FAQ Friday: Do you have a checklist for sending email campaigns?

Why yes, yes we do. We understand that email marketing can feel complex, but it’s really a lot easier than it feels. To give you tangible evidence of your progress we have put together an Email Sending Checklist for you. The checklist is designed for users of one of our products, but most of the steps will apply to any Email Service Provider. The checklist starts with design and ends with reporting and covers everything in between. We’ve even provided a free 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 SpamCheck@swiftpage.com to your email safe sender list.
    2.     Send your Swiftpage Connect email to SpamCheck@swiftpage.com with “spTest” at the beginning of your subject.
    To: SpamCheck@swiftpage.com
    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 2013 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
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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.

6 Responses to “FAQ Friday: Do you have a checklist for sending email campaigns?”

  1. It would probably be better to have mentioned a 2013 holiday calendar instead of 2012? Just wondering…..


  1. Top 10 Tips for Creating an Email Newsletter | Swiftpage Marketing Blog - May 30, 2013

    […] FAQ Friday: Do you have a checklist for sending email campaigns? […]

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    […] FAQ Friday: Do you have a checklist for sending email campaigns? […]

  3. FAQ Friday: Should I create a schedule for my email campaign? | Swiftpage Marketing Blog - June 28, 2013

    […] FAQ Friday: Do you have a checklist for sending email campaigns? […]

  4. Email Newsletter Design Inspiration from IAM | Swiftpage Marketing Blog - July 10, 2013

    […] FAQ Friday: Do you have a checklist for sending email campaigns? […]

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