Campaign Name: Is the name of your email campaign that would be saved inside your email marketing software. Join 1850+ businesses using Automizy to increase their email open rates. Keep reading to view our complete email campaign checklist, which covers: P.S. How to create and plan a marketing campaign. across different email clients. That means you can spend more time analyzing and acting on your data versus copying and pasting it. As a part of your email proofing checklist, you want to triple-check your personalization tags. You might also consider using emoji in your subject line. Copy and save this email marketing checklist today and incorporate it into your business! That Drives Results®, Sarah is a Web Marketing Specialist at WebFX. It gives them a feeling that there is a real business behind an online purchase, and by including contact details, customers can reach it for support or assistance. Depending on your business and email plan, you may have already decided when to send your email. Open your Automizy account and go to “Manage contacts,” then click on “Signup forms” and click on: “Connect From Website.“. These eight marketing automation workflows will save you time and increase your conversions in the hottest sales season of the year. These metrics measure the performance of your email marketing campaign and directly influence your assessment of the campaign’s performance. If you don’t, your company could be liable. Based on your goal planning from earlier in this email marketing checklist, you should have an idea of your KPIs. That’s what matters, right? This template has been designed so that you can do just that. As your subscriber list grows, your business needs to exclude certain users, like spammy ones. We commend constant contact software to do your Email Marketing business. Email Marketing Solution Study . Generally, with each email, you’ll need to determine your CTA. Name your email campaign If you don’t have an established strategy, your business will struggle to accomplish your goals — because you don’t know what you want to accomplish or how you will accomplish it. 3. The checklist is divided into 12 topics: Text and Content, Focus, Analytics and Reporting, Your Subscriber List, Action Orientation, Functional Testing, Images an… 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. Your strategy is one of the most critical elements of your email marketing checklist. Once you complete that step (or skip if you haven’t A/B tested yet), you can start drafting some options. About Nathan Allison. As a part of your email communications, you’ll want to include some relevant links, like for your CTA, footer, and more. Ensure you add alt text to all your multimedia so you can provide the best possible user experience. Spending time with your email analytics helps you get rid of email guesswork and base your upcoming email campaigns on data. Links are a vital part of every email marketing campaign because they allow users to act, often by visiting your site. Once you complete these initial checks, proofread the content. You’ll cross-reference the lists you have selected with your overall email plan — or with past emails you sent. While some errors may not apply, you still want to review them. You’ll want to give your attention to the KPIs that influence your overall goal. Conduct an A/B test, for example, to see how a short email compares to a long one. With a style guide, you’ll know which colors and fonts to use, as well as how to capture your brand voice. Next, inform all parties about the file’s location and its role as your style guide for external email communications. Previewing your email in your inbox is a must-have item in any email proofing checklist. And voila, email marketing was born. A Two-Step Opt-in Process. Or else, you can create a separate opt-in email list for your new user registrations. 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. Preheader text provides a preview of your email. If you’re looking to generate leads, for example, you’ll monitor your open rates as well as your conversion rate to track your progress and look for areas to improve. To help you, refer to these 31 call-to-action examples from Hubspot. Use the Email Marketing Checklist on your next campaign and rest assured that you’re putting your best email foot forward. Email Marketing Campaign Pre-Launch Checklist. Consider making your autoresponders a drip email sequence to welcome new subscribers, nurture them, and make the sale. people who’ve already opted in to hear from you). Not only scoring, but the free subject line tester suggests you other email subject lines that would increase your email open rates. A drip campaign delivers a series of emails over a given period. Additional proofing tools you can use include the Hemingway App and After the Deadline. In addition, you’ll want to think about the format of your CTA. Automizy’s free email subject line generator writes you high-performing subject lines based on your email copy. It’s the backbone of your email marketing efforts. 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. 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%. With an email list management software, you can create contact filters that allow you to target contacts based on their position. Upload the content to Grammarly, for example, and review any errors found. A bounced email is an email that is rejected by a recipient’s mail server and get bounced back to you. 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. Email marketing campaigns are like the tiny monsters that you set loose for ultimate destruction and aim … Including your contact details and address reassures your subscribers and customers. In the “Pre-made templates” on the right side select “All” and you’ll have all the templates ready to use: The Automizy Email Templates are responsive and fully customizable. Importance of Conducting Email Marketing Audit – It helps you bring a vision. With these segments, you can avoid sending emails to spam email accounts. That way, it’s easy for your business to maintain consistency and for your team to complete this email checklist item. In most cases, these social icons will feature in your email footer. This part depends on your email campaign goal. Proofing is a critical part of any email checklist because it’s your last chance to find and fix errors. Go through the process of unsubscribing and confirm the process works. Segmentation is the practice of applying filters to make it easy to find a set of subscribers that have something in common. Writing subject lines should never be based on gut feeling and best practices. Free. As a proactive measure, your business should evaluate and refine your lists on an ongoing basis. And that has a lot to do with your email subject line. A key to making the ideal drip is to customize it according to your industry and business needs. Define your campaign’s goal. With this email checklist, your business can prevent typos, broken links, and more from reaching your list of subscribers. Learn more about individual or business membership options Already an Individual or Business Member? 