We've been through an instance when we hit “send” on an email campaign and immediately wished you’d double-checked how it looked to your customers. How do you look like while staring at the “Oops” email with dread? Well, stress no more! Our CRM’s Email Builder has received a major upgrade that will forever change the way you craft email campaigns.

The Custom Value Preview feature is your new best friend for marketing email perfection. You will be able to see exactly what your audience will receive, complete with personalized touch like names, dates, or any custom value you’ve set. This tool ensures you’re delivering flawless, custom emails every time.

With this feature, you can fine-tune your email contents to look and feel as intended. Get ready to bring your email creation process to new heights with this intuitive and practical feature!

What is Custom Value Preview?

Custom Value Preview is a feature that allows you to preview email templates with real or placeholder data before sending them out. It’s like a sneak peek into what your customers will see in their inboxes—no more blind guessing or manual testing.

Here’s how it works in simple terms:

• Custom Values: These are placeholders like {{FirstName}}, {{OrderDate}}, or {{CompanyName}} that get replaced with actual data when emails are sent.

• Preview Capability: The Custom Value Preview fills these placeholders with sample data, letting you see how your email content will look when personalized.

• Why It’s Important: Emails often rely on personal touch to engage recipients, and this feature ensures your placeholders are correctly formatted and visually appealing.

Whether you’re sending a discount code to a loyal customer or a transactional email to a first-time buyer, it ensures every detail is on point. It’s a must-have tool for anyone looking to send professional, error-free, and responsive emails.

Benefits of Custom Value Previews

Custom Value Preview doesn’t just make beautiful emails—it transforms your entire email marketing campaigns. Let’s break down the benefits:

1. Enhanced Email Layout Customization

Personalization is key in email marketing, and it lets you see exactly how each email will look with individual details filled in. For example, instead of wondering if "Hi {{FirstName}}" will display correctly, you’ll see "Hi Sarah" right in the preview. This ensures your tone and formatting are spot-on.

2. Improved Engagement Rates

Personalized emails perform better, period. When customers see an email that feels tailored to them, they’re more likely to open, read, and act on it. It gives you the confidence in email deliverability.

3. Reduced Errors

No one wants to send an email that says, "Hi {{FirstName}}," to hundreds of customers. With custom values email preview, you’ll catch errors before they go live. It’s like having a safety net for your campaigns.

4. Time Savings

Forget the back-and-forth of manual testing and other tiring email marketing efforts. Custom Value Preview streamlines your workflow, saving you time while boosting accuracy. Spend less time testing and more time creating impactful campaigns.

Use Cases for Custom Value Previews

Custom Value Previews make emails look pretty and solve real-world challenges. Here are some practical use cases:

1. Dynamic Content Management

If your emails include dynamic content like product recommendations or event details, Custom Value Preview lets you see how these elements will appear for different recipients. For instance, you can verify that the right products are being displayed based on customer preferences.

2. Personalization Strategies

Want to address your customers by name or reference their recent purchase? Custom Value Preview ensures that {{FirstName}} or {{LastPurchase}} fields display as intended, creating a seamless experience for recipients.

3. Seasonal Campaigns

Holiday promotions often include time-sensitive details like dates or unique offers. With Custom Value Preview, you can check that your Black Friday email, for example, correctly highlights the sale end date and personalized discount codes.

4. Internal Approval Processes

Need to get your team’s sign-off before sending an email? Use Custom Value Preview to share accurate previews that show exactly how the final email will appear, streamlining the approval process.

Overview of Email Builders

Custom Value Preview is an amazing feature, but its impact is even greater when paired with robust email builders. Here are three top tools:

1. HighLevel Email Builder and In-line Editor

HighLevel’s Email Builder combines simplicity with powerful customization options. The inline editor makes it easy to tweak content and layouts while previewing custom values in real time.

2. Klaviyo Email Builder

Klaviyo’s email builder is perfect for eCommerce marketers. Its advanced segmentation features work seamlessly with Custom Value Preview to create highly targeted campaigns.

3. Bloomreach Email Builder

Bloomreach offers AI-driven email personalization that integrates beautifully with Custom Value Preview. Use it to deliver data-driven campaigns that resonate with your audience.

How the Custom Value Preview Works in Your CRM

Ready to try Custom Value Preview? Here’s a step-by-step guide:

1. Navigate to the Marketing section and click on the Email tab in the top menu. Choose “New” to create a custom template or select an existing one to edit.

   

2. Click on the Blank Template button if you want to start from scratch.

   

3. Enter the Email Builder by selecting the Design Editor option.

   

4. Drag and drop elements like text, images, or buttons into your template as needed.

   

5. Add a “Text” element to include placeholders like {{FirstName}} or {{CompanyName}}.

   

6. Click the Custom Values button in the toolbar to access a dropdown of available placeholders.

   

7. Select the placeholders you want to use, such as {{OrderDate}} or {{DiscountCode}}.

   

8. Place the selected fields within your text. They will appear as placeholders in your template.

   

9. Locate the Preview option by clicking the three dots in the toolbar.

   

10. Click on Preview Template to see how your marketing email will look with the custom values filled in.

    

11. Review the preview to ensure everything is accurate and visually appealing before sending.

    

Best Practices for Custom Value Previews

To get the most out of Custom Value Previews, follow these best practices:

1. Ensuring Relevance and Accuracy

Double-check that your custom values are relevant to your audience and match their preferences. For example, don’t include irrelevant placeholders like {{PetName}} if your audience isn’t pet owners.

2. A/B Testing for Optimization

Experiment with different personalization strategies using A/B testing. Test subject lines like "Hey {{FirstName}}" versus a generic greeting to see what performs better.

3. Monitoring Engagement Metrics

Keep an eye on open rates, click-throughs, and conversions to see how personalized emails perform compared to generic ones. Use this data to refine your campaigns.

4. Consistency Across Campaigns

Ensure all placeholders are formatted consistently to avoid errors. For instance, always use {{FirstName}} instead of switching between {{first_name}} and {{FirstName}}.

5. Collaborative Feedback

Share previews with your team for feedback. This ensures multiple eyes catch potential issues before launch.

FAQs

1. Can I preview emails for different audience segments?

• Yes, Custom Value Preview allows you to test emails with data from different segments to ensure accuracy.

2. Does this feature work with all email builders?

• It depends on the CRM. Check if your email builder supports custom value previews.

3. What if a placeholder doesn’t populate?

• Ensure the placeholder matches the data field in your CRM’s database.

4. Can I edit the previewed email?

• Yes, you can return to the editor, make changes, and preview again.

5. Is this feature available for free?

• Availability depends on your CRM’s pricing plan. Check your subscription for details.

Take Your Emails to the Next Level

With Custom Value Preview, you can say goodbye to email anxiety and hello to perfectly personalized campaigns. This feature ensures your emails look flawless and resonate with your audience every time.

Dive into your CRM today and experience the seamless upgrade for yourself. Give your email marketing campaigns the professional edge they deserve—your audience will thank you! Try out this feature now and let us know how it transforms your email marketing efforts.