Preview how your email Personalization displays for a sampling of contacts to ensure your list is set up correctly & the fallback text is working.

Essentials to Get Started

• A personalized email that is ready to be sent out
• All Personalization field names have been spelled correctly 
• Personalization fields have accompanying fallback text 

Instructions

Step 1: Preview Personalizations for Individual Recipients

For emails created in the new Email Composer:

1. Open the email you want & in the Send Details tab, add your Recipients.
2. At the top right click Preview to open Preview mode:

3. In the Details tab, toggle on Preview personalization & review your email to make sure that your Personalization fields are filled out correctly:

Legacy Emails

For emails created in the legacy email composer, the Sample Preview feature in the Review tab allows you to preview your recipients' personalized version of the message.

1. Click the Address tab and add your recipient list(s):

2. Click the Review tab to view your email message.
3. Under the Sample Preview header, select a recipient from the dropdown menu:

4. Review your email to make sure that your Personalization fields are filled out correctly.

Step 2: Check Personalizations

For emails created in the new Email Composer:

1. Open the email you want & in the Send Details tab, add your Recipients.
2. At the top right click Review & Send.
3. Scroll down & under Check personalization, click Check now.

Legacy Emails

For emails created in the legacy email composer, the Check Full Personalization feature runs a check through your recipient list(s) and provides feedback on any potential errors.

1. Go to the Address tab and add your recipient list(s).
2. Go to the Review tab and expand the Check Full Personalization Now menu item:

3. Click Check Full Personalization Now.

Errors?

If errors are found, Act-On will advise which field(s) have problems. When problems are found, you have three courses of action:

• Make sure all Personalization fields have fallback text that will display when the field value is blank, or
• Check your list and review the missing field values. You can either:
  • Correct the issue. This can be caused by missing data, incorrectly mapped data, problems with data sync/import, and/or using the incorrect field name in the email personalization (including typographical errors). 
  • Send the message to those contacts who have a value but do not send the message to contacts missing the value. The message will daily to contacts who are missing that field value, and there may be circumstances where you want this result.

Passed!

When the Full Personalization check passes, your message is ready to send.