Internal knowledge hub
Caivan Marketing Playbook
Practical HubSpot procedures for Caivan’s marketing team, built from the September 28, 2026 training and current HubSpot guidance.
- Plan
- Audience
- Create
- Test & review
- Send
- Measure
Six stages, every check, linked to the full SOPs.
Common tasks
Build a self-updating audience with filters, AND/OR logic and a description.
Use Don’t send to so overlapping contacts don’t receive the wrong message.
Set up the campaign before the email so every asset is grouped for reporting.
Start from an approved template or a good past email and make it yours.
Insert tokens with fallbacks and test both populated and missing values.
Read the metrics correctly and look beyond opens.
How to read source labels
Demonstrated or explained in the training. Timestamps are approximate.
Added from established HubSpot practice to make the SOP complete.
A Caivan decision, setting or feature not yet verified.
All sections
Contacts & audiences
Campaign planning
Email creation
Testing & sending
Reporting & improvement
Quick reference
Reference and training hub only. It does not connect to HubSpot, change records, or send email.