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How to Test Campaigns
STEP 1: Log in to your Vintory CRM account
Switch to an Account
(Drop down menu on the upper left corner of the screen)
STEP 2: Go to sidebar and click Contacts. Make sure you create a sample contact to test your campaign before going Live
STEP 3: Search and select for the contact you want to test the campaign. Scroll down and look for the Active Campaigns / Workflows then click +Add
STEP 4: A pop-up will appear that will ask you to select a campaign then click Add. The test campaign will now work to see if you need to update before it becomes Live