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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