Preview your Messages and Touchpoints

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Previewing your touchpoint before publishing the latest version ensures that your message is formatted exactly the way you want it to be. 

In this example, {{first_name}} is used in the subject line and {{lead.first_name}} is used in the body of the email.

To preview the message, you must first be in your message editor where you set up your touchpoint. From there, llocate and select the "Preview Touchpoints" button to the right. (Note: To prevent the error message below, you must save all your touchpoints before you can preview them.

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From the preview, you can see that the merge tag {{first_name}} in the subject line is not recognized, so the first name does not appear. Rather, in the body of the message, {{lead.first_name}} is recognized, so the first name Ethan appears.

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As a reminder, previewing your touchpoint before publishing the latest version is good practice and ensures your message is formatted exactly the way you want it to be. 

 

 

 

 

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