Every great email marketing campaign requires a plan, but who has the time to write a long-winded planning document that requires an update with each new campaign? Once you confirm your tags work, you can move onto the next step of your email proofing checklist. 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. Your email content won’t even matter if you don’t get your subscribers to open the email in the first place. Writing subject lines should never be based on gut feeling. ... Download this guide and get more sales with automated email campaigns. Why some companies experience outstanding email marketing performance while others don’t? 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. Achieve an average open rate of 5% for the first quarter, Generate two qualified leads from our email campaigns in the third quarter, Find and implement three process improvements to our email strategy within six months, Looking for sign-ups with email domains that have the same word, like “example.net,” “example.co,” and “example.org.”, Spotting a sudden influx of email sign-ups with foreign domains, like “.co.uk” or “.ru”, Getting sign-ups from invalid email addresses, which means you can’t deliver your emails to those addresses. 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. Based on your goal planning from earlier in this email marketing checklist, you should have an idea of your KPIs. As your email list grows, you’ll want to continue testing and gauging how your audience interacts with longer versus shorter emails. 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. Need help with your email marketing campaigns beyond this checklist? You can always choose between sending an email immediately or schedule it for a later time. The best part is that you can import your MyEmailFX data into a platform that houses and integrates all your marketing data: MarketingCloudFX. Product Marketing Plan Playbook . They let you send relevant information … With A/B testing, you can learn more about your target audience, like what subject line formats they respond to or which offers motivate them to act more than others. Now that you’ve got your perfect email sent, the work is not done yet. 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. That means you can spend more time analyzing and acting on your data versus copying and pasting it. It helps you keep your email campaigns organized and easy to find. 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. Free. So you can see what your subscribers will. Businesses usually prefer a quarterly email audit approach. Marketing is unlike many other functions in one very important way – if you make a mistake, it’s hard to hide. If that’s the case, review it and ensure it’s up to date. 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. 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. That way, you can ensure they work and update them if they don’t. Once you complete these initial checks, proofread the content. Proofing is a critical part of any email checklist because it’s your last chance to find and fix errors. While you can track your performance in Google Sheets, you can also automate the process with an email management tool. Now we’ve answered the “So what?” question, and your contacts can find value in your email. You can add your autoresponder emails into Automizy real quick, like the following example demonstrates. Defining your email campaign KPIs is a must-do when designing your email campaigns. A key to making the ideal drip is to customize it according to your industry and business needs. Email marketing and marketing automation Toolkit. If you can segment users by intent, you can often get better results from your email marketing campaign because you know what that audience needs or wants from your email communications. How do we want to measure the performance of our emails? Determine the purpose of the campaign. “We’ve been working on developing more features to save your time and help you increase your sales. Sending a test email to your team helps you collect feedback before sending your email campaign. An educational newsletter, for example, will likely use different preheader text than a promotional email. As a part of your email proofing checklist, you want to triple-check your personalization tags. Reflect on your campaign goal and write your CTA copy accordingly. | This proprietary platform, which features machine learning and artificial intelligence, makes it easy to see the status (and ROI) of all your marketing efforts. Personalization is an excellent way to engage readers. To reduce email errors, we’ve created an email campaign preflight checklist you can save, print, and use (then repeat). After you finish this step, check this item off your email marketing checklist. 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. Copy and save this email marketing checklist today and incorporate it into your business! These eight marketing automation workflows will save you time and increase your conversions in the hottest sales season of the year. A few examples of some formats businesses commonly use include: Per best practice, you’ll want to limit your subject lines to 50 characters or less. I recommend you take some time to study whether you achieved your campaign goal and reached your planned KPIs. Having a clear objective is an essential … across different email clients. Existing Customers. Next, inform all parties about the file’s location and its role as your style guide for external email communications. Before pressing SEND, use this simple checklist to make sure your email is ready for launch. Second, make sure your unsubscribe link works. Generally, with each email, you’ll need to determine your CTA. For this email marketing checklist to-do, start by reviewing past A/B tests for subject lines. Once you establish your outline (and word count), go ahead and write your content. 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. As your subscriber list grows, your business needs to exclude certain users, like spammy ones. We and our advertising partners use cookies and similar technologies on this website and around the web to improve your website experience. Conduct an A/B test, for example, to see how a short email compares to a long one. 4. Keep reading to view our complete email campaign checklist, which covers: P.S. Knowing about an email marketing checklist is essential in this regard. You send 20% of your contacts 2 different subject lines for the same email during a specific period of testing. Go through the process of unsubscribing and confirm the process works. Companies have seen impressive results with segmentation. 