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.

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 Message.

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.

📝 Note

When an ad-hoc message is sent before a record meets the recipient list criteria, the record is added to the query execution. This ad-hoc message can be seen within the recipient list and will display “adhoc” in the memo column. As a result, if deduping on the mailing is set to “Send only one message/recipient,” the recipient will not receive the message again if they meet criteria in the future. Mailing analytics are inclusive of both ad-hoc and those records that met the broader recipient list criteria.