User Documentation

Second Sender is a HubSpot app that helps you test and optimize your email campaigns through A/B testing. The workflow is simple:

1. Select emails from your HubSpot account that you want to test
2. Optimize — the system creates variants (clones) of those emails with different subject lines
3. Send variants to your contact lists as A/B tests
4. Review results and performance metrics
5. Declare a winner and send the best performer to remaining contacts

The Dashboard is your home screen. It shows a quick overview of your Second Sender activity with counters for:

Browsing Your Emails

The Select Email tab lets you browse all emails in your HubSpot account and choose which ones to optimize.

Filtering

Use filters to narrow down your email list:

• Open Rate — Filter by minimum open rate
• Click-Through Rate — Filter by minimum CTR
• Delivered Count — Filter by minimum/maximum sent volume
• Subject Contains — Filter by keyword in subject line
• Show Dismissed Only — View emails you've previously dismissed

Selecting for Optimization

Click the "Optimize" button next to any email to select it for testing. The system will create subject line variants and prepare them for sending.

In the Optimize Openers tab, you review email variants that have been created by the system.

What You'll See

• The original email you selected
• Generated subject line variants
• Preview of each variant
• Evaluation status (rating/feedback on each variant)

Your Actions

Review Variants: Read through each generated subject line variant and preview how it looks.

Authorize Sending: Check the box next to each variant you want to send. Only authorized variants will be queued for delivery.

The Results tab shows all your active A/B tests and performance metrics.

Viewing Results

Results are organized by parent email (the original) and child variants (the test versions). For each email group, you'll see:

• Control email — unsent original baseline
• Variant emails — modified versions being tested
• Performance metrics — open rate, click rate, delivery count
• Status — Pending, Sending, or Complete

Declaring a Winner

After the wait period (default 2-3 days), you can declare a winner:

1. Review performance metrics for all variants
2. Select the best-performing variant
3. Click "Mark as Winner"
4. Send the winner email to remaining unsent contacts

Wait Period

By default, there is a 2-3 day wait period before you can declare a winner. This gives enough time for contacts to open and engage with both versions.