2. The better you segment your audience, the higher your ROI will be. Call Toll Free: 888.449.3239 It paves new avenues for you to try and test. Now that you’ve laser-targeted your contacts, it’s time to send or schedule your email campaign. Start by building your email list from information stored about your … You might feel positive about your own subject line, your contacts might not. Including an unsubscription link in your email is not only for contacts who don’t want to receive emails anymore. “Should I create a different email campaign targeting contacts who did not open my first email?”. You’ve asked yourself: If I were the recipient, this email would be of value to me. Decide what offer will be used to entice your customers. Learn more about individual or business membership options Already an Individual or Business Member? A bounced email is an email that is rejected by a recipient’s mail server and get bounced back to you. The best email marketing process helps you: Looking to boost your email marketing results and score more conversions? Emails have a wider reach than any other marketing channel. 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. As a part of email marketing best practices, your email should include social media icons that link to your social media profiles, like on Facebook, Instagram, and Twitter. Automizy’s free email subject line tester, Automizy’s free email subject line generator, sending an apology email to your subscribers, email sequence to welcome new subscribers, Launch high performing email marketing campaigns, Maximize email open rates and conversions, Contacts’ engagement (Automatically added tags). To help you, refer to these 31 call-to-action examples from Hubspot. You can, however, customize other aspects, like whether you include your phone number or social links. Automizy does provide you with an email marketing dashboard to display your email campaign results. This part depends on your email campaign goal. Instead of having multiple email lists, you can have one email list and use filters to segment your contacts. With Automizy’s resend to non-openers feature, you can automate your campaign to be sent to non-openers with a different subject line. Even if your email builder tool features a built-in preview feature, send your email to your inbox. You also can embed UTM parameters within the branded link so you can keep your links synced with Google Analytics. Or else, you can create a separate opt-in email list for your new user registrations. The Subject Line Tester in Automizy grades your subject lines based on data from over 100K campaigns. 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. As a proactive measure, your business should evaluate and refine your lists on an ongoing basis. Marketing Automation Solution Study . Before sending any email campaign, always double and triple check your CTA link and landing pages. You can also use Microsoft Word to read the content back to you, which can help you find more ways to improve your draft. Monitor your email bounce percentage and verify your email list to make sure that your emails are reaching your contacts. In 2006, she was awarded Time Magazine’s “Person of the Year” award. 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. Once you complete that step (or skip if you haven’t A/B tested yet), you can start drafting some options. A rolling agenda item for your email marketing checklist is maintaining your subscriber list. InboxArmy provides varied email campaign services, and they can help you create and manage entire email marketing campaigns for you. Applying targeted marketing strategies in small business email marketing could result in a significant increase in conversion. Our Marketing Campaign Planning Checklist was designed to help you plan successful marketing campaigns and ensure you execute them flawlessly. email-campaign-checklist. Once you finish brainstorming subject lines, go ahead and choose one. If your email open rates are low, a lot of the blame goes to your email subject line. Excluded lists can also help your business avoid sending emails to users that occupy multiple segments. Email Design Nataly Birch • July 31, 2019 • 3 minutes READ . 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. One email doesn’t put your new subscribers into your email sales funnel. 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. Just select the subscriber segments! When she isn’t polishing her award, she’s spending time with her flock of ducks. Sending an email to drive traffic to an unexisting website page is a massive failure of your campaign. | Instead, your subject line will get cut off, which can affect open rates. Open your Automizy account and go to “Manage contacts,” then click on “Signup forms” and click on: “Connect From Website.“. In 3 steps, skyrocket your email open rates. Elastic Email » Blog » Email Marketing Tips » Your pre-send checklist for flawless email campaigns A good email campaign is just like a cake. As a manager or business owner, you will begin this template, filling out the required details in the 'Record Checklist Details' task. With preheader text, you want to inform users and motivate them to open your email. Should you still need to pick a date and time, talk it over with your team. View it on both your desktop and your smartphone so you can see how it looks and functions. 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%. 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. Platforms like MyEmailFX make measuring these email-specific KPIs easy, so you can spend more time evaluating your performance than gathering the data. It has a lot of ingredients, it’s full of flavour, but without a recipe, it can quickly go downhill. A successful email marketing campaign starts with qualified leads who want to know what you have to offer. Your email content won’t matter if you don’t get your subscribers to open the email in the first place. Identify the goal. What’s in this email marketing checklist? Make sure to proofread your email content before sending it. 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. For better understanding, here is an example: “Wanted to share with you that we’ve built the most sophisticated software?”. 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. First, make sure your unsubscribe option exists. Keep your email campaign limited to a single objective. Seeing your email in your inbox will often alert you to issues that you missed. I just shared an example of an announcement email campaign because that’s when most companies talk so much about what they’ve been working on and forget about what value it adds to their contacts. What pages they visit or which products get the most attention. WebFX® 1995-2021 Email lengths vary and often depend on the goal of your email. About Nathan Allison. Email Lists. 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. When it comes to email marketing checklists, you have two choices: It’s essential, however, that your company uses descriptive and accurate preheader text to describe your email. Use this template to build an email marketing campaign that will grab the attention of your email list subscribers. 