How can we add an Email Preview - in Action Views - before sending Email through Action Flow?

Question

Good afternoon,

We've got an Action View set up that has an emailing Action Flow attached to it, which will, for each Record Case ID, email a Customer with relevant information.

This is not automatic yet, since we need Operations to validate it is working properly.

Towards this end, we have been looking for a way to display an Email Preview, through a click for example, so that Operations could visualize the specific email that is going to be sent.

How could we achieve this?

Thank you very much in advance

Best Regards,

Vasco

naol.mekuriya.basay · Answer

Hi,An easy way to see a preview of the composed email is by sending it to one or more manually input email addresses. Once you have set up the action flow, you can enter the email address you want to preview it on (in the email module). Then you can trigger the action flow manually to get the email and preview. To ensure your changes have taken place, make sure to save and publish your action flow.

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