How to Preview Custom Field in Email Builder

With this new functionality, users can now preview exactly how custom fields will appear for their respective clients before sending out any emails.This feature simplifies the testing process and eliminates the need to create fake test cases, allowing for a more efficient and cost-effective approach to email campaign management.

Steps to Preview the Custom Field:


Step 1. Navigate to Marketing > Email > Templates to create your personalized email.

Step 2: Within the Email Builder, incorporate custom fields of the contact based on your preferences.

Step 3. You can access the "Preview" Template by clicking the top right corner.

Step 4. On the Preview screen, locate and select Preview Contact Info at the upper right corner.

 

Step 5. In emails, contact information is displayed by default. You can preview a specific contact by searching for it in the search bar.

Step 6. On the right panel, you'll find the contact's information and custom field data, along with an email preview. You can see how the selected contact views the email in this view.

Utilize the search bar once more to find a different customer for further previewing.

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