Previewing Email Based on Contact Profile Selection

Preview Email Per Contact Overview

With the Preview Email Per Contact feature, you can easily see exactly how your email will look to shoppers before you hit send. Preview it as a specific shopper or as a random one to make sure your dynamic content appears just the way you want.  Whether you're using conditional content, personalization tags, loyalty blocks and tags, or product  AI recommendations, this tool helps you preview each dynamic element based on actual contact data, no more guesswork.

You’ll be able to:

• Preview your email as either a random contact (shown by default, selected from your high-value customers) or a specific contact (searched and selected by email from your contact list). Random contact previews provide realistic rendering using top spenders, while specific contact previews help verify how dynamic content displays for a known user.

• Instantly preview the desktop and mobile versions side by side to see exactly how your content looks on each, and quickly confirm if any “hide on desktop/mobile” settings are working as expected.

• Click the Customer Timeline link next to the contact’s email to cross-check the contact’s profile and ensure that your email’s dynamic and conditional elements are displaying as intended.

This feature gives you the confidence to know your email campaigns are tailored to your audience. You’ll see exactly how your messages appear, so you can be sure your shoppers receive content that matches their preferences, just the way you planned.

In this article, you’ll learn how to preview emails for individual contacts, explore how the system selects those contacts, and ensure that every personalized element displays exactly the way you want.

Getting Started

You can preview your emails from multiple places in the Yotpo SMS & Email platform when working with email campaigns and templates. Here’s where you can find the Preview option:

Important

This feature currently supports only email campaigns and templates.

It is not yet available for Flows — we’re working on bringing it soon.

You’ll see a Coming Soon label in Flows until it’s fully supported.

Using the Email Preview

The email preview allows you to see how the email appears in both desktop and mobile version at the same time. You can preview the email as it would appear to either a random contact or a specific contact based on real customer data, before it reaches their inbox.

Note

We display emails based on the most common resolutions. Emails viewed on mobile may vary by device.

When you open the email preview, you will see the email displayed for a random contact by default. Click the arrow button to the right and left of the email preview to browse through different random contacts. These contacts are automatically selected based on customer lifetime value (LTV) and recent purchase history. If the email template includes Loyalty blocks or personalization tags, the preview will also reflect the contact’s Loyalty group.

To switch to a specific contact, follow the steps below:

1. Click on the Preview as dropdown list and select Specific contact.

2. Scroll through your contact list or type the email of the contact you want to display using the search box.

3. Click on the contact’s email.

   If the contact is enrolled in your Loyalty program, you’ll also see their Loyalty group name and Loyalty logo appear next to the contact.

The preview updates to show the email exactly as your contact would see it. You can check how it looks on both desktop and mobile to make sure everything’s in place - including personalization tags, Loyalty blocks and tags, conditional blocks, and product recommendations, and visibility settings like hide on desktop/mobile that can be easily spotted. To view another version, you can either select a different specific contact or switch back to a random contact using the Preview as dropdown.

Note

If you don’t have any contacts in your account, you will see the message No contacts found. In this case, the “Preview as dropdown” will be disabled and random data will appear in the preview. You can create a new audience in the Audience page. Simply click the Create audience button to create a new audience.

Supported in Email Preview

In the email preview, you’ll see how the following features appear for the contact you selected:

• Personalization tags (incl. Loyalty personalization tags)

• Loyalty blocks

• Conditional blocks

• Product AI Recommendations

This helps you make sure the right data shows up exactly as it should for that contact.

Note

Discount personalization tags do not display real customer data—they appear with random data to visualize the placeholder.

Viewing Contact Timeline

To double-check what you see in the email preview, click the Open link button to view the contact’s timeline in a new tab. Use it to verify that the correct dynamic and conditional content is applied based on real contact properties — such as purchase history, loyalty tier, and more— helping you catch any mismatches before sending.

Previewing Emails in Flows (Coming Soon)

The ability to preview emails in Flows is currently not available. While a preview is visible in the Email Editor inside Flows, it does not fully support dynamic data visualization at this stage.

Here’s what’s currently supported:

• Personalization Tags: Both event and profile properties are shown with default values. If no default is set, random data will appear.

• Loyalty Blocks: Displayed using current logic — actual loyalty tier data is not shown.

• Product AI Recommendation Blocks and Dynamic Product Blocks: Also rendered with placeholder content (random product(s) or data) for visualization purposes only.

You can still use the preview to check general layout and formatting for both mobile and desktop versions.