How do I preview a Mail Merge before I send it?
Compose your Mail Merge email and then tap on the Review button to review your email and make other changes before sending.
You can scroll down the list of recipients and select them to preview the email with their unique merge fields and further personalize the message for each recipient.
There are several options when sending a Mail Merge email:
- Personalize each message before it is sent
- Add the Spouse and other related people to reach Mail Merge email
- Schedule a Mail Merge email to be sent in the future
Open the Send Options menu by tapping on the small triangle next to Send. Then select "Preview for a typical recipient".
Tap on Send Now (upper right) to send the mail merge. Tap on Cancel to edit the email before sending.