Marketing Playbook

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Send a marketing email

Getting started

01Understand Caivan’s marketing workflow
02Organize your workspace

Contacts & audiences

03Create a saved contact view
04Create an active segment
05Create a static segment
06Apply audience exclusions
07Create geographic and engagement segments
08Use Breeze to help create a segment

Campaign planning

09Create and organize a campaign

Email creation

10Create or clone a marketing email
11Configure sender and message details
12Build email content and manage files
13Add personalization safely
14Check desktop and mobile presentation

Testing & sending

15Test an email and obtain review
16Configure an A/B test
17Complete the pre-send checklist and schedule
18Understand send eligibility and marketing contacts

Reporting & improvement

19Review email performance
20Create a follow-up audience
21Review campaigns and maintain dashboards

Quick reference

REF 01Glossary
REF 02Naming-convention reference
REF 03Segment recipe collection
REF 04Breeze prompt collection
REF 05Printable pre-send checklist
REF 06Troubleshooting guide
REF 07Team decisions to confirm

Future training

FT 01Forms and registration handling
FT 02Automated welcome and nurture workflows
FT 03Social publishing and reporting
FT 04Paid advertising
FT 05Lead or motivation scoring

Playbook /Quick reference / REF 05

REF 05Reference — pending review

Printable pre-send checklist

Print or save as PDF and tick before every send.

Completion checklist

0 of 16 complete

Correct campaign associated.
Correct Send to audience.
Purchasers and other exclusions applied.
Appropriate subscription type selected.
Recipients are eligible marketing contacts.
Sender name, address and reply-to approved.
Subject and preview text are complementary.
Personalization tested with populated and missing values.
Community name, dates, prices and offer details correct.
Every link and button tested.
Desktop and mobile checks complete.
Footer and subscription links present.
Second-person review complete.
Recipient estimate and exclusion reasons reviewed.
Send date, time and timezone confirmed.
All warnings reviewed.

Related SOPs

SOP 17 · Complete the pre-send checklist and schedule
Send a marketing email — guided checklist

On this page

Completion checklist
Related SOPs