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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