This guide is for anyone using the CRM who wants to check that custom fields are pulling through correctly in emails before they go out. It's especially handy for catching mistakes like everyone receiving the wrong name in their greeting. It's aimed at marketers, sales people, and anyone who regularly emails clients or prospects through the CRM.

Using the Preview Feature

To get started, select the Templates option inside the Emails tab of the Marketing section.

Choose an email template to preview, such as a birthday greeting template.

Click the three-dot icon in the top right-hand corner and select "Preview Template" to see how the email will look to recipients.

In preview mode, click Preview Contact Info to pick a specific contact and see how their custom fields (e.g. first name, phone number, address) populate the email.

Select the contact from the drop-down menu in the Preview Contact Info panel that appears on the right.

Understanding Custom Values and Fields

It's worth understanding the difference between custom values and custom fields:

  • Custom Values: These are tied to your account level and won't appear in the contact-level preview, as they're not specific to individual contacts.
  • Custom Fields: These are contact-level details that do populate in the preview, so you can see exactly how personalised information will appear in the email.

Troubleshooting Tips

  • If custom fields aren't populating as expected, check that the selected contact has the relevant information filled in on their contact profile.
  • Bear in mind that custom values won't appear in the preview as they're not contact-specific.

Frequently Asked Questions

Can I preview emails with multiple custom fields?

  • Yes, you can preview emails with any number of custom fields, provided the selected contact has those fields filled in on their profile.

What should I do if the wrong information appears in the preview?

  • Double-check the selected contact's details in the CRM to make sure everything is correct and up to date. If the issue continues, get in touch with support for further assistance.