> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inflection.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Emails

> Steps and considerations when building an email in Inflection.

Inflection's email editor is built with [BeeFree.io](https://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.

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/01.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=d37f49cb9265f7a52a660882b7e89483" alt="Emails section in the left navigation panel" width="2080" height="532" data-path="images/journeys/emails/01.png" />

2. Click **New email.**

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/02.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=08cc1df13c98ad2cbbb0dc1d423669b6" alt="New email button on the Emails page" width="2088" height="532" data-path="images/journeys/emails/02.png" />

3. Name the email, select the appropriate editor, and categorize the email (Marketing or Transactional).

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/03.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=b5cfaba1cf4da0df5778a36778eb6969" alt="Dialog for naming the email, selecting an editor, and choosing a category" width="2089" height="694" data-path="images/journeys/emails/03.png" />

<Info>
  Note that email category cannot be updated once the email is created.
</Info>

<Note>
  Read more about transactional emails: [Transactional Emails](/journeys/transactional-emails)
</Note>

4. 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.

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/04.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=ac4e7c179cf7d87d939f8cf348560f0f" alt="Email settings panel sliding out on the right" width="2472" height="1215" data-path="images/journeys/emails/04.png" />

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

<Info>
  Note that sender name, send from and reply to will be pre-populated with information from Email Settings.
</Info>

<Warning>
  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.
</Warning>

Click **Done** after entering all the information.

To view or update these settings, select **Email settings** in the top navigation of your email asset.

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/05.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=4adad1d8f7c5762f070585f0dc7e2759" alt="Email settings option in the top navigation of the email asset" width="2076" height="1147" data-path="images/journeys/emails/05.png" />

### UTM Parameters

Select **UTM parameters** in the top navigation of your email asset to view and/or update UTM parameters.

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/06.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=eb4d54dc610100c75a63b2871ca5886e" alt="UTM parameters option in the top navigation of the email asset" width="2086" height="496" data-path="images/journeys/emails/06.png" />

<Info>
  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.
</Info>

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/07.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=a0116ac0894d3d4a3627d821e47d7cb8" alt="UTM parameters panel with global defaults and custom parameters" width="2095" height="853" data-path="images/journeys/emails/07.png" />

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.

<img src="https://mintcdn.com/inflection-4b2c0de4/0Fy2fPaKm7bhQlZX/images/journeys/emails/08.png?fit=max&auto=format&n=0Fy2fPaKm7bhQlZX&q=85&s=84f2501568b701c055767acce2618633" alt="Mark as template option in the email asset menu" width="2092" height="580" data-path="images/journeys/emails/08.png" />

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

<Tip>
  Check out [Mastering the Beefree builder](https://academy.beefree.io/course/finding-your-way-around-the-builder) for a tutorial. Note that some capabilities may have a slightly different UI in the Inflection builder.
</Tip>

## 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.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/09.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=e737027a016cdd9bd3c575b56ec98aab" alt="Preview option in the ellipsis drop down menu" width="2064" height="573" data-path="images/journeys/emails/09.png" />

3. 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

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/10.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=cbd68600c7a60284ed65bd50bee306e6" alt="Preview mode options for theme, device, and custom dimensions" width="2058" height="714" data-path="images/journeys/emails/10.png" />

4. Click the back arrow (top left) or exit icon (top right) to exit preview mode.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/11.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=79ca40bd31f8d12eb5e2d86eb9dcddad" alt="Back arrow and exit icon for leaving preview mode" width="2072" height="718" data-path="images/journeys/emails/11.png" />

### 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.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/12.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=dcceccb50e6e561005a0463d1a97495c" alt="Export html option in the ellipsis menu" width="1945" height="684" data-path="images/journeys/emails/12.png" />

### 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**.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/13.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=98d7788b5582d7696edceb9b8c802d86" alt="Send test email option in the ellipsis menu" width="1945" height="684" data-path="images/journeys/emails/13.png" />

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/14.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=6ef21b78d81f81ff21d55a10e53109a2" alt="Send test email dialog with Send to and Preview as a specific user fields" width="2064" height="898" data-path="images/journeys/emails/14.png" />

<Info>
  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.
</Info>

## Create an Unsubscribe link

To configure an unsubscribe link in your emails:

1. Select the text you want to link.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/15.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=70b0dcd900afca80717bfddef89cd5e4" alt="Selecting the text to turn into an unsubscribe link" width="1030" height="670" data-path="images/journeys/emails/15.png" />

2. Select the **Special links** option on the tool bar that appears.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/16.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=1b83e89a6be677befc09b277c7689935" alt="Special links option on the text toolbar" width="1030" height="670" data-path="images/journeys/emails/16.png" />

3. Select **unsubscribe** and select the token that slides out. The link is now configured.

<img src="https://mintcdn.com/inflection-4b2c0de4/sEk80mgTrRhGEHCY/images/journeys/emails/17.png?fit=max&auto=format&n=sEk80mgTrRhGEHCY&q=85&s=abcc8178231abe63659986173d79e74a" alt="Unsubscribe token selection in the Special links menu" width="1030" height="670" data-path="images/journeys/emails/17.png" />
