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

Campaign Planning Checklist

Use this before writing or scheduling a campaign.

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

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

• 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