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Building Emails

Organising your emails and templates

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Email categories: grouping a growing library so people can find the right email to start from.

Last updated September 2, 2026


After a year of campaigns the email library is long. Categories group it, so someone looking for last spring's promotion to copy can actually find it.

Setting them up

Open Email Categories and add the groups you want. Name them after the kind of email — Newsletters, Promotions, Announcements, Events — rather than after a year, which dates instantly.

Keep the list short

Five or six categories is plenty. The point is to cut a long list down to a browsable one; twenty categories just moves the problem.

NAMING MATTERS MORE THAN FILING
An email called "Spring promotion 2027 — final" is findable whatever category it is in. One called "Copy of copy of email" is not. Name emails as you save them.
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