> ## Documentation Index
> Fetch the complete documentation index at: https://help.lobyco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Emails

> Build an email inside a campaign, design it in the editor, choose who gets it and publish it.

This page helps you create an email that goes straight to customers' inboxes. You build it inside a campaign, design it in a drag-and-drop editor and publish it when it's ready.

> [!NOTE]
>
> An email always belongs to a campaign. Open the campaign first, or [create one](/business-documentation/campaigns/create-a-campaign).

## Add an email to your campaign

You can add an email in the campaign's **List** view or on its [orchestration canvas](/business-documentation/campaigns/orchestration-canvas). Either way, the **Create Email** form opens.

Where you add it, and whether it's connected to another block, decides how customers get it. See [Choose who gets it](#choose-who-gets-it).

**In the list**

1. Go to **Campaigns** and open the campaign the email belongs to, or [create a new one](/business-documentation/campaigns/create-a-campaign).
2. Select **Add activities**, or **Add activity** if the campaign already has some.
3. On the **Select an activity** page, point at the **Email** tile and select **From scratch**. To start from a saved email instead, select **From template**. [Reuse with templates](/business-documentation/campaigns/reuse-with-templates) explains how.

**On the canvas**

1. Go to **Campaigns** and open the campaign the email belongs to, or [create a new one](/business-documentation/campaigns/create-a-campaign).
2. Select **Orchestration** at the top.
3. In the **Block library**, drag a **Email** block from the **Activity** group onto the canvas.
4. Double-click the block. **Create Activity** opens.
5. Select **From Scratch**. To start from a saved email instead, select **From Template**. [Reuse with templates](/business-documentation/campaigns/reuse-with-templates) explains how.

Once you've saved the form, connect the block to its flow and select **Save** at the top right of the canvas. Connect it before you publish the email, because you can't connect or disconnect it after that. When another block connects into the email, the flow decides who gets it, and its **Segmentation** changes. [What changes in the form](/business-documentation/communication/triggering#what-changes-in-the-form) explains how.

The form has three tabs: **Activity details**, **Activity content** and **Segmentation**.

## Fill in Activity details

On **Activity details**, name the email and set what customers see in their inbox.

| Field | What it does |
| - | - |
| **Name** | Names the email in the portal. Customers don't see it. Up to 64 characters. |
| **Subject** | The subject line customers see in their inbox. Up to 1,000 characters. |
| **Preheader (Inbox preview text)** | The short text inboxes show next to the subject. Up to 100 characters. Leave it empty and the email uses the first 100 characters of its first heading or paragraph. |
| **Sender name** | The name customers see the email come from. Up to 100 characters. |
| **Sender email** | The address customers see the email come from. It has to be on a domain Lobyco has set up for your programme, or the email won't publish. Up to 100 characters. |
| **Start date** / **End date** | When the email is active. If the campaign has dates, both start with them. You can narrow them, but they have to stay within the campaign's dates. |

To personalise the subject or the preheader, type `{{` and pick a tag from the list. The list always has date and time tags, such as **CurrentDate**. When an **Enrich** block is connected straight to the email on the canvas, the list also has the attributes it adds, such as a first name.

![The Create Email form on Activity details, with three tabs across the top: Activity details, Activity content and Segmentation. Name reads Coffee week launch email. In Subject, the text Coffee week is here is followed by two curly brackets, and the tag list is open under the field with Now, CurrentDate, CurrentTime, CurrentYear, CurrentMonth, CurrentDay and CurrentDayOfWeek. The list covers the Preheader field. Below it are Sender name Coffee week, Sender email news@example.com, and Start date and End date filled in from the campaign.](https://mintcdn.com/lobyco-4c9fb3ad/rG971_5ZfS49bcjM/images/email-01-activity-details.png?fit=max\&auto=format\&n=rG971_5ZfS49bcjM\&q=85\&s=47eb936290ecaa417a964f8877214a1f)

*Activity details, with the tag list open under Subject*

## Design the email in Activity content

**Activity content** opens the email editor. You build the email by dragging pieces onto the page on the left.

* **Content** holds the building blocks, such as **Title**, **Paragraph**, **Image**, **Button**, **Social** and **HTML**.
* **Rows** holds layouts. A row sets the columns that your content sits in.
* **Settings** sets the look of the whole email, such as its width and background colour.

When you edit text in the editor, you can add the same tags as in the subject.

Add the **Unsubscribe Link** to every email. You can pick it as the link for text or a button. Each customer gets their own link.

To preview the email, select the eye at the top left of the editor. The button beside it opens the editor full screen.

