How to test personalized content

Preview personalization (data fields and conditions) in email campaigns using Subscriber Preview or by updating your Default Test List to include specific data.


Topics covered in this article:

Testing personalization with Subscriber Preview

Take screenshots of Subscriber Preview

Testing personalization with test emails (updating Default Test List)

 

 

Testing personalization with Subscriber Preview

 

In any email campaign you can review how your data fields and dynamic tags will display to a subscriber using Subscriber Preview. Go into your in progress email campaign, click on the Testing tab to find subscriber preview. You will need to have an email template and subscriber list assigned to the campaign to use this feature.

 

Note: The subscribers that pull into Subscriber Preview are not filtered by any segments applied to the email campaign. Segmented is applied when the email campaign is sent.

 

1. Go to your email campaign and click on the Testing tab.

 

2. Select Subscriber Preview.

 

3. Hover over the right side of an email address and select Preview.

Subscriber Preview provides up 250 email addresses for review. You can use the search bar to search for specific addresses within the entire list.

Note: The subscribers that pull into Subscriber Preview are not filtered by any segments applied to the email campaign. Segmented is applied when the email campaign is sent.

 

3. Review the subscriber preview.

 

Check your preview to make sure all your data fields and conditional blocks are displaying as expected. Review your subject line at the top and make sure personalization displays correctly there, too. Use the scroll option to check the mobile view as well. Links cannot be loaded from the preview, but you can update your default test list data to review links in test emails.

 

 

 

 

Take screenshots of Subscriber Preview

 

You may need to send a copy of the preview to someone on your team to review before the email deploys. Since test emails by default won't contain the same personalization data that your list contains you may find it easiest to take a screenshot of the subscriber preview to send along to your reviewing team.

 

Follow these steps:

1. In Chrome, download this extension "Full Page Screen Capture".

2. Then, in Chrome, open subscriber preview and preview an email address.

3. Click the "Full Page Screen Capture” camera icon in the browser's chrome (upper right).

This will start taking the full page screenshot. You can download a PNG or PDF of the screenshot when it is done.

 

 

 

Testing personalization in a test email (updating Default Test List)

 

When you go to send a test email in any WordFly email campaign you'll notice that list data field (ex, Performance Name) personalization does not appear in test emails. This is because a test email uses data from the Default Test List which is made up of all the addresses you have available for testing. The test email is not using the list you have assigned to your campaign.

 

Note: Since subscriber data fields (ex, First Name or Last Name) are saved to WordFly profiles you will always see subscriber data fields pull into test emails.

 

You can update your Default Test List to include specific list data so that your test emails display personalization. This allows you to send a personalized test email to someone on your Default Test List!

 

Follow these steps to update list data fields for someone on your Default Test List:

 

1. Search for your subscriber record in WordFly using Subscriber > Subscriber Search.

You will search for one of the email addresses on your test list. This is the list that you see when you go to send a test email in any email campaign.

 

2. Select the Subscriber from the results.

 

3. From the subscriber's profile page, select the Lists section.

 

4. Find the "Default Test List" from the available subscriber to lists.

 

5. Click on the list name, and select View list data.

 

6. Customize the data here.

 

7. Save your list data updates.

 

8. Return to your email campaign to send a new test email.

After updating test list data you can send a new test email which will show the data you customized!

 

 

 

 

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