As a marketer, you will likely create an email and make incremental changes to perfect it along the way. Lead Gen & CRM allows you to send yourself a preview of the email so that you can get a fresh perspective.
In this article, you'll learn how to send preview emails.
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Email| Administrators | ✓ | |
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| Salespersons | ||
| Jr. Salespersons |
Previewing Emails
Previewing emails allow you to see how an email will appear to a recipient who is viewing the email in their email client. While preview emails are not actually sent to recipients, you will be able to view the sent email in the same way that the recipient would.
Sending preview emails will deliver a preview of the email as it currently is, without saving any changes you have made in the email editor. This allows you to see the email in its current state during editing and verify that changes are working as intended, before saving it.
To send preview emails, create or edit an email from the Email page in the left toolbar.
- In the email editor, click
Options > Send a Preview Email.
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- Enter the desired email address in the Target Email Address field.
Note: Send to multiple recipients by typing in multiple email addresses and adding a comma between each address. - Select the desired contact in the Choose a contact to view the email as field.
- Click Send Preview.
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Check the inbox for the corresponding email address. Be aware that preview emails can be sent to role-based addresses. However, emails sent via smart mail, bulk sends, or notifications are unable to be sent to role-based addresses.