Preview: Custom Fields in CRM Emails Before Sending

Overview

This guide helps CRM users ensure their email messages are accurate and personalized by reviewing custom fields before sending. This function prevents errors like using incorrect names. By following the outlined steps, you will learn to effectively use the review tool to improve your email marketing. This is ideal for sales professionals, marketers, or anyone regularly contacting clients via the CRM.

Locating the Email Preview Feature

To access the preview tool, follow these instructions:

1. Access the Left-Side Menu: Open the menu on the left side of the CRM dashboard.

2. Navigate to 'Marketing': Find and click on 'Marketing' to open the email marketing tools.

3. Open 'Templates': Inside the marketing section, click on 'Templates' to browse your email template library.

Steps for Previewing Email Templates

After accessing the templates, follow these steps:

1. Select an Email Template: Pick an email template you wish to preview, such as a birthday greeting.

2. View the Template Preview: Press the 'Preview Template' button located in the upper-right corner to check how the email will appear to your recipients.

3. Choose a Contact for Personalization: While in preview mode, select a specific contact from your CRM to see how personalized fields (like name or phone number) will be displayed.

Understanding Custom Fields and Values

Here’s the distinction between custom fields and custom values:

• Custom Fields: These are specific to each contact, such as their name or address, and appear in the email preview for that contact.

• Custom Values: These are tied to your account and don’t show up in the preview because they aren’t specific to individual contacts.

Solutions for Common Preview Issues

• If custom fields don’t display as expected, check that the contact’s profile has all required information filled in.

• Keep in mind, custom values won’t appear in previews since they’re not linked to individual contacts.

Frequently Asked Questions

• Can I preview multiple custom fields in an email? Yes, as long as the contact you select has those fields populated, they will be displayed in the preview.

• What if incorrect details appear in the preview? Double-check the contact’s information in the CRM. If the issue continues, reach out to support for assistance.