Overview
Once you've generated your campaign workflow in Step 3, you'll move to Step 4 where you create actual content for each channel. Each channel has its own specialized editor designed for that communication format. This article covers the email editor in detail.
Email Editor Components
The email editor provides everything you need to create professional, engaging email campaigns:
Subject Line Field
What it is: The text that appears in your recipient's inbox before they open the email. Often the most important factor in whether your email gets opened.
Best practices:
Keep it under 50 characters for mobile optimization
Create urgency when appropriate ("24 hours left," "Limited spots")
Personalize when possible using merge tags
Avoid spam trigger words (FREE, Act Now, Limited Time)
Test different subject lines to see what resonates
Tips from the editor:
Character count displays as you type
Preview how it appears on mobile vs desktop
See spam score warnings if problematic words are detected
Rich Text Body Editor (Coming soon)
What it is: The main content area where you compose your email message.
Features:
Visual editing: Format text like you would in Microsoft Word or Google Docs
Text formatting: Bold, italic, underline, strikethrough
Headings: H1, H2, H3 for structure
Lists: Bulleted and numbered lists
Alignment: Left, center, right, justify
Colors: Text and background colors
Tables: Create structured layouts
Quotes: Blockquote formatting for testimonials
How to use:
Type or paste your content into the editor
Select text to format it using the toolbar
Drag and drop to rearrange sections
Use the formatting options to enhance readability
Preview frequently to see how it looks
Pro tip: Keep paragraphs short (2-3 sentences) for better readability on mobile devices.
Merge Tags for Personalization
What they are: Dynamic placeholders that automatically fill in customer-specific information when the email is sent.
Common merge tags:
{{first_name}}- Customer's first name{{last_name}}- Customer's last name{{email}}- Customer's email address{{company}}- Company name{{product_name}}- Featured product{{discount_code}}- Personalized discount code{{discount_amount}}- Discount percentage or amount{{order_number}}- Recent order number{{cart_total}}- Abandoned cart value
How to insert merge tags:
Click where you want to add personalization
Click the "Merge Tag" button in the toolbar
Browse available merge tags from the dropdown
Select the tag you want
The tag appears in your content as
{{tag_name}}
Example: Instead of writing "Hello Customer," you write "Hello {{first_name}}," When sent, each customer sees their actual name: "Hello Sarah," "Hello Michael," etc.
Fallback values: You can set default values if data is missing: {{first_name|Valued Customer}} If first name is unavailable, it displays "Valued Customer"
Link Insertion
What it is: Add clickable links to your email content.
Types of links:
Text links: Clickable words or phrases
Button links: Styled call-to-action buttons
Image links: Clickable images
Unsubscribe links: Required for compliance
How to insert text links:
Select the text you want to make clickable
Click the "Link" button in toolbar
Enter or paste the destination URL
Choose whether to open in new tab
Click "Insert"
How to create button links:
Click "Insert Button" in toolbar
Enter button text (e.g., "Shop Now")
Enter destination URL
Choose button style (color, size, shape)
Set alignment
Click "Insert"
Link tracking: All links are automatically tracked so you can see:
How many recipients clicked
Which links performed best
Click-through rates per link
Time of clicks
Best practices:
Use descriptive link text ("View your order" not "Click here")
Limit to 2-3 main call-to-action buttons
Make buttons obvious and clickable
Test all links before launching
Include unsubscribe link (required by law)
Image Upload
What it is: Add visual content to make emails more engaging.
Image options:
Upload from computer: Drag and drop or browse files
URL insertion: Link to images hosted elsewhere
Image library: Reuse previously uploaded images
Product images: Automatically pulled from product catalog
Supported formats:
JPG/JPEG (photos, complex images)
PNG (logos, graphics with transparency)
GIF (simple animations, allowed in most email clients)
WebP (modern format, smaller file sizes)
How to insert images:
Click "Insert Image" in toolbar
Choose upload method (computer, URL, or library)
Select or upload your image
Add alt text (important for accessibility and deliverability)
Set image size (width and height)
Choose alignment (left, center, right)
Click "Insert"
Image optimization:
Resize before uploading: Large images slow load times
Recommended width: 600px for full-width images
File size: Keep under 1MB per image
Alt text: Always include descriptive alt text
Mobile considerations: Ensure images scale properly
Why alt text matters:
Displays if images don't load
Helps with email deliverability
Accessible for vision-impaired users
Provides context for screen readers
Pro tip: Too many images can trigger spam filters. Balance images with text (60% text, 40% images is a good rule of thumb).
Email Editor Workflow
Typical editing process:
Start with AI-generated content (if using autonomous mode)
Review subject line - Edit for your brand voice
Scan body content - Check for accuracy and tone
Add personalization - Insert merge tags where appropriate
Format for readability - Use headings, short paragraphs, bullets
Insert images - Add product photos or brand visuals
Add links and buttons - Clear calls-to-action
Preview on all devices - Check mobile, desktop, dark mode
Test all links - Click every link to verify they work
Final preview - One last check before saving
Common Email Editor Issues
Problem: "My images aren't appearing in preview"
Solution: Check file size (must be under 5MB), ensure proper format (JPG, PNG, GIF), and verify URL if using external hosting.Problem: "Merge tags showing as {{first_name}} in preview"
Solution: That's normal in preview mode. Toggle to "Preview with sample data" to see how tags will render.Problem: "My formatting looks different in HTML vs Visual mode."
Solution: Some advanced formatting may not translate perfectly. Stick to one mode for consistency.Problem: "Links aren't clickable in preview"
Solution: Links are disabled in preview to prevent accidental clicks. They'll work when the email is sent.Problem: "Email looks great on desktop but broken on mobile"
Solution: Use the mobile preview to test. Avoid fixed-width layouts; use responsive templates instead.