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Getting Started with Editor Section

The Editor section in your campaign is where you create and edit the emails your leads will receive. Here you can build multi-step email sequences, test different versions, and customize your messaging.


Managing Steps

  • Add variant (+ button on the right side): Test different subject lines and email copy to find the best performers. Learn more details here.

  • Wait X days/hours/minutes: Set the time to wait before sending the next step. Learn more details here.

  • Add step (+ button at the bottom): Add a follow-up step to your sequence.

  • Previous email's subject: Leave the subject line in follow-up steps empty to use the same subject line from the previous step.


Composing Emails

  • Subject line: Enter your subject line, or leave it empty on follow-up steps to automatically carry over the subject line from the previous step. Learn more details here.

  • Email body: Compose the email body

  • Preview (eye icon at the bottom): See how your email will appear in the lead's inbox, or send a test email to yourself.

  • Lightning icon (right side of the subject line): Insert variables into the subject line


Editor Toolbar

The toolbar gives you access to formatting, adding variables, links, images, and more.

  • Text: Adjust font style, size, and formatting.

  • Lightning icon(Variables): Insert variables to dynamically personalize your email content. Learn how to create and use variables here.

  • Link: Insert links or add videos.

  • Emoji: Insert emojis

  • Clean HTML: Clean HTML format

  • AI tools:

  • Desktop/Mobile Preview: See how your email will look on desktop or mobile

  • Visual/Code view (<>): Switch to the normal or HTML code editor.

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