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Email Marketing Checklist for 2021

Author: David Jones
by David Jones
Posted: Jan 30, 2021

6 Step Email Marketing Checklist

Most companies are familiar with the various email marketing steps required to implement an email campaign. But are all campaigns proving successful? Unfortunately not! However, if you follow the email marketing checklist listed below, your business is sure to get the leads it is looking for.

Invest in good email marketing software

An email marketing checklist is technically incomplete without good email marketing software or application. Below is an email marketing software that will help you navigate your email to your target audience.

  • MailChimp
  • drops
  • Get answer
  • ActiveCampaign

When choosing software that is right for your business, consider the following.

integration

Software that can be seamlessly integrated into your CRM is an advantage companies don't recognize. Since you need to focus on other aspects of your email campaign, using an email marketing application that sends, resends emails, and updates lists on its own saves a lot of time. Hence, software that is well integrated with other processes in your business should be an important aspect of this email marketing checklist.

Feedback treatment

Another facet to consider when choosing software, which is also part of this email marketing campaign checklist, is how it handles and reacts to feedback. As a business unit, you have an obligation to receive replies on a regular basis. When you invest in software that easily processes feedback without disrupting other processes, it has a huge impact on your productivity.

Put your audience and goals aside

Another important part of your email marketing campaign best practices should be knowing who you are targeting and what you are trying to achieve with your email campaign. In order to achieve these two goals, the following must be done.

Decide who you want to address

If you decide your target audience is part of your email marketing checklist, the chances are very small that your campaign will go wrong. Even though there are thousands of potential customers in the market, your job is to finalize a list of customers who would not only click on your email but also take a leadership role.

Determine what you want to achieve

Your company may be involved in a variety of products or services. Your job is to narrow down the goal of the email campaign and the results you want to get in the end. By adding your end goal to your email checklist, you will be constantly reminded of the purpose of this type of marketing and what you will achieve if everything is done right.

Finalize the email list to be used

Your customer is an integral part of your email marketing checklist. Therefore, you need to decide which list to target and when. Typically, your company has two types of email contact lists:

Existing customers

These are the customers who have already bought your product or service. The email marketing strategies that may be appropriate for your prospects may not necessarily work for your current or past customers.

Connect with a Lead Generation Specialist

New acquisitions

It is important that you add your new acquisitions to your email marketing checklist in order to reach new and current customers.

Have a defined email template

Having a designated template that is unique to your offerings should be part of your business email checklist. Your template should have the following characteristics.

Subject

Every email you send should have an attractive subject line. Because your subject line is the most important element of your email and, more often than not, the determining factor in whether or not your target opens your email. Hence, a subject line is an integral part of this email marketing checklist.

signature

One of the B2B email marketing tips that companies ignore is having a unified email signature. By focusing on such small details, you build an audience that will notice and that will continue to become your loyal customers. Keeping your signature constant in all of your emails and campaigns shows your attention to detail.

Email length

E-mails should be short and to the point. Since it is not possible to summarize your message in a single paragraph every time, a standard email length is helpful. The reason for including this on your email marketing checklist is so that it is also one of the elements that sets your business apart when your audience realizes how much content to expect through your emails.

Call to Action (CTA)

The point of your email campaigns is either to let your audience know about your offer or to sell your products or services. In both cases some action is required to educate the audience. Because of this, it is necessary that you place your call-to-action or button in a specific format. Make this feature a part of your email campaign checklist and see its success for yourself.

Personalization

Customers love the personalization of every shape. Keeping at least one personalized element in your email is therefore one of the most important tips to make your emails more engaging. Addressing the email to a customer or prospect by their name or surname gives them a personal touch and is of great importance to a company in the long run. For this and other reasons, personalization is part of this email marketing checklist.

Create your content carefully

Your email campaign doesn't matter if your content doesn't meet the requirements. Now that customers are more aware of what they are consuming, it is a task in itself to offer them what gets their attention. Because of this, carefully crafting your email content is included in this email marketing checklist.

Keep the language professional, yet simple

A productive content outreach strategy provides content that is unique to your business and yet easy to read and understand. The real art of explaining your offering is how easily you can break down complex concepts so that your readers can easily understand them.

Avoid using too much industry jargons

Another mistake companies make is to include too much jargon and industry terminology in their content. This doesn't do any harm, provided that the target audience is one. If readers can't understand what the company is trying to explain, it doesn't make sense, even if it's a well-written piece.

Highlight your advantages

Your content is one of the fairest chances to impress your audience. Don't waste it talking about concepts that aren't important to you or your audience. Instead, highlight your advantages. Cover all the benefits your audience will experience when they invest in your offering. This point should not be missing from your email marketing checklist.

Don't make it for sale

There is a very fine line between sounding sales and informativity. As a marketing manager, you need to find your balance between the two. Because if your content reflects that you are trying to sell what you are offering, potential customers who don't know about your business will be reluctant to hear about it. Hence, you need to be extremely subtle when creating your email content.

Enhance your email design

Optimizing and polishing your email design should also be part of your email marketing audit checklist.

Just having a template and creating good content is not enough to test usability. Do the following activities to see how convenient your email is.

Check your UTM parameters

Your email marketing checklist should include a review of all of your UTM parameters and their proper functioning. This means that you need to test that it is tracking your target audience's navigation on your website or landing page, tracking all the actions they take on the links and other such activities.

Test your links

An email copy has a landing page and sometimes multiple links. In both cases these links need to be tested. To keep your email copy looking professional and neat, it is important to double-check that all of the elements on it, especially your links, are working well and are providing the output you want.

Check your email on different devices

Another important step in your email marketing checklist is reviewing how your email will appear on different devices. This needs to be done so that your customers don't misinterpret your email message just because of its layout.

About the Author

We’re happy marketers who enjoy working with fellow marketers to help make their lives simpler and work easier. The long version: we’re a global business-to-business marketing services company that works hard for marketing and sales leaders from Fort

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Author: David Jones

David Jones

Member since: Oct 05, 2020
Published articles: 46

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