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Steps to Building an Email

To create a new email and its various versions requires the following steps:

  1. Create a wireframe
  2. Create and upload the individual content blocks that will make up the email
  3. Upload images
  4. Create a matrix:
    • Select the wireframe created above or an existing wireframe
    • Add a subject line block (required)
    • Add other content blocks that will exist in this email from the ones created in step 2 above, or any existing blocks that have already been uploaded
    • Add variables that are used in those blocks
    • Define the rules for each block and each variable to control which versions of the email the block or variable will be used
  5. Publish the matrix
  6. Select a permutation(s) and view and/or send tests
  7. Make any updates as required, and re-publish the matrix to view and/or send further tests
Updated on March 26, 2025

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