Test an email and obtain review
Two kinds of test, and a second set of eyes before anything goes out.
Purpose and outcome
Why it matters. Mistakes are easiest to catch before the send, especially on a busy Friday afternoon.
Expected outcome. Test emails reviewed on real devices and a second person has reviewed the email.
When to use it
- Every email before scheduling.
Prerequisites and access
- Content and settings complete.
Suggested roles (not yet approved): Marketing Coordinator, Marketing Reviewer
Key concepts
Two different tests
| Test | Purpose | Real send? |
|---|---|---|
| Send test email | Check content and rendering. | No — no reporting data. |
| Send to an internal static segment | See real reporting while learning. | Yes — it is a real marketing send. |
Instructions
- 1
Use Send test email to yourself and the reviewer.
From training· ~1:04:30 - 2
Open the test on phone and desktop, click every link.
Recommended practice - 3
Ask a second person to review content, links and recipients.
From training· ~1:05:00 - 4
Record who reviewed it and when (e.g. in the email’s notes or the team channel).
Recommended practice - 5
For reporting practice only, send a real email to “Internal | Email test group | Static”.
From training· ~1:15:00
Don’t use “email contains caivan.com”
In training, that filter matched 194 contacts, far more than the team. Build the test group by listing exact addresses (SOP 05).
Approval process
Training discussed setting up HubSpot approvals so emails can’t be sent until approved.
Caivan example
The coordinator sends a test to the reviewer, who catches a wrong phone number before scheduling.
Completion checklist
Common mistakes and troubleshooting
No stats after my test email.
Test emails don’t produce reporting. Use the internal segment send if you need data.
No stats after my test email. Test emails don’t produce reporting. Use the internal segment send if you need data.
Sources and items needing confirmation
- From training· ~1:04:30–1:07:00, 1:15:00–1:18:00Caivan | HubSpot Marketing Training, Sep 28, 2026 (recording transcript)
- Recommended practiceHubSpot Knowledge Base: Create and send marketing emails
- Recommended practiceHubSpot Knowledge Base: Overview of approvals in HubSpot
- Approvers.
- Native approvals availability.
Account configuration described in training reflects September 28, 2026 and may have changed.