A comprehensive checklist to create, optimize and analyze your email marketing campaigns. Follow these steps to maximize your results and avoid common pitfalls.
List Building & Preparation
A solid foundation is essential for campaign success. Focus on list quality and regulatory compliance to build trust with your audience.
Define campaign objectives clearly
Segment your contact list based on customer interests and behaviors
Clean your email database
Verify GDPR compliance
Create valuable lead magnets (discounts, free resources, guides, eBooks)
Set up proper email capture forms on your website
Content & Design
Content is king, but simplicity is key. Focus on clean design and clear messaging that resonates with your audience.
Write compelling and personalized subject lines
Consider using emojis in subject lines when appropriate
Personalize content for each segment
Keep content easy to understand and scan
Include clear and repeated call-to-action buttons
Use simple, mobile-friendly design over complex HTML templates
Write in a conversational, non-promotional tone
Provide real value in every email
Technical & Testing
Technical aspects are crucial for ensuring optimal deliverability and display across all devices. Don't skip these essential checks.
Test display across email clients and devices
Optimize images and their size
Verify all links are working
Configure tracking parameters
Check email preview text
Test SPAM score using tools like mail-tester.com
Ensure proper formatting of fonts, sizes, and colors
Send test emails to yourself on both desktop and mobile
Quality Control
A thorough final check can make the difference between a professional campaign and one that looks amateur. Pay attention to details.
Check grammar and spelling using tools like Grammarly
Verify subject line isn't cut off in inboxes
Ensure images load correctly with appropriate dimensions
Test all CTAs and links
Review personalization tags
Check mobile responsiveness
Post-sending & Analytics
Post-send analysis is crucial for continuous improvement. Use data insights to optimize your future campaigns and grow your results.