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. Email autoresponders warm your lead starting at the moment when they’re first interested in your contact. Here is an autoresponder email marketing campaign checklist on how to automate your email autoresponders and reach out to contacts as soon as they subscribe. Elastic Email » Blog » Email Marketing Tips » Your pre-send checklist for flawless email campaigns A good email campaign is just like a cake. Step 3: Copy, like, and use the subject lines you prefer. If you’re using an email template, you’ll still want to look over your social icons. 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. Your email content won’t matter if you don’t get your subscribers to open the email in the first place. Sender Email: It’s the email address you want to send emails from. Instead, your subject line will get cut off, which can affect open rates. If your email open rates are low, a lot of the blame goes to your email subject line. Join 150,000 marketing managers who get our best digital marketing insights, strategies and tips delivered straight to their inbox. Nathan, on September 27 Marketing | Quick read . They let you send relevant information … Without an email management platform, you need to set aside more time to check your list of subscribers. You might feel positive about your own subject line, your contacts might not. GET THE EMAIL CHECKLIST Use this email campaign checklist to help ensure you always send error-free campaigns. For example, annually, your team could look at your subscriber list (and the performance of that subscriber list) and look for ways to improve the quality of that list. As a part of the process, you’ll have to be meticulous with your campaign’s tiny details. Deploying a successful email marketing campaign is a tricky thing if not done right, yet it can be the best thing that ever happens for your business. You should still, however, check those links when drafting your email content. If you have an email management platform like MyEmailFX, this step is easy and built-in to the sending process. Depending on your business, you may already have a style guide available. This way, you will be able to optimize it based on your target audience’s needs and behavior. That’s why many companies create excluded lists that they use when sending emails. Excluded lists can also help your business avoid sending emails to users that occupy multiple segments. Why some companies experience outstanding email marketing performance while others don’t? For example, if your company is preparing another email blast to promote your upcoming event and sign-ups for it, you may have an excluded segment that omits any users that already signed up for that event. When you add multimedia, like images or GIFs, make sure you add alt text. Individual or Business members can access this and 12 other guides and templates in this toolkit. The best email marketing process helps you: Looking to boost your email marketing results and score more conversions? If you’re using excluded lists in your email campaign, you’ll want to follow these email checklist items: Once you complete this step, you can move onto scheduling or sending your email. A picture of a coffee brewer, for instance, may have the alt text “coffee brewer.”. Join our mission to provide industry-leading digital marketing services to businesses around the globe - all while building your personal knowledge and growing as an individual. A successful email marketing campaign starts with qualified leads who want to know what you have to offer. You don’t need to create a separate email list for each segment. The final stage of any email marketing checklist is sending. That’s why it’s helpful to outline your content, which you can use to organize your thoughts and ensure your content aligns with your goals and includes your CTA. Then, save a copy of the style guide in a location that everyone (involved with your email marketing efforts) can access. After you made some changes, you can save it and reuse it later. Logically, it has a bit to do with experience, but mostly it has more to do with the company’s email marketing process. You don’t have to send the same email to your whole list. Value and cost of leads per drip campaign. Email marketing and marketing automation Toolkit. Some say that the key to success lies in meticulous attention to detail. While you can track your performance in Google Sheets, you can also automate the process with an email management tool. Key Things to Remember When Testing. You must give users the ability to unsubscribe from your email communications — per the U.S.’s CAN-SPAM legislation. 2021 is known as the digital marketing era. Determine what creative work will be required. 31 Product Launch Announcement Email Examples, 17 Best Confirmation Email Examples & How to Set Them Up, 19 Event Invitation Email Template Examples, How to Send Personalized Bulk Email Campaign, 10 Email Automation Campaign Examples (Workflows), How to Create Drip Email Campaigns + 9 Examples, How to Create an Email Lead Magnet Nurturing Sequence, Using Emoji and Symbols in Email Subject Lines, Marketing Automation Challenges Roundup 2019, How to Reduce Soft & Hard Email Bounce Rates, Email Subject Line Scorer WordPress Plugin. How do we want to measure the performance of our emails? 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. GET THE FREE CHECKLIST This blog provides general information and discussion about email marketing and related subjects. It has a lot of ingredients, it’s full of flavour, but without a recipe, it can quickly go downhill. Use this checklist to explore all of the key areas of testing that will drive your success. Just in case you manage a small business email marketing, and you do not use any CRM or whatsoever. 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. This part of the email marketing checklist covers what you should do (and think about) when creating your emails. Again, an email management platform makes this step easier. Sending an email to drive traffic to an unexisting website page is a massive failure of your campaign. Email campaign pre-send checklist for successful email marketing Once you hit ‘Send ‘ it’s not possible to correct any errors in an email, so a detailed email campaign pre-send checklist is your best bet. A user with a vision impairment or slow Internet connection, for example, will rely on that alt text to understand what that image represents. Thanks to an overlooked typo, however, his latest email blast told everyone about the business’s back-to-asics chocolate bar in big, bold letters. Check it out here.”. 