Build a campaign that can be checked

Marketing Hub includes a rebuilt campaign workspace with version history, recipient preview, and live send progress. Availability follows the organization's plan and permissions, including the hasBulkEmails Marketing Hub entitlement.

1. Define the outcome and audience

Start with one action: view an exhibition, renew membership, attend an event, submit to a call, or complete a purchase. Choose a segment with a documented communication basis. Suppression, consent, and delivery status matter more than the apparent size of a list.

2. Build from approved identity

Use Brand & Identity for the organization name, logo, color, address, and other approved details that should flow into communication surfaces. Check sender authentication and reply handling before designing the body.

Keep the campaign scannable: a clear subject, descriptive heading, short context, one primary action, meaningful link text, alt text, and a useful text fallback. Do not put essential information only inside an image.

3. Use versions as review evidence

Create a version before a major revision and name the review owner. Compare the final candidate with the approved brief, not only with the prior draft. Test personalization against missing, long, and unexpected values.

Campaign approvals and review comments are implemented in controlled rollout, so some organizations can formalize approval inside the workspace while others should record approval in their existing procedure.

Gallery campaign recipes, conditional campaign blocks, advanced blocks for social icons, linked video, and custom HTML, and visual automation journeys are implemented in controlled rollout. Access varies by organization. When available, treat custom HTML and conditional content as higher-risk changes that need rendering, accessibility, and fallback tests.

4. Preview recipients, not just design

Recipient preview should answer who will receive the campaign and why. Check segment criteria, exclusions, duplicates, invalid addresses, member standing, time zone, and personalization. A beautiful preview sent to the wrong audience is still a failed campaign.

Send staff tests to several clients and screen sizes. Verify subject, preheader, sender, reply-to, text alternative, links, tracking, unsubscribe behavior, and the destination after login.

5. Send and monitor

Have a named person authorize the final recipient count and version. After launch, use send progress to distinguish queued, processing, delivered, deferred, bounced, and failed states. Do not resend broadly because a batch is still processing.

Record the sent version, audience rule, authorization, and exceptions. Review delivery and outcome metrics in context; a high open rate does not repair incorrect segmentation or inaccessible content.