Real-Time Merge Field Preview in Snippets (Text & Email)
C
Christopher Cool
When creating or editing snippets in GHL (both SMS and email), it would be incredibly helpful to see merge fields populate in real time using example data from a selected contact or test profile. Ideally, these fields would appear with a unique style—such as a different color and underline—so users can clearly identify them as dynamic fields.
Why This Matters:
• It allows users to visually confirm what the recipient will actually see before sending.
• Helps quickly spot any broken or incorrect merge fields (e.g., {{contact.first_name}} accidentally typed as {{contact.firstname}}).
• Reduces human error and improves overall confidence in sending personalized messages.
• This kind of live preview exists in other CRMs and is sorely missed in GHL.
Suggested Functionality:
• When editing a snippet, allow users to toggle a “Preview Mode” that shows how merge fields would render using data from a test or selected contact.
• Highlight active merge fields in a distinct color or style (e.g., underlined in blue).
• Allow users to quickly identify whether a field is valid or broken (perhaps with a warning icon if a merge field can’t be resolved).
This would be a small but powerful UX improvement that makes personalization faster, safer, and more intuitive.
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