Preview lets you see exactly how your step templates will appear for every recipient in your sequence. After setting up your sequence, go to Sequence → Preview to review and adjust your messages before sending.
Within the Preview tab, you can:
Edit text for individual recipients
Add links, images, or file attachments
Make other adjustments to tailor messages
Any changes you make in Preview for a contact won't affect the main sequence template, so you can personalize emails for each prospect.
Once a message has been sent, the preview for that message will be locked. You'll see the exact message that was delivered, including all formatting, variables, the signature – exactly as it appeared in the recipient's inbox.
💡Important:
CC is not supported in customized emails.
A/B test emails: Only one variant can be customized. The system will send the edited version only – for example, if you customize Variant A, Variant B will not be sent.
Preview works only for automatic email and LinkedIn steps.