Manage your email templates effectively with our comprehensive workflow, ensuring purposeful content, impactful design, seamless user experience, meticulous testing, and ROI-centric optimization.
1
Identify the purpose of the email template
2
Determine the target audience for the email template
3
Draft the content for the email template
4
Create the design layout for the email template
5
Consider the user experience and add necessary functions (such as buttons, links etc.)
6
Design the email template using a template editor tool
7
Proofread the email template for content and design errors
8
Approval: Content Editor
9
Convert the email template into HTML and CSS codes
10
Test the email template in different email clients and devices
11
Fix any rendering issues encountered during testing
12
Ensure the email template is compliant with email laws and regulations
13
Add the email template to the email marketing software
14
Approval: Marketing Manager
15
Schedule or send the email template to the designated recipients
16
Monitor the performance of the email template once sent
17
Collect data and analyze success metrics of the sent email
18
Optimize future email templates based on the gathered metrics and feedback
Identify the purpose of the email template
In this task, you will need to identify the purpose of the email template. Think about the main goal or objective of the email and how it fits into the overall email marketing strategy. Consider the desired outcome or action you want the recipients to take after reading the email. Also, think about any specific messaging or branding guidelines that should be followed.
Determine the target audience for the email template
In this task, you will need to determine the target audience for the email template. Think about who the email is intended for and what specific group or segment of your subscribers should receive it. Consider factors such as demographics, interests, and previous interactions with your brand. This information will help you tailor the content and design of the email to effectively engage the target audience.
Draft the content for the email template
In this task, you will need to draft the content for the email template. Think about the main message or information you want to convey to the recipients. Consider the tone and style of writing that aligns with your brand and appeals to the target audience. Include any specific sections or elements that should be included in the email, such as a call-to-action or personalization variables.
Create the design layout for the email template
In this task, you will need to create the design layout for the email template. Think about the visual structure and arrangement of elements in the email. Consider the use of colors, fonts, images, and other visual components that align with your brand identity. Pay attention to the hierarchy of information and the overall aesthetics to ensure a visually appealing and engaging email design.
1
Color palette
2
Font selection
3
Image placement
4
Text alignment
5
Button style
Consider the user experience and add necessary functions (such as buttons, links etc.)
In this task, you will need to consider the user experience and add necessary functions to the email template. Think about the actions or interactions you want the recipients to take within the email. Consider adding buttons, links, or other interactive elements that make it easy for users to engage with the email content. Ensure that these functions are intuitive and enhance the overall user experience.
1
Call-to-action button
2
Social media icons
3
Unsubscribe link
4
Personalization variables
5
Forward/share options
Design the email template using a template editor tool
In this task, you will need to design the email template using a template editor tool. Consider using popular email template editors that provide a user-friendly interface and pre-designed templates. Select a template that aligns with your brand and customize it according to the content and design decisions made in previous tasks. Pay attention to the responsive design to ensure the email looks good on different devices.
1
Mailchimp
2
Campaign Monitor
3
SendinBlue
4
Constant Contact
5
GetResponse
Proofread the email template for content and design errors
In this task, you will need to proofread the email template for content and design errors. Carefully review the text content to ensure clarity, correctness, and consistency. Check for any spelling or grammatical mistakes. Additionally, review the design elements to ensure they are visually appealing and aligned with your brand guidelines. Make any necessary edits or corrections to improve the overall quality of the email template.
1
Check for spelling errors
2
Review grammar and punctuation
3
Ensure consistent tone
4
Verify brand alignment
5
Validate design elements
Approval: Content Editor
Will be submitted for approval:
Draft the content for the email template
Will be submitted
Proofread the email template for content and design errors
Will be submitted
Convert the email template into HTML and CSS codes
In this task, you will need to convert the email template into HTML and CSS codes. Use an HTML editor or coding software to translate the design and content into markup language. Pay attention to the compatibility with different email clients and devices. Optimize the code for better rendering and load time. Test the HTML and CSS to ensure a seamless display of the email template across various platforms.
Test the email template in different email clients and devices
In this task, you will need to test the email template in different email clients and devices. Consider the most commonly used email clients and mobile devices among your target audience. Send test emails to different accounts and view them in various email clients and devices. Pay attention to any rendering issues, such as misaligned elements, broken layouts, or distorted images. Make note of any problems encountered during testing.
Fix any rendering issues encountered during testing
In this task, you will need to fix any rendering issues encountered during testing. Review the notes or descriptions of the rendering issues identified in the previous task. Make necessary adjustments to the HTML and CSS codes or modify the design elements to address these issues. Perform additional testing after making the fixes to ensure that the email template displays correctly in all tested email clients and devices.
1
Modify HTML and CSS codes
2
Adjust design elements
3
Re-test in email clients
4
Re-test in devices
5
Confirm issue resolution
Ensure the email template is compliant with email laws and regulations
In this task, you will need to ensure the email template is compliant with email laws and regulations. Familiarize yourself with the applicable laws and regulations governing email marketing, such as GDPR or CAN-SPAM Act. Make sure the email template includes required elements, such as a clear sender identification, valid physical address, and an unsubscribe link. Confirm that any collected data is handled in accordance with privacy regulations.
1
GDPR
2
CAN-SPAM Act
3
CASL
4
CCPA
5
POPIA
Add the email template to the email marketing software
In this task, you will need to add the email template to the email marketing software. Log in to your chosen email marketing platform and locate the template management section. Follow the platform's instructions to upload or create a new template. Provide relevant details, such as template name, subject line, and pre-header text. Save the template in the software for future use in email campaigns.
1
Mailchimp
2
Campaign Monitor
3
SendinBlue
4
Constant Contact
5
GetResponse
Approval: Marketing Manager
Will be submitted for approval:
Convert the email template into HTML and CSS codes
Will be submitted
Add the email template to the email marketing software
Will be submitted
Schedule or send the email template to the designated recipients
In this task, you will need to schedule or send the email template to the designated recipients. Decide whether the email should be sent immediately or scheduled for a future date and time. Select the appropriate sending options in your email marketing software, such as segmenting the recipients or setting up an automated campaign. Double-check the recipients' list and any personalization variables before sending the email.
Monitor the performance of the email template once sent
In this task, you will need to monitor the performance of the email template once it is sent. Use the tracking and analytics features of your email marketing software to gather data on metrics such as open rate, click-through rate, and conversion rate. Monitor the overall engagement and response of the recipients to the email. Take note of any significant insights or patterns observed from the data.
Collect data and analyze success metrics of the sent email
In this task, you will need to collect data and analyze success metrics of the sent email template. Use the data gathered from the email marketing software to calculate and evaluate the success of the email campaign. Consider metrics such as open rate, click-through rate, conversion rate, and revenue generated. Analyze the data to identify strengths, weaknesses, and areas for improvement in future email templates.
1
Open rate
2
Click-through rate
3
Conversion rate
4
Revenue generated
5
Customer feedback
Optimize future email templates based on the gathered metrics and feedback
In this task, you will need to optimize future email templates based on the gathered metrics and feedback. Review the data and customer feedback obtained from the previous task. Identify areas of improvement or opportunities for experimentation. Use the insights gained to refine the content, design, and targeting of future email templates. Continuously iterate and update your email marketing strategy based on the analysis and learnings.