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Test a SmartVault Email Template before Sending to a Client

Table of contents

Overview

By utilizing a free Gmail account, you can test how your emails generated through SmartVault's email templates will appear to your clients.  Use the following method to verify that you've made the correct edits to your email templates and the gnereated email meets your firm's needs.

Steps

Create a test client

  1. Create a Gmail account if you don't already have one: https://accounts.google.com/SignUp
  2. Sign in to the SmartVault Portal.
  3. Right click on your account and select View Dashboard.
  4. Click Clients.
  5. Click on the + symbol to add a new client.
  6. Type Client in the first name field and 01Test in the last name field.
  7. In the email address field, type your Gmail address with +1 added to the end.
    For example, if your Gmail address is caseyjones@gmail.com, you type caseyjones+1@gmail.com.
    (Note: You can type any text after the plus (+) sign in your Gmail address. For example, caseyjones+1234abcd@gmail.com will work for these tests. Using these email addresses routes any email to your main Gmail account.)
  8. Click Save changes to add the test client to your account.

Test the User Activation email template

  1. Sign in to the SmartVault Portal.
  2. Right click on your account and select View Dashboard.
  3. Click Clients.
  4. Select your test client—this client should be named Client 01Test.
  5. Click Invite clients.
  6. Click OK.
  7. Sign in to your Gmail account to view the email sent to your test client.

Test the Tax Return email template

  1. Print out a client copy and the government copy of the return to the test client's vault.
  2. Sign in to the SmartVault Portal.
  3. Right click on your account and select View Dashboard.
  4. Click Clients.
  5. Select your test client—this client should be named Client 01Test.
  6. Choose the info button to open the clients information.
  7. Choose the Send Tax Returns Tab.
  8. Click the box to the left to select the clients returns
  9. Clieck the mail  symbol to email the Tax Returns.
  10. Sign in to your Gmail account to view the email sent to your test client.
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Last modified
09:13, 11 Nov 2016

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