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Preview

You now get an overview of the imported data and its mapping. Check carefully that tags are correctly placed. They are recognisable by the green bubbles. When you are comfortable with the mapping, click Next and the data is imported as mapped. Afterwards you can find these mappings under the Manage your data tab.

Whitelisting test

Now confirm that the whitelisting you set up actually works.
1

Choose a domain

Pick a domain that was included in your whitelisting.
2

Choose a recipient

Send to a contact under the domain name that underwent whitelisting. Sending elsewhere tests nothing useful.
3

Go through the interactions

The recipient works through a number of test interactions, which confirms that all interactions are captured accurately.
This test sends a technical email, not a phishing email. We recommend sending test emails only to yourself if you do not want others to know about the simulation programme in advance.

Getting a white screen?

If you go through the test email and land on a white screen, our system is recognising your interactions as a bot. Resolve this by adding your own IP address under Settings then Whitelisting. See Whitelisting your own IP address.

Next

Continue to Campaign settings.