Email preview/test

Tom Sparrow

April 24, 2024 07:26

Some of our communication templates have got a little complicated with the merge fields and particularly when they're due to be sent to customers it would be great if we could see a preview for a particular case before it was sent - that is with the merge fields applied for a given student/instructor. We had a template yesterday with a fault where we save the comm template with an invalid field, but then silently failed to send the email when used.

Ideally a toggle to see how the merge fields will compute from the send email box (obviously read-only at that point), rather than seeing the merge field code. Potentially a next/prev to work through the recipients but even just for the first one would be useful.

Failing that, the ability to override the recipient from the manual email box so it can come to someone internally rather than the normal recipient.

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  Robin Van Brunt

  April 24, 2024 13:45

  I like this idea as well.  Currently I have to put myself in an event to truly "test/validate" the email.  Possibly having Preview Button along the with Send button. 

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