Check template send inputs
Select customers and inspect the send-dialog preview.
After this taskPreview counts, recipient and text match expectations. The dialog is closed before the final send.
Starting conditions and inputs
Prepare test-organization customers and a template. This procedure stops before sending.
Values for this task
entry_url, account_label, template_label, expected_count, expected_recipients, expected_text
Command sequence
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$account_condition" && snapshot -i
click "$account_option" && snapshot -i
press 'Escape' && snapshot -i
get text body
check "$select_all" && snapshot -i
click "$open_send" && snapshot -i
click "$template_picker" && snapshot -i
press 'ArrowDown' && snapshot -i
click "$template_option" && snapshot -i
get text body
click "$preview" && wait --text '발송 가능' && snapshot -i
get text body
click "$close" && snapshot -iRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Customer table filter button |
| 2 | click $account_condition | Account condition button |
| 3 | click $account_option | Option matching the test account name and ID |
| 4 | press | Close the filter popover. |
| 5 | get text | Compare displayed test customers and expected count. |
| 6 | check $select_all | Select all checkbox for the test result set |
| 7 | click $open_send | Send button for the selected customers |
| 8 | click $template_picker | Template chooser in the send dialog |
| 9 | press | Expand the template list. |
| 10 | click $template_option | Template option matching template_id and name |
| 11 | get text | Compare selected template and account with the inputs. |
| 12 | click $preview | Preview button; distinguish it from the send button |
| 13 | wait | Wait for recipient eligibility counts. |
| 14 | get text | Compare preview counts, first eligible recipient and text with expectations. |
| 15 | click $close | Close button in the send dialog |
Check the result
Preview counts, recipient and text match expectations. The dialog is closed before the final send.
Resuming after interruption
Read the same IDs again. Preserve correct settings and update only differences.
Run Preview before sending to check eligible counts, exclusion reasons, and rendered text for the first ready recipient. Running a preview and closing the dialog never sends a live message or creates a delivery record.
This guide selects five synthetic customers on a test LINE account, previews an advertising template, and closes the dialog before sending.
Filter condition:
계정(Account) =데모 클리닉 LINE(5 synthetic test customers)Template to inspect:
10월 재방문 상담 안내
Run the send preview step by step
1. Filter the customer table by sending account
Open Customers (고객) and select Filter (필터) above the table. Choose Account (계정), select 데모 클리닉 LINE, and press Escape to close the filter popover.
Confirm that the table displays the five test customers linked to that account (Udocsdemo0001 through Udocsdemo0005).
2. Select all matching rows and open the Send dialog
Check the Select all box in the table header to select all five rows. Select Send (5) (발송 (5)) above the table to open the Send dialog.
3. Choose the template and run Preview
Click the Template (템플릿) chooser in the dialog and press ArrowDown to expand the list. Select 10월 재방문 상담 안내, then confirm that the displayed template name and linked account match your inputs.
Select Preview (5) (미리보기 (5)). Distinguish the preview button from the final send button before clicking.
4. Compare counts and text, then close the dialog
Wait until the dialog displays the Ready (발송 가능) and Blocked (발송 불가) counts. After comparing the counts, exclusion reasons, and rendered text against your expectations, select Close to exit without sending.
Evaluation criteria for preview results
Compare these four items in the preview panel before approving any send.
| Check item | What the screen shows | Pass and stop criteria |
|---|---|---|
| Total count | Ready (발송 가능) plus Blocked (발송 불가) counts | The two numbers must add up to the selected row count (5). |
| Exclusion reasons | Reason text next to each blocked recipient | Consent withdrawals or missing contacts must match the source customer records. |
First recipient (받는 사람) | Channel address for the first ready customer | Confirm that the address format belongs to the intended channel account. |
| Rendered text sample | Substituted copy for the first ready customer | Stop immediately if a customer name or booking time variable is blank. |
The rendered message sample shows only the first ready recipient. It does not list every selected customer's completed copy at once. When customer values vary widely, select representative customers one by one and run separate previews.
Watch the actual steps
This 39-second recording selects five customers under 데모 클리닉 LINE, previews 10월 재방문 상담 안내, inspects eligible counts, consent exclusions, and rendered copy, and closes the dialog without sending.
Transcript
- Select the LINE account in synthetic customer data. No messages are sent.
- Preview the advertising template for five recipients.
- Review eligible recipients and exclusions based on consent or withdrawal.
- Read the final message. This recording stops at preview.
This recording stops at preview verification on synthetic data. Continue to Preview recipients and send a message only after every preview check passes.
If the result differs from what you expected
The Preview button is disabled
Confirm that a template is selected in Template (템플릿). If the chosen template requires an additional input such as a reservation record, fill that required field before running preview.
All selected customers are marked as blocked
Read the exclusion reasons listed in the dialog. An advertising template blocks every customer who lacks active advertising consent for that channel. Also verify that the selected customers belong to the template's sending account.
Variable values are blank or awkward in the sample text
Open the first ready customer's record in the detail pane and check whether the source field is empty. If the variable placeholder itself is wrong, fix the copy in Prepare a sending account and message template and preview again.
The dialog still shows old preview numbers after changing inputs
Changing the selected template or input fields invalidates the previous preview result. Click Preview (미리보기) again after any input change to inspect fresh counts and text.