How to preview Custom Field in Email Builder?
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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:
Previewing custom fields ensures merge fields (for example, {{first_name}}) resolve correctly before you send. Verifying these values prevents broken personalization, reduces rework, and improves deliverability outcomes.
Open the email in Email Builder.
Step 1 of 7: Open the email in Email Builder What this shows Step 1 of 7: Open the email in Email Builder. What this shows Shows where to go for step 1 of 7 in "How to preview Custom Field in Email Builder?". This screenshot accompanies step 1 of 7 in "How to preview Custom Field in Email Builder?". At this point in the walkthrough you open the email in Email Builder. For context, this section explains: 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…. The next step is to locate the top menu bar in the editor. Where to goOpen the email in Email Builder. Next stepLocate the top menu bar in the editor. All 7 steps in this procedure
- Open the email in Email Builder. this image
- Locate the top menu bar in the editor.
- Click Preview (positioned next to Save) to open the preview instantly.
- Review your custom fields and confirm they display the expected values.
- Address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record.
- If something looks wrong, close Preview, adjust your content or test data, then click Preview again.
- Continue editing, or proceed to send or schedule when satisfied.
Locate the top menu bar in the editor.
Step 2 of 7: Locate the top menu bar in the editor What this shows Step 2 of 7: Locate the top menu bar in the editor. What this shows Shows what this covers for step 2 of 7 in "How to preview Custom Field in Email Builder?". This screenshot accompanies step 2 of 7 in "How to preview Custom Field in Email Builder?". At this point in the walkthrough you locate the top menu bar in the editor. For context, this section explains: 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…. The next step is to click Preview (positioned next to Save) to open the preview instantly. What this coversLocate the top menu bar in the editor. Next stepClick Preview (positioned next to Save) to open the preview instantly. All 7 steps in this procedure
- Open the email in Email Builder.
- Locate the top menu bar in the editor. this image
- Click Preview (positioned next to Save) to open the preview instantly.
- Review your custom fields and confirm they display the expected values.
- Address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record.
- If something looks wrong, close Preview, adjust your content or test data, then click Preview again.
- Continue editing, or proceed to send or schedule when satisfied.
Click Preview (positioned next to Save) to open the preview instantly.
Step 3 of 7: Click Preview (positioned next to Save) to open the preview instantly What this shows Step 3 of 7: Click Preview (positioned next to Save) to open the preview instantly. What this shows Shows how to confirm for step 3 of 7 in "How to preview Custom Field in Email Builder?". This screenshot accompanies step 3 of 7 in "How to preview Custom Field in Email Builder?". At this point in the walkthrough you click Preview (positioned next to Save) to open the preview instantly. The next step is to review your custom fields and confirm they display the expected values. How to confirmClick Preview (positioned next to Save) to open the preview instantly. Next stepReview your custom fields and confirm they display the expected values. All 7 steps in this procedure
- Open the email in Email Builder.
- Locate the top menu bar in the editor.
- Click Preview (positioned next to Save) to open the preview instantly. this image
- Review your custom fields and confirm they display the expected values.
- Address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record.
- If something looks wrong, close Preview, adjust your content or test data, then click Preview again.
- Continue editing, or proceed to send or schedule when satisfied.
Review your custom fields and confirm they display the expected values.
Step 4 of 7: Review your custom fields and confirm they display the expected values What this shows Step 4 of 7: Review your custom fields and confirm they display the expected values. What this shows Shows how to confirm for step 4 of 7 in "How to preview Custom Field in Email Builder?". This screenshot accompanies step 4 of 7 in "How to preview Custom Field in Email Builder?". At this point in the walkthrough you review your custom fields and confirm they display the expected values. The next step is to address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record. How to confirmReview your custom fields and confirm they display the expected values. Next stepAddress merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record. All 7 steps in this procedure
- Open the email in Email Builder.
- Locate the top menu bar in the editor.
- Click Preview (positioned next to Save) to open the preview instantly.
- Review your custom fields and confirm they display the expected values. this image
- Address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record.
- If something looks wrong, close Preview, adjust your content or test data, then click Preview again.
- Continue editing, or proceed to send or schedule when satisfied.
Address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record.If something looks wrong, close Preview, adjust your content or test data, then click Preview again.
Step 6 of 7: If something looks wrong, close Preview, adjust your content or test… What this shows Step 6 of 7: If something looks wrong, close Preview, adjust your content or test data, then click Preview again. What this shows Shows what to click for step 6 of 7 in "How to preview Custom Field in Email Builder?". This screenshot accompanies step 6 of 7 in "How to preview Custom Field in Email Builder?". At this point in the walkthrough you if something looks wrong, close Preview, adjust your content or test data, then click Preview again. The next step is to continue editing, or proceed to send or schedule when satisfied. What to clickIf something looks wrong, close Preview, adjust your content or test data, then click Preview again. Next stepContinue editing, or proceed to send or schedule when satisfied. All 7 steps in this procedure
- Open the email in Email Builder.
- Locate the top menu bar in the editor.
- Click Preview (positioned next to Save) to open the preview instantly.
- Review your custom fields and confirm they display the expected values.
- Address merge fields render fully in Preview. If your email uses a full address, test with `{{contact.full_address}}` to confirm Preview matches the contact record.
- If something looks wrong, close Preview, adjust your content or test data, then click Preview again. this image
- Continue editing, or proceed to send or schedule when satisfied.
Continue editing, or proceed to send or schedule when satisfied.
Tip: Preview is now available on the top menu bar for one-click access. You no longer need to use the three-dots (kebab) menu.
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