Testing Mode

Testing Mode is a per-agent safety net for outbound client email. It lets you import real bookings, build itineraries, and trigger automations without worrying about something going out that you didn't mean to send. There are three modes — pick the one that matches what you're trying to do.

Tip: Testing Mode is set per agent, not per workspace. Your setting doesn't affect anyone else on your team, and theirs doesn't affect you.

The Three Modes

Send normally

The default. Every outbound email goes out the moment it's triggered — proposals, invoices, payment reminders, automations, the works.

Hold for review

Outbound client emails are diverted to your Outbox (Inbox → Outbox) instead of going out. Each held message shows up there with a full preview — recipient, subject, body, attachments — and a one-click Send now or Discard button. Use this when you want to read what the system would have sent before it actually goes out.

Block all

Outbound client emails are silently suppressed and logged with a Suppressed status. Nothing reaches the client. Use this for the strongest safety net — onboarding, importing historical trips, or any scenario where you want zero chance of an email slipping out.

In all three modes, emails to your own workspace teammates still send normally — only client-bound mail is intercepted.

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When to Use Each Mode

Situation	Recommended mode
Day-to-day operating	Send normally
Want to preview an automation or proposal email before it goes out	Hold for review
Importing historical bookings; setting up a new account; training a new agent	Block all
QA'ing a journey sequence end-to-end	Hold for review, then send the captured copies through to yourself

Hold mode is particularly useful for one-off review of high-stakes sends. Block mode is best when you want to forget about it and not worry that anything will go out.

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Turning Testing Mode On

For yourself

There are two equivalent places to switch modes:

1. Inbox → left sidebar → Testing Mode quick switcher — fastest. Click Send normally, Hold for review, or Block all. Active mode is highlighted.
2. Settings → Profile → Testing Mode section — same three options, plus a longer explanation of each.

The change takes effect immediately. While Hold or Block is active, an amber Testing mode pill appears at the top of the app so you don't forget it's on.

For a teammate (admins only)

Go to Settings → Agents, find the agent, and pick a mode in their row. Only owners and admins can change another agent's setting.

Super-admins can also see, per workspace, how many agents are in Hold or Block mode — surfaced in the admin Accounts page under the Emails column.

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Reviewing & Releasing Held Email (Hold mode)

When you're in Hold for review, every client-bound email lands in Inbox → Outbox. The Outbox shows:

• Recipient, subject, sent-by-time — at a glance in the list
• A live preview of the rendered email — branded shell, signature, portal button, all of it. Exactly what the client would see.
• Linked context — client name and trip name when the email originated from one
• Send now — releases that single email through Resend right away
• Discard — kills the held copy without sending
• Send all — releases every held email in one go (with a confirm prompt)

Discarded emails are kept in the log with a Discarded status so you have a record.

Note: Held emails are sent through your branded sender (mail.journeyfuse.com) when released, even if you have a Gmail or Outlook integration connected. This keeps the held copy and the released copy identical to what your client receives.

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Reviewing Blocked Email (Block mode)

In Block all, every suppressed send is logged in your Inbox with a Suppressed status — same recipient, subject, and body you can inspect. There's no "release" button (that's what Hold is for); think of Block as "log only, never send."

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Switching Between Modes

You can flip between modes any time. A few things to know:

• Send → Hold or Block: future emails are intercepted. Anything already sent stays sent.
• Hold → Send: future emails go out normally. Anything still sitting in your Outbox stays held until you Send/Discard it manually.
• Hold → Block: previously held emails stay in the Outbox and are still releasable; new emails get suppressed instead.
• Block → Send: future emails go out. Suppressed ones don't retroactively send.

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FAQ

Does my Testing Mode setting affect other agents? No. Each agent has their own setting. Yours only intercepts emails you send (or that the system sends on your behalf — for example, a payment reminder for a trip you're assigned to).

What about emails the system sends automatically — payment receipts, journey messages, birthday reminders? Those are attributed back to the agent assigned to the trip or client. If that agent is in Hold or Block mode, those automatic sends are intercepted too.

Will held emails eventually send on their own? No. They sit in the Outbox until you click Send now, Send all, or Discard. Switching out of Hold mode doesn't auto-release them.

Can clients tell I'm in Testing Mode? No. Suppressed and held emails are logged inside JourneyFuse only — the client has no way to see them.

What's the difference between this and the workspace-wide email pause? The workspace-wide pause (admin-level) freezes all outbound mail for the entire agency for a fixed window — useful during a billing issue or a deliverability incident. Testing Mode is per agent and stays on indefinitely until you turn it off.

Why does my held email look different than a normal send? It shouldn't — the preview in the Outbox renders the fully branded HTML, including your workspace logo, signature, and portal button. If something looks off, the same content goes out when you click Send now.

I forgot to turn it off — am I missing real emails to clients? While Hold or Block is on, an amber pill is always visible at the top of the app. If it's there, you're intercepting; if it's not, you're sending normally. Held emails are recoverable from the Outbox at any time.