Campaign Planning Checklist

Use this before the mistake becomes expensive

Use this before writing or scheduling a campaign.

Check these items before you move on

• Define the business goal and subscriber goal.
• Choose the target segment and exclusions.
• Confirm the offer, CTA, and landing page.
• Write the campaign brief before the email draft.
• Check mobile layout, links, tracking, and suppression rules.
• Schedule follow-up reporting.

Make the checklist easier to use every time

• Use the same checklist for launches, promos, newsletters, and lifecycle one-offs.
• Do not approve copy until segment and goal are clear.

Use these next if you found a gap