template, how to build an email using that template, how to preview and test an email, and how to send it. Remember, you just scratched the surface of what you can do with Marketing Cloud. Continue your learning journey with some of our recommended Trailhead content in the resources section below. 

Resources

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