First choose a person or segment where you want to send the email to. We always recommend to send a test email to yourself first, so pick yourself as test person. Give yourself the right tags (needed if you set visibility limits, examples: tablehost, 1on1 meetings, ticket type x).

  1. Go to attendees >  search for yourself in the Search Box > click email icon > select your email template. 


2. Scroll down and click Preview & send. You will see a preview of the email first. No need to worry that any email will be sent out. 

3. Open the links in the preview email in a new incognito window (right mouse click), this way you can check if the links in the email are correct.
Note: You will be accessing the persons profile you are sending the email to! Be careful not to perform any unnecessary actions.

Not sure yet? Check the video here: https://drive.google.com/file/d/1ns5pw5RVzw9KDIdzJ4Ti7yF98F_kQ4mC/view

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