Email Campaign Basics

Marketing Hub includes the rebuilt campaign workspace, version history, recipient preview, test sending, scheduling, and a send-progress experience. Your organization needs an eligible plan with Marketing Hub (hasBulkEmails) and the appropriate permissions.

Create a campaign

Open Marketing → Campaigns and select New Campaign. Give the internal draft a clear name, choose a starting template or blank campaign, and set the sender, subject, preview text, content, and audience.

The workspace saves a structured draft. Before a major revision, create or name a version so the team can inspect and restore earlier work. A restored version becomes the current draft; it does not change an email that was already sent.

Build accessible content

• Use a descriptive subject and one clear primary action.
• Keep essential information in text, not only in an image.
• Add alt text and meaningful link labels.
• Check sender name, verified sending identity, reply-to address, organization address, and unsubscribe context.
• Test personalization with missing and unusually long values.

Your Brand Kit can supply approved colors, fonts, and logos to campaign surfaces that follow it. A campaign may keep a saved snapshot for delivery history, so later brand changes do not rewrite a sent message.

Verify the audience

Choose the subscriber segment or audience rule, then open Recipient Preview. Verify who is included and why, along with exclusions, suppression, duplicates, delivery eligibility, and personalization. Recheck the preview after changing the audience.

Send test copies to staff and review mobile, desktop, image-blocked, and text-only behavior. Test every destination and confirm the logged-in and logged-out experience where relevant.

Schedule or send

Review the final version, recipient count, sender, subject, links, and scheduled time zone. Once delivery begins, editing the old draft must not be treated as changing the in-flight message.

Open Send Progress to follow queued, processing, delivered, deferred, bounced, and failed recipients. A batch that is still processing is not a reason to send the campaign again. When delivery completes, use the campaign record for results and troubleshooting.

Controlled-rollout capabilities

Campaign approvals and review comments are implemented in controlled rollout. When enabled, approval is tied to the reviewed revision and a later edit requires new approval.

Campaign recipes, conditional content, advanced blocks for social icons, linked video, and custom HTML, and visual automation journeys are also implemented in controlled rollout. Access varies by organization. Custom HTML and conditional variants require additional rendering, accessibility, fallback, and recipient testing.