How to preview a message before sending

Before sending a message in Connect, you have the ability to preview it.

Any user with the ability to compose messages can see the Preview Message button in Message Composer.

First, you can click the Preview Message button to reveal the Message Preview modal, where you can check the following:

  • Desktop Email Preview - Shows email message with regular 'desktop' width
  • Mobile Email Preview - Shows email message with reduced 'mobile' device width
  • SMS Message Preview - Shows SMS version of the message
    • SMS Message preview appears only when the SMS checkbox is selected in the Message Composer

Let's go through what each of these previews include!


For Desktop and Mobile Email Preview, you will see:
  • Message subject
  • Full message content (including message template + footer and org logo header)

For SMS Message Preview, you will see:
  • The Org / Group name that will be used in the SMS message
  • The subject line (and how many characters will fit before it gets truncated)
  • The overall format of the SMS
    • Does not include actual message link - i.e., is not clickable

Once you've approved your message, you can click Close button to close the modal and return to the Message Composer.

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