Email Marketing Planner &amp Checklist
Plan and monitor the progress of your email campaigns & newsletters with this email marketing planner and production checklist.

Customizable Version: Word
Printable Versions: Word | PDF | Printable HTML

___ Open Rate
___ Click-Through Rate
___ Bounce Rate
___ Unsubscribe Rate
___ Conversation Rate
___ Referral Rate
___ Transactions
___ Revenue
___ Subscriptions

A.
B.
C.
D.

__Upload new lists, new customers/subscribers and additional information
__Conduct list hygiene
__Segment list appropriately
__Create A/B split or other random group lists

__Create HTML version
__Create AOL/Rich Text Format version
__Create plain text version
__Include unsubscribe link and message
__Include referral/send to a friend link
__Include change email/update profile link
__Include change format preferences link (HTML, Text, AOL)
__Create PDF version of newsletter and articles
__Obtain necessary approvals

__Create profile update page
__Create landing page, survey page, referral form page
__Post images to server
__Modify as necessary/post version of message on Web site
__(newsletters) Create HTML versions of articles and update article index and links
__Post PDFs to Web site

__Spell check copy - including subject lines
__ Proof read copy
__Check all links
__(ecommerce) Check to ensure consistent pricing and product information between email and Web site
__Send Proof of HTML, AOL/RTF and Plain text versions
__Send test messages to key email clients/domain accounts (AOL, Yahoo, Hotmail, etc.)
__If forms were used, check to ensure
__Schedule for delivery - recheck time (EST, PST, etc.)

__Monitor distribution
__Monitor bounces, unsubscribes
__Monitor opens, clicks and Web site activity
__Reply to challenge-response messages
__Respond to email comments, feedback