Email Preview

The Email Preview function allows association staff to quickly preview an email they’ve drafted and ensure merge fields are displayed correctly. Generate a preview in seconds, then check it off your to-do list.

Access Email Preview

There’s a Preview button next to the following email notification editors in Rhythm:

Orders + Inventory

• Setup > Confirmation Emails
• Setup > Settings > Successful Order Confirmation Email
• Setup > Settings > Shipment Confirmation email
• Setup > Settings > Order Cancellation Confirmation Email
• Setup > Settings > Return Confirmation Email
• Merchandise > Product > Edit Merchandise > Product Confirmation Email

Membership + Committees

• Setup > Applications > Processes > Select Process > Membership Activation Confirmation Email
• Setup > Billing > Notices > Drop Notice
• Setup > Billing > Notices > Renewal Notice
• Setup > Billing > Notices > Successful Credit Card Notice
• Chapters > Select Chapter > Edit Chapter > Chapter New Member Welcome Email
• Sections > Select Section > Edit Section > Section New Member Welcome Email

Meetings + Shows

• Select Event > Setup > Registration > Processes > Registration Confirmation Email

Certifications

• Setup > Activities > Reporting Processes > Select Process > Activity Reporting Process Confirmation Email
• Setup > Applications > Processes > Select Process > Application Process Confirmation Email
• Setup > Applications > Processes > Select Process > Application Process Certification Activation Email
• Setup > Applications > Notices > Select Notice > Application Notice Email
• Setup > Exams > Registration Processes > Select Process > Exam Registration Confirmation Email
• Setup > Training > Registration Processes > Select Process > Course Registration Confirmation Email

Preview an email

• Fill out the From and Subject fields
• Add your Email Copy
  

  Helpful hint: If you utilize merge fields in your copy, the Preview option is a great way to ensure they will display correctly in the final email.

• Click Preview
• Enter a sample ID
  • Follow the instructions in the blue pop-up window to get an ID. This will vary depending on the application you’re using.
• Enter the email where you want the preview sent.
• Click Send Preview

  Helpful hint: Your changes are saved automatically, so you always receive the most updated version of content!