Email Previews

Before sending out an email (either a Mass Email from the Lead Command Center or via an Action Plan), you can preview the contents of the email to ensure it looks as expected before sending out to leads. The email preview will display one of your selected leads and load any Merge Fields with the appropriate information relevant to that lead. 

Mass Email Previews

Before sending a mass email, click the Preview (blue) button at the bottom of the email modal. Upon doing so, a new modal will be opened that previews the email recipients, contents, layouts and merge fields. If any changes are necessary, simply click the Edit Email (gray) button, and you will be taken back to the Mass Email modal.

Clicking Send Email(s) (purple) button will send the email to the selected leads.

Action Plan Previews

Within your Action Plans, you can now preview, edit and add new templates to be used directly from within the Action Plan step. To preview a selected template, simply click the Preview (blue eye icon) button. To edit the selected template, click the Edit (orange pencil) button, which will open an edit modal directly within the Action Plan page.

Additionally, you can add a new template by clicking the Add (purple email) icon. A new email modal will appear on the screen and your email can be easily added.