Test Automated Emails

  • 7 December 2023
  • 5 replies

Userlevel 2

It would be great if there was an easy way to test automated emails.
Like clicking a button as an example
It’s always good to double check that the card and subsequent card phase links translate to the end user as intended

Has anyone created  a nice quick workflow for this?


Best answer by Lucas Democh 8 December 2023, 16:44

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5 replies

Userlevel 7
Badge +13


Unfortunately this feature is not available. 

But you can send an email manually using a sample card clicking in email option and use the apply template and click send button.


I wish good luck!

Userlevel 7
Badge +18

Hi, @daniel-bluelotuscreative 

The best way to test is by creating test cards.  I always create cards where the destination email is mine, for gmail, Outlook, etc., so I can get an idea of ​​how it's going

Userlevel 7

Hi @daniel-bluelotuscreative!
Submit your idea here
This will bring visibility to the product team who will be able to evaluate the development of this feature in the future!😉

Userlevel 7
Badge +18

There is a suggestion, we can focus on that.


Userlevel 7
Badge +15


Hi @daniel-bluelotuscreative,

When you create a template in a Pipe, you can simulate sending by opening a card:

- Open the card.
- Go to the email tab.
- Click use template.
- Select the desired template.

In this option, in addition to being able to see the email before sending it, you can change the recipients or make small edits to the body of the email.