Email Marketing

Email Marketing Campaign Checklist: Send Perfect Campaigns Every Time

A comprehensive pre-send and post-send checklist for email marketing campaigns — covering copy, design, technical setup, deliverability, and performance measurement.

30 checklist itemsEmail MarketingEmail CampaignEmail Checklist

The Complete Checklist

Define campaign objective: awareness, nurture, promotion, or re-engagement
Define target segment: who receives this email and why?
Write at least 3 subject line variations to A/B test
Subject line test: under 50 characters, no spam trigger words, personal or specific
Write preview text (email preview that appears after subject line in inbox)
Draft email body: one core message, one primary CTA
Ensure email begins with value delivery (not just selling)
Add relevant social proof (testimonial, stat, or client result)
Include single, clear CTA button with compelling action text
Check all links work correctly (click every link in the email)
Add UTM parameters to all links: utm_source=email&utm_medium=[campaign_name]
Test email on mobile (70%+ of opens happen on mobile)
Test email in Gmail, Outlook, and Apple Mail (check formatting across clients)
Check images have alt text (for recipients who block images)
Check text-to-image ratio (above 60% text for deliverability)
Remove any spam trigger words from subject line and body
Verify unsubscribe link is present and working
Verify physical address or company information is included (compliance)
Check sender name is consistent with previous emails (avoid "noreply")
Send internal test email and review as if you are the recipient
Verify the sending domain has SPF, DKIM, and DMARC configured
Check sender reputation in Google Postmaster Tools before large sends
Confirm email list is clean (no hard bounces from last campaign)
Set optimal send time (Tuesday–Thursday, 9–11 AM for most audiences)
Set up A/B test if testing subject lines or send time
Schedule email with 30-minute buffer before intended delivery time
Set up post-send monitoring: check open rate at 2 hours, 24 hours, 48 hours
Track: open rate, CTR, conversions from UTM links in GA4, unsubscribe rate
Export performance data to your monthly email marketing report
Archive the email for future reference and repurposing

Pro Tips

Write the CTA button before the email body — it keeps your writing focused on one objective

The "from name" has more impact on open rate than the subject line in most cases — use a real person name

Preview text is free subject line space — never leave it empty

Most email opens happen in the first 2 hours — send when your audience is most likely online

High image emails trigger spam filters — maintain at least 60% text content

Always send a test to yourself and review it as if you are a subscriber receiving it for the first time

Unsubscribes are healthy — they clean your list and improve open rates; do not try to hide the unsubscribe link

Frequently Asked Questions

Frequently Asked Questions

Industry average: 22–28%. Above 35% is excellent. Below 15% indicates subject line or list quality issues. Compare against your own previous campaigns first — your historical baseline is more meaningful than industry averages.

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