Be the first to know when we publish a new blog post! Businesses usually prefer a quarterly email audit approach. Our email team uses this checklist before ever pushing “send” to help ensure that our professional email format is ideal, errors are corrected, and a marketing plan is in place. This template has been designed so that you can do just that. Email Marketing Campaign Checklist . Upload the content to Grammarly, for example, and review any errors found. Sending a test email to your team helps you collect feedback before sending your email campaign. If you can, get feedback from those around you, whether it’s coworkers, friends, or family. Not automating your email autoresponders can make your subscribers lose interest in you. As a part of your email communications, you’ll want to include some relevant links, like for your CTA, footer, and more. Besides email preview to see how it looks on different screens, You can also send a test email to yourself or your team to see how the email would look like in the inbox. A checklist to simplify the entire process. But to understand the importance of an email campaign checklist, let’s first look at the power of email marketing and communication. Just insert the emails you want to send a test to, and click on the “Send test.”. Going to follow our checklist? 1. What’s in this email marketing checklist? That information doesn’t help your customers or contacts in any way. As you work through this template to complete your email marketing campaign, you can assign tasks to the relevant employees as required using our role assignment feature. You’ll invest a significant amount of time, and the experiment will have validity issues because A and B recipients were not randomly selected. Selecting your target audience is self-explanatory. Because if a contact subscribes now and you send them the first email after 3 weeks, probably they’ve already forgotten about you and why they’ve subscribed to your email list. Use the Email Marketing Checklist on your next campaign and rest assured that you’re putting your best email foot forward. To help you, refer to these 31 call-to-action examples from Hubspot. You’ll want to check a few areas of your email, including: Once you complete these checks, you can get ready to send your email. And that has a lot to do with your email subject line. You can start brainstorming goals by asking the following questions: Once you decide what you want to focus on, you’ll want to refine your goals using the SMART acronym: A few examples of some SMART goals for email marketing include: As you home in on your email marketing goals, ensure they align with your company’s overall goals. Monitor your email bounce percentage and verify your email list to make sure that your emails are reaching your contacts. Set up your autoresponder trigger by selecting one of these options in Automizy: For a basic subscription confirmation email autoresponder, you can trigger your emails to be sent when a new contact gets added to an email list. Name your email campaign so that your campaign has an identity. Every email marketing checklist should include a section dedicated to results. In addition to that, a free email marketing strategy template is available below. Without doing extra work. You can use Google Sheets or Microsoft Excel, for instance, to save this information and reference it later. You don’t have to send the same email to your whole list. ... Download this guide and get more sales with automated email campaigns. Without a goal, campaign waters get really muddy, really fast. InboxArmy provides varied email campaign services, and they can help you create and manage entire email marketing campaigns for you. You should still, however, check those links when drafting your email content. Your business doesn’t just want to send emails — you want to send emails that drive leads and sales, whether now or later. What do we want to accomplish with this email campaign? Value and cost of leads per drip campaign. Or, keep reading to learn more about each checklist item! There’s nothing worse than finding out that your email looks awful on different devices. Start by building your email list from information stored about your … If your email open rates are low, a lot of the blame goes to your email subject line. Second, make sure your unsubscribe link works. Even the most seasoned email marketer doesn’t have that kind of experience. There were only a few hundred people on the list, but that was enough for … Your email setting is made of 4 essential elements. Testing in the email … This phase focuses more on setting up that A/B test in your email management platform. Preheader text provides a preview of your email. Once you complete this part of the email checklist, you can sit back and wait for your results! When she isn’t polishing her award, she’s spending time with her flock of ducks. You’ll want to consider a few factors, like: Once you’ve decided on when to send your email, go ahead and schedule it. Writing subject lines should never be based on gut feeling and best practices. For that, resending emails to non-openers is a way of having a second chance to increase your email open rates. Feel free to download and use it when planning in detail your strategy or introduce it to somebody else. It has a lot of ingredients, it’s full of flavour, but without a recipe, it can quickly go downhill. They let you send relevant information … If you exceed this number, people probably won’t see your full subject line. Previewing your email in your inbox is a must-have item in any email proofing checklist. Writing subject lines should never be based on gut feeling. In most cases, your email client should allow you to preview a version of your email with the personalized tag and the fallback option. On a more frequent basis, you should remove any spam users from your email lists — you don’t want to spend money emailing them. You might feel positive about your own