Send Test/Proof from HubSpot
- Robb Nardecchia |
- 6 steps |
- 24 seconds
1
From the wrike job, select the "Edit" link at the top of description.
2
This should open the HubSpot email editor. Click the "Send Test Email" button torwards the top right of screen.
3
HubSpot will pre-populate your recipients with your email. Add a web team member, or a campus partner if they need to see a proof.
4
As you type emails, those already in the system will show-up in the drop-down and you can select the correct email.
5
Click "Send test email"
6
Once the test has been sent, you can go back to Wrike and change the workflow status, skipping the "Ready for Proof" status and instead... selecting "Proof Sent for Review"
