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Testing Out Your Email Templates

Written by Benjamin Dell

HeySummit includes email templates for common attendee, speaker, sponsor, affiliate, host, and organiser emails. Before your event goes live, check both how an email looks and whether the links behave the way you expect.
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​Option 1: Preview a transactional email without sending it

  1. From the event dashboard, open Email & SMS > Emails.

  2. Open the transactional email's Actions menu and choose Preview email.

  3. Choose a recipient from the preview drawer. For emails that depend on a specific day, such as daily digests, talk reminders, attendee schedules, and replay emails, choose the relevant date as well.

  4. Review the rendered email in the drawer. This does not send an email and does not create delivery logs.

Current email row Actions menu with Preview email and Send test

If the preview says there is no content for the selected recipient or date, try a different recipient or date. Some transactional emails only have meaningful preview content when that person has matching talks, reminders, tickets, or other event activity.
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​Option 2: Send a test email

  1. From the event dashboard, open Email & SMS > Emails.

  2. Open the email's Actions menu and choose Send test.

  3. HeySummit sends the test email to the email address of the dashboard user who clicks Send test. This action does not let you choose an arbitrary recipient, so make sure you are logged in with the email address where you want to receive the test.

  4. Test emails use sample recipient data. Their personal links may be placeholders or may not represent a registered attendee. Real attendee emails include a personal identifier so HeySummit can recognize the attendee. Register an approved test attendee when you need to check actual attendee access.

Use this option when you want to check inbox delivery, sender details, subject lines, or the overall email experience in your own mailbox.
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​Option 3: Sign up as an attendee

  1. If you want to test fully functional attendee links, register for your event as an attendee. You can use a free ticket or set up a coupon to make a paid ticket free for testing.

  2. Once registration is complete, you will receive any attendee emails that are published and scheduled for someone matching that attendee record. You can review when your event emails are sent and their dependencies.

  3. Unlike test emails, these emails contain functional personalized links because the recipient has an attendee record.

You can also add yourself as a speaker to test speaker emails, but remember that the speaker record may be visible on your public event site. If you want to test away from the live event, clone your event first.

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