How to preview an Email Template before sending

Previewing an Email to One Person

To preview an individual email before sending it, follow these steps:

Click Send Email in the Navigation Menu.

Choose the Email Template you will use.

Enter the contact information and click "Next".

This page displays the Email Template Workspace.

Please fill in all the required details to ensure the template looks right. Then, click "Preview".

The Preview Screen will appear.

Check if all aspects are in order and ready to send; click "Send Now" or "Schedule Send."

The following message will be displayed if you select the "Schedule Send" option.

You can send the email once everything is set and ready to go.


Previewing a Campaign Email

To preview a campaign email template before sending it, follow these steps:

Click Campaigns in the Navigation Menu.

Select Send Campaign.

You can choose the Email Template you will use.

The Preview Screen will appear.

Once you click Next, this screen will appear and let you choose the Email List.

This screen will appear. You can click "Send Now" or "Schedule for delivery in the future."

The message will display when you choose the "Schedule for delivery in the future." You can set the date and time as you prefer.

Once all is set, you may now select "Schedule Delivery."

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