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Marketing

Create and edit a marketing email

Start with a template, customize your email, and preview it before creating a campaign.

Create an email design you can reuse in campaigns. The email's name helps you find it in your library; the campaign subject is what recipients see in their inbox.

Choose a starting point

  1. Open Marketing > Emails and select New Email.
  2. Choose Announcement, Newsletter, Promotion, or Blank.
  3. Review the template preview. Use the desktop and mobile controls to compare layouts.
  4. Select Use This Template, or Start From Blank for a blank email.
  5. Enter an Email Name, such as “November newsletter.”
  6. Select Create Email to open the editor.

New emails start with your site's branding and email design defaults.

Edit the content and design

Select content in the email to edit it. Use Add Content to add blocks such as text, images, buttons, dividers, spacers, sections, and columns. You can click to add content or drag it into position.

Replace the template's sample copy, images, links, and offers with your own. A promotion template's sample discount code is text to customize; choosing the template does not create a store coupon.

Select Design to adjust this email's colors, typography, and layout. Use the desktop and mobile controls to review the result, and the undo and redo controls to reverse or restore edits.

Content and design edits save as you work. Let image uploads and saves finish before leaving. If a save error appears, check your connection, wait for uploads to finish, and try again.

Set the name and default subject

  1. Select the email's name or pencil icon in the top bar to open Email Details.
  2. Update Email Name if needed.
  3. Enter an optional Default Subject. It is used when you create a campaign and can be changed for that campaign.
  4. Select Save Changes.

Preview and use your email

Select Preview to open a browser preview. Check your wording, images, links, and business identity. Appearance can vary between email apps, so send a test email before using the design for a campaign.

When you are ready, select Create Campaign in the editor. You can also use Create Campaign from the email's three-dot menu in the Emails list.

Editing an email does not update the content already saved in a campaign. To use an updated design in a draft campaign, open that campaign, choose Edit Draft from View & Edit, and save it again. Review the new campaign preview before sending.

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