Keep Track of These 18 Details When Planning an Email Send A/B Testing Planning & Results (red cells)Įach of the three sections contains columns for the 18 details you should plan for or keep track of in the planning, testing, and results stages of email marketing, which I'll list in a second.You'll quickly discover that the Email Planning Template tab is divided into three sections:
The template itself, which we'll explore in this post, resides in the "Email Planning Template" tab. Once you’ve downloaded and opened your Email Marketing Planning Template in Excel, you’ll notice it contains two tabs. Let’s explore how it works, shall we? How to Plan Your Email Campaigns & Track Resultsįirst, you’ll want to go download your own copy of the template so you can follow along as we walk you through how it can help you be more strategic about what you're sending. Since it’s based in Excel, you and your team can customize it and use it with HubSpot or any other email platform. We use it as an all-in-one checklist, a calendar, and a communication tool. To get organized here at HubSpot, our email marketers came up with what we think is a pretty neat email marketing planning template that helps us (and hopefully you, too) keep track of which emails you're sending to whom, the various A/B tests you're conducting, and the high-level results of each email you’ve sent. The problem gets worse the more email campaigns you need to plan and send. The best way to prevent mediocre email marketing is to get organized. When you're having difficulty managing all the moving parts of your email campaigns, it’s hard to be proactive and strategic about what you send, which ultimately means your campaigns will be far less fruitful in terms of generating opens, clicks, and qualified leads.
Organizing Your Email Marketing Campaign Strategy
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