How to review your email with Template Review

Use the Testing tab > Template Review in your email campaign as part of testing process.


Topics covered in this article:

What is Template Review

How to use Template Review

 

 

What is Template Review

 

Template Review is available under the Testing tab of any in progress email campaigns. We'll show you any required elements that might be missing, like your organization name and address or unsubscribe link. We'll also review your links, images, and dynamic tags. A green check mark means that those elements look good to go. If you see a red X there's something to look into under Full Review

 

This is a helpful review, but shouldn't replace sending a test email to review your email rendering and links, or using subscriber preview to test data field or conditional block personalization.

 

 

 

How to use Template Review

 

You can find Template Review under the Testing tab of any in progress email campaign. You'll need to have your email design assigned to your email campaign in order to access this feature. Click on Full Review to get all the details about your required elements, links, images, and dynamic tags.

 

1. Go to Email > Email Campaigns.

 

2. Select your In Progress email campaign.

 

3. Select the Testing tab of your email campaign.

 

4. Under Template Review Summary, you'll see a quick summary.

The summary gives a high-level review of all your email design elements. A green check mark means that those elements look good to go. If you see a red X there's something to look into under Full Review.

 

5. Select Full Review to see details about your required elements, links, images, and dynamic tags.

 

Under Full Review you will see columns for HTML and Text. The HTML column refers to your Modern Editor or HTML version of your email. The Text column is for your plain text version of the email.

 

 

Elements required by U.S. law.

Pay special attention to this first section. Your emails must have an unsubscribe link and organization name and postal address to meet US and Canadian law. If either of these has a red X, your unsubscribe link might be missing or your organization name and postal address may not match your Account > Email Settings

 

Links

Double check that all your links are correct. Make sure all your links use the same protocols for consistency (HTTPS or HTTP). If you see need-url this means that the link field is missing a link. You can also name your links to help with reviewing your click results later in WordFly Reporting or in Google Analytics. And you can untrack a link here as well.

 

Link name field and Track this link checkbox

 

Be sure to click Save my selections if you add a link name or change link tracking.

 

Images

Check your image URLs here. You'll see a link for each image in your email design.

 

Dynamic tags

In the last section, you'll see any conditional blocks or hand-coded dynamic tags. Double check that your tag if/then statements are correct. Use subscriber preview to test personalization.

 

 

 

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