Free Checklist Templates for Email

Email

OR

Email Analytics Review Checklist

Deliverability & Authentication

Pull sender reputation from Postmaster and SNDS

Verify SPF, DKIM, and DMARC alignment

Review bounce and complaint rates by ISP

Confirm CAN-SPAM and CASL compliance on sends

Flag any deliverability issues for remediation

Engagement Metrics

Pull open rates with Apple MPP caveat noted

Calculate click-through and click-to-open rates

Map email conversions in GA4

Review unsubscribe and complaint trends

Rate overall list health

Content & Creative Performance

Compare subject line A/B test results

Evaluate CTA placement performance

Review personalization token impact

Audit image-to-text ratio and accessibility

Audience Segmentation

Compare engagement across persona segments

Review behavior-based segment performance

Track segment-specific conversion lift

Identify segments needing rework

Technical & Rendering QA

Render-test templates in Litmus or Email on Acid

Verify mobile responsiveness on iOS and Android

Validate UTM parameters on outbound links

Confirm tracking pixels respect consent state

Reporting & Sign-Off

Build the deliverability remediation plan

Launch the sunset and re-engagement program

Draft the segment refresh plan

Update the monthly performance dashboard

Sign off on the monthly review

View Workflow Use Workflow

Email Automation Checklist

Audience Segmentation

Define the segment criteria and ICP

Pull the segment from the MAP or CDP

Separate EU and Canada audiences for consent

Suppress against the global unsubscribe list

Confirm the segment audience type

Content & Creative

Draft subject line and preheader variants

Build the email in the MAP template

Apply UTM parameters to every link

Add the physical address and unsubscribe footer

Configure the A/B subject line split

Automation Workflow Build

Map the trigger, branches, and exit criteria

Set the entry trigger and goal event

Configure suppression and re-entry rules

Send a seed test to the QA inbox group

Render-check in Litmus or Email on Acid

Compliance & Deliverability

Verify SPF, DKIM, and DMARC alignment

Confirm consent basis for the audience

Run the list health and bounce check

Run a re-engagement campaign before broad send

Capture separate consent flow for EU and Canada

Sign off on legal and brand review

Launch & Performance Review

Schedule the send in the MAP

Verify GA4 conversion events fire on test

Monitor 24-hour bounce and complaint rate

Review opens, CTR, and conversion at 7 days

Publish the campaign report to stakeholders

View Workflow Use Workflow

Email Campaign Checklist

List Hygiene & Segmentation

Build the segment in the MAP

Run a list-health check on the segment

Run the re-engagement sequence first

Flag EU and Canadian recipients in the segment

Apply the global suppression list

Content & Creative

Draft the subject line and preheader

Write body copy against the brief

Build the email in the ESP template

Apply UTM tags to every outbound link

Add the CAN-SPAM footer block

Compliance & Deliverability Setup

Verify SPF, DKIM, and DMARC alignment

Run a spam-trigger scan in GlockApps

Render-test across major email clients

Document GDPR lawful basis for the send

QA and Pre-Send Approval

Send a seed test to the internal QA list

Click every link and verify UTM convention

Collect creative, brand, and legal sign-off

Schedule the send window per recipient timezone

Send and Post-Campaign Analysis

Trigger the send with throttled batching

Monitor bounce and complaint rates in the first hour

Investigate deliverability issues with the ESP

Review opens, clicks, and conversions at 48 hours

Document learnings in the campaign retro

View Workflow Use Workflow

Email Compliance Checklist

Consent and Audience Scope

Confirm the consent basis for the segment

Identify recipient jurisdictions in the send list

Verify GDPR and CASL express consent records

Suppress unsubscribed and bounced contacts

Required Disclosures and Footer

Place the unsubscribe link above the fold of the footer

Confirm the physical postal address in the footer

Review the From, Reply-To, and subject line for accuracy

Add CCPA Do Not Sell or Share link if applicable

Authentication and Deliverability

Validate SPF, DKIM, and DMARC records on the sending domain

Remediate authentication failures with IT

Run an inbox placement test in Litmus or GlockApps

Check sender reputation and complaint rate

Content QA and Tracking

Test every link with the campaign UTM convention

Verify mobile rendering on iOS and Android

Proofread copy and confirm legal claim substantiation

Confirm the GA4 conversion event fires correctly

Final Approval and Send

Collect timestamped approvals from brand and legal

Schedule the broadcast with a small initial split

Monitor bounces, complaints, and unsubscribes for 24 hours

View Workflow Use Workflow

Email Design and Send Checklist

Campaign Brief and Audience

Confirm the campaign goal and primary KPI

Define the audience segment in the MAP

Verify list health before send

Confirm regional consent coverage

Layout and Visual Design

