Create and manage marketing email and content assets
Email and content assets
Marketing emails sit in a library alongside templates, brand profiles, images, files, and reusable content blocks. The designer is block-based: layout sections contain text, image, button, and dynamic blocks, while a brand profile centralises colours, fonts, and logos so every email stays consistent.
Personalisation: dynamic text pulls contact or lead attributes, conditional (if/else) blocks show different content per recipient, and fallback values prevent "Hi {blank}" when a field is empty. Test sends render against a real record's data, which is how you catch broken tokens.
Reusable content: blocks are inserted linked, so editing the master updates every email that uses it; unlinking creates an independent copy. This is the classic trap - a question asking how to update a footer across forty emails is answered by the linked content block, not by editing each email.
Quality gates before publishing: run the accessibility checker (alt text, contrast, heading structure), validate links, confirm the email's purpose so consent is enforced, and check the from-domain is authenticated. Validation errors block publishing, so a failed publish is usually a content problem, not a permission problem.
Templates vs copies: editing a template after emails were created does not retroactively change those emails; templates are starting points only.
Rule of thumb: anything that must be identical everywhere becomes a content block; anything one-off is edited directly; anything repeated as a starting point becomes a template.