Email Campaign Checklist

A checklist for subject lines, segmentation, links, testing and send quality.

Email Campaign Checklist

How to use it: Save the checklist, work through it during your review, and record notes beside each item. The goal is to create a prioritised action list, not to tick boxes for the sake of it.

Define audience segment
Write one clear campaign goal
Check subject line and preview text
Personalise where useful
Check all links
Test on mobile
Proofread offer and expiry dates
Check unsubscribe footer
Send test email
Review deliverability basics
Schedule send time
Review opens, clicks and conversions after send

What to do after the checklist

Group findings into quick wins, important fixes, longer-term projects and items that need data before a decision. This makes the checklist useful for internal teams, freelancers or agency conversations.

Need a clearer marketing plan?

Send your website, offer, target customer and current marketing channels. Identify Marketing helps turn SEO, SEM, email and analytics into a practical next-step plan.

Start a Marketing Review