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Inflection’s email editor is built with BeeFree.io. This article will walk through the steps and considerations when building an email in Inflection.

Create a new email

  1. Navigate to Emails on the left panel.
Emails section in the left navigation panel
  1. Click New email.
New email button on the Emails page
  1. Name the email, select the appropriate editor, and categorize the email (Marketing or Transactional).
Dialog for naming the email, selecting an editor, and choosing a category
Note that email category cannot be updated once the email is created.
Read more about transactional emails: Transactional Emails
  1. Choose to create an email from scratch (Start from scratch) or select an existing template.

Asset Settings

Email Settings

When an email is created, Email settings will slide out on the right. Email settings panel sliding out on the right Here you can:
  • Add/edit subject line, sender name
  • Add/edit pre-header
  • Update sender details like name, email, and reply to email
  • Add/edit Cc and Bcc contacts
  • See the email category (marketing or transactional)
  • Select to ignore communications limits
Note that sender name, send from and reply to will be pre-populated with information from Email Settings.
Use Cc and Bcc fields responsibly to protect email privacy and comply with regulations. Misuse may lead to privacy violations and negative impacts on your email campaigns, email metrics, and sender reputation.
Click Done after entering all the information. To view or update these settings, select Email settings in the top navigation of your email asset. Email settings option in the top navigation of the email asset

UTM Parameters

Select UTM parameters in the top navigation of your email asset to view and/or update UTM parameters. UTM parameters option in the top navigation of the email asset
Note that UTM parameters will be pre-populated with default information configured in Global UTM Parameters within Admin Settings. Talk to your instance administrator to update global settings.
UTM parameters panel with global defaults and custom parameters Here you can:
  • Overwrite global default parameters
  • Add/edit custom parameters

Mark as template

To make the email asset available as a template (for others to use as a starting point in their email builds), select Mark as template. The template will retain all current content and email settings. Mark as template option in the email asset menu Once marked, the tag Template will be shown next to the email name in the Emails list. Templates are just regular emails that happen to be reusable. You can:
  • Open the template from the Emails list.
  • Modify its content or settings.
  • These changes will update the template and affect any future emails created from it.
  • Editing a template will not affect any emails already created from the template.

Template Tips & Best Practices

  • Name templates clearly so they’re easily discoverable (e.g., “Promo Template – Summer 2025”).
  • Use templates for:
    • Recurring campaign formats
    • Product updates
    • Onboarding flows

Build with Visual Editor

Check out Mastering the Beefree builder for a tutorial. Note that some capabilities may have a slightly different UI in the Inflection builder.

Preview, Export, and Test

Preview

Preview email designs on desktop and mobile devices:
  1. Click the ellipsis icon on the top right of the page.
  2. Select Preview from the drop down.
Preview option in the ellipsis drop down menu
  1. Update the menu options to preview the email:
    1. In light and dark mode
    2. On a desktop, tablet and mobile
    3. In custom dimensions
Preview mode options for theme, device, and custom dimensions
  1. Click the back arrow (top left) or exit icon (top right) to exit preview mode.
Back arrow and exit icon for leaving preview mode

Export as HTML

To export an email as an HTML file:
  1. Click the ellipsis icon on the top right side of the email editor page.
  2. Select Export html.
An HTML file will download to your device. Export html option in the ellipsis menu

Send test email

Send a test email to yourself, a colleague, or to your team:
  1. Click on the ellipsis icon on the top right side.
  2. Select Send test email.
  3. In Send to, enter the email(s) to send the test email to.
  4. In Preview as a specific user, enter the email address of an Inflection contact or user.
  5. Click Send preview.
Send test email option in the ellipsis menu Send test email dialog with Send to and Preview as a specific user fields
The preview user must exist as a contact or user in the Inflection database. A checkmark indicates that the contact exists in your contact database. If the email address you entered is not in the database, an error is displayed.
To configure an unsubscribe link in your emails:
  1. Select the text you want to link.
Selecting the text to turn into an unsubscribe link
  1. Select the Special links option on the tool bar that appears.
Special links option on the text toolbar
  1. Select unsubscribe and select the token that slides out. The link is now configured.
Unsubscribe token selection in the Special links menu