In this article, you will learn how to edit the email content included in your marketing campaigns sent with Genius Marketing.

Genius Marketing is an AI-powered add-on designed to simplify and automate customer outreach. It helps you generate more repeat jobs with less effort through targeted email and text campaigns tailored to your clients’ job history and activity.

With Genius Marketing, you can create one-off email and text campaigns, or multi-step workflows that include multiple messages, delays, and conditions. 

Here, we will cover how to work with the content editor in Genius Marketing.

Editing your campaign emails

Each campaign can include email and/or text messages, depending on how you want to reach your audience. Emails can include images, formatted text, and call-to-action buttons, while text messages allow you to send short, direct updates to clients.

You can edit your email content manually using the text editor or use AI-powered prompting to quickly refine your message. Simply describe the tone or changes you’d like to make, and AI will adjust the wording for you.

Genius Marketing also supports dynamic text using short codes. This allows details like your company name, booking link, or a client’s first name to automatically populate based on your account and client information — helping your messages feel personalized without extra effort. This can be used in both email and text content.

No matter how you build your campaign, you have full control over the final result. You can easily adjust the wording, visuals, and calls to action so everything reads and sounds exactly how you want it to.

Generating an email with AI

The easiest and quickest way to craft a message is to generate one with AI. Generating messages with AI is only available for email content, not texts. 

1. In the content editor, select Generate with AI
   

2. In your own words, describe what you want the email to include. Be as specific as you can about what you are offering, your target audience, and desired tone. 
   

   A promotional email for our spring HVAC maintenance special, offering 20% off tune-ups for existing customers. Include an image of a friendly technician working on an AC unit outdoors.

3. Select Generate email and allow a few moments for the email to be generated

Once generated, your email will include:

• A professionally written message
• Dynamic placeholder text/short code (e.g., client name, business name, etc.)
• An image
• A call-to-action button matching your intended goal
• An email signature

Manually editing messages

Whether you’re starting with AI or crafting the message on your own, Workiz provides everything you need to make sure your campaign reflects your brand before sending.

You'll be able to:

• Update text
• Enhance the text styling (e.g., bold, font color, bullets, etc.)
• Add dynamic placeholder text/short code (e.g., {{first_name}}, {{account_phone}}, etc.)
• And more

Changing images

Workiz also makes it easy to update your campaign images. If you’re not satisfied with the AI-generated image — or prefer to use your own — you have flexible options: redo with AI, choose an image from our library, or upload your own custom image. 

Redo with AI

This lets you generate a new image based on your existing message. The AI will use your campaign content as the prompt to create a new visual.

1. Select the image in your email
2. In the left pane, select Redo and allow a few moments for the image to be generated
   

Replace with stock or custom image

You also have the option of choosing a professionally designed image from our library or uploading your own custom image.

1. Select the image in your email
2. In the left pane, select Replace
   
3. Choose an image from the gallery or upload your own

Customizing buttons

Every effective email campaign should include a clear call-to-action. All templates and AI-generated emails come with a pre-built button that includes text and a link, so you’re ready to go from the start. You can fully customize the button to fit your needs — including the text, size, color, link destination, and alignment — to ensure it mirrors your message and branding.

To customize your button:

1. Select the button in your email
2. Edit any of the following in the left pane:
   1. Text
   2. Link URL or short code (e.g., business website, booking page, etc.)
   3. Alignment
   4. Font size
   5. Background color
   6. Text color

Adding text blocks, images, buttons, layouts, or links

When moving your cursor over the body of your email, you will notice that the message is divided into separate blocks. These blocks make it easy to edit, move, or update each section without affecting the rest of the message.

To add new blocks to your email:

1. Under the section you want to add content, select Add
2. Choose the type of block you want to add:
   
   1. Texts
   2. Image
   3. Button
   4. Layout (columns)

   5. Hyperlinks

      To add hyperlinks to existing text, highlight the text you want to hyperlink and type [command/control] + [K] on your keyboard.

You can rearrange blocks by hovering over the left side of a block, then clicking and dragging it to a new position. To remove a block entirely, click the trash icon on the right.

Using dynamic placeholder text (short code)

Short code — dynamic placeholder text that lets you pull client or account details — can be used in both emails and texts. 

To insert short code into your content, simply enter two left curly brackets using your keyboard( {{ ). Here, you'll see a list of all of the different short code options you have available, including the client's address, first and last name, your business address, custom fields, and more.