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Navigating the Email Builder

Copilot’s email builder lets you create professional, branded emails easily—no coding needed. Simple, flexible, and fast.

Updated over a month ago

You can access the email builder by going to Marketing > Email Templates.

Two Tabs You'll See:

  • Email Templates: Browse from 40+ pre-designed templates. You can scroll through and select, edit, and save templates to match your business needs.

  • Sent / History: Review all previously sent emails in a list view. You'll see the status of each message (e.g. Sent, Opened) to understand performance.


🧱 Designing Your Email (Content Blocks Overview)

The email builder uses drag-and-drop content blocks that let you structure your emails however you like. Below is a quick breakdown of what you can add:

📝 Text-Based Blocks

  • Title: Add a header with customizable font size, color, and style.

  • Paragraph: Add body text and format it with bold, italic, alignment, and spacing. AI writing assistance is available!

  • Text Box: A flexible box for adding supporting copy anywhere.

  • List: Create bulleted or numbered lists.

📸 Visual Elements

  • Image: Upload images and adjust dimensions to fit your layout.

  • Video: Add a URL to embed a video. You can even customize the play button color.

  • GIFs & Stickers: Add animated visuals to make your email pop.

  • Icons: Drop in small visual symbols to emphasize content.

🔗 Interactive Elements

  • Button: Add a clickable button with a URL behind it. Great for CTAs.

  • Menu: Add a horizontal menu with links to different sections or pages.

  • Social: Embed icons that link to your social media pages.

🧩 Layout & Structure

  • Divider: Visually separate sections with a line.

  • HTML: For advanced users — drop in raw code or embed custom content.


✨ Pro Tips

  • Use AI text assistance inside Paragraph blocks to quickly generate professional content.

  • Mix content types: Try combining images, buttons, and lists to guide your reader’s eye.

  • Keep it simple. Use Dividers and Titles to break things up and create a visual hierarchy.


🧪 Preview + Send

Once your layout and content are set:

Preview your email to check how it looks on desktop and mobile.

Create a template to use it again.

Send to your desired contact list — and track opens in the Sent/History tab.


Watch This Email Builder In Action!

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