How to Preview Custom Fields in Your CRM Emails Before Sending
Introduction
This guide is designed for users of our CRM who wish to ensure the accuracy and personalization of their email communications by previewing custom fields within emails before they are sent. This feature is particularly useful in avoiding common mistakes such as addressing all recipients by the wrong name. By following the steps outlined in this article, you will learn how to leverage the preview feature to enhance your email marketing efforts. This guide is intended for marketers, sales professionals, and anyone else who regularly communicates with clients or prospects through the CRM.
Accessing the Preview Feature
To begin, navigate to the preview feature within the CRM by following these steps:
- Open the Left-Hand Side Menu: Start by locating the menu on the left-hand side of your CRM dashboard.
- Select ‘Marketing’: Within the menu, find and click on the ‘Marketing’ option to access your marketing tools.
- Go to ‘Templates’: Within the marketing section, look for the ‘Templates’ option and click on it. This will take you to your library of email templates.
Using the Preview Feature
Once you have accessed your templates, you can use the preview feature as follows:
- Choose a Template: Select an email template you wish to preview, such as a birthday greeting template.
2. Preview the Template: Locate the ‘Preview Template’ button on the top right-hand side and click on it to see how the email will appear to recipients.
3. Select a Contact for Preview: In the preview mode, you can choose a specific contact from your CRM to see how custom fields (e.g., first name, phone number, address) will populate in the email.
Understanding Custom Values and Fields
It’s important to differentiate between custom values and custom fields:
- Custom Values: These are associated with your account level and will not show in the contact-level preview since they are not specific to individual contacts.
- Custom Fields: These are contact-level details that will populate in the preview, allowing you to see exactly how personalized information will appear in the email.
Troubleshooting Tips
- If custom fields are not populating as expected, ensure that the selected contact has the necessary information filled out in their contact profile.
- Remember that custom values will not appear in the preview since they are not contact-specific.
Frequently Asked Questions
Can I preview emails with multiple custom fields?
- Yes, you can preview emails with any number of custom fields, as long as the selected contact has those fields filled out in their profile.
What should I do if the wrong information appears in the preview?
- Double-check the selected contact’s information in the CRM to ensure it is correct and up to date. If the issue persists, contact support for further assistance.