Marketing Email
Marketing Email drafts newsletters, drip steps, and one-off announcements for your clients. You give it a topic, an audience, and the one action you want readers to take. It writes a subject line, a preheader, and a body in both plain text and HTML, ready for you to review.
Each draft is written in two coordinated pieces. The subject makes a promise and the body delivers on exactly that promise, with a single call to action and a sign-off from a named person. The writer draws on your brand voice and the Proof Points you have approved as citable, so claims in the copy come from results you have cleared.
You review and approve every draft yourself. Approving marks the email approved; it does not send anything. Sending is a separate step on the draft, and it only works when your agency has turned outbound email on.
What It Does
You start a draft from the Email page in the app, or a campaign plan from Marketing Strategist can create an empty draft record for you to fill. The writer produces the subject and preheader first, then the body. Because they are separate steps, you can regenerate the subject without touching the body, or the other way round.
When Slack is set up for the agent, the finished draft is posted as a card with the subject, preheader, a preview of the body, and the buttons to approve, edit, or reject it. The same draft is always in the Email page and in your Work Queue, so you can review it wherever you are working.
Before anything is sent, you save a recipient list on the draft. You can also send yourself a test copy first. The recipient list is stored only until the send completes; after that the raw addresses are cleared and only a fingerprint is kept for the audit record.
Key Capabilities
| Capability | What it gives you |
|---|---|
| Subject and preheader | A mobile-safe subject line of 45 to 60 characters and a preheader of 75 to 90 characters that continues the subject's promise |
| Full body | Plain text and HTML bodies built around one call to action, signed by a person rather than "The Team" |
| Brand voice and Proof Points | Copy that follows the brand's voice and cites only results you have approved |
| Independent regeneration | Rewrite the subject or the body on its own, or edit either by hand |
| Brand check on approval | When Brand checking is on, approving runs the draft through Brand Guard |
| Test Send To Me | A copy sent to your own address only, to check how the email looks; it never reaches the draft's recipients |
| Send Now | Sends the approved draft to the saved recipients, when outbound email is on |
The Approval Rule
What happens without you: When you create a draft with the full pass turned on, the agent writes the subject, preheader, and body, and posts the card. That is all. Nothing is approved, scheduled, or sent on its own.
What waits for you:
- Approve marks the draft approved. If Brand checking is on, the check runs at this moment and the draft is held as blocked if the check rejects it or cannot complete. Approving does not send and does not schedule.
- Send Now is a separate click on the draft. It needs saved recipients and a draft that the brand check did not block when you approved it. With Brand checking set to Off or Warn, the check never blocks a draft, so Send Now accepts it; under Warn a rejection is recorded as warned. If the check did block the draft (Enforce mode), edit it and approve it again. Any edit sends an approved draft back to review, which is what makes the check run again. See Brand Compliance.
- Outbound email has to be on for your agency. It is off until the agency turns it on, and while it is off, both Send Now and Test Send are refused.
- Editing an approved draft sends it back to review and clears its brand decision, so you approve it again before sending.
Marketing Email does not schedule sends. The Scheduled tile on the Email page counts drafts queued for a later send, and no step in the product queues an email, so it stays empty.
Who It's For
- Account managers: get a first draft of a newsletter or announcement for a client without writing the copy yourself.
- Marketing staff: start from a structured draft, then edit the subject and body to taste.
- agency owners: keep a human approval and a brand check in front of every email, and keep sending off until you choose to turn it on.
Related
- Commands: create, review, edit, test, and send a draft
- Notifications: what the Slack card and its updates tell you
- Schedule: what runs on its own (nothing) and what you start
- Examples: step-by-step walkthroughs
- Troubleshooting: common questions and fixes
- Brand Guard: the brand check that runs when you approve