Test Mailing List

Overview

Effective email marketing relies on thorough testing to ensure that messages render correctly across various email clients and devices, and that all links and personalization fields function as intended. The Test Mailing List functionality within the Market module provides a dedicated environment for administrators to create and maintain lists of internal recipients or specific test accounts. This capability is vital for quality assurance in email campaigns, allowing for iterative testing and refinement before broad deployment to partners or prospects. By isolating testing from live mailing lists, UPM helps prevent accidental sends to production audiences and ensures that only polished, error-free communications are distributed.

Accessing Test Mailing Lists

Click Market in the top navigation bar, then click Emails in the left navigation panel, and then click Test Mailing Lists.

The Test Mailing Lists screen provides a dedicated view for managing mailing lists specifically designated for testing purposes within the Email Marketing module. These lists are crucial for vendors to validate email templates, personalization merge fields, and campaign delivery mechanics before deploying campaigns to live partner or prospect audiences. This separation ensures that testing activities do not inadvertently impact actual marketing efforts or customer data. The screen displays key information about each test list, such as its name, the module it's associated with (e.g., Prospects), and the number of recipients it contains, allowing for efficient oversight and management of testing resources.

Click Test Mailing Lists in the left navigation panel to view the list of test mailing lists.

Buttons

Fields

Column Headings

Viewing and Managing a Test List

This screen displays the detailed information for a specific mailing list within the Email Marketing Management module. Mailing lists are fundamental for executing email campaigns, allowing vendors to target specific groups of contacts. This view provides an overview of the list's configuration, including its name, the module it's associated with, and crucially, the individual recipients (subscribers) included in the list. From this detail view, users can manage the list by editing its properties, adding new subscribers, or uploading an entirely new list. This screen is essential for verifying the contents and settings of a mailing list before it is used in an email campaign, ensuring that the right messages reach the intended audience.

Review the details of the selected mailing list, including its general information and the list of recipients.

Buttons

Mailing List Information

Column Headings

Adding and Importing Recipients

The Recipient List dialog allows users to select and add individual prospects or contacts to a mailing list within the Market module. This dialog is crucial for building targeted email campaigns, enabling users to leverage existing data from the UPM system, such as prospect information, to populate their mailing lists. It displays key details for each potential recipient, including company, name, title, email, and lead score, facilitating informed selection. The ability to filter and search within this list ensures that only relevant contacts are added, supporting the creation of highly segmented and effective marketing communications. Once selected, these recipients will be included in email campaigns associated with the mailing list, allowing for direct engagement with specific target audiences.

Click the "Add Subscriber" button to open the Recipient List dialog and select subscribers for the mailing list.

Buttons

Fields

Column Headings

The 'View Imports' dialog allows users to select and add previously imported lists of prospects or other entities to the current mailing list being configured. This functionality is critical for leveraging existing data within UPM's Market module, enabling targeted email campaigns without requiring re-entry of contact information. By integrating imported lists, users can efficiently populate recipient lists for various marketing activities, ensuring that campaigns reach the intended audience segments. The dialog displays available imported lists, along with details such as their name, attachment status, and whether they are configured for auto-update, providing the necessary context for selection.

Select the 'Prospect Import' list from the 'View Imports' dialog to add it to the current mailing list.

Buttons

Fields

Column Headings

This screen displays the details of a Test Mailing List, which is used for managing email campaigns within the Market module. Test Mailing Lists allow vendors to define a group of recipients for email campaigns, either by manually adding individual subscribers or by importing existing lists from other modules, such as Prospects. This particular view shows that a Prospect Import has been successfully added to the mailing list, indicating that the list will now draw its recipients from the specified prospect data. The ability to import lists streamlines the process of targeting specific segments of partners or prospects with marketing communications, leveraging data already present within UPM.

After selecting the desired import and clicking 'Close' in the 'View Imports' dialog, the selected import record, such as 'Prospect Import', is added to the 'Imported List' section of the Test Mailing List.

Buttons

Column Headings