Preview and Send a Mailing

The preview and send tab allows you to view the configuration of your mailing (as a summary view or a detailed view), preview your HTML, estimate your recipient count, and send your mailing.

View the configuration of your mailing - summary view

Select the summary tab to view basic information about your mailing, allowing you to confirm:

  • That the correct brand has been selected. If incorrect, change the brand in the general tab.

  • That the correct recipient list has been selected. If incorrect, change the list in the targeting tab.

  • What subject line your recipient's will see. If incorrect, change the subject in the content tab.

  • When the mailing will be sent upon pressing the send mailing button. If incorrect, change the schedule in the schedule tab.

For a detailed breakdown of your configuration, select the details tab.

View the configuration of your mailing - detailed view

Selecting the details tab allows you to see a detailed breakdown of your mailing's settings.

  • General - view settings entered when creating a mailing such as the brand and campaign.

  • Meta data - view information such as mailing type and creation details.

  • Targeting criteria - view settings defined on the targeting tab such as the recipient list and behavioral targeting conditions to match.

  • Suppression criteria - view suppression lists and settings added on the targeting tab.

  • Content - view details on content assembly such as character set and encoding used to prepare the mailing.

  • Schedule - view settings entered on the scheduling tab such as queue priority and personalized delivery time.

  • Results - view results settings entered on the responses and results tab such as mailing report notification emails and language.

  • Responses - view response settings entered on the responses and results tab such as unsub content.

  • Tracking - view tracking settings entered on the responses and results tab such as links and dynamic content tracking.

preview your HTML

Select the HTML tab to preview your mailing before it is sent.

For more preview options, use the preview function in the content tab to preview your mailing as a recipient or the rendering tab to see how your email appears in different apps.

Tip: you can also view your content as a webpage and copy the URL for sharing.

Estimate your recipient count

Press the estimate recipients button to obtain an estimate on how many recipients are likely to receive your mailing.

Use the options on the targeting tab to refine your target audience if needed.

Send your mailing

The option to send a mailing will only become available if each workflow tab has a green checkmark, i.e. the information in the tab has been validated.

To validate the information on each tab, you can:

  • Select each tab and press the apply changes button.

  • Press the apply all changes button on the preview and send tab to validate all of the workflow tabs at once.

When you are satisfied that all of your settings are correct, press the send mailing button to instruct PostUp to send your mailing according to your schedule settings.