The 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.

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.

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 color 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. A kit's logo and colors 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 under /templates. 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 90–130 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 honors unsubscribe and suppression — or Transactional for operational messages.

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.