Checkpoints for Marketing Emails

This checklist outlines the key steps to ensure the success of your email marketing efforts.

Step 1: Set measurable goals

Increase your Subscriber List
Improve Open Rates
Enhance Email Click-Through Rates
Engage and Retain Existing Customers
Ensure that your goals are specific, measurable, achievable, relevant, and time-bound (SMART)

Set measurable goals

Step 2: Choose an engaging email template or build one from scratch

Select an email template that aligns with your campaign's objectives and branding.
Alternatively, design a custom email template tailored to your specific needs.

My preferred email template structure:

My preferred email template structure

Step 3: Write a relevant and interesting email copy

Craft an engaging email copy that resonates with your audience.
Key considerations for writing your email copy include:
- Write concisely and to the point
- Keep the email short and scannable
- Avoid using automated-sounding greetings
- Develop a natural and personable tone
- Include a clear and compelling Call-to-Action (CTA)

Points to remember while writing your email copy:

Step 4: Follow the email regulations to stay out of the spam folder

Refer to the article "Staying out of the Spam Trap: How to Improve Email Deliverability" for comprehensive insights, but here are some essential points to remember:

Authenticate Your Domain: Implement SPF, DKIM, and DMARC authentication protocols.
Segment Your Email List: Send relevant content to specific segments.
Optimize Subject Lines and Content: Avoid spammy language and be clear and concise.
Monitor Sender Score: Keep an eye on your sender score to assess your sending reputation.
Maintain List Hygiene: Regularly clean your email list and remove inactive addresses.
Set Clear Expectations: Inform subscribers about email content and frequency during the subscription process.
Provide an Easy Unsubscribe Option: Include a visible way for recipients to opt out.
Avoid Misleading Tactics: Do not use deceptive subject lines or false headers.
Test Your Emails: Ensure your emails render correctly and avoid common spam triggers.

Step 5: Review, test and send your marketing emails

Before sending, review your emails for accuracy, relevance, and branding consistency.
Conduct thorough testing, including rendering tests for various email clients and devices.
Send emails at appropriate times, considering time zones.
Send test emails to internal contacts for feedback and to check for any issues.

Step 6: Measure the results of the campaign

After sending, track the performance of your email campaign using key metrics such as open rates, click-through rates, conversion rates, and unsubscribe rates.
Analyze the data to gain insights into what worked and what needs improvement.
Use the results to refine future email marketing strategies.

By following this checklist, you can effectively plan, execute, and evaluate your email marketing campaigns, ultimately driving better engagement and results.

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Updated by Richa Sharma on 15th September 2023