Email Deliverability Checklist
Pre-send and ongoing deliverability workflow run by the email or lifecycle marketing manager before any major broadcast. Covers authentication, list hygiene, content QA, compliance, and post-send reputation monitoring.
Authentication & Infrastructure
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Verify SPF record alignment
Run the sending domain through MXToolbox or EasyDMARC to confirm the SPF TXT record includes every legitimate sending source — ESP (SendGrid, Mailgun, Postmark), MAP (HubSpot, Marketo), and any transactional service. Watch for the 10-DNS-lookup limit; flatten with a tool like SPF Surveyor if exceeded.
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Confirm DKIM signing on all sending sources
Send a test message from each sending platform to a Gmail account and check the headers for dkim=pass with the expected selector. Common gotcha: a new ESP added without rotating in its DKIM selector signs as the ESP's shared domain instead of yours.
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Validate DMARC policy and reporting
Per Google and Yahoo's 2024 bulk-sender requirements, any domain sending 5,000+ messages/day to Gmail needs a published DMARC record at minimum p=none with a rua aggregate-report mailbox. Use EasyDMARC or Valimail to parse aggregate reports weekly and confirm SPF + DKIM alignment before tightening to quarantine or reject.
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Configure BIMI and custom tracking domain
BIMI requires a VMC (Verified Mark Certificate) from Entrust or DigiCert and DMARC at quarantine or reject. Replace the ESP's default click-tracking domain (e.g., sendgrid.net) with a branded CNAME like links.yourdomain.com — improves deliverability and trust signals.
List Hygiene & Segmentation
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Run the list through email verification
Push the target segment through ZeroBounce, NeverBounce, or Kickbox before send. Remove role addresses (info@, sales@), known spam traps, and high-risk catch-alls. Keep hard-bounce rate under 2% and complaint rate under 0.3% per Google's bulk-sender rules.
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Check engagement health of the segment
Pull the last-90-day open and click rates for the target segment. A segment dormant 6+ months will tank sender reputation regardless of content quality.
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Run a re-engagement or sunset flow
For dormant subscribers, send a 2–3 message win-back series with a clear opt-down and opt-out. Suppress non-responders before the main broadcast — sending to dead addresses is the single fastest way to land in spam.
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Suppress unsubscribes across all sending platforms
CAN-SPAM requires honoring opt-outs within 10 business days. If your team uses HubSpot for nurture and Klaviyo for promo, the suppression list must be synced across both — orphan sends from a second platform are a common violation.
Content & Render QA
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Run subject line and preheader through a spam filter check
Use Mail-Tester or GlockApps to score the subject + preheader + body. Aim for 9/10 or higher. Watch for trigger words flagged by SpamAssassin and excessive ALL-CAPS or punctuation.
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Test render in Litmus or Email on Acid
Confirm rendering across Gmail (web + iOS + Android), Outlook 365, Outlook Desktop (Windows), Apple Mail, and dark-mode variants. Outlook Desktop is the most common breakage point — check for VML fallbacks on background images and bulletproof buttons.
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Verify text-to-image ratio and alt text
Keep text content above 60% to avoid image-only spam classification. Every image needs descriptive alt text — both for accessibility (WCAG 2.1 AA) and for the many subscribers who block images by default.
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Confirm UTM tagging on every link
Every CTA must carry consistent UTM source/medium/campaign per the team's UTM convention doc. Test the destination URLs in incognito; broken landing pages on send day distort GA4 attribution and waste the send.
Compliance & Approvals
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Confirm physical postal address in footer
CAN-SPAM requires a valid physical postal address — PO Box registered with USPS or a real street address. Check the live template; default ESP footers sometimes get overridden by branded templates that strip the address block.
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Verify unsubscribe link and one-click headers
Visible unsubscribe in the footer is required. Per Gmail/Yahoo 2024 rules, bulk senders must also include List-Unsubscribe and List-Unsubscribe-Post: List-Unsubscribe=One-Click headers. Most modern ESPs add these automatically — verify by inspecting the headers of a seed-list send.
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Identify EU/UK/Canadian recipients in the segment
GDPR and CASL require explicit consent — not the same as a US opt-out model. Confirm the segment filter excludes contacts without express consent recorded in the MAP, or routes them through a region-specific consent flow.
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Audit GDPR/CASL consent records
Pull consent timestamp, source, and lawful basis for every EU/UK/CA contact in the send. CASL requires implied or express consent with a documented audit trail; GDPR Article 7 requires demonstrable consent. Suppress contacts without records before send.
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Capture legal and brand sign-off
Slack DMs don't count — capture timestamped approval here. For regulated industries (finance, health, pharma), include the additional reviewer (FINRA-licensed principal, medical/legal/regulatory).
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Send & Inbox Placement Test
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Run a seed-list inbox placement test
Use GlockApps or Inbox Monster seed lists to confirm placement at Gmail, Yahoo, Outlook.com, and major B2B receivers before the broadcast. Inbox rate below 85% means stop and investigate — usually authentication, content, or list issues.
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Investigate and remediate placement failure
Check Google Postmaster Tools for IP/domain reputation, spam rate, and feedback loop signals. Review the SpamAssassin score from Mail-Tester. Common fixes: throttle send rate, remove flagged content, suppress recently-bounced addresses, or pause and warm a fresh IP.
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Schedule the broadcast with throttled send rate
For sends over 100K, throttle to spread delivery across 2–4 hours rather than blasting. Schedule for the segment's historical peak engagement window, not blanket 9 AM ET. Confirm A/B subject line split is configured if applicable.
Post-Send Reputation Review
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Check Google Postmaster Tools 24 hours post-send
Review domain reputation, IP reputation, spam rate, and authentication pass rate for the sending domain. Spam rate above 0.3% is the Google bulk-sender ceiling; sustained rates above 0.1% should trigger an investigation.
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Pull deliverability and engagement metrics
Capture delivered rate, hard/soft bounces, complaint rate, open rate (with Apple MPP caveat), click rate, and unsubscribe rate. Compare against the trailing 90-day baseline for this segment, not just the all-list average.
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Update suppression list and DMARC report log
Flush new hard bounces and complaints into the global suppression list across every sending platform. Archive the DMARC aggregate report from this send window for the quarterly deliverability review.
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