A Campaign is a one-time email send — a newsletter, a promo, an announcement. You write it, schedule it (or send now), and it goes once. Email Templates are reusable starting points you can drop into any campaign so you don't rebuild from scratch every time.
Creating a Campaign
Go to Campaigns → Create Campaign.
Pick a starting point: blank canvas, a saved template, or Import from Canva (a
.zipexport from Canva).Write a subject line and preview text (the gray line that shows in the inbox before opening — most clients show 50-100 characters).
Compose the email body in the drag-and-drop editor. Drag blocks (text, image, button, divider, video, image group) from the left panel.
On Recipients, pick the audience(s), segment(s), or tag(s) to send to.
On Review & Send, send a test to yourself, double-check everything, then schedule or send now.
The Email Editor
Marketing uses a drag-and-drop block-based editor. Common blocks:
Text — paragraphs, headings, lists, links
Image — single image with optional caption
Button — call-to-action button with a link, color, and rounded corners
Divider — horizontal rule between sections
Spacer — vertical breathing room
Video — embedded video player (Apple Mail) with a poster-image fallback (Gmail, Outlook)
Image group — 2, 3, or 4 images side-by-side
HTML — raw HTML for advanced layouts
Test Sends
Always send a test to yourself before pulling the trigger on a real send. Test sends use a real contact (yours) so all merge tags resolve to real values, and you see exactly what your contacts will see.
Scheduling vs. Sending Now
Send now — campaigns enter the send queue immediately. Large sends are batched and metered to protect your sending reputation; expect a few minutes for a typical 1,000-contact send.
Schedule — pick a future date and time. The campaign holds until that moment, then enters the queue. You can unschedule or edit until ~5 minutes before send time.
Email Templates
Templates are saved campaign starting points. Build a campaign once, save it as a template, and reuse the layout (with edited content) for future sends. Useful for monthly newsletters, recurring promo formats, or any "fill in the blanks" design pattern.
Creating a Template
Build any campaign normally.
In the editor menu, click Save as Template and give it a name.
The template appears under Templates in the main nav.
Using a Template
When creating a new campaign, choose Start from Template and pick from your saved templates. The new campaign is pre-filled with the template content, ready to edit.
Canva-Imported Campaigns
Campaigns imported from Canva are stored as raw HTML — they cannot be edited in the drag-and-drop editor. To update a Canva campaign, change the design in Canva, re-export the HTML, and import again. Merge tags work normally as long as you type them into Canva text frames before exporting.
See the Import Campaigns from Canva guide for the full export-and-import walkthrough including the video walkthrough.