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Email Marketing Campaign Planner

Use this planner to organize and plan your email marketing campaign. Fill out each section to ensure a well-rounded approach.

This comprehensive worksheet is designed for reusability, making it an excellent resource to share with your marketing team for consistent and effective campaign planning.

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Campaign Details

Define the objectives of your email campaign. Example: Increase open rates, boost click-through rates, generate leads.
Describe the audience segment for the campaign. Example: Subscribers who have shown interest in tech products.
Specify the types of emails you will send. Example: Newsletters, promotional emails, transactional emails.
Outline the content for each email. Example: Informative articles, special offers, product updates.
Plan the timing and frequency of your emails. Example: Weekly newsletters on Tuesdays.
Describe the layout and branding of your emails. Example: Brand colors, logo, responsive design.
How you'll personalize emails. Example: Dynamic names, product recommendations.
Methods for dividing your list. Example: Past behavior, interests, location.
Plan A/B tests. Example: Subject lines, send times, email design.
Define KPIs. Example: Open rate, CTR, conversion rate.
Allocate funds. Example: $300/month for tools and services.
Describe how you'll follow regulations. Example: GDPR, CAN-SPAM, unsubscribe options.
Strategies for each platform. Example: Mailchimp for automation, Klaviyo for ecommerce.
Steps for handling issues. Example: Email rollback or apology strategy.