subject line, your contacts might not. You can't justify a … Use our free tool to get your score calculated in under 60 seconds. An email marketing audit can come to your rescue if you are facing any challenges or if you want to rediscover new opportunities with your email campaigns. Sending an email to drive traffic to an unexisting website page is a massive failure of your campaign. Alt text is a helpful reference for all users. Name your email campaign Depending on your company and its email marketing strategy, you may want to draft and save a few preheader text options for regular emails. Alternatively, you can use a custom URL shortener like Rebrandly to create secure, branded links. As a part of your email checklist, you may include an item about creating an A/B send time experiment. Contact us online or call us at 888-601-5359 to learn more about our email marketing services! First, make sure your unsubscribe option exists. You can integrate all your user acquisition channels to Automizy so you can get rid of the hustle of importing contacts manually and exporting and importing excel sheets. GET THE EMAIL CHECKLIST Use this email campaign checklist to help ensure you always send error-free campaigns. Looking for an automated, instant checklist of the critical components of your campaign? Make sure to proofread your email content before sending it. Email address (Doesn’t include gmail.com). Get a Google Sheets version of our email marketing checklist now! Importance of Conducting Email Marketing Audit – It helps you bring a vision. These metrics measure the performance of your email marketing campaign and directly influence your assessment of the campaign’s performance. Now that you’ve established the basics of your email marketing campaign, you can move onto the content. Individual or Business members can access this and 12 other guides and templates in this toolkit. Once done, share with us your campaign results and be on our future email marketing case study. That’s why it’s essential to measure your results and look for ways to improve your performance. Depending on how you manage your email lists, you can have one email list where you keep all contacts. Step 3: Copy, like, and use the subject lines you prefer. Include the visible unsubscription link in each email where your subscriber can: Keeping your emails GDPR compliant not only guarantees subscribers’ satisfaction but also keeps you away from paying thousands of dollars in fines. A rolling agenda item for your email marketing checklist is maintaining your subscriber list. How do we want to measure the performance of our emails? Why some companies experience outstanding email marketing performance while others don’t? To reduce email errors, we’ve created an email campaign preflight checklist you can save, print, and use (then repeat). Reply Email: It refers to the email address that your contacts reply to. You can also reference the full email marketing checklist below, which summarizes the tasks your business should take before sending an email to its subscriber list. Should you still need to pick a date and time, talk it over with your team. There’s no denying that it is one of the oldest methods of marketing, however, email While some errors may not apply, you still want to review them. Now that you’ve got your perfect email sent, the work is not done yet. We show you the analytics you need to make that little step be the key to your success. With this email marketing checklist you can check your email campaigns and newsletters on a functional level, but with knowledge of the email production process and the needed marketing must-dos. Nathan, on September 27 Marketing | Quick read . Once you have your email drafted, it’s time to move onto the next phase of your email marketing checklist: Proofing. A test has been sent and delivered to a seed list. Additional proofing tools you can use include the Hemingway App and After the Deadline. For example, if lead generation is a heavy focus for your business, then your email goals should support that goal. You can include this range in your email marketing checklist and style guide, even. Decide if you will send emails to audience segments at a specific time, like 2 p.m. [Optional] Outline an A/B experiment for testing send times, [Optional] Conduct A/B tests between long vs. short emails, Outline what your email footer should include, Implement your required footer information into your email design, [Optional] Write a brand-new preheader text, Reference any past A/B subject line tests, Keep subject lines to 50 characters or less, Ensure your multimedia follows your style guide, Ensure the content follows the company style guide, Ensure all personalization tags include a fallback, Make sure all personalization tags read correctly with personalized version and fallback version, Confirm your email footer includes the social icons you want, View your email in your inbox on a desktop and mobile device, Re-read your content to spot any last-minute changes, Confirm all your links, like within your email or email footer, work, Check your multimedia and confirm it displays correctly, Select the subscriber lists to include (or send your email to), Confirm your included subscriber list is accurate, Select the subscriber lists to exclude (or not send your email to), Confirm your excluded subscriber list is accurate, Determine the date and time to send your email, Schedule the email at the appropriate date and time, Log KPIs relevant to your email marketing goals, like open rates, Compile actionable takeaways to implement in your next campaign. A picture of a coffee brewer, for instance, may have the alt text “coffee brewer.”. For better understanding, here is an example: “Wanted to share with you that we’ve built the most sophisticated software?”