Documentation Index Fetch the complete documentation index at: https://usegately.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Gately Campaigns gives you two powerful ways to create and send emails — a Code Editor for full HTML control and a Visual Builder for rich-text composition. Both support templates, AI generation, scheduling, and recipient management.
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 Panel Description Left — HTML Code editor with syntax highlighting, line numbers, code folding Right — Preview Live rendered preview with desktop/mobile toggle
Top Bar Control Description Campaign name Inline editable campaign name Subject line Inline editable subject Add recipients Opens the recipients modal Send button Sends immediately or schedules
Secondary Bar Control Description AI Generate Generates HTML email content using Gately AI Save Template Saves current HTML as a reusable template Send Test Sends a test email to one or more addresses Schedule Pick a date/time to schedule delivery
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.
Campaign name: "Welcome to Gately" Subject: "Get started with your new account" → Generates a full HTML email with header, body, CTA button, and footer
Use {{variable}} syntax anywhere in your HTML:
< p > Hi {{firstName}}, </ p > < p > Your plan: {{plan}} </ p > < a href = "{{ctaUrl}}" > Get Started </ a >
Visual Builder The Visual Builder provides inline rich-text editing with a context-aware style panel on the right.
Layout Panel Description Left — Editor Rich-text editor with slash commands Right — Style Panel Context-aware controls that change based on selection
Slash Commands Type / anywhere in the editor to insert blocks:
Command Description /ParagraphPlain text paragraph /Heading 1–3H1, H2, H3 headings /Bullet ListUnordered list /Numbered ListOrdered list /QuoteBlockquote /DividerHorizontal rule /ImageImage placeholder with upload/URL /YouTube VideoYouTube embed (converted to thumbnail in email)
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 colorContainer background — inner content area colorMax width — container width in pxPadding — container padding (top/right/bottom/left)Border radius — container corner radiusText alignment — left, center, rightFont size — base font size in px
Text When text is selected or cursor is in a text block:
Format — Bold, Italic, Underline, BlockquoteColor — Text color pickerHeading — H1, H2, H3, ParagraphAlignment — Left, Center, RightLists — Bullet, OrderedInsert — Image, YouTube, Link, Divider
Image When an image node is selected:
Upload — Replace via file uploadURL — Replace via URLWidth — Image width (% or px)Radius — Border radius in pxAlt text — Accessibility description
Link When cursor is inside a link:
URL — Edit the link hrefColor — Link text colorStyle — 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
The template stores which editor created it (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 Category Use case Marketing Newsletters, promotions User Welcome, onboarding Notification Alerts, updates Security Password reset, verification
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/customersType an email — Enter any email address directlyMultiple — Add as many recipients as needed
Recipients are shown as chips and can be removed individually.
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.
Content type Behavior Full HTML doc (<!DOCTYPE html>) Sent as-is Visual Builder fragment Wrapped with your container styles (bg, padding, width, radius) YouTube embeds Converted to linked thumbnail image
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
Variable Interpolation All text fields in the Send Email action support trigger variables:
Subject: Welcome to Gately, {{member.name}}! Body: Hi {{member.email}}, your plan is {{member.plan}}.
