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  4. Can I see what it looks like for my clients?

Can I see what it looks like for my clients?

You sure can. There are a few ways:

1. Instant preview, no account required

You can do this even if you don’t have a Content Snare account.

Click the button below, and you’ll be shown a popup where you can send yourself an email similar to one your client would receive. Alternatively, you can skip the email and just see the example.

Just be viewing it, you’ll also learn some of the best practices for collecting information from your clients as quickly as possible.

2. Preview before sending

Right before you publish a request, you will see a preview of what your client will see. This is a good opportunity to check everything over before sending it off.

Note: Your clients will not see the dark navigation bar, or the steps where it says “Templates > Essentials > Builder > Preview > Finalize”

3. Send yourself a request

The final way is to send yourself a request. Read the instructions here on how to do that.

Updated on March 24, 2024

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