Email Marketing Drip Campaign Checklist

Email Marketing Drip Campaign Checklist

Campaign Name:

Project Manager:

Checklist Date:

Campaign Planning

  •  Clearly define campaign goals and objectives.

  •  Identify the specific audience segment or persona.

  •  Plan content and messaging for each email.

  •  Determine the number of emails and timing.

Email Creation

  • Create responsive and visually appealing email templates.

  • Craft attention-grabbing subject lines.

  • Personalize emails with recipient information.

Automation Setup

  •  Choose and set up the email marketing automation platform.

  •  Set up segmentation to target the right audience.

  •  Create the email sequence, triggers, and conditions.

Testing and Optimization

  •  A/B testing for subject lines, content, and design.

  •  Ensure emails are mobile-friendly.

  • Test email deliverability to avoid spam filters.

Compliance

  • Ensure you have consent from recipients to send emails.

  • Verify that emails adhere to CAN-SPAM Act requirements.

  • Launch and Monitoring

  • Initiate the campaign.

  • Regularly monitor campaign performance, open rates, click-through rates, and conversions.

  • Use analytics to evaluate campaign success and make adjustments.

Follow-up and Engagement

  • Implement lead scoring to prioritize leads for sales outreach.

  • Create triggers for follow-up emails based on recipient engagement.

Reporting

  • Maintain records of campaign performance, learnings, and areas for improvement.

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