The Promotional Guy Marketing Checklists: Email Marketing Checklist

This Email Marketing Checklist is designed to guide you through the process of planning, executing, and optimizing your email campaigns.

From design and content to deliverability and subscriber engagement, this checklist covers all the essential elements for successful email marketing.

Utilize the AI Prompts in each section to gain personalized insights and make your email campaigns more effective.

Campaign Planning

Campaign planning involves setting objectives, identifying your target audience, and deciding on the type of email campaigns to run.

  • Define your email marketing goals.
  • Segment your email list based on audience characteristics.
  • Decide on the types of emails to send (e.g., newsletters, promotional, transactional).
  • Create an email marketing calendar.
  • Allocate resources and budget.
  • Choose an email marketing platform.
  • Set key performance indicators (KPIs) to measure success.

AI Prompts:

  • ChatGPT, how do I set achievable email marketing goals?
  • ChatGPT, what are some effective ways to segment my email list?
  • ChatGPT, how do I choose the right email marketing platform?

Email Design

  • Choose a responsive email template.
  • Use brand colors and fonts.
  • Include high-quality images or videos.
  • Optimize the layout for mobile devices.
  • Use clear and concise headings and subheadings.
  • Include social media buttons.
  • Test the design on multiple devices and email clients.

AI Prompts:

  • ChatGPT, what are some best practices for responsive email design?
  • ChatGPT, how do I optimize email layouts for mobile devices?
  • ChatGPT, what tools can I use to test email designs?

Email Content

  • Write compelling subject lines.
  • Personalize the email body.
  • Include a clear and compelling call-to-action (CTA).
  • Use persuasive and engaging language.
  • Provide value through content (e.g., tips, discounts, updates).
  • Proofread for grammar and spelling errors.
  • A/B test different content elements.

AI Prompts:

  • ChatGPT, how do I write compelling email subject lines?
  • ChatGPT, what are some tips for personalizing email content?
  • ChatGPT, how can I A/B test my email content?


  • Use a verified sending domain.
  • Avoid spam trigger words in your content.
  • Implement SPF, DKIM, and DMARC records.
  • Test emails for spam score.
  • Monitor bounce rates and remove inactive subscribers.
  • Use double opt-in for list building.
  • Keep your email list clean and updated.

AI Prompts:

  • ChatGPT, how do I verify my sending domain for better deliverability?
  • ChatGPT, what are SPF, DKIM, and DMARC records?
  • ChatGPT, how can I reduce email bounce rates?

Subscriber Engagement

  • Track open rates and click-through rates (CTR).
  • Monitor engagement metrics like forwards and social shares.
  • Segment engaged and disengaged subscribers.
  • Implement re-engagement campaigns for inactive subscribers.
  • Use behavioral triggers to send timely emails.
  • Test different sending times and frequencies.
  • Analyze feedback and surveys.

AI Prompts:

  • ChatGPT, how do I track and improve email open rates?
  • ChatGPT, what are some effective re-engagement campaign ideas?
  • ChatGPT, how can I use behavioral triggers in email marketing?

Legal Compliance

  • Include a clear and easily accessible unsubscribe link.
  • Provide a physical address in the email footer.
  • Obtain explicit consent before adding people to your email list.
  • Ensure GDPR compliance for EU subscribers.
  • Include a privacy policy link.
  • Make sure all claims and offers are truthful and accurate.
  • Audit third-party tools for compliance.

AI Prompts:

  • ChatGPT, what are the key elements for CAN-SPAM compliance?
  • ChatGPT, how do I ensure GDPR compliance in email marketing?
  • ChatGPT, what should be included in the email footer for legal compliance?

When you’re ready to discuss or develop your Digital Marketing Plan, we can help. Contact us and schedule a free marketing consultation.