Preview and send a test email

Once you’ve set up a cadence, you can send a test email to make sure the template looks good before you start contacting prospects.

  1. Go to the Prospects page.
  2. Select any prospect and click on Start Cadence.
  3. Choose the cadence you want to test and click on Send.
  4. You’ll now see a Preview of the emails in the cadence.
  5. At the bottom right, you will see an option to Send a Test Email.