To test mailings in Spotler, you create a test group using dynamic lists in the Lists module. You select contacts with the property "Test group: Yes" and can create multiple test groups, for example by department or language. This allows you to internally check the content, links, and formatting before sending the mailing.
Why using a testgroup?
Before sending a mailing, it is important to test it thoroughly. A test group in Spotler is intended for internal use, such as sending the email to yourself or colleagues. This helps you verify that the content, links, and formatting are correct before scheduling the mailing. A test group allows you to send your mailing to a small set of recipients.
Which points should I check before sending my mailing?
If you want to send a successful mailing, it is important to prevent any errors. Use the checklist as a guideline for testing your mailing or campaign.
👉 Checklist
What do you need in place before creating a test group?
- You have created a mailing or campaign in Spotler.
- You have access to internal recipients (for example, colleagues or test email addresses).
- Your colleagues have a checked box in their contact card > Test group: Yes
You can read more about this in the article: How do I add someone to the test group?
Steps: How to create a test group?
🎥 Watch the video tutorial
Prefer a visual walkthrough? Watch how to create and use a test group in Spotler Mail+.
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View video transcript
Summary of video
In this video, you learn how to create a test group in Mail+ using a dynamic list. You will see how to create a new list, open the list editor, select contacts with the property Test group: Yes, and refine the selection to build your internal test group.
Spoken text
In this video, we’ll show you how to create a test group in Mail+ using a dynamic list.
Step 1: Create a new list
Go to the Lists module.
Click on the action button New list.
Enter a name for your test group. For example: Test group EN. Choose a name that is easy to recognize within your organization.
Click Save & Next.
Step 2: Open the list editor
You will now see two buttons: Edit and View.
Click Edit to open the list editor.
Step 3: Set up the selection
To add contacts to this list, you need to define a selection.
Click on Selection. A pop-up will appear with two options: Active contacts and Static list.
Active contacts is already selected by default. Keep this option selected and click OK.
A new pop-up will appear where you can select a property. In this case, use the property Test group.
Select Test group in the dropdown menu by searching and pressing Enter, or by clicking on Test group.
Step 4: Refine the selection
You will now see the refinement screen. Select the value Yes and move it to the right using the arrow.
Click OK.
You will now see an overview of the number of contacts that match the condition Test group. In this example, there are 2 contacts.
Click OK again to continue.
Step 5: Save your test group
Your test group is now ready. Click on the save icon, the floppy disk, to save the list.
Then click Close editor.
Scroll down and click Save & Finish.
Your test group will now appear among your other dynamic lists. And that’s how you create a test group in Mail+.
Step-by-step
- You create a test group based on a dynamic list in the module Lists.
- Click on the action button New list.
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Enter a name for the test group in Step 1 - Properties, for example Test group EN. Something that is easily recognizable for your organization. Click Save & Next.
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You will now see the Edit and View button. Click Edit to open the list editor.
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The editor looks like this:
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A person must meet a selection to be included in this list. You therefore click on Selection. A popup will open with two choices: All contacts and Static list.
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Here you choose All contacts and click OK. A new pop-up will open where you choose a property. In this case we want this group to have the Test group property.
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Select this value and you will see the following screen:
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Click on Yes and then the arrow to the right. Then click on OK. You will see an overview of the number of contacts that meet the value Test group: Yes.
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Click OK and your test group is ready. You can see that of all contacts in this Spotler account there are 5 contacts that meet the value Test group: Yes.
- Click on the floppy disk icon to save the list. Then click on Close editor. The test group is now between your other dynamic lists.
Steps: How to create multiple testgroups?
In Spotler Mail+ it is possible to create multiple test groups. This is useful if you work with different departments or with colleagues from different countries. You then create a separate dynamic list for each department.
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Follow the steps as described above and add an extra feature to distinguish the departments. An example is based on language. You then apply an extra refinement.
This can be based on language, for example.
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Click OK, you will now see an overview of your selection:
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Click OK to finalize the selection. You can see in the example below that 4 persons of the 5 who have Test group: Yes also have the value Language: en.
- Click the floppy disk icon to save the list.