02.05.2024 15:30

Email Marketing Checklist

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If you’re seeking to enhance the outcomes of your email marketing campaigns, the email marketing checklist we’ve developed can assist you in configuring your strategy and refining your campaign creation process to produce better results.

We’ll walk you through everything you need to know before sending your emails, so you can ensure you’re following best practices.

Email Marketing Checklist You Must Have Before Sending Your Campaigns

This article discusses the importance of having an email marketing checklist in place before sending out campaigns. The checklist should include items such as proper email formatting, personalization, segmentation, and testing.

By following these guidelines, businesses can improve the effectiveness of their email campaigns and ensure that they are reaching their intended audience in a meaningful way. With careful planning and attention to detail, email marketing can be a powerful tool for driving sales and engaging with customers.

Be Clear About Your Goals

If you are not clear about who you want to reach and what you want to achieve, it will be very difficult to create content that resonates and drives conversions.

Both your target audience and the message will be essential for your campaigns to be successful. There are several ways to identify your target audience, including research methods such as surveys, focus groups, and customer interviews.

Once you have a good understanding of who your audience is, you can start creating content that speaks directly to their needs and interests.

Remember that when creating content, it is also important to consider the different stages of the buyer’s journey.

Attracting new customers is the primary goal for email marketing amongst small and mid-size businesses.

When drawing up your strategy, it is convenient to create campaigns that cover each of the stages of the process, from recognition to decision. If you align your content strategy with your general business objectives, you will be closer to achieving them.


Aligned with the previous point, relevance is essential for the success of your campaigns. Your messages must be timely and interesting to capture the attention of your audience.

Think about what they want to know and make sure your messages are tailored to their interests. Timing is important too: send campaigns when they are most likely to be opened. By keeping your messages relevant and timely, you’ll be one step closer to optimal results.

Contact List

A contact list is one of the most important aspects in our email marketing checklist. This allows you to segment your audience and target them with specific messages that are relevant to their interests.

Without a contact list, you could not effectively reach your target market. When it comes to effective email marketing campaigns, incorporating email list management best practices ensures high deliverability rates and engagement from subscribers.

Building a strong contact list should be a priority for any business that wants to be successful with email marketing.

Here are some tips to take care of your database:

  • Make sure you have permission to contact the people on your list. This means that they must have agreed to receive communications from you.
  • Keep the list clean and up to date. Use an email lookup tool to identify and Delete any invalid or inactive email addresses on a regular basis.
  • Organize your list into different segments to be able to send more specific messages.
  • Track results so you can continually improve your email marketing campaigns.

Create Relevant And Engaging Subject Lines

The subject line of your emails is one of the first things recipients see when they open an email, and it can be the difference between getting your message across or being completely ignored.

That’s why it’s so important to spend time crafting subject lines so that you grab their attention and encourage your recipients to open and read your emails. To do this, we recommend:

  • be short and clear
  • use keywords
  • Use closeness
  • arouse curiosity
  • Test and improve


The pre-header text is the summary of the email content that appears next to the subject line. Like the matter, here too you should make a good impression.

Additional Tips:

  • Highlight the most important information in the email
  • Use this space as a complement to the subject
  • Make sure it is relevant and can frame the entire email

With a little thought and effort, your preheader copy can be an effective way to jumpstart your campaign.

Strategic Visuals

Visuals are important because they can help grab your audience’s attention, even before they read it. Graphics make the message more visually appealing and interesting to them.

Try including images, videos, or infographics to grab attention and help break up the text and make it easier to read and friendlier to your audience.

Some tips to design your email marketing campaigns:

  • Consider the inverted pyramid or Z pattern strategy to get your subscribers to read your email
  • Use large font size for important or heavier information
  • Create contrast of colors and sizes for what you want to highlight
  • Separate sections and display information in a clear and organized way
  • Implement templates if possible and customize details related to your brand
  • Add images when they add value

Select The Appropriate Sender List

The right list will ensure that your emails are delivered to the right people, at the right time, and with the right frequency. It will also help you avoid potential hassles that could occur if you send your messages to unqualified people or those who are not interested in you.

List segmentation allows you to send more specific and relevant messages to each group. You can use segmentation by:

  • Geographic location
  • Demographic information (age, gender, income, etc.)
  • Interests and preferences
  • Previous purchase history

Create A/B Tests

All email campaigns should include A/B testing to determine what works best for your audience. By testing different subject lines, content, calls to action, and other elements, you can optimize your campaigns for maximum engagement and ROI.

