How do I use the Daily Marketing Preview tool to test my campaigns?
Daily Marketing Preview (formerly the Daily Email Preview or D.E.P.) is an awesome tool that gives you the ability to cross-check, audit, and test e-mails being sent out on a given day. The Daily Marketing Preview tool shows you the e-mails from today’s date (and forward), displaying who the e-mail is going to and how it’s going to look. 5 things we look for when using the Daily Marketing Preview to test campaigns are:
1. Are my merge codes pulling inaccurate information
2. Are there any discrepancies in the email text?
3. Is the recipient of this email at the appropriate status in the loan process to be receiving this email?
4. Are there borrower's that should be receiving this email but are not?
5. Are the loan milestone checkboxes or dynamic checkboxes present in the email being accurately checked based on the loan's existing data?
Navigate to 'Marketing' from your Intuvo toolbar, and from the subtabs in your Marketing center click on 'Daily Marketing Preview.'