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Email Design Tip of the Week: 3-2-1, Wait! A Checklist Before Hitting Send

Wednesday, October 14, 2009 by Andrea Smith
written by David Hoang
 
Question: When do email marketing professionals usually take a break or step out?

Answer:  When he or she just hit the “send” button for a mass email.

There is nothing more nerve wracking than hitting the button with no return. Unlike web publishing, there is no turning back with email.  So what’s the solution? You can say, “don’t make any mistakes” – but it’s inevitable. What you can do, however, is strategically make a checklist of what to do before hitting the send button to make sure mistakes are avoided.

Here are some quick tips on what you should run through your mind; so you don’t have to leave the building after delivering an email:
  • Is it legit? After every round of revisions, always validate the message; the simplest way to see if you have everything to get it out the door: physical address, unsubscribe link, etc.
  • Do an email test. It's practically unheard of wherein you send out a mass email campaign without testing; so don’t do it. Set up a few test email accounts (Outlook, Gmail, Hotmail, Yahoo!, AOL, etc.) and spend some time to see how it looks in each email client.
  • Spell check. Repeat. Your email delivery is intended for 1-to-1 marketing, so write like you’re taking quality time to communicate with your subscribers. Run spell check, manually look for spelling errors and yes, read the message out loud. If this seems like too much work, make someone else do it!
As much as email marketing is mass-produced, the one-to-one messaging is its key to effectiveness. Therefore taking time to communicate a message and doing it correctly, with no spelling and grammatical errors, should be top priority. Not only will avoiding these common pitfalls save you face, it will also make your recipients feel like you have taken that extra step to make sure it's perfect. 
  • Check the details. Take a look at every aspect of your message to make sure something is not missing. Do you have a subject line? Is it the correct one? Do all of the links in the email go to the proper pages?
  • Do a final once-over. Think of this as when you were taught crossing the street. Look left, look right, then look left again. Test your email to make sure that there are no mistakes, especially if revisions were made. Scan with the mindset that you are looking for mistakes. If you don’t find them, hit the send button.
Ultimately, you want to come up with a method that's most comfortable to you. Make an actual checklist and cross off the steps as you prepare the send. With a routine checklist in mind, you can hopefully sit back and relax (a little bit more) after delivery.  

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