A/B testing is an essential part of any email marketing strategy, so mix the necessary elements together to identify what resonates with your audience the most. Furthermore, try to enhance email deliverability as well by using SPF checker and taking other email security measures.

Body of your Email

At present, the saturation of information on the Internet has created that people want to consume what interests them as quickly as possible.

By virtue of that feature, think about creating an email with the precise length so that you can convey your message.

Keeping sentences and paragraphs short and easy to read, even when deciding how to end an email, will increase the chances that your message will be consumed. In general, a short and concise message has a much better chance of achieving its objective than a long one.

Efficient Calls to Action

CTA is a statement or button that encourages the reader to take a specific action, such as visiting your website, making a purchase, or signing up for your newsletter.

Without a strong call to action in your campaigns your subscribers will not know what you want them to do and therefore will not act. Creating one will help you grab attention and get them to take the desired action.

  • Must be clear and direct
  • Use persuasive language to encourage readers to take action. Verbs like «discover», «learn», «save» and «get».
  • It must be striking. Use a contrasting color or font size to make it stand out from the rest of the email
  • Using first person will make your CTA more personal and easy to understand. For example, “Get your free ebook” sounds more than “Download free ebook”
  • Create a sense of urgency by using words like “now,” “today,” and “immediately.” This will encourage readers to act immediately.
  • Always test your CTAs to see what works best

Remember To Test Your Emails Before Sending

It’s important to test emails to make sure they’re going to reach subscribers the right way. There are several things you can try, including:

  • the subject line
  • Your name as sender and your email address
  • The format and design
  • The call to action
  • internal links

Analyze Your Data And Improve

One of the most important aspects of any email campaign is the analysis of the results. Without this data, it is impossible to know what is working and what is not. This can make it difficult to improve results over time.

There are several ways to analyze your email campaigns. One of them is to use an email marketing platform that provides you with built-in analytics. This can be a great way to start, as it can give you an overview of campaign performance.

Another option is to use a third-party service like Google Analytics. This can be more difficult to set up, but can provide more detailed data.

Once you have data about your campaign, you need to start analyzing it. Look at email marketing KPIS like open rates, click-through rates, and unsubscribe rates. This will give you an idea if it is working or not.

You should also examine the content of your emails. Are users interested? Do they click the links? What do they do next?

All this data can be used to improve future campaigns. By understanding what works and what doesn’t, you can make your emails more effective over time.

Another option to consider is to look at the best email analytics tools and choose the one that will offer detailed analytics, enable integration with Google Analytics, and deliver real-time campaign information on demand.

So, if you’re not already analyzing your email campaigns, it’s time to start, as it could be the difference between success and failure.

Think About Accessibility

As the popularity of email marketing increases, so does the importance of making sure your campaigns are accessible to as many people as possible. One way to do this is to include accessibility elements in your emails.

Some common accessibility elements that you can use are:

Alt Text

This is the text that appears instead of an image if the image cannot be displayed. Always include ALT text in your emails so that people with low vision can still understand the message you are trying to convey.

Titles and Subtitles

Dividing the content into smaller sections makes it easier to read and understand. Use headings and subheadings to structure your emails and make them more accessible.

Hyperlinks or Links

When using hyperlinks, always use descriptive text (known as anchor text) so people know exactly where the link will take them. For example, instead of using “click here”, try something like “learn more about our products”. Alternatively, you can use tools such as a catalog creator to embed a collection of your products into the message


Make sure the layout is easy to follow and understand. Write clear and concise texts, and avoid using large blocks of text. Dividing the text into smaller paragraphs makes it easier to read.


If you need to include tabulated data, make sure the table is properly formatted and easy to read. Use row and column headers to identify the data, and make sure the table isn’t too wide for easy viewing on a mobile device.


In conclusion, a well-executed email marketing campaign can be a powerful tool for businesses to engage with their audience and drive sales. However, without careful planning and attention to detail, it’s easy to miss important elements that could impact the success of the campaign.

By following the Email Marketing Checklist outlined in this guide, you can ensure that your campaigns are optimized for maximum impact and effectiveness. So, take the time to carefully craft your emails, segment your audience, and track your results. With these steps in place, you’ll be well on your way to achieving your email marketing goals.

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