Ultimate Email Campaign Pre-Send Checklist

Sometimes it can feel like there are a million and one things to think about when building an email campaign. From the pressure of coming up with a captivating subject line, to making sure you’re filtering on the right subscribers for your segment, sending a simple email is often more stressful than you’re given credit for.

We’ve created a fun and comprehensive checklist to help email marketers maintain peace of mind, so you can focus more on designing engaging email campaigns and less on worrying about missing the little things.

Not only will this checklist help you check off all the pieces that make an email campaign successful before you send, it will also cover larger behind the scenes strategy for you, including tasks that improve your overall deliverability.

We've also created a printable version, which you can download here.

Audience: Who are you sending to?

The basis of your email campaign revolves around who you will be emailing. Which of your subscribers are you trying to reach, and what’s your goal for them? It’s important to know this going into building your campaign, because it will be key to ensuring you design an engaging email that’s set up to perform well.

Segment






Related: 2019 Ultimate Guide to Email Segmentation

Email Goal




Content: What are you trying to communicate?

Your content should be relevant to the segment you’re emailing, and align with your goal.

Subject Line






Text









Images






Links/CTAs







Design: Is everything clear and on brand?

Being intentional about how you present your content is crucial in optimizing your email for engagement.







Layout










Related: How to Design Emails That Land in the Inbox (And Avoid Spam Filters)

Technical: Are your email settings set up to let you send emails?

It’s important not to overlook the behind-the-scenes necessities required for you to be able to send an email.

Sender Details






Send Segment Hygiene




Wrap Up

Building an email campaign doesn’t have to be a stressful experience. With this ultimate pre-send checklist, we’ve got the tiny details covered so you can focus on building an email that performs well. If you want to save this checklist, or print it out because you work better with pen and paper, you can download the printable version here.