Identify the primary purpose of the email template
2
Outline the key points to be included in the email template
3
Draft an initial version of the email template
4
Approval: Content Manager
5
Revise the email template as per feedback
6
Check for grammatical and syntactical errors
7
Ensure the email template aligns with the company's brand voice
8
Check if all the required information is included
9
Check if the call-to-actions are clearly defined
10
Test run the email template
11
Quantify the effectiveness of the email template through the test run
12
Approval: Marketing Manager
13
Fine-tune the email template based on the approval feedback
14
Check if the email template can be easily personalized
15
Ensure the subject line is engaging and attractive
16
Make sure the email template is mobile-friendly
17
Final Review of the email template
18
Approval: Director of Marketing
19
Prepare for distribution
20
Schedule the email template for a trial send
Identify the primary purpose of the email template
What is the main goal of the email template? How will it contribute to the overall process? Can you think of potential challenges and their solutions? What resources or tools are needed?
Outline the key points to be included in the email template
What are the essential details that need to be covered in the email template? How will these points support the primary purpose? Are there any specific requirements or considerations?
Draft an initial version of the email template
Compose an initial version of the email template incorporating the key points identified. Consider the tone, format, and structure. How can you make it engaging and effective?
Approval: Content Manager
Will be submitted for approval:
Draft an initial version of the email template
Will be submitted
Revise the email template as per feedback
Review feedback received on the initial version of the email template. Consider suggestions and make necessary revisions to improve its effectiveness. How can it be refined to better serve its purpose?
Check for grammatical and syntactical errors
Proofread the revised email template for any grammatical or syntactical errors. Ensure that the language is clear, concise, and error-free. Are there any specific areas to pay attention to?
1
Spelling
2
Grammar
3
Punctuation
4
Sentence structure
Ensure the email template aligns with the company's brand voice
Verify that the email template reflects the company's brand voice and messaging guidelines. Does it adhere to the desired tone, style, and language? How can you ensure brand consistency?
Check if all the required information is included
Evaluate the email template to ensure that all the necessary information is included. Are there any missing details or sections? What can be done to ensure comprehensive coverage?
1
Introduction
2
Product details
3
Call-to-action
4
Contact information
Check if the call-to-actions are clearly defined
Assess the email template to ensure that the call-to-actions are clearly defined and easily understandable. Do they prompt the desired action? How can they be made more effective?
Test run the email template
Execute a test run of the email template to observe its functionality and performance. How will you carry out the test? What metrics or criteria will you use for evaluation?
1
Open rate
2
Click-through rate
3
Conversion rate
Quantify the effectiveness of the email template through the test run
Analyze the results and data collected from the test run to quantify the effectiveness of the email template. What conclusions can be drawn from the metrics obtained? How successful was it?
1
Highly effective
2
Moderately effective
3
Slightly effective
4
Ineffective
Approval: Marketing Manager
Will be submitted for approval:
Revise the email template as per feedback
Will be submitted
Quantify the effectiveness of the email template through the test run
Will be submitted
Fine-tune the email template based on the approval feedback
Consider the feedback received from the test run and make necessary adjustments to enhance the email template. How can it be improved based on the findings? What changes need to be made?
Check if the email template can be easily personalized
Assess whether the email template allows for easy personalization. Can it be customized for different recipients? How flexible is it in terms of adapting to specific needs or preferences?
1
Recipient's name
2
Company name
3
Product recommendations
Ensure the subject line is engaging and attractive
Ensure that the subject line of the email template is engaging, attractive, and impactful. How can you capture the recipient's attention and spark interest?
Make sure the email template is mobile-friendly
Verify that the email template is optimized for viewing on mobile devices. Does it display correctly on different screen sizes? How can you ensure a seamless mobile experience?
1
Responsive design
2
Simplified layout
3
Mobile-ready images
Final Review of the email template
Perform a final review of the email template to ensure its overall quality, coherence, and effectiveness. Are there any remaining improvements or adjustments to be made?
Approval: Director of Marketing
Will be submitted for approval:
Final Review of the email template
Will be submitted
Prepare for distribution
Prepare the email template for distribution. What steps need to be taken to ensure a smooth distribution process? How will you manage and organize the email template?
1
Segmentation
2
A/B testing
3
Email service provider setup
Schedule the email template for a trial send
Plan and schedule a trial send of the email template. When and how will the trial be conducted? What are the objectives or goals for the trial?
