Here's a Checklist You Need

Strike a perfect balance. Use a preflight checklist to eliminate errors, improve efficiency, and reduce send-fear. Spicesend to rescue.


Here's a Checklist You Need

Why You Need a Preflight Checklist?

Reduce Errors

Reduce Errors

Eliminating errors from your email campaigns enables offering a seamless experience to your users. If there are content or graphic glitches, you may end up making fun of the brand or ruining customer's trust in the brand. Use a checklist before launching the email campaign to know if you have achieved everything you wanted to. Without this assurance, multiple errors can occur and ruin your perfectly good campaign.

Avoid Forgetting Details

Avoid Forgetting Details

It is not always about making mistakes. Sometimes, you forget things. For instance, adding contact details or improving the graphic colours for a few set of customers or changing the language for one segment. To customize email campaigns for every type of customer, using a preflight checklist is the best choice. You can ensure everything has been covered according to requirements.

How To Curate Preflight Checklist?

To make a preflight checklist, here are the steps to follow. Of course, you can utilize your customized method. But, get an idea of what you need to cover:

The checklist is the actual things that you want to ensure in your campaign. So, start by making a list of important things in an email campaign. For instance, on Christmas, you wish to reach out to customers in a way they like. One segment likes Christmas lights a lot, so their email graphic should be related. Make a list of such things.

Once you have both the lists, you can easily collate them – but not so easily. Make segments on your list and divide the checklist. For example, some important sections are grammar, timing, email details, and graphics. Now, you can bifurcate the above data under these categories. This would help you check things in order and without any hassle.

Another thing that is in your checklist is the errors you need to avoid. These errors can be language mistakes, grammar issues, graphic colours, etc. Make a list for these as well.

Using short pointers, make the list and share it with everyone. Make a Google Sheet or use a tool to enable everyone to access this checklist anytime they want.

  • The checklist is the actual things that you want to ensure in your campaign. So, start by making a list of important things in an email campaign. For instance, on Christmas, you wish to reach out to customers in a way they like. One segment likes Christmas lights a lot, so their email graphic should be related. Make a list of such things.
  • Another thing that is in your checklist is the errors you need to avoid. These errors can be language mistakes, grammar issues, graphic colours, etc. Make a list for these as well.
  • Once you have both the lists, you can easily collate them – but not so easily. Make segments on your list and divide the checklist. For example, some important sections are grammar, timing, email details, and graphics. Now, you can bifurcate the above data under these categories. This would help you check things in order and without any hassle.
  • Using short pointers, make the list and share it with everyone. Make a Google Sheet or use a tool to enable everyone to access this checklist anytime they want.

Tips For Making a Checklist

When you are making a checklist, how can you make it more effective? Let's see how:

In your list, add grammar issues. These are embarrassing mistakes which can ruin your reputation in front of customers. This is very, very important if your users are learned individuals, such as those who love reading books.

Use the checklist for every small or big campaign. Even when you need to send it out in the next 5 minutes, quickly go through the checklist to eliminate as many errors as you can – a little late is better than making mistakes.

One of the columns in your checklist should be dedicated to tests. Have you tested your emails through and through? Do you know how it will appear to users? These are some important questions that you should answer before sending the email to your users. There's no going back from formatting errors.

Lastly, does everyone on the team have access to the checklist. No single person should be responsible for this task. Everyone in the marketing team should be responsible for marking the checklist. More eyes mean more accuracy, as you can catch more errors.

How Spicesend Can Help?

When you are making efforts to convert more leads and attract more users, you can't find a better tool than Spicesend. Some amazing features of Spicesend:

  • With an array of templates, you can make campaigns in minutes. This leaves you enough time to go through your checklist and eliminate any errors. Your email efficiency automatically improves.
  • You can easily make multiple templates for one campaign and send it to a different segment of users. This would only allow you to customize your emails in an enhanced manner. You can fulfil the requirements of your checklist better in this way.
  • Spicesend offers real-time reports to understand your progress. You can easily track whether your checklist was able to help you attract more users, improve open rate, or increase engagement.
How Spicesend Can Help?
  • It is possible to segment your users based on various factors through the tool. You don't have to create different manual methods to achieve that. Just add your email list in the Spicesend tool and segment your users to personalize your campaigns.

From high email delivery to customization, you are on your way towards business growth. Spicesend gives you a range of features to make your campaigns better and more valuable for users.

Best Practices To Know

How can we leave the best practices? Check what experts across the globe do to make a checklist and improve their email campaign efficiency.

  • Make your emails responsive. An important thing to include in your checklist is compatibility with different devices, as that's the worst blunder you can do.
  • Test your emails and add this section in the checklist to ensure you have done it correctly. You can even make a separate checklist for important testing activities, such as A/B testing.
Best Practices To Know
  • Make the font of your checklist readable. You don't want your team to face difficulty there. You need to spend time on making the checklist more valuable, not more attractive.
  • Even review your checklist again and again to avoid missing pointers. Further, leave scope for adding pointers. Don't make anything final. Add more things to the list as and when you realize this is important.
Best Practices To Know

Expert Advice

Our expert marketer, John, has something for you:

"When we started making our preflight checklist, multiple team members suggested downloading one and being done with it. Thankfully, we mutually decided to go against it. There's no better way to create a checklist than brainstorming. Only you know your customers and only you know your product. It doesn't seem logical to download a checklist made by some other expert. They can't step into your shoes. Sometimes, even you can't step into your own shoes. How can we expect to receive results in this manner? Spend time on this activity to receive a favourable outcome."

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