Sales Email

SMazow
Member

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

SOLVE

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?

 

1 Accepted solution
Jnix284
Solution
Hall of Famer

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

SOLVE

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.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

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3 Replies 3
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

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

SOLVE

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

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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DSharma02
Contributor

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

SOLVE

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

Jnix284
Solution
Hall of Famer

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

SOLVE

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.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon