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Use the email toolbar

This article serves as a user-friendly guide, explaining the functions of icons, enhancing user interface comprehension.

Updated this week

Learning Objective

By the end of this guide, you'll know what each tool in lemlist's email editor toolbar does and how to use it to personalize, format, and enhance your campaign emails.

Why This Matters

The email editor toolbar gives you everything needed to build professional emails, personalization variables, formatting options, links, signatures, snippets, attachments, and code tools. Knowing where these tools are (and when to use them) helps you write faster, stay compliant, and keep your emails clean and deliverable.

Email Toolbar Tools

The toolbar appears in the email editor when composing campaign steps. Here's what each tool does:


Add personalization (variables)

What it does: Inserts dynamic fields that populate with lead-specific (or sender-specific) data.

How to use: In your email step, click Add personalization, then choose what you want to insert (for example, Text variables like #{{firstName}} or #{{companyName}}, or switch to Liquid syntax if you want to write advanced logic) and click the variable to insert it into your message. Choose Media to create Custom image or Custom landing page.

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Tip: Use fallbacks so your email still reads naturally when a field is missing (example: #{{firstName | there}}).


Ask AI to improve your text

What it does: Helps you rewrite or improve copy directly inside the editor (for example: deliverability, reply rate, meeting booking rate).

How to use: Click Ask AI, pick the goal you want (or “Run” the suggested use case), then review the proposed text and apply it if you like it.

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Best for: Opening lines, clarity, and calls-to-action.


Format text (rich text toolbar)

What it does: Lets you format your email (bold, italic, underline, alignment, lists, etc.).

How to use: Click the T formatting button to open the formatting toolbar, then apply the formatting options you need.

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Keep minimal: Over-styled emails can look spammy. Bold 1–2 key phrases maximum.


Add signature

What it does: Inserts your signature into the email.

How to use: Place your cursor where you want the signature, then click the Signature icon.

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Setup first: Make sure your signature is configured in your settings before inserting it into emails. (Signature setup guide)


Insert link

What it does: Adds a clickable hyperlink.

How to use: Highlight the text you want to link, click the link icon, fill in the URL (and optional display text settings), then click Insert.

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Best practice: Use 1–2 links maximum per email to reduce spam risk.


Insert lemcal scheduling link

What it does: Inserts your lemcal booking link to help prospects schedule a meeting.

How to use: Click the More (three dots) menu, then click the Insert lemcal link icon.

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Eliminates: Back-and-forth scheduling emails.


Add unsubscribe link

What it does: Inserts the legally required unsubscribe link.

How to use: Place your cursor where you want it (usually at the bottom), then click the Unsubscribe link icon.

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Required: This must be included for compliance (for example, CAN-SPAM and GDPR requirements, depending on your sending context).


Import saved snippet

What it does: Inserts a saved text block you reuse often (intro, CTA, closing, etc.).

How to use: Click the Snippet templates icon and select the snippet you want to insert.

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Create snippets for: Intros, value propositions, case studies, and common closings.


Add an image

What it does: Inserts an image into the email body.

How to use: Click the Insert image icon, upload/select your image, then place it in the email.

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Keep small: Smaller images generally load faster and can help with deliverability.


Upload a file (attachment)

What it does: Adds an attachment (for example, PDFs or documents).

How to use: Click the Upload file (paperclip) icon, then drop your file (or click to select it) and upload.

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Before uploading: Check attachment guidelines for size limits and restrictions.


Switch to code view

What it does: Shows the HTML source code for advanced editing.

How to use: Click Code View, edit the HTML if needed, then switch back to return to the visual editor.

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For advanced users: Invalid HTML can break email rendering.


Clean code/formatting

What it does: Cleans up problematic formatting and HTML (especially after pasting content from other tools).

How to use: Click the Clean (broom) icon to remove unwanted formatting, then reapply styling if needed.

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Use after: Copy-pasting from Google Docs, Word, or web pages.


Quick Tips

Always include: Unsubscribe link (required), signature (credibility), and at least one personalization variable (for example #{{firstName}}).

Test before launching: Send yourself a test email to confirm formatting and links.

Keep it simple: Minimal formatting, 1–2 links maximum, and lightweight images/attachments.

Use snippets: Save time by reusing proven blocks across campaigns.

Clean after pasting: Use the clean tool to prevent hidden formatting issues.

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