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Upmind’s notification page includes a time-saving test feature. Building on our previous guide on creating automated notifications with triggers, this guide will show you how to send test messages for new or existing setups.
The Send test option works for many triggers, but not all. The feature is a work in progress and will be expanded soon.

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Test an existing automation

  1. Go to Settings > Actions under Automation.
Settings > Automation > Actions

Settings > Automation > Actions

  1. Find your action, click the three dots icon, and select View.
Select view

Select view

  1. Scroll to Template in the side panel and click Send test email (if available).
Send test email

Send test email

  1. Select a recipient and choose the category (client or staff), confirm, and send.
Select recipient

Select recipient

Choose who to notify

Choose who to notify

  1. Check the test email inbox for results.

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Test a new automation

  1. Create a draft notification and toggle Enable to OFF.
Disable the action

Disable the action

  1. Click Save, then go back to the previous page.
  2. Find the draft, click the gear icon, and select View.
View

View

  1. Follow the Send test email steps above.
  2. Once satisfied, return, toggle Enable to ON, and save.