It's good practice to test how a campaign will appear in the partner portal, before you publish it to your partners. Here, you'll filter and publish the campaign to a test partner account - once you've completed testing, you can update the Partner Groups setting to distribute it to your live partners.
- Navigate to Partner Marketing > Campaigns.
- Click the name of the campaign you want to test, to open it. Ensure that it's published so it will be available in the portal.
- In the campaign details view, click Edit.
- Go to Partner Groups and filter your campaign so that it is only available to your test partner.
- Log in to the partner portal as your test partner.
- Navigate to the Browse Campaigns page and click the name of the campaign.
- Verify that the hyperlinks work and link to the content you intended.
- Send test emails to make sure your emails appear as you want them.
- Once you are confident that the campaign is correct, return to Unifyr Admin and change the filter to reflect the appropriate partner groups for this campaign.
Here are some tips for testing emails:
- Test emails are not included in the count for email credits.
- When you test multiple times, you will see merged version in the subject line.
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