How can I test an email, before sending it.

Hi, I can't find a way to send a test email to me before sending an email through pipedrive. Anyone can help?

João

Answers

  • Brad Krause_65956
    Brad Krause_65956 Community Driver Posts: 52
    10 Comments First Answer 5 Likes Name Dropper

    Can you not add yourself as a Pipedrive contact and send yourself an email as a test?

  • Yes, but that is a clumsy solution that requires

    1- delete the contact from the To: list

    2- add my contact to the To:

    3- delete the test email that was sent

    4- create a new email to send (or test again)

    It's a terrible user experience....

  • Brad Krause_65956
    Brad Krause_65956 Community Driver Posts: 52
    10 Comments First Answer 5 Likes Name Dropper

    I’m a fan of minding the user experience and low friction workflows. But since this is just a test rather than something that needs to be done on the regular it seems reasonable. But maybe they will create an alternate low friction solution in the future.

  • Brad, I hope so. It's simple, and super valuable!