Free Email Marketing Upsell Campaign Checklist Template
EMAIL MARKETING UPSELL CAMPAIGN CHECKLIST
This checklist is designed to guide you through the planning, execution, and analysis of an email marketing upsell campaign for [Your Company Name]. Please complete each task in the order listed to ensure a seamless and effective upsell campaign. Review the checklist regularly to track progress and make necessary adjustments.
Phase 1: Pre-Campaign Planning
|
Task |
Responsible Party |
Deadline |
Status |
|
Define upsell objectives |
[Name] |
[Insert Date] |
|
|
Identify target audience |
|
||
|
Choose products/services to upsell |
|
||
|
Select email marketing software |
|
Phase 2: Content Creation
|
Task |
Responsible Party |
Deadline |
Status |
|
Draft email copy |
[Name] |
[Insert Date] |
|
|
Design email layout |
|
||
|
Create graphical elements |
|
||
|
Review and edit content |
|
Phase 3: Execution
|
Task |
Responsible Party |
Deadline |
Status |
|
Upload email list |
[Name] |
[Insert Date] |
|
|
Test email for compatibility |
|
||
|
Send test email to internal team |
|
||
|
Launch the campaign |
|
Phase 4: Post-Campaign Analysis
|
Task |
Responsible Party |
Deadline |
Status |
|
Collect campaign metrics |
[Name] |
[Insert Date] |
|
|
Analyze click-through rates |
|
||
|
Evaluate upsell conversion rates |
|
||
|
Prepare a campaign report |
|
