Home » Resources » Checklist Email Marketing, Email Marketing Checklist

Checklist Email Marketing, Email Marketing Checklist

  • by
Send Emails

Email marketing refers to a kind of marketing that ensure customers on your email list are aware about your new products, discounts and other services. It is a softer sell that educates your audience on the value of your brand and keeps them engaged between purchases. However, it can mean anything in between. Email marketing checklist and checklist email marketing can be your ticket to a successful campaign. Dodgy designs, vague CTAs, broken links and wrong recipients make your email marketing campaign a non-starter. A lot might go wrong in your email, hence jumping into a campaign with no clear strategy will lead to costly errors. This is why email marketing checklist becomes important. The 8-point email marketing checklist is your ticket to a campaign success.

1. Clean up your contacts

A successful email marketing campaign starts with a list.  For this reason, it should be the first thing on your checklist for the campaign as well. For your email lists, quality becomes important than quantity since there’s no need to send out a mass campaign that will go straight into a recipient’s trash or junk mail.

Begin by cleaning up those contacts you should not send to such as non-opt-in contacts or those people who have not agreed explicitly to receive your marketing emails. Additionally, do away with invalid email addresses, often because of typos.

Removing invalid addresses will save you the wasted email sends and aid deliverability. People who have not chosen to hear from you would most likely unsubscribe or mark your email as spam. It harms your sender reputation as does the high rate of bounced emails.

2. Prime your list

Once you have established whom you’re not sending to, you can decide on targets and how to attain them. Effective campaigns often tailor your content to the different subscribers, or segments. It improves on your click-through rate because your email will be more relevant to the reader. As such, an email marketing tool with features such as contact segmentation makes life easier.

3. Define your goal

After you have decided on your target audience, the question that follows is what value they will get by associating with your brand. It could be special offers and solution to the problem they currently face. You need to pack your email with value and ask your reader to do what you require of them. This is referred to as call-to-action (CTA).

By offering multiple options you up your chances of clicks but you risk overwhelming your subscribers, something that might make them switch off for good. For this reason, maximize your rate of conversion and put your CTA center and front while making sure all links and button lead to that particular aim.

4. Perfect your copy

Next you need to up the email check list and content. The key to an effective copy of email is to keep is simple and short. Do not work with long sentences and complicated terminologies. Ensure your text can be read easily. This can be achieved using headings, lists and paragraphs.

Simple does not mean soulless.

The tone of an email is based on your brand but the best email copy should always be personal. An easy way of adding character is a well-placed emoji.

Your focus should be the reader and not your organization. It is even better to address your reader using their names when your email marketing tool contains personalization features.

5. Follow design best practices

Catch the eye of your audience through an appealing design. You can use a newsletter layout to draw your CTA attention and maximize on your clicks. Again, images can make your email more appealing.

Your design should resemble a smaller screen on your mobile device and the easiest way of doing this is starting from the responsive HTML email template. You may even realize that your email marketing services come with ready-to-use and free templates. Adapt your chosen template to fit your brand’s fonts, colors, and logo.

6. Package the email for opens

Upon perfecting your email design and content you would want to ensure your subscribers go ahead to open it. To get the best impression, ensure your QA checklist contains the email subject line, preview text, and email sender. Following the best practices especially for the three elements will significantly boost the open rate for your campaign.

7. QA your final email

When your campaign is ready, you should audit the email while proofreading for possible mistakes. Some of the key things that you should double-check before sending the email include: spelling, typos and grammar errors, incorrect or broken links and personalised content.

You need to preview your campaign particularly the emailing platform. You may want to send a test email. It is the right time to check how the email looks on devices such tablets, mobile and desktop as email clients such as Outlook, Gmail, and IOS mail.

8. Hit send on your campaign

Not that fast, wait a bit

Timing is everything in email marketing. Think carefully on when subscribers ought to receive your message. Many platforms would allow you to schedule the email at a time and even day of your choice.

There are many factors that would impact on your ideal email send time. Some factors include whether subscribers are consumers or businesses and their time zone. What can work for a particular person might not work for the other. It would be better if you used send time optimization tools tailored for each recipient.


There is nothing good in an email list if you lack proper knowledge in formatting an email. If your intent to build an engaging email list, show off professionalism in your emails. People will not consider you serious if your emails do not reflect such. Learn how to format your email and customize the email templates so that they could into your branding. You should learn to write like a professional. Consequently, learn more about spam folders and how to avoid them. The words you have chosen as subject lines might cause email spam filters to assume your campaign is fake or spam.

Leave a Reply

Your email address will not be published.