New: Preview Emails in CrowdSync Workflows

April 21, 2018

When you build emails in CrowdSync, whether to send out as part of an Outbound or Inbound step, or as a reminder email, it’s nice to preview how that email will look before you start putting people through your workflow.

Now, previewing these emails is a piece of cake.

When you’re editing any email inside of CrowdSync, simply look to the bottom of the email editor, and find the “Send a Test Email” button:

testemailbutton

Click this, and you’ll be able to enter in the email address you want your test to be sent to:

testmodal

That’s it! Now go check your email, and you’ll see your test email right in your inbox!

A few things to note:

  • We’ll populate variables in your emails if we can, otherwise, we’ll use dummy data so you can see how things will populate.
  • You can click the buttons that are injected into emails, however, they won’t link to your live forms, calendars or payment screens.

We hope this makes it easier for you to manage creating emails in your workflows!

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