Congrats!

You’ve learned how to test staged Approved Email content before making it available to your users.

Learn more about Approved Email

Now that you know how to test Approved Email content, you might be interested in learning more about all the different kinds of Approved Email content you can make:

Flight Simulator

Let’s practice! Now that you’ve learned how to test Approved Email content, try these exercises in your sandbox Vault CRM instance.

Challenge 1 - Send a test Email Template

Let's say you have a new Approved Email template that you want to make sure works and displays correctly. To do this, you'll need the following:

  • An Email Template with a status of Staged
  • A Vault CRM user configured as a content admin

Challenge 2 - Change the recipient of a test Approved Email

You decide that you want to test your staged Approved Email by sending it to an address other than your own. To do this, you'll need to:

  • Compose an Approved Email with content that has a status of Staged
  • Select the Change Test Email Address link
  • Access the inbox of the entered email address