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SendGrid, Client Previews, and Template Controls

Nicki Pabst
Co-founder & Email wizard

This week adds major export options, improves template review, and gives teams more control over email libraries, modules, previews, and assets.

Improvements

  • Better Email can now export directly to SendGrid Dynamic Templates. Re-exporting updates the same SendGrid template, so teams can keep syncing changes without creating duplicates.
  • The SendGrid setup guide is now available, including API key setup, region and subuser settings, and how repeated exports map to SendGrid Dynamic Template versions.
  • Teams that send through Outlook can now download an Outlook-ready .eml draft instead of copying rendered HTML by hand.
  • The email library can now create, search, filter, sort, move, trash, restore, clone, and bulk-export emails from the updated workspace.
  • Client Previews are now available in the template editor and standalone template preview, with improved preview cards and keyboard navigation for moving through previews faster.
  • Review preview can now show all variants together, making it easier to check personalized emails before approval, export, or handoff.
  • Admins can now choose who is allowed to override review checks before export.
  • Template authors can now use conditional module visibility, so modules can appear only when the relevant inputs or conditions apply.
  • Template management now includes clearer table actions, archive confirmation, unused module deletion, and a visible last-editor avatar.
  • Betty can now handle SVG uploads and feed questions, and assets can now include MP3 files.
  • Klaviyo exports now sync integration settings more consistently, keeping exported templates aligned with the selected integration.

Fixes

  • URL fields now make HTTPS requirements clearer while still accepting approved non-web and personalized links.
  • Send Test now lets you fully clear the recipient field instead of filling it back in automatically.
  • Template revision history now refreshes after changes, so teams can see the latest revision state without leaving the page.
  • The new-email template picker now includes templates created in the updated template experience.
  • Client Previews now stay visible while preview data is loading or refreshing.
  • Segment navigation now includes custom integrations, and "Everybody else" previews stay on the fallback variant.
  • Integration select styling has been restored where it regressed in email preview and export flows.
  • When you open a resource from another organization, Better Email now switches to the right org automatically.

Template Editor and SFMC Export

Nicki Pabst
Co-founder & Email wizard

This week improves the updated template experience and fixes Salesforce Marketing Cloud metadata handling during export.

Improvements

  • Templates created in the updated experience now have an improved show page, preview, and editor flow.
  • Pop-out template preview is available again, making it easier to review templates in a larger dedicated view.
  • Template access labels are clearer, so teams can better understand who can edit, review, or use a template.
  • Templates shared into a workspace are now treated as read-only where appropriate, helping prevent accidental edits to templates owned elsewhere.
  • The updated template editor layout is cleaner and easier to scan during daily editing.

Fixes

  • Salesforce Marketing Cloud exports now preserve subject line and preheader data from older template metadata.
  • Salesforce Marketing Cloud subject line fallbacks now use the right saved value when a template has older sender settings.

Feeds, Integrations, and Segmentation

Nicki Pabst
Co-founder & Email wizard

This week improves feed setup, integration selection, and segmentation previews for teams building personalized emails across multiple integrations.

Improvements

  • Product feed settings now use a tighter item layout, making feed items easier to scan and configure in the settings pane.
  • Segment variant names can now be generated with AI, helping teams keep personalized variants easier to recognize.
  • Email lists and filters now show clearer names for templates created in the updated template experience.
  • Settings now make user management tidier and manually billed subscriptions easier to read.

Fixes

  • Hidden variants no longer block validation when they are not part of the visible email experience.
  • Previews and exports now use the selected integration more consistently, including custom integrations and segment navigation.
  • Segmented emails now render more consistently when switching between preview profiles, integrations, and fallback variants.
  • Teams can now create the first saved segment for an integration even when it has no recipient fields or saved segments yet.
  • Blocks no longer jump back after being moved in the editor.
  • Older templates affected by a clone issue now point to the correct published revision again.

Agillic Export and Feed Improvements

Nicki Pabst
Co-founder & Email wizard

This week expands export support and improves feed-heavy workflows, especially for teams working with product data and larger imports.

Improvements

  • Agillic now has a complete export workflow, so teams can prepare and send finished email work from Better Email into Agillic.
  • Shared reference defaults can now be overridden for a specific template or context.
  • Large product feed imports can complete faster, with steadier batching and parallel handling for feed images.
  • Recipient field management now includes search, filtering, archive behavior, and better compatibility across the editor, segment builder, previews, renders, exports, and API.

Fixes

  • Salesforce Marketing Cloud export errors now explain the problem more clearly when an export cannot finish.
  • Preview profile routing and labels now better match the selected profile and integration.
  • Image inputs now restore their saved default image and state more consistently.
  • The segment builder now shows full saved segment names, making it easier to distinguish similarly named segments.

Mobile Workspace and Review Permissions

Nicki Pabst
Co-founder & Email wizard

This week improves review visibility and makes smaller screens more comfortable when checking email work on the go.

Improvements

  • Reviewer permissions are now shown more clearly, so teams can confirm what reviewers can do in an email workspace.
  • The mobile workspace layout has been cleaned up, making navigation and workspace controls easier to use on smaller screens.
  • Review sync overrides are now limited to admins, reducing the risk of accidental review configuration changes.

Fixes

  • Preview profile links from segmented emails now open the expected profile and preview context.

Reviewer Role and Audit Trail

Nicki Pabst
Co-founder & Email wizard

This week adds clearer reviewer access and audit history for teams that separate editing, reviewing, and approval.

