Add Missing Smart Field Warning Before Sending Email & automation setup

When an email contains smart fields that have no available data, the system should warn the user before sending the email or saving the automation.

Email Send Warning

If one or more smart fields have no data, display a confirmation popup:

Title: Missing smart field data
Body: 3 smart fields have no data and will appear as placeholders: {Event Date}, {Venue Name}, {Client Phone}. Do you want to send anyway?

Actions:

  • Edit Email — Secondary
  • Send Anyway — Primary

If the user selects Send Anyway, the email should be sent with the placeholders unchanged.

Action Setup Info Message

Add an informational message when configuring the automation:

Smart fields without data won't be filled in. The placeholder will appear in the email instead, for example {Event Date}. Make sure the required details are added before this automation runs.

Expected Behavior

  • Detect all smart fields that have no available data before sending.
  • Display their placeholder names in the warning.
  • Do not block sending; allow the user to proceed with Send Anyway.
  • If all smart fields have data, no warning should be displayed.
  • The same behavior should apply to emails triggered through automations.
Details

Key

PX-6587

Type / Priority

Status

QA Review

Sprint

Sprint 31

Epic

Email Management

Assignee

Nisarg

Reporter

Paul

Project

Pixally CRM

FRD

QA Status

—

Created

9/25/2026, 11:03:56 AM

Updated

9/25/2026, 11:08:36 AM

Last synced

9/25/2026, 11:08:36 AM
QA Test Cases

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