Previewing Emails

Written by Hanna Smith

Last published at: May 14th, 2018

You have the ability to preview an email, or batch of emails, before sending. This is especially useful if you are using email merge fields and would like to ensure they are pulling the intended information before sending the email.

To preview an email, begin the process of sending the email either as a batch or as an individual email from a request, organization, workload page or anywhere that you do not have to type the email address in. Once on the “Send Email” page, make sure the “To” field is automatically populated with the correct email address(es) and then scroll to the bottom of the page and click the “Preview” button.


A pop-up box will appear reflecting the email as the recipient will see it. If you are previewing a batch email there will be arrows on either side of the email that allow you to preview each individual email being sent in the batch.

If you preview an email and notice an error, update the email and preview it again until the email appears the way it should. Once the email (or emails) are ready to be sent, click “Send Email” at the bottom of the page.

Note: You may preview email templates from the Email Templates page for the purpose of reviewing the general formatting of the email. However, if you are using email merge fields in a template and you preview from the email templates page, merge fields will not populate with data and instead will show up blank. This is because emails generated from this page are not connected to users, organizations or requests in the system and therefore are not able to pull in any data.