Email Marketing Checklist – Essence of Email

Email Marketing Checklist

If you are regularly sending email campaigns and newsletters for the promotion of your products or services, a list of pre-launch checks for your email campaign can come in handy.

This email checklist will help you:

• Prepare a successful strategy of your campaign
• Set the campaign settings properly
• Prepare content that converts
• Make sure the emails look good across devices



🗹 You have created a clear goal for your campaign

🗹 You have a clear view of the value you will provide to your customers with the campaign

🗹 You have permission to send the email

🗹 Your contact list has been segmented

🗹 Your list is clean


🗹 A catchy and clear subject line

🗹 Clearly defined email and sender name

🗹 A set reply email address (if needed)

🗹 Personalized emails


🗹 Alternative text for images has been set

🗹 All the buttons, images, and logos have a link

🗹 CTA is clear and aligns with the goal of the campaign

🗹 The text has passed QA (Quality Assurance)

🗹 Sentences are short and match the company’s style

🗹 Preview text has been optimized

🗹 Personalization has been used correctly


🗹 Preview works well on desktop, mobile, and tablet

🗹 Preview works for different email services and browsers

🗹 Inbox test has been completed

🗹 Test email sent out to test list with various email clients

🗹 Preheader looks good on different email clients

🗹 All links are functioning properly

🗹 Dynamic text/personalization is displayed correctly


🗹 Strategically set send time and date

🗹 Monitor the results and engagement rates

If all boxes are checked, it is time to launch this campaign! 👍

Need help? We offer professional Email Marketing services. Check out how we can help your business and schedule your free consultation!