The Data Review Panel allows users to preview the personalized content of an email for any contact within a List, Data Table, or your All Contacts. This panel presents all available demographic information for the selected contact. For clients using a data table to preview an email, the panel will also display the attributes of the data table alongside the demographics information (All Contacts), enabling you to view a contact's data concurrently.
Previewing Options
By Email Address
- Open the email you wish to preview and navigate to the Preview tab.
- In the right-hand panel, select the Data tab; this will display all fields in your demographics (All Contacts) database.
- In the Preview as section below the demographics table, select the Email option, enter the email address of the contact you wish to preview and click Ok.
- The email preview will then refresh using the available data for that contact.
By List
- Open the email you wish to preview and navigate to the Preview tab.
- In the right-hand panel, select the Data tab; this will display all fields in your demographics (All Contacts) database.
- In the Preview as section below the demographics table, select the List option.
- Click Browse to open the Select List(s) modal.
- Utilize the Search List function at the top or use the list tree to locate the desired list for previewing.
- Click the name of the list and then click Select.
- Above the Preview area, a dropdown box will appear. Click the dropdown box to choose a contact from the list for previewing.
- The Email Preview and the Demographics Panel will then refresh to display the available data for that contact.
By Data Table
- Open the email you wish to preview and navigate to the Preview tab.
- In the right-hand panel, select the Data tab; this will display all fields in your demographics (All Contacts) database.
- In the Preview as section below the demographics table, select the Data Table option.
- Click Browse to open the Select Sendable Data Table(s) modal.
- Utilize the Search Data Table function at the top or use the data table tree to locate the desired data table for previewing.
- Click the name of the data table and then click Select.
- Above the Preview area, a dropdown box will appear. Click the dropdown icon to choose a contact from the data table for previewing.
- The Email Preview will refresh using the available data for that contact. In the Data Panel, all fields from the demographics (All Contacts) database, as well as the attributes of the selected data table, will be viewable for the selected contact.
By UID
- Open the email you wish to preview and navigate to the Preview tab.
- In the right-hand panel, select the Data tab; this will display all fields in your demographics (All Contacts) database.
- In the Preview as: section below the demographics table, select UID, enter the UID for the contact you wish to preview, and click Ok.
- The Email Preview and the Data Panel will then refresh to display the available data for that contact.
