Email marketing campaign checklist

An Email Marketing Success Checklist

A reliable email campaign begins before the message enters the design tool. Use this checklist to align permission, content, delivery and measurement.

Before creating the email

  • Define the audience, objective and desired action.
  • Confirm that recipients agreed to receive this type of communication.
  • Choose a relevant segment and suppress ineligible contacts.

Before sending

  • Write an honest subject and useful preview text.
  • Check hierarchy, mobile layout, alternative text and keyboard-accessible links.
  • Verify sender identity, physical address and unsubscribe controls.
  • Test links, personalization, tracking and rendering in representative clients.
  • Confirm SPF, DKIM and DMARC configuration.

After sending

  • Monitor delivery, complaints and unusual errors.
  • Evaluate clicks, conversions and business outcomes in context.
  • Document what the campaign taught the team.

A checklist cannot make an irrelevant message useful, but it can prevent avoidable execution and compliance failures.

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