. If you have an email management platform like MyEmailFX, this step is easy and built-in to the sending process. We commend constant contact software to do your Email Marketing business. To start, make sure you are using segments based on all available demographic, behavioral, and psychographic data. If you’re not using an email management tool, the process will require more time. Here is the 7 email marketing KPIs  that you should track: 1. It’s a human thing. Logically, it has a bit to do with experience, but mostly it has more to do with the company’s email marketing process. Existing Customers. When writing your email content and copy always ask the following two questions: Ask yourself, “So what?” after finishing every sentence. Follow her on Twitter, How to find the best SEO company for your business, Direct to Consumer (D2C) Social Media Advertising Services, Advantages & Disdavantages of Social Media, view our complete email campaign checklist, refine your goals using the SMART acronym, Create a dedicated style guide or use an existing one, Place the style guide in an easy-to-access location, like a cloud drive, Share the style guide with anyone involved with your email marketing efforts, Determine what you want to accomplish with your email marketing campaign, Create Specific, Measurable, Achievable, Relevant, and Timely (SMART) goals, Confirm your email campaign’s goal aligns with your company’s overall goals, Determine where to include that CTA in your email, Determine how you will measure those KPIs, Segment your email subscribers into relevant lists, Prune email lists, removing spammy email addresses or inactive users, Refine segmented lists as your list of email subscribers grows, Determine how often you will send emails to specific audience segments. Next, you’ll want to complete two quick checks of your unsubscribe links. Instead of having multiple email lists, you can have one email list and use filters to segment your contacts. Most email footers include basic information about your business, like: While you can customize your footer, it will need to include a working unsubscribe link. Your included list (or send list) is the list of people who will receive your email. Everyone makes mistakes, but email mistakes can cost your company sales. Consider making your autoresponders a drip email sequence to welcome new subscribers, nurture them, and make the sale. Download the Checklist >> Print it out or save a copy on your computer so you can be sure to check off all 25 boxes to eliminate all of your anxiety before clicking send on that next email campaign. 2. Check it out here.”. We and our advertising partners use cookies and similar technologies on this website and around the web to improve your website experience. Sending your email blast campaign at the right time could increase your email open rates. It depends whether you use only one channel or more. Given that generic short URLs often get marked as spam, using a branded link can improve your overall email deliverability and provide more detailed analytics. Applying targeted marketing strategies in small business email marketing could result in a significant increase in conversion. Needed approval is received. Or else, you can create a separate opt-in email list for your new user registrations. Congrats And voila, email marketing was born. Your fallback is what appears if the personalization tag is not relevant to a user. Set up your strategy and goal. Their input can help you pick a subject line that works best. 2021 is known as the digital marketing era. While A/B testing is optional, it’s beyond useful. You’ll also want to follow the email checklist for tracking and logging your results. Email lengths vary and often depend on the goal of your email. Studies on email personalization have even found that personalization improves open rates by more than 41%, conversions by 10%, and average CTR by almost 15%. Email Marketing Solution Study . Once you have all your send lists selected, double-check your list. Here is how to A/B test your subject lines in email marketing software. Need help with your email marketing campaigns beyond this checklist? It always depends on how severe the mistake is. ... Email Drip Campaigns. Email marketing is a superb way to nurture leads (i.e. While you can send emails to all your subscribers, it’s helpful to segment your audience into a different group. Determine the purpose of the campaign. Marketing is unlike many other functions in one very important way – if you make a mistake, it’s hard to hide. As a proactive measure, your business should evaluate and refine your lists on an ongoing basis. Go through the process of unsubscribing and confirm the process works. That Drives Results®, Sarah is a Web Marketing Specialist at WebFX. With continued experimentation, your business can discover the optimal time for reaching your audience. Define your campaign’s goal. Links are a vital part of every email marketing campaign because they allow users to act, often by visiting your site. The definitive email marketing checklist for your campaigns Whenever you deploy a new email campaign, there are several steps you need to pay attention to for everything to work as planned. Whether we deal with simple tasks or tricky ones, whether we are building something brand-new and grandiose or just creating a regular blog update. It paves new avenues for you to try and test. Keep it clearly identifiable, so your contacts recognize you. If you personalize an email with someone’s first name, for example, you need a fallback for users whose first name you do not know. If you’re looking for an email marketing management tool that does it all, from designing email graphics to sending and tracking, take advantage of a free trial of MyEmailFX today! You can also use Microsoft Word to read the content back to you, which can help you find more ways to improve your draft. This brings us to our next question, “What’s in it for me?”