How do I preview messages?

Preview messages before you send them.

Leigh Sevin avatar
Written by Leigh Sevin
Updated over a week ago

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 your 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

How to preview messages

1. While composing a message click on Preview

Step 1 screenshot

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

Step 2 screenshot

3. Search and Click on a different customer

Step 3 screenshot

4. Once you're done previewing click Done

Step 4 screenshot

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