How do I preview messages?

Applies to: All (Users, Managers, & Admins)

Previewing messages allows you to review how your emails and texts will look to recipients. Check out how your dynamic fields will appear to an individual recipient.

Overview

1. While composing a message click on Preview

2. Click on (Change) to preview your message to another recipient

3. Search and Click on a different customer

4. Once you're done previewing click Done

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