Your campaign All details are optional. Use campaign notes rather than customer lists or sensitive information.
Before you send Check an item after reviewing it. If it does not apply, note why below.
1 Purpose and audience0 of 4 reviewed
[ ] We can name the customer group, useful message, and main next step. [ ] These people expect this kind of email; signup sources and choices are known. [ ] Marketing opt-outs, duplicates, and inappropriate records are excluded. [ ] The message respects current customer status and recent communications. 2 Sending setup and requirements0 of 6 reviewed
[ ] Our provider has checked domain authentication for this sending setup. [ ] The sender name and reply address identify the business accurately. [ ] The reply inbox is monitored and the responsible person knows the campaign. [ ] Current legal and provider requirements have been checked for this audience. [ ] Required postal details, identification, and unsubscribe controls are present. [ ] Opt-outs work, reach the correct systems, and prevent future marketing sends. 3 Message and destination0 of 6 reviewed
[ ] The subject and preview text describe what is actually inside. [ ] Prices, dates, availability, conditions, and service claims are accurate. [ ] One main next step is easy to understand. [ ] Links reach the intended guide, product, form, or booking destination. [ ] The message uses readable text, useful image descriptions, and clear links. [ ] The plain-text version and relevant mobile/email-client views were inspected. 4 Automation and human review0 of 5 reviewed
[ ] Entry rules, customer-status changes, and stop conditions were tested. [ ] Missing information, duplicate records, replies, and delivery failures were tested. [ ] Someone knows how to pause the send or sequence. [ ] A person reviewed any AI-assisted wording and checked its facts. [ ] A second reader checked the final email and destination. 5 Results and follow-up0 of 6 reviewed
[ ] We defined how to record relevant replies, inquiries, orders, or bookings. [ ] Campaign labels contain no personal information. [ ] Measurement respects the applicable privacy choices and setup. [ ] We will review delivery failures, complaints, and opt-outs. [ ] We will interpret opens and clicks cautiously and check available bot filtering. [ ] A review date is set, including later outcomes for longer sales cycles. Notes and follow-up Results review date Not entered
Useful responses Not entered
Orders or bookings observed Not entered
Complaints, opt-outs, or delivery concerns Not entered
Staff time and other costs Not entered
Notes and changes before the next send Not entered
This is a practical working checklist, not a legal or delivery certification. Confirm current requirements with the relevant authorities, providers, and advisers.