Configure sender and message details
From name, reply-to, subject, preview text and subscription type.
Purpose and outcome
Why it matters. Recipients decide whether to open in the inbox. Sender, subject and preview text work together.
Expected outcome. Sender details are approved and subject and preview text complement each other.
When to use it
- Every email.
Prerequisites and access
- Approved sender address.
Suggested roles (not yet approved): Marketing Coordinator, Marketing Reviewer
Instructions
- 1
Set the sender name and an approved sender address.
Training showed Caivan Sales and a sales@ address.
From training· ~40:45 - 2
Set the reply-to address someone monitors.
Recommended practice - 3
Write a subject line that states the main point.
Recommended practice - 4
Write preview text that adds new information rather than repeating the subject.
From training· ~41:00 - 5
Choose the subscription type.
From training· ~34:00
Subscription types
Training mentioned “Community Information” and “Marketing Information”, letting people opt out of one without unsubscribing from everything. Most community emails would use Community Information.
Examples
Lakeview is now open: homes, floorplans and opening dates
See the first release, explore floorplans and book your visit.
You’re invited: Caivan realtor preview event
Join our sales team for an early look, refreshments and prizes.
Caivan example
Subject “You’re invited to the Five Oaks Grand Opening” with preview “Tour model homes and meet our team on October 24”.
Completion checklist
Common mistakes and troubleshooting
Preview text shows body text instead.
The preview text field is empty; fill it in.
Preview text shows body text instead. The preview text field is empty; fill it in.
Sources and items needing confirmation
- From training· ~34:00–42:30Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
- Recommended practiceHubSpot Knowledge Base: Set up email subscription types
- Recommended practiceHubSpot Knowledge Base: Create and send marketing emails
- Approved sender and reply-to addresses.
- Subscription type names.
Account configuration described in training reflects September 28, 2026 and may have changed.