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Overview

Personalization adapts a sequence’s content to each recipient. An email can use the person’s name in its greeting, ask a question about their company, and reuse the same product description across recipients. Choose the method based on what should change: You can combine these methods in automatic and manual emails. Manual email steps also give a rep an opportunity to review and edit the message before sending. Phone call and action item notes can use variables and snippets to give the rep context for their task.

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Review the complete message

In the sequence builder, expand the email preview and select a person to see how the content reads with their details. Select a sending mailbox when you use sender variables, and check several recipients with different data. For snippets, turn on the fallback preview and read the email again. A fallback should fit the surrounding sentence and preserve the purpose of the message. An email with a missing required value can be blocked from sending; see handling missing data.