Improvements

  • Better Email now includes a dedicated reviewer role for email workspaces, making it easier to invite teammates who should review without needing full editing access.
  • Review and approval events now appear in the audit log, so admins can see when important workflow changes happened.

Fixes

  • Dragging modules now respects the template's content zones, preventing drops into unsupported areas.

Review Approvals and Preview Fixes

Nicki Pabst
Co-founder & Email wizard

This week continues the review workflow polish and improves how previews, segmentation, and Salesforce Marketing Cloud output behave during day-to-day work.

Improvements

  • Better Email now includes an in-app docs and feedback menu, so help and product feedback are closer to the workflow.
  • Review checks now appear sooner and include hover descriptions, making blockers easier to understand before approval.
  • Template base comments are now visible in the editor, so reviewers can see relevant template-level feedback while working.
  • Approval behavior is more flexible: users can approve after resolving their own comments, while avoiding unnecessary self-approval notifications.
  • Notification emails have been polished so review and workflow updates are easier to scan.
  • The editor now warns more clearly when it disconnects, helping teams avoid editing while the workspace needs attention.

Fixes

  • Salesforce Marketing Cloud link wrapping now preserves encoded characters, reducing the chance that personalized links change during export.
  • Segment permissions are now clearer: owners can finish or archive their own segments, admins retain definition editing, and read-only users can inspect disabled segment fields.
  • Salesforce Marketing Cloud exports now use the right saved subject when an email relies on the current draft value.
  • Hidden segmentation fallback variants now stay out of exports when they are only needed inside Better Email.
  • Duplicating a block now preserves segmentation, variant values, base values, and repeatable values.
  • Review previews now keep loading, feedback, and segmented states in sync, reducing flicker and blank preview moments.
  • The emoji picker no longer gets clipped inside editor panes.
  • Workspace activity and segment counts now show more accurate numbers.

Review Flow and Email Metadata

Nicki Pabst
Co-founder & Email wizard

This week improves the path from editing to review, with better approval controls, richer email metadata, and more useful Betty context.

Improvements

  • Subject lines and preheaders can now be edited directly in Better Email, so campaign metadata can stay with the email while it moves through review and export.
  • Review comments, approvals, and handoffs now have clearer controls, making the path from draft to approval easier to follow.
  • Betty can now work with document attachments and rendered screenshots, making it easier to explain what you need without rewriting context by hand.
  • Rich text template inputs can now include a custom tag toolbar, so teams can insert approved dynamic fields from the editor.
  • API users can now work with recipient fields used for personalization and segmentation. The docs now include setup, authentication, error handling, and endpoint references for recipient fields.
  • Users can now manage their Better Email profile settings from inside the app.

Fixes

  • Selected roles are now applied when inviting a user, so new teammates get the intended access as soon as they join.
  • Salesforce Marketing Cloud segment fallback support is detected more accurately during setup and preview.
  • Segment names are now checked in the right scope, reducing false conflicts when similar names are valid in different contexts.
  • New emails now follow the latest published template revision instead of staying pinned to an older version.

Template Builder and Betty Updates

Nicki Pabst
Co-founder & Email wizard

This week focuses on giving template teams more control over complex templates, while making it clearer when saved template changes are ready for marketers to use.

Improvements

  • Template authors can now define multiple content zones, so modules can be dropped into the right part of a template instead of one shared area.
  • Repeatable settings can now enforce minimum and maximum item counts, keeping flexible sections within the intended layout.
  • Shared reference copy can be overridden where needed, so reused copy blocks can still be adapted to a specific template or campaign.
  • Button settings can now include emoji choices, so teams can configure emoji calls to action without custom code.
  • Betty can inspect screenshots, which makes it easier to ask for help with the exact state of an email or template you are looking at.
  • Template authors now get clearer guidance when a saved revision needs to be published before those changes appear in Email Builder.

Fixes

  • Email Editor now opens directly from Better Email links and navigation instead of getting stuck before the editor loads.

Microsoft Dynamics 365 Journeys Export

Nicki Pabst
Co-founder & Email wizard

Better Email can now export emails directly to Microsoft Dynamics 365 Customer Insights - Journeys. Finished emails are created as draft assets in Dynamics, ready for your team to review and use in Journeys.

Connect Customer Insights - Journeys

Admins can now add a Microsoft Dynamics 365 Customer Insights - Journeys integration in Better Email. The setup uses a Microsoft Entra app registration and a Dynamics application user, so exports can run without a separate approval popup each time.

Once connected, the integration appears in the normal export flow alongside your other ESP integrations.

Microsoft Dynamics 365 Customer Insights - Journeys integration form in Better Email

Export drafts to Dynamics

When you export an email, Better Email creates a draft email asset in Dataverse. The exported email includes the rendered HTML, preview HTML, subject line, and preview text.

If you export the same email again, Better Email updates the existing Dynamics draft instead of creating a duplicate.

Manage subject lines and preview text

Subject line and preview text export to Dynamics with the email asset. In the current Email Workspace, teams manage them from the inbox preview row on the email itself, so reviewers can check the final inbox copy before sync.

Integration defaults still exist as fallback behavior for older templates or workflows that have not moved those fields into Workspace metadata yet.

Other fixes and improvements

  • Dynamics compliance tokens like company address and preference center can now be preserved correctly during export.
  • Exported Dynamics emails now include metadata that helps Better Email update the same draft on future exports.
  • Betty can now explain when template changes need to be published before they appear in Email Builder.
  • Template authors now get clearer guidance from save to publish, so new modules become available in Email Builder.
  • Email Editor now opens more reliably from list, grid, and show pages.