Department View: Select a specific department before using Preview and Testing.
1
Open Preview and Testing
Go to Preview and Testing in the sidebar (select a department first if prompted).
2
Enter sender email
Provide the sender email address to simulate who is sending the message.
3
Add recipient and message context
Optionally enter recipient email, subject, and body, required when rules use those conditions.
4
Run preview
Click Preview Template. WiseSignly evaluates rules in priority order and shows the matching template and campaign.
5
Review email preview
Check the rendered signature HTML. For Microsoft 365 reply/forward rules, prefix the subject with Fw: or Re: when testing.
When to use it
- When checking which template and banner apply for a user
- When verifying which rule wins by priority
- After linking a template or campaign to a rule
- To verify dynamic fields resolve correctly for a user