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Email Checklist Series

Email marketing is full of little details—little details that if missed can create major problems or lost opportunities. To help marketers keep track of all these fine points, the Email Experience Council's Member Roundtables have created a series of email checklists on a variety of topics:

The email checklists currently available include:
● Code QA Testing Checklist
● Email Design Checklist
● Welcome Email Checklist

You can find all of those checklists in the Whitepaper Room under the "Checklists" tag.

And the roundtables are working on checklists about landing pages and annual reviews, so keep an eye out for those soon.

Code QA Testing Checklist

Created by the Email Design Roundtable

The Code QA Testing Checklist shows you what to check to make sure your email looks and acts exactly how you intended. It covers what to check in your HTML and text files. Compare your code against this checklist before sending.

During a discussion of the checklist among Email Design Roundtable members, Brent Shroyer of Listrak said, "When you put together a web page, you can always go back and fix it later. But in an email you only have one shot. You have to be perfect. The importance of a checklist is critical for email more so than any other online effort, since it is once and done."

For more from that discussion, read Email Design Checklists Save the Day: Avoiding Common Pitfalls on the Email Experience Blog.

To download this checklist, visit the Whitepaper Room and look under the "Checklists" tag.

Email Design Checklist

Created by the Email Design Roundtable

The Email Design Checklist shows you what to check to maximize your email creative’s performance. It covers everything from the subject line to the footer. Compare each of your designs against this checklist before approval and coding.

During a discussion of the checklist among Email Design Roundtable members, Lisa Harmon of Smith-Harmon said, "One essential that often gets missed is that the primary link shows up just below the preview pane, so it’s not visible without scrolling. Oh, I think to myself, ouch! If they had just looked at it and moved it up 30 pixels, it would improve response so much!"

For more from that discussion, read Email Design Checklists Save the Day: Avoiding Common Pitfalls on the Email Experience Blog.

To download this checklist, visit the Whitepaper Room and look under the "Checklists" tag.

Welcome Email Checklist

Created by the Email Design Roundtable

The Welcome Email Checklist shows you what elements to include and to consider for a high impact welcome email. Compare your welcome email design against this checklist before approval.

During a discussion of the checklist among Email Design Roundtable members, Chad White of the Email Experience Council said, "The best advice I ever heard about welcome emails was: 'Give them a reason to save the welcome email.' Hopefully this checklist will help marketers achieve that goal."
For more from that discussion, read Put Your Welcome Message to Work with the Welcome Message Checklist on the Email Experience Blog.

To download this checklist, visit the Whitepaper Room and look under the "Checklists" tag.