. With Automizy’s resend to non-openers feature, you can automate your campaign to be sent to non-openers with a different subject line. This means after sending your email, you still can fix it by sending an apology email to your subscribers. Your strategy is one of the most critical elements of your email marketing checklist. All your personalization tags should have a fallback. Use A/B testing to identify the better performing email. Use this checklist to explore all of the key areas of testing that will drive your success. This proprietary platform, which features machine learning and artificial intelligence, makes it easy to see the status (and ROI) of all your marketing efforts. Segmenting contacts based on their position is one thing, imagine what else you can use it for your email marketing. With the right Email Marketing tools and software, it is possible. Your email marketing campaigns most likely target multiple segments and audiences separately. Email preview is practical to proofread your email content and make sure everything looks clean. It should appear at the bottom of your email in the footer. The Email marketing campaign broadcast checklist is included in the. Assign the employee as required to complete this given marketing campaign. While you can track your performance in Google Sheets, you can also automate the process with an email management tool. In other words, when an email is bounced and couldn’t reach the intended recipient, it gets returned to the sender as a notification with the bounce reason. A successful email marketing campaign starts with qualified leads who want to know what you have to offer. Now that you’ve laser-targeted your contacts, it’s time to send or schedule your email campaign. It’s also vital for your business to determine how you will track and monitor those KPIs. With this email checklist, your business can prevent typos, broken links, and more from reaching your list of subscribers. Spending time with your email analytics helps you get rid of email guesswork and base your upcoming email campaigns on data. And any other information your contacts shared with you. What do we want this specific email to achieve? Generally, a one-time item on email marketing checklist is frequency. Email autoresponders warm your lead starting at the moment when they’re first interested in your contact. Open your Automizy account and go to “Manage contacts,” then click on “Signup forms” and click on: “Connect From Website.“. That’s what matters, right? If you need help building, managing, and sending your email campaigns, WebFX can help. While it may seem like people should know what to do when opening an email, that’s not the case. It’s becoming increasingly important for companies to be at the top of their game and stay relevant in this close-fitting competition. Email Lists. Free. Either way, your business should establish minimums and maximums when it comes to your email marketing campaign. Here is a case in which we create a filter based on: Creating filters to segment your contacts is one of the best email database management practices. GET THE FREE CHECKLIST This blog provides general information and discussion about email marketing and related subjects. Once an email gets rejected by an email server, it’s called a bounce. In this phase, you have a few areas to check, like your send list, send date, and A/B test parameters. Email marketing campaigns are like the tiny monsters that you set loose for ultimate destruction and aim … This part of the email marketing checklist covers what you should do (and think about) when creating your emails. People need direction — they need a call to action. You might also consider using emoji in your subject line. Defining your email campaign KPIs is a must-do when designing your email campaigns. As a manager or business owner, you will begin this template, filling out the required details in the 'Record Checklist Details' task. It helps you keep your email campaigns organized and easy to find. So what? While you can conduct A/B tests without an email management tool, it’s not recommended. Check the spelling, grammar, punctuation, etc. As a part of the process, you’ll have to be meticulous with your campaign’s tiny details. A drip campaign delivers a series of emails over a given period. Again, an email management platform makes this step easier. Your solution to instant, hustle-free contact sync between your CRM tool and email marketing automation. A user with a vision impairment or slow Internet connection, for example, will rely on that alt text to understand what that image represents. You’ve asked yourself: If I were the recipient, this email would be of value to me. As your email list grows, you’ll want to continue testing and gauging how your audience interacts with longer versus shorter emails. Get certified! With a GIF, for instance, you can show readers how something works, like a coffee brewer, or highlight the versatility of a product, like a beach wrap. Call Toll Free: 888.449.3239 Emails have a wider reach than any other marketing channel. Before sending your email, you should double-check and confirm that your email includes your social icons and that the links attached to those social icons work. In most cases, your email will include multimedia like: It’s helpful to include multimedia in email campaigns because it engages users. “Should I create a different email campaign targeting contacts who did not open my first email?”. If that’s the case, review it and ensure it’s up to date. Not only scoring, but the free subject line tester suggests you other email subject lines that would increase your email open rates. You must give users the ability to unsubscribe from your email communications — per the U.S.’s CAN-SPAM legislation. The unsubscribe process under GDPR needs to be clear and straightforward. Increasing email open rates is the first step to boosting your email marketing ROI and generating more sales. WebFX® 1995-2021 When you add multimedia, like images or GIFs, make sure you add alt text. 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