Email Marketing Review Checklist

A regular review helps to keep campaigns performing well. Use this simple checklist to assess your current strategy and spot ways to fine-tune it for the months ahead.

Email Marketing Review Checklist

Your email marketing platform holds plenty of useful data about your past campaigns, including engagement trends, open rates, click-throughs and conversions. Mid-summer and year end are both natural times for some focused analysis of this information. Use these insights to see what’s working, what could be improved and to sharpen your strategy for the coming months. 

 

Email Marketing Review Checklist

Open Rates & Subject Lines

Your subject line is your first impression. How is it performing?

  • Are open rates improving or declining?
  • Which subject lines have prompted the most opens? Any patterns emerging?
  • Have you tried different approaches, such as personalisation or emojis?

Engagement & Click-Through Rates

Once opened, your email needs to encourage action.

  • Are subscribers clicking through to your website, offers or content?
  • Which email content has driven the most engagement?
  • Are your calls-to-action clear and appealing?

Email Design & Readability

A polished design helps with engagement.

  • Is your email layout on-brand, visually appealing and consistent?
  • How does it perform on mobile devices?
  • Are headings clear, calls-to-action well placed and text concise?

Frequency & Timing

When you email can affect engagement. Are you sending at the right times?

  • Are you emailing too often, too rarely or just right?
  • Which send times and days generate the strongest response?
  • Are you keeping to a consistent schedule?

Relevance & Targeting

Relevant content leads to stronger engagement.

  • Is your content tailored to subscribers?
  • Have you tested segmented campaigns for different audience groups?
  • Are you personalising content to improve relevance?

Revitalise Your Campaigns

After reviewing your approach, look for ways to refine your strategy. Depending on your findings, you could adjust send times, experiment with subject lines or refresh your template design. Small changes can make a big difference. 

For more ideas on planning ahead, take a look at our blog, Email Planning Tips to Stay Ahead, or get in touch with our friendly experts for free email marketing advice.

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