Live Preview lets you check in real time how your sequence steps will appear, including personalized variables.
⚠️ Live preview is required before running the sequence on any lead.
Live preview during sequence creation
Where?
On the sequence creation screen, in step 3.
📝 How it works:
Build your sequence: Add steps (email, call, LinkedIn…) and set the order.
Fill in variables: Use dynamic fields like
{{FirstName}},{{Company}}, etc.In step 3 "Live Preview" you can:
Fill in the missing variables
Manually add the recipients' email
Personalize the body of messages per lead.
✅ Check:
Spelling, formatting, and placeholder values
Links and CTAs
✏️ Edit if needed: Go back and adjust content.
✔️ Ready? Hit "Run sequence".
Live preview when Adding Leads to an existing sequence
New leads added? Check the “Leads to review” alert next to the sequence name and confirm the preview.
Where?
On the sequence creation screen, in step 3.
📝 How it works:
Build your sequence: Add steps (email, call, LinkedIn…) and set the order.
Fill in variables: Use dynamic fields like
{{FirstName}},{{Company}}, etc.In step 3 "Live Preview" you can:
Fill in the missing variables
Manually add the recipients' email
Personalize the body of messages per lead.
✅ Check:
Spelling, formatting, and placeholder values
Links and CTAs
✏️ Edit if needed: Go back and adjust content.
✔️ Ready? Hit "Run sequence".
👩🏼💻 For further information, please do not hesitate to contact us: