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Previewing templates

Updated over a year ago

The best way to preview your templates is to set yourself up as a contact.

Once you have entered yourself as a contact, navigate to the actions tab in blue. From here, you can select the type of template you would like to preview eg: email, text etc.

Follow the steps, select the template you have created, and hit send.

Once you receive your template, you can make any edits you require within the settings>templates field.

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