Preview recipients and send a message
Find customers, choose a template, preview the content, and check the sending result.
After this taskThis message reaches the same customer with the intended text and links.
Starting conditions and inputs
The template and account must be sendable, with required recipient consent.
Values for this task
entry_url, customer_id, template_id, source_id, expected_recipient, expected_text, customer_lookup, delivery_history_url
Command sequence
open "$entry_url" && snapshot -i
click "$filter" && snapshot -i
click "$name_condition" && snapshot -i
fill "$name_input" "$customer_lookup" && press 'Escape' && snapshot -i
get text body
check "$customer_checkbox" && 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 "$confirm_send" && snapshot -i
get text body
open "$delivery_history_url" && snapshot -i
get text body
# Outside browser: The test customer checks the received text and links in the external channel.Ref targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $filter | Customer table filter button |
| 2 | click $name_condition | Name condition (name) in the customer table |
| 3 | fill $name_input | Name filter value input |
| 4 | press | Close the filter popover. |
| 5 | get text | Compare customer ID and contact with the source record. |
| 6 | check $customer_checkbox | Checkbox for one test customer row |
| 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 $confirm_send | Final send button for reviewed recipients; do not repeat an uncertain request |
| 16 | get text | Read this request identifier and any error from the result. |
| 17 | open | Delivery history for the template used |
| 18 | get text | Read the delivery state matching customer, template and attempt time. |
| 19 | Outside browser | The test customer checks the received text and links in the external channel. |
Check the result
This message reaches the same customer with the intended text and links.
Resuming after interruption
Inspect the original delivery ID first. Stop if delivery is uncertain; distinguish an explicit retry from the original attempt.
Before sending a booking notice or campaign, filter your recipients and run a preview advertising send check to verify eligibility and variable substitution. Always validate the full flow with one test customer whose incoming message you can inspect directly before expanding to a larger group.
This guide covers filtering recipients, choosing a template, inspecting the preview, submitting the send, and matching delivery history against actual receipt.
Multi-recipient preview example:
계정(Account) =데모 클리닉 LINE(5 synthetic test customers), template10월 재방문 상담 안내Single test send rule: Verify live delivery with one operator-owned test recipient before messaging a broader cohort.
Filter recipients and select rows
1. Narrow the customer list with search or filters
Open Customers (고객) in the left menu and select Filter (필터). To find one test customer, select Name (이름), enter the customer name, and press Escape to close the popover. To target a channel group, filter by Account (계정) such as 데모 클리닉 LINE.
Compare the displayed customer ID and contact details against the source record. An 활성 (Active) customer status does not prove reservation status or marketing consent.
2. Check the target rows and open the Send dialog
For an initial live test, check one test customer row and select Send (발송) above the table. When inspecting a multi-customer cohort, check the header box and confirm that the button label matches your selection count, such as Send (5) (발송 (5)).
3. Select the template and confirm its linked account
Click the Template (템플릿) chooser in the Send dialog, press ArrowDown to open the list, and select your prepared template. When several channels have similarly named templates, check the template kind and linked account displayed in the dialog.
If the template includes a reservation time variable, select the matching reservation record as well. Do not enter an invented time or unrelated reservation just to pass validation.
Verify eligibility and text with preview
Select Preview (미리보기) before clicking the final send button. Wait until the dialog displays the Ready (발송 가능) and Blocked (발송 불가) counts.
Use these checks for single-recipient and multi-recipient previews.
| Preview scope | What to compare on screen | Pass criteria |
|---|---|---|
| Single test customer | 발송 가능 1, recipient address (받는 사람), rendered text | The test customer is ready and all name or booking variables substitute cleanly. |
| Multi-customer cohort (5 rows) | Ready count, blocked count with exclusion reasons, first ready text sample | Withdrawn or missing-contact rows are excluded with clear reasons, and the sample text is accurate. |
In a multi-recipient preview, the rendered message sample shows only the first ready customer. It does not display every selected recipient's individual message.
This 39-second recording selects five synthetic customers under 데모 클리닉 LINE, runs Preview for 10월 재방문 상담 안내, and checks eligible counts, consent exclusions, and the rendered text sample.
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.
Submit the send request
Select the final Send (발송) button only after the preview counts, recipient address, and rendered copy match your expectations. Clicking this button starts live message delivery to ready recipients.
Read the request identifier and any error text returned by the dialog. If the response is slow, do not open a new dialog and click Send again for the same customer. Check delivery history first so you do not send duplicate messages.
Check delivery history and external receipt
1. Inspect the request status in template delivery history
Open Templates (템플릿) in the left menu, expand the template you used, and open its delivery history. Find the row matching your test customer, template, and timestamp, then read the current delivery state.
Record request submission separately from provider delivery or read confirmation.
2. Verify the received text and links on the test device
Complete verification on the external receiving channel. Open the message on your test device and confirm that the body text and links open as intended.
The live delivery recording slot requires a provider-approved test sender and an operator-owned recipient account. A synthetic preview recording never substitutes for live delivery evidence.
When you expand from one test customer to a larger group, run a fresh preview to check the new counts and exclusions. Continue to Check message failures and retries if any deliveries fail. For voice calls, use Place an AI outbound call with a phone template.
If the result differs from what you expected
The intended template does not appear in the Send dialog
Check that the selected customers belong to the same channel account linked to the template. If the rows mix different channels or the template is not ready, review Prepare a sending account and message template.
The test customer is marked as blocked in preview
If the exclusion reason states 이 채널의 광고 수신동의가 없습니다 (no advertising consent for this channel), the customer lacks consent or has withdrawn it for that medium. Check the customer's consent ledger in Record advertising consent and withdrawal.
The send response is delayed and the status is unclear
Do not click Send again from a new dialog. Open the template's delivery history first and look for a delivery ID matching the customer and attempt time. Wait for that request to settle before deciding whether a retry is needed.
Delivery history shows success, but no message arrives
Compare the recipient address in delivery history with the actual test device account, and inspect any provider status code. Follow Check message failures and retries to resolve sender credentials or provider approval issues before retrying failed rows.