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How to Hand Off Approved Email HTML to Your Sending Platform

Approve a frozen version, pass preflight, export HTML and plain text in your merge syntax - then upload or paste into the sender you already use.

By The Memo Team

Last updated

Quick answer

Hand off email by approving an immutable version, clearing preflight, exporting HTML plus plain text (or a portable bundle) in the merge-tag dialect your sender expects, then importing or pasting into your ESP - Memo exports the asset; your platform sends it.

The failure mode is designing in one tool, then rebuilding from scratch in your ESP because export was an afterthought. Memo is built for the opposite: design, review, and quality-check here; send there.

The handoff workflow in five moves

  1. 1

    Freeze the version

    Submit and approve the version stakeholders signed off on - not a live draft.

  2. 2

    Clear preflight

    Resolve blocking preflight findings on compiled output.

  3. 3

    Choose merge syntax

    Export with placeholders your sender understands - Memo supports common dialects in the portable payload.

  4. 4

    Export HTML and plain text

    Download HTML, plain text, or a bundle with manifest - same compiler as preview.

  5. 5

    Import in your ESP

    Paste or upload into Klaviyo, Mailchimp, HubSpot, or your stack. Sending stays on their infrastructure.

What Memo does not do in this loop

Memo does not bulk send, store recipient lists, or replace your ESP. See Product boundaries for the full split.

Frequently asked questions

Can Memo send my campaign?
No. Memo exports send-ready HTML and plain text. You send through the platform you already use.
Do I need to rebuild the email in Mailchimp or Klaviyo?
No - if your workflow is export-first. Import or paste the approved HTML rather than recreating layout in the ESP editor.
What about merge tags?
Export with the dialect your sender expects. Validate with preview datasets before export - see the merge tags article in this series.
Is test send the same as a campaign?
No. Memo test send is internal QA to an allowlisted recipient - not audience delivery.

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