Create or clone a marketing email
Start from an approved template or a good past email and make it yours.
Purpose and outcome
Why it matters. Cloning saves time and keeps branding consistent, but inherited details must all be checked.
Expected outcome. A correctly named regular email linked to the right campaign, with every community detail updated.
When to use it
- Any new marketing email.
Prerequisites and access
- Campaign exists (SOP 09).
- Audience segments ready.
Suggested roles (not yet approved): Marketing Coordinator
Instructions
- 1
Go to Marketing Email.
From training· ~31:30 - 2
Clone a suitable approved email, or create one from an approved template.
From training· ~32:00 - 3
Choose Regular for a one-time send. Choose Automated only if a workflow will send it.
From training· ~32:30 - 4
Rename it immediately using the convention.
From training· ~32:15 - 5
Update community name, dates, prices, links and images throughout.
Recommended practice - 6
Review the inherited Send to and Don’t send to settings.
Recommended practice - 7
Associate the correct campaign.
From training· ~1:09:00
Automated emails need a workflow
An automated email does nothing until a workflow sends it. Cloning an email never activates a workflow. Workflows are covered in Future training.
Caivan example
You clone last month’s Five Oaks email, rename it “GTA | Lakeview | Open House | Invitation | 2026-11-07”, replace every Five Oaks reference and image, and swap the campaign.
Completion checklist
Common mistakes and troubleshooting
Old community name appears in preview text.
Preview text and subject are separate from the body; update them in the send settings (SOP 11).
Old community name appears in preview text. Preview text and subject are separate from the body; update them in the send settings (SOP 11).
Sources and items needing confirmation
- From training· ~31:30–34:00Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
- Recommended practiceHubSpot Knowledge Base: Create and send marketing emails
- Approved template list.
Account configuration described in training reflects September 28, 2026 and may have changed.