Sales portal testing guide

1. Sign in

1. Open https://sales.mmcmails.in/campaigns/.
2. Use your existing Wired workspace Chatwoot email and password. Your server SSH password and Gmail password are different.
3. The new domain needs a fresh sign-in. Check that the browser address starts with https://sales.mmcmails.in/.

If sign-in fails, stop and ask the administrator to check account access. Do not paste passwords into a message or testing file.

2. Test a draft without sending

1. Choose New message / campaign, then Conversation for one contact or Campaign for a contact list.
2. Use an address you control for any eventual delivery test. Choose only an inbox shown as available.
3. Write a message clearly labelled INTERNAL TEST. Add only non-sensitive test content.
4. Save the draft and inspect recipient names, substitutions, channel, attachments and schedule.
5. Stop here for a draft-only test. Uploading contacts or saving a draft does not launch it.

3. Test delivery only when you choose

1. Use one recipient address you control and a connected email inbox.
2. Review everything, then explicitly launch the test. Launch is a real send.
3. Open the linked Chatwoot conversation to check provider errors and message status.
4. Check the recipient mailbox separately. Submitted means the provider accepted the request; it does not prove inbox delivery.
5. Reply from the recipient mailbox and inspect the conversation before testing a follow-up.

If a send is uncertain or marked for review, check the conversation before retrying. Pause or stop a campaign to prevent further queued work. Provider limits apply in addition to portal rate limits.

4. Channels and reply review

• Email: use a working connected inbox. An inbox marked as needing repair must be fixed before use.
• WhatsApp: use only the official connected channel, eligible recipients with recorded opt-in and an approved template where required. Channel setup is separate from hosting; do not assume it is connected.
• LinkedIn: the campaign queue provides manual drafts. No automated LinkedIn sending is enabled. The separate local incoming-message review CLI has not been deployed into this browser portal.
• Hermes: its administrative dashboard stays private. Hosting this portal does not enable automatic AI replies or bookings.

Respect declines and opt-outs. Review service claims and meeting details before using any reply.

5. Useful checks

• Open the shared inbox using the portal header link.
• If you use a spreadsheet, preview the columns and recipients before saving. Do not upload real contact data for a basic interface test.
• If changes do not appear, reload the page. If needed, sign out and sign in again.
• For support, report the page address, time, campaign name and visible error. Exclude passwords, tokens and customer message contents.

This downloaded file is a guide, not an offline copy of the application. Portal actions require internet access and authorization. To make a PDF copy, open this file in your browser and choose Print → Save as PDF.