REF 06Reference — pending review

Troubleshooting guide

Common problems across the whole process.

Common mistakes and troubleshooting

Recipient estimate much lower than segment count.

Open the exclusion reasons; check marketing status, unsubscribes and the unengaged setting (SOP 18).

Segment shows zero contacts.

Check values, AND/OR grouping and processing status (SOP 04).

“Hi ,” in preview.

Add a fallback value (SOP 13).

Headline breaks badly on mobile.

Shorten it first; use device-specific modules only if needed (SOP 14).

Warning about a missing social URL.

Add the URL or remove the icon (SOP 12).

Need to fix a sent email.

Clone, fix, send a new email (SOP 17).

No reporting for my test.

Test emails don’t report; use the internal static segment (SOP 15).

Can’t find a tool.

Search by name; ask a CRM Administrator about permissions (SOP 02).