Email Marketing

Email Marketing Checklist: Before Every Send

A pre-send email marketing checklist ensuring every email is error-free, optimized for deliverability and open rates, and correctly tracked — covering subject lines, mobile preview, links, and analytics setup.

35 checklist itemsEmail MarketingEmail ChecklistEmail Campaign

The Complete Checklist

Subject line is under 50 characters (preview length on most email clients)
Subject line avoids spam trigger words: Free, Guaranteed, Act Now, Limited Time
Preview text (preheader) is written — extends and complements the subject line
Preview text does not repeat the subject line verbatim
From name is recognizable — your brand name, not a generic "Info@"
Reply-to email address is monitored and responsive
Email is segmented to the correct audience (not blasted to entire list)
Send time is optimized (Tuesday–Thursday, 9–11am or 2–4pm typically best)
All links are working — test every link manually
All UTM parameters are added to all links for GA4 attribution
Unsubscribe link is clearly visible (legally required)
Physical business address is included in email footer (CAN-SPAM/GDPR requirement)
Privacy policy link is in footer
Email looks correct in Gmail (desktop), Apple Mail, and Outlook
Email is fully legible on iPhone at 375px width
Email renders correctly with images off (alt text is descriptive)
Main CTA button is visible and tappable on mobile
HTML email is under 100KB (larger files increase spam score)
All images are hosted on a reliable CDN (not attached as files)
All images have descriptive alt text
Email has plain text version configured alongside HTML
Email passes spam score test (Mail-Tester.com score above 8/10)
Domain has SPF, DKIM, and DMARC records configured
Sending domain is warmed up (not sending cold from new domain)
List is cleaned of hard bounces from last send
Inactive subscribers (no opens in 6+ months) are suppressed or in re-engagement flow
Test email sent to internal team and reviewed on multiple devices
Grammar and spell check completed
Personalization tags tested with fallback values
Campaign name in email platform is descriptive for future reporting reference
Conversion tracking event (purchase, sign-up) is correctly firing on destination page
A/B test is configured (if testing — ensure 50/50 split and adequate list size)
Send time is scheduled in platform, not sent immediately (allows last-minute cancellation)
Post-send monitoring plan: check open rate and CTR within 2 hours of send
Archive a copy of the email for compliance record-keeping

Pro Tips

Subject line is the single most impactful element — write 5 options and choose the most compelling

Send to your most engaged segment first — their engagement improves overall deliverability for the broader send

Test your email in Mail-Tester.com before every send — spam scoring catches issues invisible to the human eye

Check SPF/DKIM records once per quarter — misconfigured authentication is the #1 deliverability killer

Never send from a brand new domain without proper warming — start with 50 emails/day and increase over 4–6 weeks

Frequently Asked Questions

Frequently Asked Questions

Top five open rate improvements: (1) Improve subject line specificity and curiosity (test multiple options), (2) Segment sends — relevant emails get higher open rates, (3) Clean your list regularly — low-engagement subscribers drag down your overall rate, (4) Optimize send time for your specific audience (test in your email platform), (5) Use consistent from name so recipients recognize the sender.

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