Your Email Sending Checklist

Sometimes it can be challenging to get all of your ducks in a row during the email sending process. To help you out, we’ve created a little Email Sending Checklist to run through each time you are ready to send email marketing. The checklist starts with design and ends with reporting and covers everything in between. We’ve even provided a handy download to print. Happy emailing!

Download a printable version of the checklist by clicking on the image above.


  • Look is consistent with your brand
  • Relevant images included to add interest
  • Call to action is clear, concise and easy to locate


  • All links work and direct to right place
  • Proofread by at least 2 people
  • Merge fields inserted properly
  • Template tested in a variety of email clients such as Outlook, Gmail, Hotmail and Yahoo


  • Check your send limit to make sure you have enough for your send
  • Edit user profile for From Name and Email Address if needed
  • Confirm that the From Name and Email Address match the branding of the email


  • Turn ON or OFF depending on your message type
    For example: ON – marketing, promotional, newsletters
    OFF – maintenance or specific group of recipients (i.e. customer survey)


  • Write a subject line that is relevant to the content within the email
  • Confirm there are no misspellings or spammy words


  • Send complete email with subject line through the Swiftpage Connect Spam Check
    1.     Add to your email safe sender list.
    2.     Send your Swiftpage Connect email to with “spTest” at the beginning of your subject.
    Subject: spTest Newsletter
    3.     Receive an email with your Spam Check Score! View Example >
  • Make necessary adjustments before send


  • Double check number of contacts to ensure they should receive this email
  • Segment groups based on time zones, customer status, etc.


  • Avoid weekends, Mondays and Fridays and holidays that would affect the recipients
  • Check out our 2012 Email Scheduling Calendar for a comprehensive list of holidays
  • Experiment over a few sends to find your ideal send day and time and make note of your findings
  • If sending to a specific region, consider the time zone difference.


  • Add reminder to calendar to record results of email send within 7 days
  • Take time to record results!
    It may be beneficial to save results from similar emails in an Excel spreadsheet for comparison

About Audrey Howes

Audrey has been an active member of the Swiftpage team since September 2009. Audrey manages Social Media and special projects with her marketing know-how and design expertise. When she’s not working you are likely to find her enjoying time with her family in the mountains near Steamboat, going for a run, reading a good book, being goofy with her kids, or savoring a latte in a local coffee shop.

No comments yet... Be the first to leave a reply!

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: