Prior to saving an Onboarding Email, it is strongly recommended that you send yourself and other administrators a test email to make sure you are happy with the final product and conduct one last review. There must be at least one User Account in the challenge in order to send a test email. To send a test email, follow the steps below.
- Select Send Test Email(s) at the bottom of the New Onboarding Email and Edit Onboarding Email pages.
- Enter the email address(es) of the recipient(s) you want the test email to be sent to. To send a test email to multiple recipients, enter the email of each recipient on a different line.
- Select Send.
- Check your inbox for the test email. It will be coming from the From Name and From Email designated in the email being tested.
Once the Onboarding Email is finalized, you can save it, which will have it automatically sent to all Users added to the challenge.