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December 4, 2018

Email Template Preview

After you’ve created an Email Template and personalized it, preview it with user data before sending it out. This will help you find and fix mistakes and ensure confidence that the message will look good to all your clients.

Step-by-step instructions:

  • Navigate to the Templates management page (Menu->Content->Templates).

  • Use one of those options to find the desired Template:

    • Filter by channel.
    • Sort by name and by subject.
    • Search by name and by ID.
  • Click on the thumbnail to open the Template preview.

  • Switch between tabs to check how your Template will be displayed on both: desktop and mobile devices.

  • The following information is also displayed:

    • From – your client will receive the email from the provided address.
    • To – the email address of the recipient.
    • Subject – the subject of the email.

Send a test message

To preview how the Email Template will look like for a specific contact and send a test message follow the instructions:

  • Select the Contact List where the specific contact is stored. 

  • NOTE: The Default Contact List is used by default. To select a different List, use the settings button.

  • Start typing your email, phone number, or user ID to select the contact from the selected Contact List.

  • Press the “Send test” button.

You can also send a test message to the contact who is not on your List. Just fill out the placeholder with its email or phone number and press the “Send test” button.

The same functionality is also available during the Email Template creation:

  • Your own HTML – the preview option is on the right side of the page.

  • Rich text editor – the preview option is on the right side of the page.