Audit

If you are having issues viewing an email in the “Preview” tab, and you are getting a “Not found” error, follow the steps below to audit your email to verify it’s set up correctly.

Step 1: Source the problem

  • Log in to your account.
  • Select an email.
  • If the preview displays an error “Not found” proceed by checking your query.

Step 2: Update settings

  • Check the query fields and verify all fields are included.
  • The important ones to have are: note types and system record id.
  • If any changes were made, click on save.
  • Request data in the “Activity” tab.
  • Click on “Preview”.
  • Verify you can view the email under the “Preview” tab.
  • Save settings.

Additional Email Designer support articles can be found at our Knowledge base.

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