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. email marketing checklist 1. It’s a human thing. Then, save a copy of the style guide in a location that everyone (involved with your email marketing efforts) can access. Your strategy is one of the most critical elements of your email marketing checklist. Holiday Marketing Campaigns Checklist for 2020. But to understand the importance of an email campaign checklist, let’s first look at the power of email marketing and communication. Get a Google Sheets version of our email marketing checklist now! People need direction — they need a call to action. Depending on how you manage your email lists, you can have one email list where you keep all contacts. Making mistakes is something that we’re all good at. That Drives Results®, Sarah is a Web Marketing Specialist at WebFX. The back-to-basics chocolate bar — that’s what Tim’s company was supposed to be selling. You don’t need to create a separate email list for each segment. Join the Online Marketing Certification Program. It should appear at the bottom of your email in the footer. Individual or Business members can access this and 12 other guides and templates in this toolkit. That’s why it’s essential to measure your results and look for ways to improve your performance. All your personalization tags should have a fallback. This phase focuses more on setting up that A/B test in your email management platform. Login here A drip campaign delivers a series of emails over a given period. 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. If you don’t feel like reading the content aloud, use Microsoft Word’s Read Aloud feature instead. There’s nothing worse than finding out that your email looks awful on different devices. Here is your GDPR email marketing checklist. You’ll cross-reference the lists you have selected with your overall email plan — or with past emails you sent. Not automating your email autoresponders can make your subscribers lose interest in 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. Define your campaign’s goal. You must give users the ability to unsubscribe from your email communications — per the U.S.’s CAN-SPAM legislation. And the better performing subject line will be sent to the rest 80% of contacts to guarantee you reach the highest email open rate possible. 3. Privacy & Terms of Use If you’re not using an email management tool, the process will require more time. 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. That’s why many companies create excluded lists that they use when sending emails. As a part of your email checklist, you may include an item about creating an A/B send time experiment. The subject line is the first thing that appears in your subscribers’ inbox. You might also consider using emoji in your subject line. What do we want this specific email to achieve? Testing in the email … Congrats Check the spelling, grammar, punctuation, etc. The unsubscribe process under GDPR needs to be clear and straightforward. You’d want to make sure it is attention-grabbing. Use this checklist to explore all of the key areas of testing that will drive your success. 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. As an example, promotional emails for holiday sales may use the same preheader text. The step-by-step email marketing checklist helps you not to miss any detail and maximize your email marketing performance. Once you have all your send lists selected, double-check your list. Email autoresponders warm your lead starting at the moment when they’re first interested in your contact. In earlier steps of the email checklist, you’ll find information related to brainstorming an A/B test. If you’re using an email template, you’ll still want to look over your social icons. Links are a vital part of every email marketing campaign because they allow users to act, often by visiting your site. Gary Thuerk, a Marketing Manager at Digital Equipment Corp, sent the first commercial email years later, where the message reached a list of email addresses. Nathan, on September 27 Marketing | Quick read . Identifying your best performing email drip campaign has a significant effect on your campaigns’ ROI. Upload the content to Grammarly, for example, and review any errors found. It rhymes, so it’s true . It’s also vital for your business to determine how you will track and monitor those KPIs. When writing your email content and copy always ask the following two questions: Ask yourself, “So what?” after finishing every sentence. While A/B testing is optional, it’s beyond useful. Generally, a one-time item on email marketing checklist is frequency. Your fallback is what appears if the personalization tag is not relevant to a user. Like email frequency, it’s worthwhile experimenting with your email lengths. That’s why all your emails, whether informational or transactional, should include a CTA. What do we want to accomplish with this email campaign? 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. Your email footer is the caboose to your email campaign. To start, make sure you are using segments based on all available demographic, behavioral, and psychographic data. If you’re using an email marketing management platform, like MyEmailFX, this step of the email campaign checklist is easy. How to create and plan a marketing campaign. Besides checking the content’s grammar and spelling, you’ll also want to ensure it follows your company’s style guide. Feel free to download and use it when planning in detail your strategy or introduce it to somebody else. Check it out here.”. Even if you plan to have someone proof your content later, it’s helpful for you to review it too. The best ideas for email marketing success involve identifying the needs and desires of your customers. 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. Promotional emails, for example, may only require 50 words, while a more informational email may use 200 words or more. What is our deadline for achieving these goals? Assign the employee as required to complete this given marketing campaign. We show you the analytics you need to make that little step be the key to your success. If that’s the case, you’ll want to input that information into your email management tool. A good tip to increase your email open rates is to A/B test your drip email subject line. Not only scoring, but the free subject line tester suggests you other email subject lines that would increase your email open rates. When you add multimedia, like images or GIFs, make sure you add alt text. Selecting your target audience is self-explanatory. If you exceed this number, people probably won’t see your full subject line. Sender Email: It’s the email address you want to send emails from. Despite the popularity of SPI Podcast Session #78 with Clay Collins, co … And like an accountant, create your email marketing audit checklist and dig into the following details. 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