Build a single-column responsive template

Apply brand colors, type, and logo lockup

Place the primary CTA above the fold

Compress images and write alt text

Copy and Content

Draft the subject line and preheader pair

Write body copy against the brief

Configure personalization tokens and fallbacks

Run copy edit and fact check

Compliance and Deliverability

Add CAN-SPAM footer with physical address

Verify SPF, DKIM, and DMARC alignment

Confirm one-click unsubscribe works

Run GDPR consent check for EU recipients

QA and Render Testing

Render test in Litmus or Email on Acid

Verify links and UTM parameters

Configure the A/B test split

Get final stakeholder sign-off

Send and Post-Send Review

Schedule the broadcast send

Monitor deliverability for the first hour

Schedule the A/B winner send

Pull the 7-day metrics report

View Workflow Use Workflow

Email List Building Checklist

Lead Magnet Creation

Define ICP and the job-to-be-done

Choose magnet format and offer

Brief design and copy against the asset spec

Fact-check claims and statistics

Schedule webinar production

Landing Page and Opt-In Form

Build the landing page in CMS

Configure the opt-in form fields

Add GDPR and CCPA consent language

Verify CMP fires before tracking pixels

Set UTM convention on all CTAs

Mobile QA across devices

Email Platform Wiring

Connect the form to the MAP

Build the welcome and nurture sequence

Verify SPF, DKIM, and DMARC on sending domain

Confirm region-specific consent flow

Enable double opt-in confirmation

Configure list segmentation rules

Promotion Launch

Schedule organic social posts

Launch paid acquisition campaigns

Run influencer or partner co-promotion

Send announcement to existing list segment

Post-Launch Performance Review

Review 7-day acquisition metrics

Audit deliverability of welcome email

Sign off on the launch review

Schedule iteration sprint

View Workflow Use Workflow

Email Marketing Campaign Checklist

Planning and Strategy

Define the campaign objective and primary KPI

Identify the target segment in the MAP

Check list health before send

Run a re-engagement pass on dormant contacts

Lock the send window and cadence

Content and Creative

Draft subject line and preheader

Write body copy against the brief

Build the email in the template

Tag every link with UTM parameters

Confirm landing pages are live and tracked

Compliance and Deliverability

Verify CAN-SPAM footer requirements

Confirm consent basis for the audience

Document GDPR and CASL consent for non-US contacts

Authenticate sender with SPF, DKIM, and DMARC

Run a deliverability and spam-score test

QA and A/B Testing

Render-test across major email clients

Confirm mobile responsiveness end-to-end

Configure the A/B test split

Send seed-list preview to stakeholders

Collect final sign-off before scheduling

Send and Post-Campaign Analysis

Schedule the send in the MAP

Monitor the first hour after deployment

Pull 7-day campaign metrics

Run a miss-analysis on underperforming KPIs

Document lessons in the campaign retro

View Workflow Use Workflow

Email Marketing Checklist

Campaign Brief & Segmentation

Define campaign goal and primary KPI

Confirm the target segment in your MAP

Audit list health and bounce rate

Run a re-engagement or sunset pass

Identify regional audience scope

Content & Copywriting

Draft the subject line and preheader

Tailor body copy to the funnel stage

Place a single primary CTA

Run a brand voice and copy edit pass

Build, Format & Render Testing

Build the email in your ESP template

Add UTM parameters to every link

Write alt text for every image

Run Litmus or Email on Acid render tests

Send a seed test to the internal QA list

Compliance & Deliverability

Verify the CAN-SPAM footer block

Confirm GDPR consent basis for EU recipients

Check SPF, DKIM, and DMARC alignment

Review sender reputation in Google Postmaster

Collect legal and brand sign-off

Send & Post-Send Review

Schedule the send for the optimal window

Monitor first-hour deliverability and bounces

Pull 24-hour engagement metrics

Compile the 7-day performance report

View Workflow Use Workflow

Email Newsletter Checklist

Brief and Content

Define the send goal and primary KPI

Confirm the audience segment in the ESP

Draft copy against the editorial brief

Write subject line and preheader variants

Build and Design

Build the email in the ESP template

Apply UTM parameters to every outbound link

Add alt text and accessible link descriptions

Confirm the unsubscribe and footer block

QA and Pre-Send Checks

Run a Litmus or Email on Acid render check

Click every link in the test send

Verify SPF, DKIM, and DMARC alignment

Capture brand and legal sign-off

Address revisions and re-circulate

Send and Monitor

Schedule the send in the ESP

Monitor the first hour of delivery

Open a deliverability incident ticket

Post-Send Analysis

Pull the 24-hour performance snapshot

Confirm GA4 conversions match ESP clicks

Log results and lessons in the campaign tracker

View Workflow Use Workflow

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

©Manifestly 2026

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.