If you’ve ever tried to put together an E -Mail marketing plan, you might have wanted to pull your hair out at least once or twice. Maybe you didn’t have enough time to segment your lists correctly so you knew your click frequency would be completely sucking.
Or you planned multiple email campaigns at once, so keeping track of all the details of each were kind of like trying to juggle while skateboarding while reaching your 50-quadratic goal.
E -Mail marketing requires a lot of attention to details why we put together an E -Mail scheduling template that removes the guesswork and helps set your E -mail campaign to success. In this blog post, I guide you through how it works.
Table of contents
Organizing your E -Mail -Marketing Campaign Strategy
The best way to prevent mediocre E -Mail marketing is to be organized.
When you have difficulty managing all the moving parts of your E -mail campaigns, it is difficult to be proactive and strategic about what you send, which ultimately means that your campaigns will be far less fruitful in terms of generating openings, clicks and qualified prospects.
The problem gets worse, the more E -mail campaigns you have to plan and send.
To be organized here at HubSpot, our E -Mail -Marketers came up with what we think is a pretty nice E -Mail -marketing planning template that helps us (and hopefully you) keep track of:
- Which e -emails you send to whom
- The Different A/B -Tests you perform
- The high-level results of each e-mail you have sent
We use it as an all-in-one checklist, a calendar and a communication tool.
Let’s explore how it works, are we going to?
How to Plan Your E -Mail Campaigns and Track Results
We are aware that not all companies are sending e emails in the same way. We encourage you to customize the template according to your individual needs and your organization’s goals.
Since frequency, timing, messaging, content, design and other elements IE -email marketing will all vary, you are welcome to adjust the template by hiding certain columns if you do not need them or by adding new ones we do not explain.
Without further ado, let’s get started.
Step 1: Download the template.
You want to download your own copy of the template so you can follow as we explain how it can help you be more strategic about what you send.
Step 2: Open E -Mail scheduling template in Excel or Google Sheets.
After downloading and opening your E -Mail -Marketing Planning Template in Excel or Google Sheets, you will notice that it contains two tabs. The template itself, which we will explore in this post, is a resident of the “Tab Planning of E -Mail planning” tab.
Download the template
You will quickly find that the E -Mail -Mail Planning Template is divided into three sections:
- E -Mail -Planning (Green Cells)
- Tracking E -Mail results (yellow cells)
- A/B -Test Planning and Results (Red Cells)
Each of the three sections contains columns for the 18 details you need to plan or keep track of in planning, testing and results of E -mail marketing that I will list for a second.
The planning template helps you think through the 18 details below to make sure you have pricked all your ego and crossed all your T’s before pressing the irreversible “Send” button.
Step 3: Complete the template section on ‘E -mail planning’.
This is where you record the logistics of each E email as when it is sent out and who sends it. Here’s what you want to record in this section:
1. E -Mail Send Date: When does this E -Mail need to land in your prospects? In the template contains column A The date of your E -Mail email.
Pro Tip: If you are not sure when the best time to send an E email to your campaign is, you can check out these statistics we’ve gathered to find the right time.
2. E -MAIL –EMNE: What’s your E -Mail about? Ex: New E -Book or Monthly E -Mail -News Letter.
3. Owner: Who on your team is preparing this E email?
4. Status: Ex: not started, in progress, ready to test, scheduled, sent.
5. Subject line: Which subject line do you want to use to entice recipients to open your e -mail?
Pro Tip: If you are struggling to create excellent copy to your emails it be subject lines or body-considering tools as a campaign assistant that can quickly make a copy of high quality with AI.
6. LINK TO E -MAIL TASTE: Copy and paste the link to your E -Mail draft here from your E -mail software that you can keep track of or your team to review. Once the E email is live, you can replace the draft of a link to live -e -mail
7. Send List: Name of your E -Mail list, such as “Business leaders who are interested in topics on social media.”
8th. Suppression list (s): Names of lists you want to exclude from your send. Ex: “effortless leads and/or business leaders from SMBS.”
Step 4: Complete the Template’s ‘E -Mail -Result Tracking’.
How did your E -Mail do? You record the results in this section.
1. Total E -Mail Sent: How many E -Mail addresses did you send your E -mail to?
2. The Total Delivered E emails: Of the e -mail addresses you sent your E -mail to how many successfully landed in an inbox?
3. Total E emails opened: Of the e -mail addresses you sent your E -mail to how many were opened?
4. Total Click: How many unique people clicked on a link in your E -mail?
5. Liverability: Calculator Automatic Total Delivered E emails / Total E emails sent. Over 95% is ideal but difficult to achieve if your list (s) is purchased. (And you shouldn’t buy lists in the first place.)
6. Open rate: This automatically calculates the total number of E emails opened/delivered. An open rate of 20% would mean that 2 out of every 10 delivered E emails were actually opened.
7. ClickRough Rate: This automatically calculates the percentage of recipients clicking on a link in your E -email out of the total E emails opened.
8. Leader generated: How many new potential business contacts did you get from E -Mail recipients who archived the form on your destination page?
Pro Tip: Get better results by regularly cleaning your E -Mail contact list. You can do this by segmenting your contacts.
Step 5: Complete the section ‘A/B test planning and results’.
There are several ways for A/B to test your E emails. You can test your subject lines, image, call-to-action layout, social sharing link location and buttons and virtually any element you want. Here you register the A/B test (s) you did on each E email.
1. A/B -test description -Describe any A/B test you perform with this E -Mail email and what measurements you use to measure success.
2. Summary of A/B -Test results – What were the results? Which variation won?
And voilà !
With good planning and organization you will not overlook greater details, your team will be stored in Løkken, you can better track your results, and – because you have thought through everything you need when planning promotions – your E emails also work better.
The editor’s note: This post was originally published in August 2014 and has been updated and for freshness, accuracy and understanding.