![The Activity content tab of the Create Email form, showing the email editor with an email started from a template. The page holds the title Your next reward is waiting!, a greeting, and three content blocks: Earn bonus points this week, Complete the weekly challenge with a View Challenge button, and Play & Win Instantly with a prize wheel. At the top left of the editor are the desktop and mobile view buttons, and below them the eye button for the preview and the full-screen button. On the right, the Content tab is open next to Rows and Settings, with blocks such as Title, Paragraph, List, Image, Button, Table, Divider, Spacer, Social, HTML, Video and Icons.](https://mintcdn.com/lobyco-4c9fb3ad/rG971_5ZfS49bcjM/images/email-02-email-editor.png?fit=max\&auto=format\&n=rG971_5ZfS49bcjM\&q=85\&s=a68b9d3a860dad313e70fafd7e887788)

*The email editor, with the preview and full-screen buttons at the top left*

## Choose who gets it

On **Segmentation**, the option you get depends on whether the email is connected to another block on the canvas.

| Option | When you see it | Who gets the email |
| - | - | - |
| **Audience** | The email isn't connected to another block. That's how every email you add from the **List** view starts. | The customers in the audiences you pick here. |
| **Triggered** | The email is connected to another block on the canvas. The form picks this option for you, and you can't change it. | The customers who reach the email through the block it's connected to. |

To send a **Triggered** email to an audience instead, remove its connection on the canvas while the email is a draft. It then switches to **Audience**.

**All members** is always greyed out. An email can't go to every customer at once. Customers with no email address are skipped.

### Pick the audience

With **Audience** selected, choose one of these.

* **Select Audience** sends to the audience as it is when the email goes out. Choose **Select from list** to pick one or more audiences. Choose **Create new audience** to upload a new one.
* **Select Snapshots** sends to a snapshot of an audience. A snapshot is a copy of the audience at one moment, so its customers don't change after that.

The list only shows audiences whose **Destination(s)** include email, or are set with **Select all**. If you create a new audience here, **Email** is already set under **Destination(s)**. Upload a CSV file with one customer ID per line. The file can also have a header row with a `MemberId` or `CustomerId` column.

> [!WARNING]
>
> Sending doesn't check consent for you. The email goes to everyone in the audience who has an email address. So build the audience from a segment that only includes customers who agreed to get email.

Sending to a large list for the first time, or from a new sender address? Read [Deliverability](/business-documentation/communication/email/deliverability) first.

![The Segmentation tab of the Create Email form. All members is greyed out and can't be picked. Audience is selected, and under it Select Audience is selected, with the Select from list and Create new audience buttons. Select Snapshots sits below them. Under the choices, a note says email activities need an audience filtered by consent.](https://mintcdn.com/lobyco-4c9fb3ad/rG971_5ZfS49bcjM/images/email-03-segmentation-with-audience-selected.png?fit=max\&auto=format\&n=rG971_5ZfS49bcjM\&q=85\&s=7d2ad08733bf10e66f427cb19ae5edf4)

*Segmentation, where All members can't be picked*

## Save or publish

* **Save** keeps the email as a draft. It only needs a **Name**, and any other field you've filled in has to be valid.
* **Publish** stays greyed out until every required field on all three tabs is filled in and every value is valid. For an **Audience** email, that includes at least one audience. A tab you've opened shows a check mark once everything on it is right. The portal asks you to confirm, and says whether the email becomes active now or on its start date.

An **Audience** email is sent once, at its start date. If the start date has already passed when you publish, it goes out straight away. A **Triggered** email is sent each time customers reach it on the canvas. See [Recipients](/business-documentation/communication/triggering). [Lifecycle](/business-documentation/communication/lifecycle) covers what you can still change once it's published.

To reuse this email's layout, open the arrow beside **Save** after the first save and choose **Save as template**. You can then start new emails from it with **From template**.

## Troubleshooting

> **Why won't my email publish when every field is filled in?**
>
> Check **Sender email**. Its domain has to be one Lobyco has set up for your programme. If you aren't sure which domains you can use, contact Lobyco support with the campaign's ID and the sender address you tried.

> **Why does it say Unavailable tags are used?**
>
> The subject or the preheader uses a tag the email can't fill in. This happens when the **Enrich** block that adds it is no longer connected straight to the email, or no longer adds that attribute. Reconnect the block, or remove the tag. On the canvas, the same problem in the content shows as a warning on the **Email** block.

> **Why does the Email block say No audience selected?**
>
> The email isn't connected to another block, so it's an **Audience** email, and no audience is picked yet. Open the email and pick one on **Segmentation**.

> **Why can't I find my audience in the list?**
>
> Check the audience's **Destination(s)**. They have to include email, or be set with **Select all**. If they are and you still can't find it, contact Lobyco support with the audience's name and the campaign's ID.

If none of these answers your question, contact Lobyco support. Send them the campaign's name and the email's ID, from the top of **Activity details**.

## Related

* [Recipients](/business-documentation/communication/triggering) explains when each kind of email is sent.
* [Lifecycle](/business-documentation/communication/lifecycle) covers what you can change once an email is published.
* [Deliverability](/business-documentation/communication/email/deliverability) explains what decides whether emails reach the inbox, and how to warm up a new sending domain.
* [Warm up email sending](/business-documentation/use-cases/warm-up-email-sending-in-daily-batches) shows how to send to a large list a little more each day.
* [Block reference](/business-documentation/campaigns/orchestration-canvas/block-reference) describes the **Enrich** block and the other blocks an email can connect to.


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