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Proofread and Save a Message Template
Proofread and Save a Message Template
D Clay Smith avatar
Written by D Clay Smith
Updated over 2 years ago

You can review how the message will appear to the customer (with the added Traits populated) before saving or adding to a playbook [Below].

  • Click on the Test Tab at the top of the page.

  • In the Search for a test Contact field, key in the name of an existing contact

  • Under Click on a Contact to Display and send Test, the contacts name, or a selection of names, will appear. Click on a name and the populated message will appear to the right.

Review the message and edit as required. Oh, don't forget to hit SAVE!

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