Composer

The composer is the multi-step editor you land in when you open a draft campaign. Two of its steps do the bulk of the work: Content, where you build the email body with the block editor, apply a brand kit, and send yourself a test; and Setup, where you pick the sender address, set reply-to and CC/BCC, and choose tracking. Every change saves automatically as you go.

Building the email in the Content step

The Content step opens a block-based editor. Add, reorder, and style blocks to lay out the email. There is no explicit save button; each edit autosaves, and the toolbar shows “Saving…” while it persists, then “Saved” with a timestamp. A campaign with no blocks is still valid; the compiled email is cleared until you add content.

An image block can pull from your asset library or take a direct upload, so logos and photos you have already stored do not need re-uploading into every campaign.

Personalization tags

The editor's merge-tag menu inserts three contact fields: First name ({{contact.first_name}}), Last name ({{contact.last_name}}), and Email ({{contact.email}}). Each tag is substituted per recipient when the campaign sends; in the Review preview and in test emails they resolve to sample data instead.

Inserting a tag opens a small dialog asking for a fallback value, since none of these three fields is guaranteed to be filled in on every contact. The fallback is required before you can insert the tag, and it is what shows in place of a blank first name, last name, or email at send time. A tag already in the email carries its fallback with it, and you can reopen the same dialog to edit it.

Applying a brand kit

The toolbar's brand kit dropdown applies one of your saved kits to the campaign. Pick No brand kit to send none. When a kit is selected, its logo and colour swatches appear next to the dropdown for reference, and a New link opens the brand-kit editor in a new tab. If you have no kits yet, the toolbar shows a New brand kit button instead. See Brand kits for how kits are built. A kit's logo and colours are applied to the email when the campaign is sent, not to the live editor canvas, so to see the kit applied, use a test send or the Review step's email preview.

Sending a test email

The Send test button opens a popover where you enter an address and send the current design to it. The test uses sample personalization data, and its subject is prefixed with [Test]. The last address you used is remembered for quick repeat sends. On success you see “Test sent to …”; an empty field returns “Enter an email address.”

A test needs both content and a sender. With an empty body the test returns “Add content to the email before sending a test.” With no verified sender chosen it returns “Choose a verified sender address in Settings → Sending before sending a test.”

Saving the design as a template

From the Content step onward, the composer's bottom bar offers a Save as template button. It snapshots the campaign's current design and subject into a new reusable template. The snapshot is taken at that moment; later edits to this campaign do not change the saved template, and editing the template does not change this campaign. A blank name returns “Enter a template name.” Template names are capped at 255 characters.

Sender, subject, and tracking in the Setup step

The Setup step is split into Details and Sending & tracking. Details holds the Campaign name, Subject line (with a live character count), and Preview text, the snippet shown after the subject in most inboxes, where the field suggests aiming for 90 to 130 characters. A live Inbox preview on the right reflects these as you type.

From address and email type

The From address dropdown lists the verified sender addresses you manage in Settings → Sending. The account default is selected automatically, and you can switch it per campaign; choosing an address also fills in its stored From name. Email type is Marketing by default (which honours unsubscribe and suppression) or Transactional for operational messages. In practice, every campaign send today checks the account's suppression list and honours opt-in regardless of which Email type you pick, and every send carries the same compliance footer. The field is a classification for your own records rather than a switch that turns those safeguards on or off.

Reply-to, CC, and BCC

All three are optional. Reply-to (optional) takes a single address. CC (optional) and BCC (optional) each accept multiple addresses separated by commas, semicolons, or new lines. Addresses are validated when the setting saves; an invalid one is reported as “Invalid email address: …” naming the address that failed.

Tracking

The Tracking section has five toggles, defaulting as noted:

• Track opens: on by default.
• Track link clicks: on by default.
• Add UTM parameters to links: on by default.
• Add hashed email to tracked links: off by default.
• Track replies: off by default.

How saving works

Nothing in the composer needs a manual save. Details fields save when you click out of them; the sender and tracking settings save automatically a short time (about 600ms) after you stop changing them; and the block editor saves on every change. Because settings batch, rapid changes may write several times before settling; wait for the autosave to land before navigating away.

The read-only view after sending

Open a campaign that has already started sending and the composer loads with every control disabled. The Content step no longer shows the block editor; in its place is the compiled Email preview, the same rendering of the sent email shown on the Review step, with personalization filled from sample data. There is no editing UI, and the footer offers a Done button back to the campaign page rather than save actions.