How do I use the Daily Marketing Preview tool to test my campaigns?
Updated on Jul 21, 2021
Daily Marketing Preview is a 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, displaying who the e-mail is going to, who it's coming from, what campaign it's a part of, 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?