Create and Segment Test Lists

  • Updated

A Test List is a simple way to control who receives internal test messages. Use it to share drafts with colleagues, verify personalization, check formatting, and confirm message behavior before sending to your full audience.

Quick Reference (Advanced Users) - Click to Expand
  • Open your Test List from Other Lists.
  • Select Edit All to add or remove internal recipients.
  • Create a Test Segment with Direct Selection when you want only a subset of testers.
  • Use the list or segment when sending message previews or internal test sends.
Try it like this: Add your marketing team to a Test List, then create a smaller Test Segment for rapid A/B subject line checks before launching the full campaign.

Create or Update a Test List

You can add or remove people from your Test List at any time. This list should only contain internal users or anyone responsible for reviewing your email content.

  1. Go to ListsOther ListsAccount Lists, then open your Test List.
  2. Select Edit All.

Edit All in test list

Add or update the following fields:

  • First Name
  • Last Name
  • Email Address
  • Company (optional)

Add tester to list

When finished, select Save Changes. To remove someone, select Clear on their row and save again.

Create a Test Segment

A Test Segment is useful when you do not want to send every test version to the entire Test List. Use Direct Selection to pick exactly who should receive the test message.

  1. Go to your Test List in ListsOther ListsAccount Lists.
  2. Hover over the Test List, select the menu icon, and choose SegmentDefine a Segment of This List.

Define a segment of this list

  1. Name your Test Segment.
  2. Select Direct Selection.
  3. Select only the people you want for this test.

Direct Selection testers

Select Save, then OK. The Test Segment appears beneath your Test List.

Use Your Test List and Test Segments

You can use your Test List or Test Segments when:

  • Sending message previews
  • Testing personalization fields
  • Checking layout and formatting
  • Running quick comparisons between message variations

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