Your first email is the one you will obsess over. After that, it gets routine. Here is the workflow.
Where to start
Open Marketing → Email in the dashboard. Hit "New campaign". You will see three options:
- Announcement — short, one big call-to-action (good for first send)
- Newsletter — multi-section, more like a digest
- Promotion — discount or limited-time offer with a clear expiration
For your first send, pick Announcement. It is the most forgiving format.
Writing the email
We have a draft co-pilot that watches what you type and offers improvements. You can ignore it — it is genuinely optional. The fields you need to fill out are:
- Subject line. Aim for under fifty characters. Concrete beats clever.
- Preview text. The line that shows up next to the subject in the inbox. Use this to add detail the subject could not fit.
- Headline. First line of the email body. Should restate the offer or the news.
- Body. Two or three short paragraphs. End with a single call-to-action button.
Before it sends
Hit "Send to my team for review". Your operator gets a ping and checks two things:
- Does the email comply with the policies of your audience (no medical claims that overpromise, age-gate language present if needed)
- Are the links pointing where they should
Most reviews come back the same day. If you want to bypass review (for a small list, say), you can — but we recommend the safety net for the first few sends.
Picking a send time
The send-time picker shows your audience timezone distribution. Pick a time that lands in the morning local for the largest cluster. Tuesday and Thursday around 9am is a good default if you do not know your audience well yet.
After the send
Open the campaign report. You will see opens, clicks, unsubscribes, and revenue attributed to the send (when the link clicks lead to a checkout). The opens number is somewhat fuzzy in 2026 because of inbox privacy features — use clicks and revenue as your real signal.