Email Preview Text in Workflows
S
Shane Siniscalchi
Just like in the other email section, can we add a field to customize the preview text when sending out an email through a workflow. Should be an easy fix but will be super helpful!
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A
Andrew Batchelor - SFUAI
definately want to add/edit preview TXT in the WorkFlow email editor
C
Craig Neil
Is this 2025 and we still need a fix for email preview text? How bizarre.
D
David Ronka
ABSOLUTELY CRITICAL! Once a template is customized in a Workflow, there appears to be NO WAY to update the preview text other than creating a new template from the workflow email and then going to templates to edit it there. This very cumbersome.
H
Heather aka Nookie Claus
This is crucial, and it's missing. Why is it in some places but not others?
This is a NECESSARY part of email marketing, now.
T
TheBestCRM Team
This is crucial for running A/B tests. Upvoted �
P
Prasoon Dadhich
Merged in a post:
Preview emails templates from within the automation editor
B
Benjamin Schablowski
Allow preview of email templates from within the automation editor.
So that we don't have to go back to:
Marketing/Emails/Templates.
P
Prasoon Dadhich
Merged in a post:
Show email template preview in Workflow builder
D
Dawn Marrs
It would be awesome to be able to preview the email template selected from the templates dropdown in the Workflow builder so we can see the email that's being sent without having to navigate back to Email, find the email to edit etc.
HIGHLVL-I-3593
M
Marie Beggs
I agree, we are missing putting valuable information in front of prospects. Please can the preview text option be made available in workflow emails
I
Ian Molendyk
Yes please - it's great that we can create new template right from within workflows, but until this is added, I still need to navigate to the Email Builder to configure the subject line / preview text. We can specify the subject line in the workflow step, but that will only set the subject line for that particular "Send Email" step and won't change the template-native subject line.
L
Linn Kloster
Yes this is super important! Just as important here as in the other email areas
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