Who This Is For / When to Use
This article is for Kyrios users who want to verify that workflows, emails, and SMS messages are sending correctly before going live.
Best Practice for Testing Emails and SMS
The most accurate way to test emails and SMS is to run yourself through the workflow as a contact.
Sending a test email directly from the email builder does not always populate custom values, which can make it appear that messages are broken when they are not.
How to Test a Workflow as a Contact
Testing a workflow as a contact shows exactly what a real lead will experience.
Step 1: Add Yourself as a Contact
Add yourself as a contact using:
A different email address than your Kyrios user login
A different phone number than your Kyrios user profile
Step 2: Add the Contact to the Workflow
Add the test contact to the workflow you want to test.
Steps:
Open the test contact record.
Click Workflows.
Click Add.
Select the workflow.
Leave Event Start Date blank.
Click Add.
Leaving the event date blank ensures the workflow runs immediately.
What to Check If You Do Not Receive the Message
If the test contact does not receive the email or SMS, check the following in order:
Confirm the workflow is Published and Allow Multiple is enabled.
Open the test contact record and verify the message shows as sent.
For SMS issues, confirm the phone number is properly configured.
For email issues, confirm an SMTP provider is connected.
How to Send a Test Email from the Email Builder
Sending a test email from the builder is useful for layout and formatting previews.
Step 1: Open the Email Template
Navigate to Marketing > Emails > Templates and open the email template.
Step 2: Send a Test Email
Steps:
Click the three dots in the top-right corner.
Select Test Email.
Step 3: Complete Test Email Fields
Enter the following fields:
From address
Sender name
Send test to email address
Preview text
Email subject
Click Send Test Email.
Important: Custom values may appear blank in test emails.
Common Test Email Errors and Fixes
Error: “An error occurred, please try again.”
This error usually indicates invalid input in the test email fields.
Fixes:
Ensure custom values use double brackets (example:
{{contact.name}}).Confirm the test email address uses a valid format.
Test Email Sent but Not Received
If the test email was sent but not received:
Check Spam or Junk folders.
Confirm the test email address is correct.
Verify SPF, DKIM, and DMARC records for custom domains.
Try sending to a different email provider.
Test Email Not Sending at All
If the test email fails to send:
Verify a sender email is configured in Settings > Email Services.
Confirm the email provider allows outgoing test emails.
Check for error messages in the Conversations tab.
Frequently Asked Questions
Why should I test using a workflow instead of only sending a test email?
Testing through a workflow ensures custom values, timing, and conditions behave exactly as they will for real leads.
Why don’t custom values populate in test emails?
Test emails are not linked to a contact record, so dynamic values may appear blank.
Can I test SMS messages the same way?
Yes. Add yourself as a contact with a valid phone number and run the workflow.
Why should the event date be left blank?
Leaving the event date blank allows the workflow to execute immediately.
What should I check if nothing sends?
Confirm the workflow is published, messaging services are configured, and error messages are reviewed.