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Previewing emails and sending test sends

Render any outbound email template against sample data, send a test, and verify merge tags before it goes live.

Before you change an email template and send to thousands of students, you want to know what it will actually look like in an inbox. The template library has a preview pane and a Send test button; the email-preview page gives you a sandbox for ad-hoc rendering.

Live preview inside the editor

Go to Settings → Communications → Templates. Click Customize on any template. The editor opens with a left pane (fields) and a right pane (live preview). Type in the subject, heading, or body and the right pane re-renders against sample data immediately.

Send a test email

Test the render in a real inbox
  1. 1In the template editor, click Send test.
  2. 2A dialog asks which email address. It defaults to your own, but you can type any address.
  3. 3Click Send. A toast confirms the send.
  4. 4Check the inbox — you will receive the rendered template with a "[TEST]" prefix in the subject line.

The email-preview sandbox

Go to Admin → Tools → Email Preview (or https://cpr.co/admin/tools/email-preview). This is the broader sandbox: pick any template (system or tenant override), tweak the sample variables on the left, and see the rendered output on the right. Switch between Desktop and Mobile widths to check responsive design. Export the rendered HTML to share with a designer.

Merge tag reference

Each template has a fixed set of available merge tags. The "Insert variable" menu in the editor shows exactly which tags work for that template. Tags that are not available for the template render as empty strings — they will not break the email.

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Tip: Send a test to Gmail and Outlook before changing a high-volume template. The two render HTML differently, and a template that looks great in Gmail can fall apart in Outlook.
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Note: Test emails are sent live through Mailgun and count toward your send volume, but they are clearly flagged with a [TEST] subject prefix and a "This is a test message" banner so they cannot be mistaken for production sends.

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