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Lifecycle & automation

Build a marketing email

Create a complete email with reusable sections, product recommendations, and a live preview.

Available when the workspace has the required customer data and channel setup; activation or sending requires publish permission.
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Watch the workflow

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Expected outcome

What you’ll achieve

  • A saved, testable email draft whose content, personalization, fallback products, audience, and delivery settings are ready for review.
Step by step

Follow the workflow

  1. 1

    Open Actions → Messages → Emails

    Select Create email. In the workspace selector, confirm the connector and account that own the audience, products, sender, and analytics for this campaign.

  2. 2

    Complete the campaign settings

    Set an internal campaign name, Marketing or Transactional mode, audience, from name, subject, preheader, and delivery timing. For marketing messages, use only an audience with valid email consent.

  3. 3

    Assemble the message in Email content

    Drag Header, Image, Text, Button, Divider, Products, Columns, Social, and Footer blocks from the palette into the canvas. Select a block to edit its content, spacing, typography, colors, borders, links, and hover styling.

  4. 4

    Personalize the Products block

    Under Recommendation, choose Recently viewed, Similar to recently viewed, Similar to recently added to cart, Similar to recently bought, Purchased item for replenishment, Similar to replenishment item, Bestsellers, or Static products. Set a fallback, one to four products, columns, visible image/name/description/price, button style and label, then adjust card, typography, spacing, border, and hover controls.

  5. 5

    Design for an honest fallback

    Behavior-based recommendations require enough identified browsing or purchase history. Select Bestsellers, Recently added, or curated Static products as the fallback so a recipient never receives an empty product section.

  6. 6

    Review desktop and mobile previews

    Check the complete message—not only the visible canvas area—for hierarchy, image crops, alt text, personalized products, price display, destinations, unsubscribe handling, and required legal copy.

  7. 7

    Save, then select Send test email

    Saving creates a stable draft and enables testing. Send to an internal address, open it in desktop and mobile inboxes, and click every link before approving delivery.

Quality check

Verify your work

  • The draft appears in Actions → Messages → Emails
  • Send test email completes without a sender warning
  • Recommended or fallback products render with working destinations
Troubleshooting

If something doesn’t look right

No products in the preview

Confirm the selected connector has synchronized products, the source is not set to Do not show products, and a fallback is configured.

Send test is disabled

Save the draft first and verify the sending domain or provider.

The email is locked

Sent or queued campaigns cannot be edited; duplicate the draft to create a new version.

Scope

Limitations and safeguards

Limit

Recommendation results vary by the contact data available at render time; anonymous or low-history recipients use the configured fallback.

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