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Preview and Test Your Email

by Intuit•10• Updated 3 months ago

Different email programs display your HTML email differently, so we recommend you preview and test your email content before you send.

In this article, you'll learn how to preview your email and how to send tests.

Before you start

Here are some things to know before you begin this process.

  • Inbox Preview is included with the Standard plan or higher.
  • Contact-specific merge tags and dynamic content won't work in test emails. We recommend that you preview your email and test your merge tags with the Enable live merge tag info slider toggled on, or send a live email to a small test segment of your audience.
  • Every email you send to a recipient counts toward your monthly send limit or uses a Pay As You Go credit, whether it's a test or live email. To learn more, check out About Test Email Sending Limits.
  • Test emails sent from the template builder aren’t associated with an audience, so the From email address will be your primary account email address. When you send your live email, we'll display the From email address associated with your audience, or the address you entered in the From section of the email builder.

Preview your email

Preview mode gives you an idea of how your email will look in your recipients' inboxes on both desktop and mobile devices.

Preview your email in the new builder

To preview your email in the new builder, follow these steps.

  1. From the email designer, click Preview.

    You can also enter Preview mode by clicking Preview in the checklist.
  2. Click Desktop or Mobile to see how your finished email design will look on these devices. If you have a paid plan, click Inbox to see how your email will look in different email clients.
  3. The Email Info panel displays the To and From email addresses, Subject, and Preview Text.
  4. Optional: To see how dynamic content or other merge tags look to your recipients, toggle on the Enable live merge tag info slider. Use Search or the arrows in the To field to preview the content for a specific recipient.

    If you see test data, check out our Troubleshooting Merge Tags article.
  5. Click Close.

Preview your email in the classic builder

To preview your email in the classic builder, follow these steps.

  1. From the email designer, click the Preview drop-down and choose Enter preview mode.

    You can also enter Preview mode by clicking Preview in the checklist.
  2. Click Desktop or Mobile to see how your finished email design will look on these devices. If you have a paid plan, click Inbox to see how your email will look in different email clients.
  3. The Email Info panel displays the To and From email addresses, Subject, and Preview Text.
  4. Optional: To see how dynamic content or other merge tags look to your recipients, toggle on the Enable live merge tag info slider. Use Search or the arrows in the To field to preview the content for a specific recipient.

    If you see test data, check out our Troubleshooting Merge Tags article.
  5. Click Close.

Check your email links

Use Link Checker to make sure all of the links in your email are valid and accurate. Links containing merge tags, anchors, or mail-to addresses can’t be checked with Link Checker.

Check your email links in the the new builder

To check your email links in the new builder, follow these steps.

  1. From the email builder, click Preview.
  2. Click Check email links.
  3. Click each link to view the Link details. We'll display the URL, a preview of the website when applicable, and a warning if the URL is invalid.
  4. To change a link, click Edit link. After you enter a new link, click Save.
  5. Click Next to check the next link in your email.
  6. After you check all of the links in your email, click Finish.

Check your email links in the classic builder

To check your email links in the classic builder, follow these steps.

  1. From the email builder, click the Preview drop-down and choose Open Link Checker.

    An email preview displays, as well as a list of all the links in your email.
  2. Click each link to open the Link Details. We'll display the URL, a preview of the website when applicable, and a warning if the URL is invalid.

    To change a URL address, click Edit link under the URL or press “e” on your keyboard.

    To navigate between links on the Link Details panel, use the Back and Next buttons or use the left and right arrow keys on your keyboard to move up and down the list.

Link Checker isn't available for Code Your Own templates, including Paste in code, Import zip, and Import HTML. If you're using a Code Your Own template, thoroughly test your email to make sure all the links are correct. Link Checker also isn't available when creating a template from the Templates page.

Send a test email

Send a test to see how an email will appear in your inbox, or to share a draft email with a colleague. For more information on reviewing your content before sending, take a look at our Email Testing Tips.

Contact-specific merge tags won't work in a test because your email isn't being sent to a contact of your audience just yet (even if the test email address used is the same as a contact in your audience). Instead, we recommend that you use the Enable live merge tag info slider when you test your email.

Send a test email in the new builder

To send a test email in the new builder, follow these steps.

  1. From the email designer, click Send test.

    You can also click Send a Test Email in the checklist.
  2. Enter the email address you want to send the test to. To send multiple emails, separate the addresses with a comma.

    You also have the option to send your test email to other users on your account, include instructions and a personal message, and choose which account users will be notified about new comments.
  3. Click Send Test.

Recipients can reply to the test email with their feedback. We use an inbound email address to send their feedback directly to your account. To learn more, check out Collaborate on Emails.

Send a test email in the classic builder

To send a test email in the classic builder, follow these steps.

  1. From the email designer, click the Preview drop-down, and choose Send a test email.

    You can also click Send a Test Email in the checklist.
  2. Enter the email address you want to send the test to. To send multiple emails, separate the addresses with a comma.

    You also have the option to send your test email to other users on your account, include instructions and a personal message, and choose which account users will be notified about new comments.
  3. Click Send Test.

Recipients can reply to the test email with their feedback. We use an inbound email address to send their feedback directly to your account. To learn more, check out Collaborate on Emails.

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