Campaigns & follow-ups

Check a campaign with a small team-only send

Use previews first, then deliberately send to a few agreed test contacts and inspect the real result.

The quick answer

Preview the message, then select only agreed team test contacts in Audience and choose Create Campaign. Verify that Review & send lists only those people before Send Now. This is a real campaign, with normal eligibility and usage charges; the current composer does not provide a separate Send test shortcut.

Follow these steps

  1. Prepare the message and inspect its live preview, all required fields, images and button destinations.

  2. Open Audience → Contacts → People and select only the agreed test contacts. If a tester is missing, add/import their real contact details through the permitted audience tools first.

  3. Choose Create Campaign for those selected people. Use a name that clearly identifies the test and choose the intended channel/content.

  4. At Review & send, check the unique-recipient count and selected sources carefully. Remove broader groups if they were added; the test should contain only the intended team contacts.

  5. Review the cost and channel eligibility, then choose Send Now only when ready for the real small send.

  6. Have the testers inspect the delivered content, personalization, images and booking button. Open the campaign details to compare recorded delivery/read/click states and inspect any failures.

  7. Correct the main campaign separately before its final authorization; a successful small test does not prove every customer will receive the message.

Good to know

  • Previewing does not send a message. Send Now queues a real campaign.
  • A test campaign can use normal communications credits and counts toward applicable messaging limits.
  • For WhatsApp, a team test still needs the approved template for the actual connected number.
  • Opening a booking button is enough to inspect its destination; only complete a real booking/payment if that separate action is intended.

If something isn’t working

  • The composer has no direct email-address test box? Select the recorded team audience contacts and create the campaign from that selection.
  • The preview says Alex or another sample name? That is sample personalization; inspect the real tester's delivered message as well.
  • Test submission unconfirmed? Check Campaigns before pressing Send Now again.
  • No delivery despite a queued campaign? Inspect the recipient failure reason and connection/balance status rather than assuming the layout is the cause.

Still need help? Include the club, screen, action and error message so our team can find the right issue.

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