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Creating your first campaign

This guide shows the fastest way to go from design system to finished draft in the Campaign Editor.

note

Better Email is a design-system-driven platform. To create a campaign, you need a design system that already defines the available modules and editable fields.

Step 1: Create the campaign

Create a new campaign, give it a clear name, and choose the design system you want to use.

If your workspace uses folders, choose the right folder at this step so the campaign starts in the right place.

Create a new campaign

New Campaign form

Step 2: Open the Campaign Editor

When the campaign is first created, it may only show the shared layout from the design system. Open the Campaign Editor to start building the content.

Inside the editor:

  • the left side shows the live preview
  • the right side contains the sidebar tabs

New campaign preview

Step 3: Add modules

Open the Modules tab in the sidebar and add the modules you need for the campaign.

Typical first modules might include:

  • hero
  • article section
  • product row
  • CTA section

Arrange them in the order you want the email to read.

Modules list in the Campaign Editor

Step 4: Edit the content

Select a module in the preview, then use the Block tab to edit its fields.

Switch to the Global tab when you want to change settings that affect the full campaign, such as shared styling, language, or footer behavior.

As you type, the preview updates live.

Editing a selected module

Step 5: Check mobile and edge cases

Before moving on, switch to mobile preview and look for:

  • long headlines
  • awkward image crops
  • CTA wrapping
  • spacing problems

If a field is required or has validation rules, fix those now so review does not get blocked later.

Step 6: Review, preview, and export

Once the draft looks good:

  1. Review the campaign.
  2. Test it in the ways your team normally uses.
  3. Export it to the correct integration.

If your team uses segmentation, approvals, or Betty, those can all become part of the workflow from here.