Messages

A message is the email itself: a subject line, a body, and the personalization inside it. Messages are reusable — you write one, then send it as a broadcast or from an automation step, as many times as you like.

Find them under Messages in the sidebar.

Writing one

New message gives you four fields:

Field	What it’s for
Name	Internal only — how you’ll find it in the list. March newsletter, Welcome 1
Subject	What the recipient sees in their inbox
Preheader	The preview line after the subject in most inboxes. Leave it blank and the inbox grabs your first sentence, which is rarely what you’d choose
Body	The email

Name and subject are required to save.

The editor

The body toolbar covers what email actually supports: headings, font and size, text and highlight colour, bold and italic, links, images, alignment and lists. Styling is written inline so it survives the trip through mailbox clients.

Merge fields

The Field dropdown in the toolbar inserts personalization. Fields are grouped:

Group	Examples
Contact	Name, email, phone
Profile	Profile details
Commerce	Purchase-related values
Community	Community details
Custom fields	The fields you created
Links	Service links — unsubscribe and similar

Inserted fields are highlighted in the editor so you can see at a glance what’s dynamic.

Tip

Personalization fails loudly when it’s empty — “Hi ,” — so keep merge fields to values you actually have for most contacts. Name is safe if you collect it; a custom field only a handful of people have is not.

Checking it before it goes out

Preview renders the message the way an inbox would, with sample values filled into every merge field — so you see “Hi Test first name” rather than raw placeholders. It works before anything is set up.

Send test delivers a real copy. Pick a verified From address, then type an address or search for a contact.

Note

A test is a real send: it needs the domain authenticated, a verified sender and an allowance, and it consumes that allowance. When the button is disabled, its tooltip says which of those is missing.

The message list

Search by name, and organise with folders — New folder, then Move to folder from a row’s menu or on a selection.

Each row’s menu has Edit, Duplicate (the fastest way to start a new message from a working one), Move to folder and Delete. Tick rows for the same actions in bulk.

The numbers

Each message carries its lifetime performance:

Column
Last sent	When it last went out
Sent	Total attempted
Delivered	Accepted by the receiving server, with the rate
Opened	With the open rate
Clicked	With the click rate
Opt-outs	Unsubscribed after receiving it
Complaints	Marked it as spam

Every one of these numbers is a link. Click Opened and you land in Contacts filtered to the people who opened this message — ready to be tagged, added to a list, or sent a follow-up. Click Opt-outs on a message with an unusual number and you’re looking at exactly who left.

Messages vs broadcasts

A message is what you say; a broadcast is one act of sending it to a particular audience at a particular time. The same message can back a dozen broadcasts and an automation step, and its stats add up across all of them.