There is no dedicated preview mode that shows merge tags replaced with sample data, but you can effectively preview your merge tags by sending a test email to yourself or a colleague.
How to test your merge tags:
- Open the Email Template Workspace for your template
- Click Send To A Single Recipient
- Search for and select a constituent whose data you want to test with (this could be your own record)
- Click Continue, then click SEND
- Check the inbox for the email to verify the tags were replaced correctly
Tips for testing:
- Choose a test recipient who has a full data profile: donations, membership, mailing address, and phone number. This lets you verify all tags at once.
- Test with a recipient who is missing some data to see how blank tags look in your content. Make sure sentences still read naturally.
- Check both the subject line and the body to confirm tags are working in both places.
- You can also use the Copy All Selected Team Members checkbox list to CC yourself on the send, so you see the email in your own inbox.