Psychology of A Checklist in Email Marketing Strategy

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Psychology of A Checklist in Email Marketing Strategy

Creating goals based on S.M.A.R.T. criteria has joined to prescribed industry-standard advice for businesses of all shapes and sizes. Regardless the perpetuate rumors, the email marketing is still pretty alive and effective, and this method of goal setting doesn’t leave it behind. Additionally, the structured checklist seems to be universally accessible and applicable for email marketing strategy development. Turns out, every business looks for the adequate objectives solving, and many employ the lists of the best practices that are on air on the internet.

Best Practices of Email Marketing Strategy

Without doubts, you have encountered “best practices” more than one time in your life. In the same line of thought, we often eager to take these tips back to our workplace. Thus, the phase “one size fits all advice” sounds rather conflicting and, usually, has little to none practical ground. So, instead of running your email marketing strategy around the circles, use an extra effort and creativity to get your checklist of big and small objectives.

Why Do You Need to Make A Checklist?

To come up with the effective practices is complicated, challenging and requires tons of patience. Thus, if you extrapolate a solution and make it unique to your audience and product, you will become an innovator with generated true measurable returns on your email marketing strategy.

How can the checklist help you? Once an overarching email marketing strategy has been established, it’s time to divide big tasks on small ones. These mini-plans with specific, realistic and time-bound objectives helps to stay motivated and positively focused through all the process stages.

A Set of Email Marketing Checklists

The strategy of your email activities may be quite varied as you can send out newsletters, engagement/reengagement emails, sales announcements, educational, lead-nurturing, status orders, across-sell recommendations, etc. Generally, there are 3 aspects that are used in any email marketing strategy: personalization, copy, and reporting. So, you can create a checklist with measurable and time-bound tasks.

  • Personalization Checklist

Within this list, you can plan the tasks that will cover the main theme of the email campaign with targeting on customer requirements. The checklist may look like:

  • Create a targeted persona for campaign

  • Employ simple data points (gender, location, interests, etc.)

  • Add personalized product/service recommendations

  • Segment the audience

  • Collect suppression lists (customers that will be excluded from sending out)

  • Decide on the sending out time

  • Make it mobile responsive

  • Add social media buttons to encourage email forward

  • Copy Checklist

The content of email plays a vital role in the success of the campaign. So, you should consider dealing with the following tasks:

  • Write subject lines - long and short

  • Test subject lines

  • Reduce the text length

  • Optimize call to action

  • Copy to encourage email forward

  • Check up mistakes and typos

  • Check punctuation and capital letters

  • Make formatting, add pictures

  • Write follow-up

  • Ask for feedback

  • Reporting Checklist

The last but not least checklist is the estimation and evaluation of results.

  • Check the result of subject line testing

  • Total email sent

  • Total email delivered

  • Total number of clicks

  • Result of social media shares

  • Result of forwarding email

  • Number of generated leads

  • Number of reengaged leads

  • Campaign reports

  • ROI reports

Importance of Relevant Data

The information flow changes and raises every day, and to plan and run the successful email marketing strategy you need timely accurate data on your clients. All the information including updates is stored in CRM, so the integration with email marketing tool and records exchange will drastically facilitate the process of segmentation, reengaging, suppression lists collection, and gather the reports on the efficiency.

Final Recap

The checklist proves to be an elegant solution to organizing the activities during the email marketing strategy planning and performing. Applying this psychological aspect to divide the big, challenging objectives into small, attainable tasks with the elements of gamification.

So, email marketing keeps its place and drives flexibility into the messaging to targeted or individual audiences. To succeed in the competitive business world, you should keep up to date with an industry that’s constantly evolving and employ quirky, out-the-box ideas to task management.

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