Ideas - Click Marketing Automation for D365

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Preview draft email for a specific marketing list member

As I understand it the only way to test freemarker personalisation and dynamic content is to create a test email send and send yourself the email. I am using a custom entity to store the personalised content for each marketing list member, and using workflow to generate the connections to the email send. I would have to create similar records in this custom entity for the members of my test email marketing list, and run the workflow to create the connections.�

It would be far better if I could preview the draft email as one of the members of my marketing list. The freemarker script should show all the data associated with that marketing list member so I am looking at the email as they will receive it.

Many other email sending engines have this functionality. The one we are attempting to transition from did and we cannot live without it.

Cheers,

Matt

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  • Dec 28 2020
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  • Tine Madsen commented
    May 02, 2023 07:45

    Agree!!

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  • Pascal Schmitt commented
    July 16, 2021 14:09

    I was pleased when I found this post and that it is in "shipped" status. But how can I start this "show as contact x" preview now?

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