Email Campaign Pre-Flight Checklist

Email Campaign Pre-Flight Checklist

Creating an email campaign pre-flight checklist is crucial to ensure every element of your email is optimised, from content to delivery. Here’s a detailed checklist you can use before sending out your emails:

Email Campaign Pre-Flight Checklist

Content Review

  1. Subject Line: Ensure it is engaging and accurately reflects the email content.
  2. Pre header Text: Optimise this to complement the subject line.
  3. Copy: Proofread for grammar, spelling, and brand tone.
  4. Call-to-Action (CTA): Make sure CTAs are clear, compelling, and easy to find.
  5. Personalisation: Check for proper implementation of personalised fields (e.g., names, location).
  6. Legal Compliance: Include necessary disclaimers, privacy policy links, and unsubscribe options.

Design and Layout

  1. Responsive Design: Confirm the email looks good on both desktop and mobile devices.
  2. Images and Graphics: Verify that images load correctly and have alt text for accessibility.
  3. Formatting: Ensure consistent font sizes, colours, and styling.
  4. Links: Test all links to ensure they are working and lead to the correct pages.

Audience and Segmentation

  1. List Accuracy: Cleanse the list for inactive or incorrect email addresses.
  2. Segmentation: Verify the correct segments are targeted based on the campaign’s goals.
  3. Personalisation Validation: Make sure personalisation logic works as expected for different segments.

Technical Setup

  1. Sender Information: Confirm the sender name and reply-to email address are correct.
  2. Email Service Provider (ESP) Configuration: Check settings for handling bounces, auto-replies, and tracking.
  3. Spam Compliance: Review for potential spam triggers like excessive links or sales language.
  4. A/B Testing Setup: If applicable, ensure all variables are correctly set up for testing.

Tracking and Analytics

  1. Conversion Tracking: Implement or verify tracking pixels or UTM parameters for analytics.
  2. Performance Metrics: Define key performance indicators (KPIs) to measure the success of the campaign.

Final Checks

  1. Test Send: Send the email to a test group within your company to check for errors and gather feedback.
  2. Approval: Obtain final approval from all necessary stakeholders.
  3. Scheduling: Set the appropriate send time based on audience location and behaviour.


  1. Send: Execute the email send through your ESP.
  2. Monitor: Keep an eye on delivery metrics and adjust if issues arise.

This checklist should help streamline your process, minimise errors, and optimise performance in your email campaigns. Adjust the checklist as needed based on specific needs and past experiences.

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Dedicated to lead generation, Results Driven Marketing provides myriad services SMEs can trust to deliver results.

Our marketing lists are guaranteed accurate to industry high standards, and GDPR compliant and our experience team means that if you are looking to buy data, they make them totally bespoke and highly relevant whether you are looking for email lists, direct mailing lists , international data or telemarketing lists 

Our email marketing software is highly rated. Responder provides the automation tools you need to put your marketing on autopilot.

We also supply email marketing solutions with our email marketing platform.

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