Campaign Emails and Templates
Design individual campaign emails, link them to campaigns, and reuse templates
Emails are the individual messages recipients receive. A campaign can contain multiple linked emails, while an email can also remain standalone for a one-time broadcast.
Create an email
- Open Campaigns → Emails.
- Click New email.
- Give the email a clear internal name.
- Use the builder to create the design and content.
- Link the email to a parent campaign if it will be used in that campaign's Journey.
- Select an audience when the email will be used as a standalone broadcast.
- Save and preview the email.
The email name is an internal label shown in the Emails list. Use a name that makes the message's purpose and position obvious, such as Learning 01 — Welcome.
Use the email builder
The builder provides two complementary ways to work:
- Chat — Describe the audience, goal, tone, and content you want. The assistant can create or refine the design.
- Blocks — Edit the message structure directly, including text, headings, buttons, images, dividers, spacers, and other supported blocks.
The builder also lets you:
- Link or unlink a parent campaign.
- Select an active audience.
- Preview the rendered message.
- Redesign while preserving your copy.
- Save the current design as a reusable template.
Changes autosave after editing, and the Save button can be used when you want an immediate save.
Link an email to a campaign
An email must be linked to a campaign before it appears as an option in that campaign's Journey tab.
To link it:
- Open the email in the builder.
- Use Link campaign to select the campaign.
- Save the email.
- Return to the campaign's Journey tab.
A timed journey sends to the recipients in each campaign enrollment. The Audience selected on an email is for that email's standalone broadcast use; it does not replace the campaign's Enrollment rule.
Use templates
Open Campaigns → Templates to browse curated designs and templates saved by your workspace.
From the gallery you can:
- Filter by template category.
- Preview a complete rendered design.
- Click Use template to create a new draft email from it.
- Delete a workspace-owned template when it is no longer needed.
To save your own template:
- Open a finished email in the builder.
- Click Save as template.
- Enter a template name and category.
- Save it to the workspace gallery.
Using a template creates a new email draft. Editing that draft does not modify the original template.
Before using an email in a journey
Confirm that:
- The email is linked to the correct campaign.
- The subject and content match the journey step.
- Merge values have sensible fallbacks.
- All links are valid.
- The mobile preview is readable.
- The sender has a compliant mailing address and unsubscribe handling.
Next: Learn when to use Audiences and when to use campaign Enrollment.