How do I preview a Mail Merge before I sent 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
Tap on Review and select "Preview for a typical recipient".
Any Merge fields will also be automatically expanded.
You can also expand your merge fields and keep editing for each individual recipient.
Once expanded to reveal the content of the merge fields you can further personalize the message.