Go to Marketing → Emails to see the overview of all your emails – drafts, sent, scheduled, and archived.
Step 1: Choose your template
Click Create email in the top-right corner to get started.
You can either build your email from scratch by selecting Start from blank, or select a template from your organization's saved templates or the template library with ready-made templates to pick from.
Want to build your own template first? Read our guide on creating a template.
ℹ️ Note: A template is just a starting point – you can change everything about it once you're designing your email.
Once you've picked a template, you'll see a preview. Click Use this template in the bottom-right corner, then give your email an internal name. Don't worry - you can rename it anytime by clicking the pencil icon next to the name at the top of the editor.
Step 2: Design
Welcome to the design area!
The toolbar on the left holds your design tools – Content, Rows, and Style – and the preview window in the middle is where your email comes together. Auto-save is always on, saving your progress as you go along.
Content
Drag and drop elements from here to build your email. Adding an element opens an Edit bar on the left so you can fine-tune it.
Rows
Your email is built from rows, each with 1–4 columns side by side – handy for lining up a few images with text underneath, for example. Save a row you want to reuse, and it'll show up in future emails. Learn more about saving rows.
Style
The Style tab sets the base look for your email, but each row has its own settings (Row properties) that override it. For example, set a yellow background in Style, then give one row a different color – that row keeps its own color while the rest stays yellow.
Desktop vs. mobile view
Use the icons at the bottom of the preview (↩️ ↪️ | 🖥️ 📱) to undo/redo actions or switch between desktop and mobile view. Mobile-only changes are marked with a light gray color. You can also hide elements per device: select one, scroll down in the toolbar, and choose Hide on mobile or Hide on desktop.
Step 3: Personalize your email
Beyond the basic content elements, MarketHype offers a few extra ways to personalize and complete your email:
Merge tags: Personalize your email with contact data, like calling recipients by their first name. Learn more about merge tags.
Display filters: Send one email to a large number of recipients, but let the content vary depending on who receives it. Learn more about display filters.
Unsubscribe link: Marketing communication must include an unsubscribe link. Learn how to add one.
View in browser link: Lets recipients open the email in their browser if it doesn't render well in their inbox. Learn how to add one.
Step 4: Preview and test your email
The Preview and test button in the upper-right corner lets you send test emails, share a preview link with colleagues, and test any merge tags or display filters applied to your design.
Send a test email to yourself or your colleagues to see how it looks in an actual inbox. Just fill in the addresses you want to send it to.
Want colleagues to look at the design without a test email landing in their inbox? Click Share this preview to copy a preview link to share.
ℹ️ Note: You need to choose a sender under the email settings before you can send a test email.
This is also where you'll see your email's size. Large emails risk getting clipped in Gmail and can hurt deliverability. Keep yours under 95 kb to stay safe – read more in our article on email size.
Step 5: Email settings
Next, head to the Settings tab at the top of the menu bar – this is where you set the rules for your email.
From
Choose your sender address here.
Subject and content
Fill in your email's subject line and preview text here. The preview text usually shows up underneath the sender name and subject line in a recipient's inbox.
Send time
Choose to send your email right away, or schedule it for later.
Communication type
What communication does your email contain?
Marketing communication only goes to consenting subscribers and must include an unsubscribe link.
Non-marketing communication is for vital information only – no marketing allowed. Read more here.
Merge tag defaults
This section only shows up if your email uses merge tags. Since merge tag values can be missing (some contacts don't have a first name saved in MarketHype, for example), you'll need to set a default value to show instead. Read more about merge tags here.
Make it easy to find later
Add internal details here to make this email easier to find later in the overview.
Step 6: Choose your recipients
Time to choose your recipients!
Click Recipients in the top menu bar to open MarketHype's audience filter – read more about how to use it here.
The total number of selected recipients shows up on the right. Every email address saved on a contact's card counts as a recipient, so your email might reach more recipients than you have contacts.
ℹ️ Note: The filter for scheduled emails is synced right before the email is sent. If you schedule an email for a week later, new contacts who match the filter by then will be included too.
Step 7: Review and send/schedule
Happy with the result? Press Review and send, and a summary window appears showing:
The email you're about to send
Recipients to send to
Send time
Press Edit next to any section to adjust it.
Missing something? The review window will flag what needs fixing before you can send. The Edit button then turns into Fix now, so you can jump straight to the issue. Any requirements under Must fix must be solved before you can send the email.
Depending on your send time, you'll see a Send Now or Schedule button at the bottom of the window. It becomes clickable once you've fixed any issues and scrolled through the review.
ℹ️ Note: Emails will be sent according to your organization's time zone.
Happy sending! 🚀