Sending a Test or Ad-Hoc Deliver Message

In Deliver, you can send test or ad-hoc messages from a mailing.

You can also preview the message to see it as if it were being read by a given record.

The Deliver Send permission grants access to send mailings. Access to a mailing also depends on your Deliver permissions and the realm assigned to the mailing. For details, see Deliver Permissions.

Use an ad-hoc message to send to a previewed record. For a mailing to a group, use a recipient list and the configured delivery settings.

Previewing a message

To preview a message:

1. Go to Deliver and select a mailing.

2. Select Preview Message.

   

3. Select a recipient list.

4. Enter the intended recipient's name in the Record field. Suggested matches appear.
   

5. Select a record. Slate checks the record against the filters in your recipient list. The record does not need to meet the criteria already set for the Deliver message.

6. Select Preview.

The mailing appears in the preview window as if the selected record were viewing it.

Send an ad-hoc or test Deliver mailing

You can send any Deliver mailing as an ad-hoc message to a given recipient. You can also send the message as a test.

1. Select Send Test / Ad-Hoc.

2. Configure the following settings:

   • Type: Select one of the following:

     • Send Ad-Hoc: Sends the message to the previewed record.

     • Send Test: Send a test message to an address you provide.

   • Recipient:

     • Send Ad-Hoc: The record selected in Preview Record.

     • Test: Defaults to the current user’s contact information. Can be updated.

   • Subject: For email messages:

     • Send Ad-Hoc: Update subject line, if desired.

     • Test: Same as above, but prepended by default with [Test].

   • Message body: Edit the message body as needed.

     

3. Select Send. Slate sends the message to the selected recipient.

How do ad-hoc messages affect future sends?

When you send an ad-hoc message to a record before that record meets the recipient list criteria, the record is still added to a saved query run. These query runs show "adhoc" in the memo column.

Because the record already received a message, deduping can affect future runs. If the mailing's deduping is set to “Send only one message/recipient,” the recipient will not receive the message again when they later meet the criteria.

Mailing analytics include both ad-hoc sends and records that met the broader recipient list criteria.

For information about email open and click tracking, including when an open may not be recorded, see Email Open and Click Tracking.