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You will build a short welcome email with a heading, a paragraph, and a button. By the end, you will have a draft you can preview and use in your first workflow. Before you start, choose a destination URL for the button. To send a test, you also need a configured sender and an inbox you control.

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Create the draft

  1. In the sidebar, expand Emails and open Workflow emails.
  2. Click New. Choose a saved template, or click Start from scratch to follow this example.
  3. Click the email’s name at the top. Enter User guide - Welcome email, then click Confirm and rename.
Use a workflow email for this guide because the next exercise will send it from a workflow. For a one-time send to a chosen audience, start from Emails > Blasts instead. The design steps are the same; the blast guide covers recipients and scheduling.

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Set what appears in the inbox

On Overview, fill in the email’s content settings:
Email Overview tab showing Subject, Preview, Sender, and Reply to address

Open Overview to set the subject and sender. This draft still needs a sending address and reply-to address before it can send.

For this marketing example, leave Set as operational and Ignore communication limits off. Those settings change how delivery respects marketing preferences and sending limits.

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Build a simple layout

Open Design. The canvas is your email, the bottom toolbar contains blocks, and the right panel shows settings for the selected block. With no block selected, it shows the email’s theme and page settings.
Welcome email in the Design tab with heading, paragraph, Get started button, block toolbar, and theme settings

Use the bottom toolbar to add blocks to the canvas. This example shows the layout you are building, with a personalized greeting added in the next guide.

1

Add a heading

Drag the Heading block from the bottom toolbar into Drag a block here. Click its text and enter Welcome aboard.
2

Add the message

Drag a Text block below the heading. Write a short paragraph that explains the next step, for example:
Thanks for joining us. Start with one small step: open the getting-started guide and choose your first project.
3

Add one clear action

Drag a Button block below the paragraph. In its right-hand settings, change Label to Get started and set Link to your destination URL.Use the full URL, including https://. The screenshot uses the Conversion docs; use a page that fits your own welcome message.
Selected Get started button with its label and destination URL in the Button settings

Select the button on the canvas. Its Label and Link appear in the right panel.

4

Check the overall design

Click Done to return to the email settings. Use your team’s existing theme when one is available. Check spacing, text size, and button contrast, and keep the unsubscribe link in the footer.
Your draft saves as you work. For other layouts and block types, see the email block reference.

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Add personalization when you need it

To greet each person by name, follow Personalize with Liquid. That guide adds a greeting with a fallback, uses AI to generate it, and checks the result against contact data. You can also finish this email with ordinary text first and add personalization later.

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Preview on desktop and mobile

  1. Click Preview.
  2. Use Search contacts… to find your test contact, then select them. The preview renders the subject, preview text, and body using that contact’s data.
  3. Check Desktop, then switch the device dropdown to Mobile. Look for awkward wrapping, crowded text, and buttons that are difficult to read.
  4. If you used personalization, check another contact too. Clear contact lets you inspect the result without a selected contact.
Mobile email preview for demo contact Jack Turner, showing the personalized greeting and Get started button

Mobile preview shows the same email at a narrow width. Selecting a contact supplies the data used by its personalized content.

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Send yourself a test

From the preview, click Send a test email. Enter your own address under Recipients. Optionally enable Add a subject prefix so the test is easy to recognize, then click Send. The selected preview contact supplies personalization data. The addresses in Recipients receive the test. Selecting a contact in the preview does not send an email to that contact.
Send a test email dialog with recipient entry and optional subject prefix

Choose the inboxes that should receive the test. A subject prefix helps separate a test from a real campaign.

In your inbox, check the sender name, subject, greeting, layout, and destination of each link. Return to Design to fix anything you find, then preview again.

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Make the email ready for a workflow

Keep working in Draft until the email is ready. Publish makes the reviewed version available for workflows to use; saving a draft alone does not do that. Publishing a new, unused workflow email does not enroll contacts or start a workflow. If Publish is unavailable, open the issue indicator beside it and resolve the listed problems, such as an incomplete sender or invalid content.
When you later edit an email already used by an active workflow, publishing updates the version that workflow can send. Review changes with the same care as the first version.
You are ready for your first workflow when the email looks right, the sender and links are correct, and the version you want to send is published. You can also build a paused workflow while finishing these checks.