Campaign Emails and Templates

Emails are the individual messages recipients receive. A campaign can contain multiple linked emails, while an email can also remain standalone for a one-time broadcast.

Create an email

1. Open Campaigns → Emails.
2. Click New email.
3. Give the email a clear internal name.
4. Use the builder to create the design and content.
5. Link the email to a parent campaign if it will be used in that campaign's Journey.
6. Select an audience when the email will be used as a standalone broadcast.
7. Save and preview the email.

The email name is an internal label shown in the Emails list. Use a name that makes the message's purpose and position obvious, such as Learning 01 — Welcome.

Use the email builder

The builder separates four complementary jobs:

• Chat — Describe the audience, goal, tone, and content you want. The assistant can create or refine the design.
• Layout — Inspect and reorder the complete nested layer tree. Select any layer—even inside a section or column—to edit its supported fields directly.
• Design — Make quick edits to top-level content blocks.
• Quality — Review composition, accessibility, mobile behavior, CTA focus, and brand alignment.

The builder also lets you:

• Link or unlink a parent campaign.
• Select an active audience.
• Preview the rendered message.
• Redesign while preserving your copy.
• Save the current design as a reusable template.

Changes autosave after editing, and the Save button can be used when you want an immediate save.

Link an email to a campaign

An email must be linked to a campaign before it appears as an option in that campaign's Journey tab.

To link it:

1. Open the email in the builder.
2. Use Link campaign to select the campaign.
3. Save the email.
4. Return to the campaign's Journey tab.

Use templates

Open Campaigns → Templates to browse curated designs and templates saved by your workspace.

From the gallery you can:

• Filter by welcome, newsletter, promotional, product update, event, transactional, re-engagement, feedback, or general purpose.
• Preview a complete rendered design.
• Click Use template to create a new draft email from it.
• Delete a workspace-owned template when it is no longer needed.

Coherence gallery designs are original starting points with different composition systems—not just different colors. For example, a learning lesson uses progress and exercise sections, an event uses a date-badge poster and agenda, and a transactional notice uses a restrained status and details layout.

Visual templates may include labeled image placeholders in wide, landscape, square, or portrait formats. Each placeholder carries art direction so your team knows what belongs there. Select the image layer in Layout, then add a hosted Image URL, update the alt text, or refine the art direction and aspect ratio. The placeholder remains useful draft content, but Preflight blocks a send until every image slot has a real URL.

To save your own template:

1. Open a finished email in the builder.
2. Click Save as template.
3. Enter a template name and category.
4. Save it to the workspace gallery.

Using a template creates a new email draft. Editing that draft does not modify the original template.

Generate a design with AI

The email assistant uses the campaign Brief, Styling direction, and workspace brand settings when they are available. Describe the email's purpose, not only its topic. For example:

Create lesson 3 of a ten-email onboarding course. Teach workspace owners how to invite their team, include one short exercise, and preview the next lesson.

The generator selects a composition suited to the request. Learning emails emphasize lesson progress and an exercise; offers emphasize the offer and proof; events emphasize date, agenda, and RSVP; transactional notices emphasize status and scannable details; re-engagement emails include a clear preferences path.

Use Quality to review hierarchy, composition, CTA focus, density, spacing, image accessibility, mobile behavior, and brand alignment. Use Improve with AI for a targeted correction, or Redesign to preserve the current words while changing layout, palette, typography, and spacing.

Before using an email in a journey

Confirm that:

• The email is linked to the correct campaign.
• The subject and content match the journey step.
• Merge values have sensible fallbacks.
• All links are valid.
• Every image placeholder has been replaced with a real hosted image URL and has useful alt text.
• The mobile preview is readable.
• The sender has a compliant mailing address and unsubscribe handling.

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Next: Learn when to use Audiences and when to use campaign Enrollment.