SOP 14Draft — pending review

Check desktop and mobile presentation

Previews, real devices and when to use device-specific modules.

Purpose and outcome

Why it matters. Most recipients read on mobile; headline breaks and oversized text hurt credibility.

Expected outcome. The email looks right on desktop, mobile and dark mode.

When to use it

Before every test and send.

Prerequisites and access

Content complete.

Suggested roles (not yet approved): Marketing Coordinator, Marketing Reviewer

Instructions

1
Toggle between desktop and mobile views in the editor.
From training· ~53:30
2
Use Preview as a contact to check personalization.
From training· ~55:19
3
Use Preview in an email client to see specific clients and dark mode.
From training· ~54:00
4
Send a real test to a phone and a desktop.
From training· ~1:04:30
5
Check headline wrapping, spacing, image scaling, button size and dark mode.
Recommended practice

Device-specific modules

Training showed cloning a headline module, hiding one on desktop and the other on mobile, so each device gets its own size. Prefer a responsive layout; if you do use this, check both previews to confirm only one version shows on each device.

From training

Clone, hide on desktop / hide on mobile. (≈ 56:00–58:18)

Reusable sections

Saved sections were discussed but not fully demonstrated.

Needs confirmation

Verify availability and steps before documenting.

Caivan example

“Thank you for registering” wraps awkwardly on iPhone. You shorten the headline rather than creating two versions.

Completion checklist

0 of 4 complete

Desktop and mobile previews checked.
Email-client preview checked.
Dark mode checked.
Real test viewed on phone and desktop.

Common mistakes and troubleshooting

Both versions show on mobile.

One module isn’t set to hide on mobile. Check visibility settings on each.

Both versions show on mobile. One module isn’t set to hide on mobile. Check visibility settings on each.

Sources and items needing confirmation

From training· ~53:00–1:00:00Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
Recommended practiceHubSpot Knowledge Base: Edit marketing email content and design
Recommended practiceHubSpot Knowledge Base: Create and send marketing emails