topic Re: How do I get a preview for emails in a sequence I'm building? in Sales Email

How do I get a preview for emails in a sequence I'm building?

SMazow — Thu, 25 Jul 2024 17:56:56 GMT

I'm building an email sequence, and before I send it out, I want to get a preview of each email. Other email sequencing tools have an easy "send preview" button, but I can't find anything in Hubspot. Does anyone know a way to do this?

Re: How do I get a preview for emails in a sequence I'm building?

Jnix284 — Thu, 25 Jul 2024 23:31:41 GMT

Hi @SMazow this is a good call out, I never realized there wasn't a test send option for Templates or Sequences - typically I run a test contact through the enrollment rather then testing a single email.

There are a few ideas in the community, including this one that was marked as not currently planned, and also this one and this one - I would suggest adding your feedback and upvoting these ideas.

One thing you could do, would be to send the template for the email used in the sequence and send that from the test contact record, rather then enrolling it in the full sequence.

Re: How do I get a preview for emails in a sequence I'm building?

DSharma02 — Fri, 26 Jul 2024 05:24:39 GMT

Hi @SMazow ,

In HubSpot, there is no preview button in sales sequence but for the Marketing emails only.
Sequence emails are simple sales emails that we craete in templates that doesn't require much hassle image layout etc. Waht you can do is enroll yourself and test the email.
But if you think this feature can help, you can suggest the same in community's idea portal.

Hope this helps!
Thanks

Re: How do I get a preview for emails in a sequence I'm building?

Lucila-Andimol — Fri, 26 Jul 2024 09:04:46 GMT

Hey @SMazow

So as my collegues mention here there is no preview available because this emails has no design

Although its important to test margins and font size, specially for mobile.

What we usually do is enroll ourself as contacts in the sequences to check everything is ok.

The testing for sequences is a good idea you can post in the Ideas forum if you want the product team to consider it.

Hope this helps