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How do I create a test list for sending email tests?

Before sending a marketing blast to your customers, Clutch recommends sending a test message to a small group of users. To create a test list, please follow the steps below.

Step 1

1.1 Navigate to Communications section of Clutch Portal.
1.2 Navigate to Lists under the Email section.
1.3 Select New Test List.

Step 2

2.1 Create a name for your test list.
2.2 Enter the card number of the user you wish to add to the test list. (If you need to enroll a new customer, do this via Virtual Terminal, Member Portal, or through your API integration. If you need to look up a card number first, click on the Hyperlink to Customer Service and search for the customer/contact.)
2.3 Click the “+ Add this test card” button to add the card number to the list.
2.4 Confirm information in the Summary table is correct and click the Create List button.

Updated on May 20, 2020

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