Write and personalise a marketing email draft

Before you begin

Know the audience and the next step you want readers to take. Start with content preparation; recipient selection and delivery happen only after review and publication.

Follow these steps

1. Choose Create email and enter a recognisable Resource name.
2. Write Subject and Preview text. Keep the subject on one line.
3. Write Email body in plain text, or save the initial draft and use Open design studio for structured content.
4. Use supported personalisation where it helps the reader, for example {{first_name|there}} or {{company|your team}}.
5. Save draft, review wording and links, then follow the independent review and publication process before selecting recipients.

Fields and options

Subject

Required, up to 180 characters before personalisation; line breaks are refused.

Preview text

Optional inbox preheader, up to 200 characters.

Body

Up to 30,000 characters. Plain text is safely formatted for HTML delivery.

Personalisation

Supported fields are name, first_name, company and email. Add a fallback after |; fallback text is limited to 160 characters.

Rules and limits

• Unknown personalisation fields are rejected. Missing record data uses the supplied fallback or an empty value.
• A saved visual design generates the body. Its body field is read-only in the basic editor; edit the content in Design studio.
• The email includes the workspace sender identity and a marketing-preference link when delivered. No tracking pixel or open-rate claim is added by this authoring flow.

Check the result

• Reopen the draft and check subject, preview text, links and personalisation spelling.
• Check the copy still makes sense when a personalisation value is missing.

If something does not look right

• If a token is rejected, use only the four supported names and balanced {{...}} braces.
• A draft or approved-but-unpublished email cannot be queued for delivery.

Common questions

Related tasks

Browse all Sales & Marketing Hub guides