Choosing an Editor
When you click New Campaign, a modal lets you choose your editor:Code Editor
Write raw HTML with live preview and AI generation. Full control over your email design.
Visual Builder
Compose visually with a rich-text editor, inline formatting, image uploads, and a live style panel.
Code Editor
The Code Editor gives you full HTML control with syntax highlighting and a live split-pane preview.Layout
Top Bar
Secondary Bar
AI Generate
Click AI Generate in the code editor toolbar. Gately AI will generate a complete HTML email based on your campaign name and subject.Personalization Tags
Use{{variable}} syntax anywhere in your HTML:
Visual Builder
The Visual Builder provides inline rich-text editing with a context-aware style panel on the right.Layout
Slash Commands
Type/ anywhere in the editor to insert blocks:
Style Panel
The right panel is context-aware — it changes based on what’s selected:Email (default)
Controls the overall email layout:- Body background — outer background color
- Container background — inner content area color
- Max width — container width in px
- Padding — container padding (top/right/bottom/left)
- Border radius — container corner radius
- Text alignment — left, center, right
- Font size — base font size in px
Text
When text is selected or cursor is in a text block:- Format — Bold, Italic, Underline, Blockquote
- Color — Text color picker
- Heading — H1, H2, H3, Paragraph
- Alignment — Left, Center, Right
- Lists — Bullet, Ordered
- Insert — Image, YouTube, Link, Divider
Image
When an image node is selected:- Upload — Replace via file upload
- URL — Replace via URL
- Width — Image width (% or px)
- Radius — Border radius in px
- Alt text — Accessibility description
Link
When cursor is inside a link:- URL — Edit the link href
- Color — Link text color
- Style — Underline, Bold, Italic toggles
YouTube
When a YouTube embed is selected:- URL — Update the YouTube video URL
Image Upload
Images are uploaded and hosted by Gately. The placeholder card shows an upload state while the file is being processed.YouTube embeds are automatically converted to a linked thumbnail image when the email is sent, since email clients block iframes.
Email Templates
Save any email as a reusable template from either editor.Saving a Template
- Click Save Template in the editor
- Enter a template name and category
- Click Save Template
code or visual) so it always opens in the correct editor.
Using a Template
- Go to Campaigns → Templates
- Find your template
- Click Use — opens in the correct editor pre-filled with the template content
Template Categories
Recipients
Click Add recipients in the secondary bar to open the recipients modal.Adding Recipients
- Search contacts — Search by name or email from your members/customers
- Type an email — Enter any email address directly
- Multiple — Add as many recipients as needed
Sending
Send Now
Click Send in the top bar. The email is sent immediately to all selected recipients.Schedule
Click Schedule to pick a date and time. The email will be queued for delivery at that time.Send Test
Click Send Test in the secondary bar to send a test version to one or more email addresses. The subject is prefixed with[TEST].
How Emails Are Sent
Gately sends emails exactly as styled — no wrapper or footer is added automatically.Workflows Integration
Use the Send Email action in Workflows to send emails automatically based on triggers.Using a Template in a Workflow
- Open a workflow and add a Send Email action
- In the config panel, select a template from the Use Template dropdown
- The subject and body are pre-filled from the template
- You can still edit them or use
{{variable}}tags