Why send one
A record's first reminder can be months away. A test shows you now what the email looks like and whether your mail provider puts it in the inbox.
Send the test
- Open Settings and find the Reminders section.
- Under Default reminder schedule, check the address shown. The test goes to that address, your workspace's notification email, and nowhere else.
- Choose Send a test reminder.
The page then shows Sent to and the address, or Not sent. with the reason. Any member of the workspace can send one.
On a paid plan, a new ledger also offers the same button under See what a reminder looks like, from the first record until the ledger has three, when a notification email is set.
What arrives
The subject starts with [Test]. The email is the reminder for your soonest record that has not expired yet. With no such record, it is a sample for a made-up insurance policy.
A box at the top says it is a test you sent, and gives the sender address to add to your contacts. If the email is in spam, mark it as not spam so the real ones reach the inbox.
If it was not sent
- No notification email is set. Add one under Workspace in Settings. See change the notification email.
- A new address is not confirmed yet and there is no confirmed one. Open the link we emailed to it first.
- You reached a limit. A workspace can send 3 test reminders an hour and 10 a day, and one address can receive 5 a day.
Tests and real reminders
A test is separate from the schedule. Sending one does not use up or replace any of a record's real reminders.