Preview Email Templates
J
Jen Rand
When creating email templates, it would be nice to be able to preview how it will look on the client end to make sure everything looks good.
Some emails I can send to myself to test but others are reliant upon specific conditions/actions and it's really time consuming, creating a fake project and going through every possible circumstance just to review every email.
Geoff Mina
Merged in a post:
View sample from template
Melissa Maxwell - VA
Would love to see what an email/agreement, etc. looks like when it's sent to a client, without having to use a "test" client. Example: I set up a custom email template and send it to the client...how does it look to the client (how do the links/buttons, etc. look and work)?
J
Jessica Boone
I second this! Having a "send test" email button that allows me to send the email template to myself in real time so that I can make adjustments while still in the template.
Jen Smith
THIS ^ it is derailing me getting all of these emails set up then scheduling a meeting to be sure it looks right..