Documentation

Emails

The Emails page lets you create, edit, and organize email campaigns. You can draft individual emails, schedule send dates, set up recurring series, and organize emails by campaign.

The Emails page lets you create, edit, and organize email
campaigns. You can draft individual emails, schedule send dates,
set up recurring series, and organize emails by campaign.

Click "Emails" under Content in the sidebar, or navigate
to /emails.

The page has two panels:
  Left sidebar (280px): Email list organized by view mode
  Right panel: Email detail view, new email form, or edit form

Switch between three ways of organizing your email list using
the tabs at the top of the sidebar:

  By Time
    Groups emails into time-based buckets:
    This Week, This Month, Later, Past, No Date

  By Campaign
    Groups emails by their campaign name. Emails without a
    campaign appear under "Standalone."

  By Series
    Groups emails by recurring type:
    One-time, Daily, Weekly, Biweekly, Monthly, Quarterly

Each email in the list shows a status dot, subject line
(truncated), and send date.

1. Click "New" in the sidebar header.
2. Fill in the email form:

   Send Date       -- When the email should go out
   Purpose         -- What the email is for (e.g., newsletter)
   Subject Line    -- The email subject
   Preview Text    -- The text shown in inbox previews
   Email Body      -- The full email content (large text area)
   Call to Action  -- Button text (e.g., "Shop Now")
   CTA URL         -- Link the CTA button points to
   Email Type      -- One-time, Campaign, or Series
   Recurring Type  -- None, Daily, Weekly, Biweekly, Monthly,
                      or Quarterly
   Status          -- Draft, Scheduled, Sent, or Failed
   Campaign Name   -- Optional: link to a campaign

3. Click "Create Email" to save.

Click any email in the sidebar to see its full details:
  - Subject line (large heading)
  - Status badge (color-coded)
  - Send date and time
  - Recurring type (if set)
  - Campaign name (if linked)
  - Preview text
  - Email body (full text)
  - Call to action and URL
  - Purpose
  - Attachments (if any)

1. Select an email from the sidebar.
2. Click the "Edit" button in the detail header.
3. Modify any fields in the edit form.
4. Click "Save Changes" to update.

1. Select an email from the sidebar.
2. Click the "Duplicate" button in the detail header.
3. A copy is created with "(copy)" appended to the subject
   and the status reset to Draft.

1. Select an email from the sidebar.
2. Click the "Delete" button in the detail header.
3. Confirm the deletion when prompted.

  Draft      -- Not yet finalized
  Scheduled  -- Set to send on a future date
  Sent       -- Successfully delivered
  Failed     -- Send attempt failed

  One-time    -- Sends once on the scheduled date
  Daily       -- Repeats every day
  Weekly      -- Repeats every week
  Biweekly    -- Repeats every two weeks
  Monthly     -- Repeats every month
  Quarterly   -- Repeats every three months

- Use the "By Campaign" view to see all emails related to a
  specific campaign in one place.
- Set status to "Scheduled" and fill in a send date to keep
  track of when emails should go out.
- Duplicate an email to quickly create variations of the same
  message.
- You can also generate email series directly from the Campaigns
  page, which auto-creates multiple emails at once with AI.

- 07-campaigns.txt (generating email series from campaigns)
- 04-brands-account-manager.txt (brand voice for email content)