How to Preview an Email Template and Forms (Quick Check Method)

Before you send an email template to families, you can do a quick preview using a live child record. This allows you to check that the wording looks correct and the links open properly without needing to allocate a Test Child.

Use this method when you want to quickly confirm the email content and form link, but don’t need to check the full end-to-end process.

1) Open a relevant child profile

Go to the Children tab and open a child record that matches the type of email you want to test.

For a Program Preference email, choose a child who is already allocated to your service for the relevant year.
For an Enrolment Offer email, choose a child who is Allocated to a program for the relevant year.
For a Next Year email, choose a child who is Service Allocated for the upcoming year.

Tip: Think about the group of children you plan to send to — then pick one child who looks the same (status, allocation, or preferences).

Step 1 — Open a relevant child profile

2) Click “Send Email”

From the child profile, select the Send Email button.

Step 2 — Click Send Email

3) Click “Insert Template”

In the email window, click Insert Template.

Step 3 — Insert Template

4) Select the template to test

Choose the email template you’d like to test (for example, Next Year: Enrolment Form Email Template).

Step 4 — Select the template

5) Open the form link (without sending)

In the email preview, right-click the button (e.g. Complete Enrolment Form) and choose Open link in new tab. This lets you check the form and merge fields without sending the email.

Step 5 — Open the form link

Optional: If you’d like to see the full email in your own inbox, change the To field to your email address and click Send.

✅ Tip: This method is best for a quick check of content and links. If you need to confirm the end-to-end process, see How to Send a Test Email (End-to-End Method).