This guide will walk you through the basics so you can create your first email with confidence.
Where you’ll use the Email Editor
You can access the email editor in two places:
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Workflows – automated emails triggered by actions (like a purchase)
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Broadcasts – one-time emails sent to a selected audience
In both cases, the editor works the same way.
Step 1: Choose a template
When creating an email, you’ll start by selecting a template.
Templates are pre-designed layouts that give you a starting structure. You can fully customize them, so choose the one that’s closest to what you need, you can always adjust it.
Step 2: Edit your content
Click directly into any text block to:
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Update wording
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Personalize messaging
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Replace placeholder text
You can also update images or buttons by clicking on them.
Step 3: Add or rearrange blocks
You can easily build your email by adding blocks such as:
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Text
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Images
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Buttons
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Dividers
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Layouts (pre-built design sections)
Use layouts if you want quick design options like image and text or multi-image sections, no manual formatting needed.
Blocks can be duplicated, moved, or deleted to fit your message.
Step 4: Preview and send
Before sending, preview your email to see how it looks on:
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Desktop
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Mobile
Once everything looks good, you can:
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Save as a draft
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Send a test email
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Publish your workflow or send your broadcast
That’s it!
You don’t need to design everything from scratch, templates and layouts are there to help you move quickly.
If you’d like more advanced design tips or run into questions, our support team is always here to help.