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Email Marketing
Self Audit Checklist

Email isn't dead! Send the right
message at the right time

It's time for a health check!

We've compiled an in-depth list of the critical areas you should consider when it comes to building a best-in-class eCommerce systems. Use the interactive checklist below to evaluate the effectiveness of your eCommerce email strategies.

Complete the questions and check boxes below based on your current strategies and execution. Once complete, submit your information and we'll email your performance grade directly to you.

Looking for some help with an even more comprehensive review of your entire eCommerce operation?


Check out our Digital Business Assessment.

checklist-graphic-eCommerce-email

How to Use This Checklist

The tool below will help you complete a self audit of your email marketing. Fill out each section as best you can. To see how you did, enter your name and email address once you finish the checklist. We'll calculate your score automatically and send you the results!

Compliance
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All contacts receiving marketing emails have explicitly opted in to those campaigns.
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Our marketing emails ARE NOT disguised as though they are personal messages.
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If sending marketing emails to Europe, our lists are GDPR compliant.
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All our emails include functioning ‘unsubscribe’ links that are both visible and easy to find.
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Our unsubscribe links include a confirmation or verification process so the user can update their marketing /contact preferences.
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All our emails include our company’s postal address.
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Our emails all include a valid reply to email address as the ‘from’ email that contacts can respond to with questions that will be followed up on.
Metrics and Goals
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We have reviewed data from previous email campaigns to establish benchmarks for success.
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We track our email open and click rate for each campaign and use the data to compare and contrast with our goals and recognized standards.
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We have established the KPIs to use to ensure we get the feedback data we need
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We have created a process to review, recalibrate, and pivot the campaign as needed based on results.
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We track data regarding the engagement by content type for our readers.
Database Segmentation and Cleanliness
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We have our contacts housed in a CRM integrated with our e-Commerce platform that allows us to segment it on a multitude of factors.
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We track the user’s browsing behavior to understand their interests and preference.
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Our campaigns align with customer and prospect lifecycle stages using proper segmentation and marketing lists.
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We have reviewed our email list and updated it to ensure we are not sending emails to those who have unsubscribed or disengaged at this time.
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We use tools that can mine email data and responses to keep our database up-to-date.
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We have automation to scale down email marketing messages to contacts that do not engage with our campaigns to maintain a healthy database and ESP reputation.
Personalization
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We use dynamic content to personalize the email to the customer based on factors such as their name, company, location, language, past actions, identified needs, pain points and more.
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We send emails that are distinctly targeted to our smaller segmented lists.
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We personalize the subject line.
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We create content for our emails that are personalized at a 1:1 scale to each customer.
Optimization of Email
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We regularly A/B test our email subject lines to optimize open and track click rates.
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We optimize our emails for any device, especially mobile, browser and ESP.
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We have created an email that includes a “clear call-to-action.”
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We have included preview text of less than 100 words that supports the subject line.
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We use AI tools to optimize send time and subject lines for our contacts.
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Our emails are less than 100KB.
Frequency and Strategy
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We develop an editorial calendar for email efforts.
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We have processes in place to develop emails to changing market circumstances to take advantage of opportunities and trends within our customer segments and those of our retailers.
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We have created an automated workflow to react to the behaviors of our customers (abandoned cart messages and customer purchase cycles for example).
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We send appropriate transactional emails (like e-receipts, order status, shipping confirmations, review requests, etc.) to enhance the customer experience and increase engagement.
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We’ve created a strategy that incorporates a mix of blast emails and drip campaigns.

Calculate my audit and send me the results

We solve ecommerce challenges over a wide array of storefronts and technologies

Our agnostic approach prioritizes your existing environment. We're experts at capturing the intended value of existing technology, recommending enhancements, and providing the cutting edge tactics your team needs to take your online business to new heights. Here's a sampling of the technologies we know best:
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