A Step-by-Step Guide on Previewing Custom Field Data in Email Builder

A Step-by-Step Guide on Previewing Custom Field Data in Email Builder


In this article, we will be reviewing a video created by HighLevel that provides a step-by-step guide on how to preview custom field data in the Email Builder. This feature allows us to examine the custom fields in an email before sending it out, ensuring we avoid errors and address recipients correctly.

Previewing Custom Field Data

Step 1 – Access the Email Builder

To begin, we need to access the Email Builder in HighLevel. This can be done by logging into our HighLevel account and navigating to the email campaign section.

Step 2 – Navigate to the Template

Once in the Email Builder, we need to navigate to the template we wish to preview. Select the desired template from the list of available options.

Step 3 – Select “Preview Template”

With the template open, we can now select the “Preview Template” button. This will allow us to see exactly how the email will appear to recipients.

Step 4 – Examine Custom Fields

After selecting “Preview Template,” we can examine the custom fields within the email. This feature is particularly useful when we have dynamically populated fields such as first names or account information. We can ensure that the fields are correctly populated and will display the appropriate data for each recipient.

Step 5 – Make Necessary Adjustments

If we notice any errors or inconsistencies in the preview, we can make necessary adjustments to the custom fields and the overall email content. This ensures that our email addresses recipients correctly and delivers the intended message.


Previewing custom field data in HighLevel’s Email Builder is a valuable feature that allows us to avoid errors and ensure that we address recipients correctly. By following this step-by-step guide, we can easily navigate to the template and preview how the email will appear to the recipients. This enhances the effectiveness of our email campaigns and ultimately improves our communication with clients and customers.

Remember, using the preview feature in HighLevel is essential for examining custom fields in an email before sending it out, helping us avoid errors and make sure we address recipients correctly.