Groove Merge Field Preview

The Merge Field Preview feature lets reps, sales managers, and content managers preview merge fields in email templates or Flow emails using real data from selected contacts in the Salesforce database. You can verify that the appropriate Salesforce fields are mapped correctly to your merge fields. 

How To Use Merge Field Previews with Templates

You can use this feature through the Template Page by clicking the Preview button. Then you can search for and select a Contact, Lead, Account, or Opportunity for the preview, with five suggested options provided based on recent contacts. You can send these previews to yourself or opt to view them as one of your contacts. 

1. From Templates, search for your Template folder at the top and click to open it. Then click edit.
2. Or, start a new Template at the top right. 
3. Once you have the editor open or your new Template open, use the Merge Field icon {!...} to search and choose merge fields you want to use: 

4. Once you make your selections, click Save at the bottom right. 

5. For a preview, which is a sample email sent to you, click Preview at the top right. 

6. Choose the person you want to view the sample email as. Then click Send sample email at the bottom. 

7. Finally, once you send a preview, if there were any unmerged fields, they get resolved and are shown as merged.

How To Use Merge Field Previews with Flows

1. Go to Flows and choose the Flow you want to preview.
2. Click Preview at the top right to see a preview of the steps in the Flow
3. Click the Name tab to search for a person to view the preview as. Use Related To tab to search for people related to an account or opportunity.
4. Select the person you want to preview as, then click Send in the top right corner. Note this will send a preview for every active step in the Flow for your chosen contact. 

Use Preview During Flow Step Creation

See this article for instructions on creating a Flow. 

You can also preview a Flow Step when you're creating the step.

1. From the editor, click preview at the top right. 
2. Click Send Sample at the bottom right to send yourself a preview.