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Email marketing campaign broadcast checklist

Avoid the obvious and not-so-obvious mistakes with your email marketing broadcasts

How will this guide help me?

Unfortunately, there’s a lot that can go wrong when sending out an email campaign or enewsletter that can damage perception of your brand or kill your campaign effectiveness! This checklist is designed to help you to create more consistent quality checklists which work better for your subscribers and your brand.

This template alongside the 7 Steps Guide to Email Marketing shows you how to:

  • Create more engaging emails which increase response and revenue
  • Avoid embarrassing mistakes when customers receive errors in their email communications
  • Achieve consistency within your team when different people have different experience levels – review against your own checklists

Resource Details

About the author

Jordie van Rijn and Dave Chaffey produced this template

Jordie van Rijn

Jordie van Rijn

Jordie is an independent email and eCRM marketing consultant. Entrepreneur Magazine titled him “One of 50 Online Marketing Influencers to Watch”. Brands like Unilever and KLM turn to him for advice. He is the founder of an international platform for Email and Marketing Automation Software selection.  Next to helping companies improve their marketing results, he is often asked as a trainer and keynote speaker. His practical and enthusiastic approach is contagious and will have you sending better emails the next day.

Dr. Dave Chaffey

Dave ChaffeyDave is co-CEO and co-founder of Smart Insights. He is editor of the 100 templates, ebooks and courses in the digital marketing resource library created by our team of 25+ Digital Marketing experts. Our resources used by our premium members in more than 80 countries to Map, Plan and Manage their digital marketing.

For his full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Digital Marketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognised by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.

What does the checklist include?

The template has 5-10 action items to review in these areas:

  • Engaging email headers checklist
  • Effective lead-ins
  • Copywriting tone-of-voice
  • Persuasive offers and messaging
  • Functional testing
  • Response tracking and optimisation
  • Audience and Data
  • Organisational
  • Email legal requirements including privacy

Related templates: Email marketing effectiveness audit, Contact strategy template, Email campaign calculator

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