Workflow Templates: Email Automation Checklist

Identify target audience demographics and behaviors

Create segments based on customer lifecycle stages

Utilize data analytics to refine segments

Sync segmented lists with CRM or other data sources

Regularly update and maintain segments for accuracy

Develop engaging subject lines

Personalize content for each segment

Incorporate strong call-to-actions

Use A/B testing for content optimization

Ensure mobile-friendly email design

Map out the customer journey

Set up trigger-based email sequences

Define goals and metrics for each email

Test workflow before going live

Monitor and adjust based on performance

Ensure compliance with GDPR, CAN-SPAM, and other regulations

Use double opt-in for new subscribers

Regularly clean email lists to remove inactive addresses

Authenticate emails with SPF, DKIM, and DMARC

Monitor deliverability rates and resolve issues

Track open and click-through rates

Analyze conversion rates and ROI

Review bounce rates and unsubscribe rates

Use heatmaps to understand engagement

Generate regular performance reports for stakeholders

Email Automation Checklist