Before scaling out your email, we recommend using preview mode and sending a sample email to yourself. This ensures your email looks perfect and all merge fields are correctly filled.
Preview your email
Preview Mode helps you check how your emails will look for each influencer before sending. It replaces merge fields with actual data from the influencer profiles, helping you quickly identify any missing information.
How to enable preview mode:
Open the email editor.
Toggle on Preview in the bottom left corner.
The system will show the content of your email with actual influencer details, using the following colour codes:
Green: Merge field data is available.
Yellow: Merge field data is missing but has a fallback value.
Red: Merge field data is missing, and no fallback value is defined.
To check specific influencers:
Use the recipient dropdown menu to preview emails for different influencers.
Icons next to influencer names will flag profiles with missing data.
💡 Tip: You can edit an influencer's merge fields directly in preview mode:
Turn on Preview Mode.
Use the recipient dropdown to find influencers with missing fields.
Click on the red merge field, then type in the correct value.
For bulk edits, check out our guide on how to edit merge fields for multiple influencers.
Send yourself a sample email
Sending a sample email lets you see how your email appears in an inbox before sending it to influencers.
Option 1: Send a sample email under preview mode (recommended)
Activate preview mode by toggling it on.
(Optional) Open the recipient dropdown and select a specific influencer for testing.
Click "Send sample email".
You’ll receive a sample email populated with that influencer’s data.
📌 Important: Sample emails are always sent via Upfluence’s mailing provider, even if you've integrated Gmail or Outlook.
Option 2: Send a sample email under the usual editor
Open the Template editor.
Click the dropdown next to the "Send email" button (bottom right).
Select "Send sample email".
You’ll receive an email with dummy data in place of influencer information.
Note: If your email contains campaign-specific links (e.g., application links), they won’t work in the sample email since no real influencer is linked to it.
Why might my sample email go to spam?
Your sample email may be marked as spam due to your company’s security settings. If the sender's first/last name matches someone in your company, it could trigger a security alarm. Check your spam folder if you don’t see the sample email in your inbox.
Frequently asked questions
1. Where do I receive my sample email?
Your sample email is sent to the inbox associated with your Upfluence login.
2. Why is the sample email sent from Upfluence’s mailing provider?
Sample emails always come from @software.upfluence.co, even if you've selected a different sender email.
To fully test your setup, try adding your brand’s social media profile to Upfluence as an influencer, add your email address and sending a test email to that account.
3. Why are campaign-specific links (e.g., application, draft, publishing, payment) broken in the sample email?
If you used option 2 to send sample emails, these links are intentionally inactive in sample emails to prevent confusion. They will function correctly when sent to real influencers.