How to Preview Custom Fields in the Email Builder
Preview Custom Fields Before Sending
With the CRM's Email Builder, you can now preview exactly how custom fields will appear for individual contacts before sending any email. This feature allows you to test personalization without creating fake contacts or sending test emails, making your email campaign management more efficient and reliable.
Steps to Preview Custom Fields
Previewing ensures that merge fields—like {{first_name}} or {{contact.full_address}}—resolve correctly with actual contact data. Verifying these values helps prevent broken personalization, reduces rework, and improves overall email deliverability.
- Open your email in the Email Builder.
- In the top menu bar of the editor, click the Preview button (located next to Save).
- Review the preview to confirm that custom fields display the expected values from the contact record.
- If any field does not appear correctly, close the preview, adjust your content or test data, and click Preview again.
- Continue editing or proceed to send or schedule the email once you are satisfied.
Tip: The Preview button is now conveniently located in the top menu bar for one-click access, eliminating the need to use the three-dot menu.