Instance · CMS
Creating an Email
Last updated 2 November 2026
To create an email:
- Navigate to the CMS from the main menu.
- Select Emails.
- Select CREATE EMAIL.
-
Fill out the forms across the following tabs:
- Details
- Header
- Content
The details for each tab are discussed in this document's subsequent sections. The Create Email form shows only these three tabs.
- Select CREATE EMAIL.
Details
Use this tab to input basic details about your email. Input requirements and descriptions are displayed in the table below:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Email Name | Input Field | Yes | Name of the email. |
| Layout | Dropdown Field | No | Layout used by the email. |
| File Path | File Explorer | No | File path of the email. Choose SELECT FOLDER to navigate to the directory where you want to store your email. |
| Delay | Input Field | No | The notification delay in minutes. Use Liquid markup to set the value, e.g., schedule an email for 10 am the next day: |
| Locale | Input Field | No | Liquid markup, which evaluates to the desired language code. Used for translations and date format. |
| Trigger Condition | Code Editor | No | Liquid markup condition to control whether a notification is sent. Only |
Header
Use this tab to provide information about your email header. Input requirements and descriptions are displayed in the table below:
| Input Label | Type | Required | Description |
|---|---|---|---|
| From Name | Input Field | No | Name of the email sender |
| From Email Address | Input Field | Yes | Email address of the sender |
| To | Input Field | Yes | The email address to which the email is sent. You may provide multiple email addresses, separated by commas. |
| Reply To Email | Input Field | No | The email address in the 'Reply To' field. |
| CC | Input Field | No | The email address to which a carbon copy email is sent. You may provide multiple email addresses, separated by commas. |
| BCC | Input Field | No | The email address to which a blind carbon copy email is sent. You may provide multiple email addresses, separated by commas. |
| Email Subject | Input Field | Yes | Subject of the email. |
| Email Preheader | Text Area | No | Preheader of the email, a small line of text that appears after the subject line in the email inbox. |
Content
Use this tab to provide your email content. Input requirements and descriptions are displayed in the table below:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Content | Block Builder | No | UI builder to help you create the content of your email. |