Creating an Email in the Modern Editor

Navigating to the Email index

All emails — both regular and automated — live under Email in the top navigation. The Email index separates your emails into two tabs:

• Regular — Standard one-time emails sent to a list or group of recipients on a scheduled date.
• Automated — Emails that are part of a journey and sent automatically based on timing or list membership rules.

You can search, filter, and sort emails from this view, and see at a glance each email's status, open and click counts, campaign assignment, and owner.

Choosing an email type

To create a new email, select the create dropdown in the upper right-hand corner of the screen and select "email". 




Once selected, a modal will prompt you to choose an email type:

• Regular — Create an email and send it to your employees using lists.
• Automated — Create an email that can be used within a journey.

Tip: If you're not sure which to choose, start with Regular. You can always convert it to an Automated email later via cloning.

Choosing the Modern or Legacy editor type

After choosing your email type, you'll be given the option to use the modern editor or the legacy editor. The modern editor will be selected by default, but you can access the legacy editor by selecting the option to "continue to the legacy editor".  

Starting your email

After choosing your email type, you'll enter the email editor. From here you have two options for building your content:

• Start from scratch — Opens a blank canvas where you can build your layout using content blocks, or use Cici AI to generate a draft.
• Start from template — Browse your saved templates and the template library to find a layout that fits your needs.

You'll also see suggested email types at the top of the editor (such as Weekly newsletter, CEO update, IT update, Policy change, and All hands recap) that help Cici AI generate more relevant content.

Cloning an email and changing its type

If you have an existing email you'd like to repurpose, you can clone it and change whether it's a Regular or Automated email in the same step.
 

To clone an email:

1. Hover over the email on the Email index page.
2. Select the three-dot menu on to the right and choose Clone email.
   
   
    
3. In the Clone email modal, use the Email type dropdown to switch between Regular and Automated.
4. Enter a new name for the cloned email.
5. Select your preferred editor version (Modern editor recommended).
6. Optionally expand Share access to assign campaign access.
7. Select Clone or Clone & edit.

Note: Cloning a published automated email returns it to draft state, making it fully editable.