Testing a flow without filling anyone's inbox
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Pauses e-mail before the test, reads what was held back and resumes e-mail. |
| Employee | Submits a work-from-home request, as in real work. |
| Account executive | Sends a customer an e-mail from the CRM. |
Step by step
- Tenant admin
Opens Settings, Notifications, Email outbox, chooses 30 minutes and presses Pause e-mail.
What they see:"E-mail is paused for testing" with the minutes left.
- Employee
Submits a work-from-home request.
What they see:The request reaches their manager as usual; the e-mail about it is held back in the outbox.
- Account executive
Sends a customer an e-mail from a CRM record.
What they see:"Kept in the Email outbox, not sent", and the record's timeline says the same.
- Tenant admin
Opens the manager's e-mail in the outbox and follows its link.
What they see:The e-mail as the manager would read it; the link opens the request.
- Tenant admin
Opens the customer e-mail and presses Send this one for real, if it should go.
What they see:After a confirmation it shows as Sent later and cannot be sent twice.
- Tenant admin
Presses Resume e-mail now, or lets the time run out.
What they see:"E-mail is live"; new e-mails reach people again.
Who is told what
While e-mail is paused nobody receives an e-mail, except security e-mails (sign-in codes, password resets, invitations) when that switch is on. In-app notifications arrive as usual, and every held-back e-mail waits in the Email outbox.
Related
- Notification Centre
- HR Management
- CRM & Sales Pipeline
- A last-hour e-invoicing warning reaches the people who can act
- A manager is told a leave request is waiting
- A website demo request reaches the sales team
- Invitations, addenda, results and reminders are sent for you
- Invitations, cancellations and reminders reach people
- Team workflows