Personalization Fields
      Back to home
      1. Knowledge Base
      2. Managing Your Opportunity (Administrator)
      3. Personalization Fields

      Can I preview Personalization Fields before sending?

      Once you've added Personalization Fields, you can preview the email to see how a Staff or Volunteer would receive the email with the fields before sending it out.

      Use the preview button to be provided with a pop-up that will give three views of how your email would be sent to staff; desktop, tablet, and mobile phone. Use the "Preview as" dropdown to see how the Personalization Fields would populate for an individual staff or volunteer.