HubSpot Email Marketing study plan

Define SMART goals for a sample email program by writing one primary goal and two supporting KPIs per campaign type (newsletter, nurture, promotional, lifecycle)

Map each KPI to the exact HubSpot report or property that surfaces it, noting where the default dashboard falls short

Calculate baseline open, click, and conversion rates from a 90-day historical window and record them in a tracking sheet

Draft a one-page measurement framework that links business objective to email KPI to segment to send cadence

Build a full campaign brief for a multi-send lifecycle sequence, specifying audience, offer, cadence, and success threshold per send

Set up an A/B test design (single variable, minimum sample logic, decision rule) for subject line and send-time tests

Write the reporting cadence and review checklist a marketer would follow weekly and monthly

Identify three leading indicators that predict unsubscribe risk before revenue impact appears

Define a segmentation taxonomy that separates lifecycle stage, engagement level, firmographic fit, and behavioral signals

Build three list-building workflows in HubSpot using form submissions, list membership criteria, and property-based filters

Write explicit inclusion and exclusion rules for each segment to prevent overlap and accidental sends

Document a contact property schema with field types, picklist values, and required-versus-optional status

Design a consent and preference management flow covering opt-in source, double opt-in where required, and granular topic preferences

Create a list hygiene routine that handles hard bounces, role-based addresses, and inactive contacts on a defined schedule

Build a re-engagement segment definition and a sunset policy with clear thresholds and timelines

Practice importing a contact CSV with deduplication rules and map each column to a HubSpot property

Write subject lines and preview text for three audience segments, applying length, clarity, and curiosity-without-clickbait rules

Draft one email body per lifecycle stage using a consistent structure: hook, value, proof, single call to action

Build a personalization token plan that lists each token, its fallback default, and the property it pulls from

Create a modular email template with drag-and-drop sections that a non-designer could reuse safely

Configure authentication records (SPF, DKIM, DMARC) at a conceptual level and explain what each protects against

Audit a sample send for CAN-SPAM and GDPR requirements: physical address, unsubscribe link, consent basis, and data retention

Apply accessibility rules: alt text, contrast ratio, semantic heading order, and minimum tap target size

Design a deliverability monitoring routine covering bounce rate, complaint rate, spam trap exposure, and blocklist checks

Build a dashboard that tracks send performance, list growth, and deliverability health side by side

Run a post-campaign analysis comparing actual results to the week 1 baselines and isolate the likely cause of variance

Design a personalization test that measures lift against a control group rather than a before-and-after comparison

Write optimization hypotheses in a structured format: observation, hypothesis, test, success metric

Assemble a consolidated one-page reference sheet mapping each domain to its key decisions and metrics

Complete a timed 60-question practice set weighted 20 percent per domain and log every miss by domain and error type

Re-teach the three weakest sub-topics in writing without notes, then verify against source material

Build a final-week review list of the ten facts most likely to be tested and confirm each with confidence