After your Text Campaign is set up, some clients would like to test how it's going to be received.
To Test, you will need to follow these steps:
1. Go to your patient file or the file that has your cell number attached and click on the patient info tab. Add a Tag named "Test"
2. Go to your created campaign, Edit, and Go to the filters tab at the top.
3. Go down to the Tags filter, select Include, Type "Test", Press the Plus sign to lock it in.
You will know it's added properly if it looks like this.
4. Save Campaign.
5. Click on the text campaign and hit "Send Now" Make sure your test profile is the only name showing a checkmark and hit Send Now again.
This process can only be done once. If you need to test again, you would need to add the test tag to another profile as the system keeps a record of everyone a text has gone out to and will not send it again.
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