TL;DR
Before launching: Click Preview in your campaign sequence to see how messages appear to recipients (variables show as actual values like names). Review the deliverability checks in the preview, send a test email to check layout, links, and formatting, and preview LinkedIn messages before launch. Once verified, go to Launch to confirm leads and start your campaign.
Why Preview Matters
Previewing catches typos, broken links, and design issues before reaching leads. It also helps confirm that personalization renders correctly and that your message is ready for delivery and engagement.
Step-by-Step Preview
1. Open your campaign
From the left sidebar, click Campaigns, then select the campaign you want to review from the list.
2. Preview an email step
Open the Sequence tab, select the email step you want to review, then click Preview. In the preview window, confirm the email displays as the recipient will see it, check that variables like first name and company name render as real values, review the deliverability options on the right, and use Send email test to send yourself or a colleague a test version for final checks.
Ensure that any new edits or updates to the content are saved; otherwise, the preview might not display accurately.
✅ Verify: The preview window shows the message correctly, variables render as actual values, deliverability checks look good, and the test email is received as expected.
3. Preview LinkedIn messages
In the Sequence tab, click the LinkedIn message step you want to check, then click Preview.
In the LinkedIn preview window, review how the message appears to recipients and confirm the final formatting and spacing.
Check:
Message length is appropriate
Formatting is clean
Links work, if included
Personalization renders correctly
✅ Verify: The LinkedIn message looks good and is ready to send.
4. Review all sequence steps
Preview each step in sequence:
Initial email
Follow-up emails
LinkedIn messages
Any other steps
Ensure consistent tone and formatting across all steps.
✅ Verify: All steps previewed and approved.
Common Issues to Check
Blank previews or test email issues caused by unsaved changes:
Make sure all content in the steps of your campaign is saved before attempting a preview or test email.
Variables not rendering:
Verify custom variable names match exactly
Check the lead has data for that variable
Test with real lead data
Deliverability concerns:
Review the deliverability checks in the email preview
Remove spam trigger words
Reduce excessive caps or punctuation
Ensure proper authentication such as SPF, DKIM, and DMARC
Broken links:
Test all links in the test email
Verify tracking links work
Check your custom domain if used
Formatting issues:
Check on different email clients like Gmail and Outlook
Verify mobile responsiveness
Test with images enabled and disabled
LinkedIn preview issues:
Keep character count within limits
Avoid formatting that breaks readability
Shorten links if needed
Before Launching
Once preview looks good:
Go to Launch
Review leads to be contacted
Confirm schedule settings
Click Launch Campaign
✅ Verify: Campaign launched successfully and leads are entering the sequence.
Best Practices
Preview every step - Don’t assume follow-ups look good; check each one
Test on multiple devices - Check email on desktop and mobile
Send test emails to different inboxes - Gmail, Outlook, and Yahoo may render differently
Get colleague feedback - Fresh eyes catch mistakes you might miss
Review deliverability before every campaign - Content changes can affect performance
Verify personalization - Ensure variables have data for all leads
Test all links - Click every link in the test email
Confirm It's Working
✓ Preview shows the message exactly as recipients will see it
✓ All variables render as actual values such as names and companies
✓ Deliverability checks do not show major issues
✓ Test email is received with correct layout, working links, and proper formatting
✓ LinkedIn preview looks correct
✓ All sequence steps are reviewed and approved