How To Preview Custom Field Data in HighLevel Email Builder

• Why Previewing Custom Fields is Important
• Step-by-Step Guide to Previewing Custom Fields
• Understanding Custom Values vs. Custom Fields
• Tips for Effective Email Personalization
• Conclusion

Today, we’re diving into an essential feature in HighLevel that helps ensure your emails are perfectly personalized before hitting send. If you’ve ever accidentally sent out an email with incorrect placeholders, like using “user first name” instead of “contact first name,” you’ll appreciate this feature. Let’s explore how to preview your custom fields in HighLevel emails to eliminate such mistakes.

Why Previewing Custom Fields is Important

Sending out mass emails with placeholders is a great way to personalize your communication. However, errors in these placeholders can lead to embarrassing mistakes and decrease your email’s effectiveness. Previewing your custom fields ensures that each email appears exactly as intended, with the correct recipient information.

Step-by-Step Guide to Previewing Custom Fields

Here’s a simple guide to previewing your custom fields in HighLevel emails:

Step 1: Access Your Templates

1. Login to High Level: Start by logging into your HighLevel account.
2. Navigate to Marketing: On the left-hand side menu, click on “Marketing.”
3. Select Templates: Under the Marketing section, go to “Templates.”

Step 2: Choose a Template

1. Pick a Template: Select the email template you want to preview. For this example, let’s choose a “Happy Birthday” template.

Step 3: Preview the Template

1. Open Template: Click on the template to open it.
2. Preview Template: On the top right-hand side, click on “Preview Template.”

Step 4: Select a Contact for Preview

1. Choose Contact: In the preview mode, you will see fields like names and other details populated. This is because you can select a contact from your list to see how the email will look with their information.
2. Verify Information: Check all the details, including phone number, address, and any other custom fields you have included.

Understanding Custom Values vs. Custom Fields

• Custom Fields: These are specific to each contact and include personalized information like first names, phone numbers, and addresses. When previewing an email, these fields show how the email will look for a particular contact.
• Custom Values: These are account-level values used across your entire account. They won’t show up in the contact-specific preview but are still useful for general personalization in your emails.

Tips for Effective Email Personalization

1. Double-Check Placeholders: Always review your placeholders to ensure they are correct. Using “contact first name” instead of “user first name” can prevent common errors.
2. Utilize Custom Fields: Leverage custom fields for detailed personalization, making your emails more engaging and relevant.
3. Test Different Contacts: Preview the email with different contacts to ensure consistency and accuracy across your email list.
4. Regular Updates: Keep your custom fields and values updated to reflect any changes in your contacts’ information.

Conclusion

Previewing custom fields in HighLevel emails is a crucial step to avoid errors and ensure your communications are professional and personalized. By following these steps, you can confidently send out emails knowing they will display the correct information for each recipient.

Implementing this simple practice can significantly enhance your email marketing efforts, improve recipient engagement, and maintain your brand’s professionalism.