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Templates - Test Template

Before invitations are sent, we test our email templates to ensure they look and behave as expected.

To test any email template, follow the steps below:

  1. Log in to your website and access the admin.
  2. Open Engage>Templates
  3. Open the desired template
  4. Test Template tab.
  5. Select the tester's name in the "To" dropdown menu*
  6. Scroll down and hit Send

If all goes well, the selected tester should receive the email in their inbox. If it does not arrive, please notify your Zerista project manager.

*Note: the individuals available in the dropdown list for testing emails are all those with admin access or membership type "Moderator".

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