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. Email Marketing Campaign Checklist. Segmenting contacts based on their position is one thing, imagine what else you can use it for your email marketing. Your business doesn’t just want to send emails — you want to send emails that drive leads and sales, whether now or later. You can, however, customize other aspects, like whether you include your phone number or social links. Everyone makes mistakes, but email mistakes can cost your company sales. Even the most seasoned email marketer doesn’t have that kind of experience. ... Email Drip Campaigns. Spend enough time to create an attention-grabbing subject line for your email campaigns. Either way, your business should establish minimums and maximums when it comes to your email marketing campaign. If you don’t feel like reading the content aloud, use Microsoft Word’s Read Aloud feature instead. Sitemap, Digital Marketing Now you can plan out each email in your campaigns strategically with this all-in-one checklist, the checklist that will help you cover all … Autoresponder is a type of email that is automatically sent to new contacts who opt-in your email list. Join the Online Marketing Certification Program. Personalization is an excellent way to engage readers. email-campaign-checklist. Just insert the emails you want to send a test to, and click on the “Send test.”. Get a Google Sheets version of our email marketing checklist now! 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. As a manager or business owner, you will begin this template, filling out the required details in the 'Record Checklist Details' task. A good tip to increase your email open rates is to A/B test your drip email subject line. This phase focuses more on setting up that A/B test in your email management platform. By clicking “Allow & Close” or navigating this site you accept the placement and use of these cookies for these purposes. With an email marketing checklist, your business can proof its strategy, content, send settings, and more to ensure your subscribers get an error-free email every time. Platforms like MyEmailFX make measuring these email-specific KPIs easy, so you can spend more time evaluating your performance than gathering the data. If you’re not using an email management tool, the process will require more time. If you A/B test your subject lines, it’s helpful to store those test results in a place that everyone on your team can access. Defining your email campaign KPIs is a must-do when designing your email campaigns. This way, you can create an opt-in email list for your new users that you want to send confirmation emails to. Like a style guide, goals also serve a vital role in creating an email marketing campaign, as well as creating every email your business sends. Even if you plan to have someone proof your content later, it’s helpful for you to review it too. Congrats Including an unsubscription link in your email is not only for contacts who don’t want to receive emails anymore. The best part is that you can import your MyEmailFX data into a platform that houses and integrates all your marketing data: MarketingCloudFX. If your business features trademarked products or services, for instance, it may require the use of the trademarked symbol when mentioning product names. Make sure to proofread your email content before sending it. A few benefits from using our checklist are: Using an automated tool to check and fix dumb typos and grammatical errors; Check how your email will look in the most popular desktop and mobile email clients With our award-winning team of more than 200 digital marketing specialists, we will help you use MyEmailFX to build an email marketing campaign that generates subscribers, captures your brand, and delivers leads and sales to your business. A/B testing your email campaigns help you get the maximum results of your existing contacts. The subject line is the first thing that appears in your subscribers’ inbox. To start, make sure you are using segments based on all available demographic, behavioral, and psychographic data. Reply Email: It refers to the email address that your contacts reply to. And any other information your contacts shared with you. You should also decide where that CTA should go, like at the beginning or end — or in both locations! WebFX® 1995-2021 With the following email checklist, however, you can build and maintain your strategy: A style guide is your best friend when it comes to email marketing because it shares: Essentially, a style guide makes your life easier because it answers questions that come with creating an email marketing campaign. email marketing checklist 1. An educational newsletter, for example, will likely use different preheader text than a promotional email. Applying targeted marketing strategies in small business email marketing could result in a significant increase in conversion. It always depends on how severe the mistake is. You also can embed UTM parameters within the branded link so you can keep your links synced with Google Analytics. And like an accountant, create your email marketing audit checklist and dig into the following details. A rolling agenda item for your email marketing checklist is maintaining your subscriber list. | I recommend you take some time to study whether you achieved your campaign goal and reached your planned KPIs. You can add your autoresponder emails into Automizy real quick, like the following example demonstrates. Content is a critical part of any email marketing checklist. Existing Customers. Going to follow our checklist? Companies have seen impressive results with segmentation. Sender Name: Is the name that you want to display in your contacts’ inbox or mobile notification when you send an email campaign. ... Download this guide and get more sales with automated email campaigns. Testing in the email … It’s what every email receivers ask when they get an email. After you finish this step, check this item off your email marketing checklist. Certified in Google Analytics and Google Ads, Sarah also specializes in content marketing, as well as marketing and advertising on ecommerce platforms like Amazon. 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. Need help building, managing, and more informational or transactional, should include a CTA conduct A/B tests an! Really fast vital to experiment with different send times to save your time and increase your.... And communication between sending an email marketing software resend to non-openers is a must-do designing... ’ ll still want to measure the performance of your customers this,! Saved inside your email list and use it for your business will email those segments and save this campaign! Could be liable answered the “ send test. ” subject lines, to and! Checklist Created by the best part is that you ’ ve been on! 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