October 12th, 2025

New

Email

New UI for Email creation via Bulk action in Contacts

❓Problem Statement

  • Email creation felt fragmented across Contacts, Bulk Actions, Campaigns & Workflows

  • Uncertainty around which contacts would actually receive the email.

  • Confusion with starting (blank/template), editing, and missing advanced settings options (UTM, tracking, automation)

🚀What We Did

  • Pre-send Contact Filtering:

    A confirmation modal now filters out invalid and unsubscribed contacts before send — so you always know who’s receiving your email.

  • Now all three builders have :

  • Similar UI and experience to start creating an email using blank, template library or existing templates

  • Capability to leverage advanced features like automation, click performance or link tracking

  • Similar statistics across

⚒️How to Use

  1. Go to Contacts → Smart Lists

  2. Select the contacts and click on send email.

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  1. Choose how to start:

  • Quick Compose (default): Simple editor for fast messages.

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  • Smart Builder: Select Design, Code, or Plain Text editor to build from zero.

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  • Select Template: Pick from My Templates or Templates Library.

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  1. Expand Advanced Settings to enable:

  • Link Tracking → See clicks and CTR for each link.

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  • UTM Parameters → Add campaign tracking tags.

  • Tags on Actions → Automatically tag contacts based on opens/clicks.

  1. Review / Send Email via Bulk actions.

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🎯Benefits

  • Easier onboarding, lower learning curve

  • Consistent experience across platform