Craft & Track Your Email Campaign [Free Template]

If you’ve ever tried to collect an email marketing plan, you probably want to get out of your hair at least one or twice. You may not have enough time to separate your lists properly, so you know that your click throw rate is completely sucking.

Or you were planning numerous email campaigns at the same time, so it was as if to keep an eye on all the details for everyone as if you were trying to revolve around your 50 squats-one-day purpose during skateboarding.

Email marketing requires a lot of attention to the detail, which is why we have gathered an email planning template that relieves estimates and helps you to set your email campaign. In this blog post, I will follow you the method of doing it.

The table of content

To organize your email marketing campaign strategy

The best way to prevent minor email marketing is to be organized.

When you are having trouble managing all the dynamic parts of your email campaigns, it is difficult to be active and strategic about what you send, which eventually means that your campaigns will be less fruitful in terms of opening, producing clicks and eligible leads.

The problem gets worse as the email campaigns you need to plan and send.

Our Our to be organized here on Hub Spot, our email marketers came with something that we think is a clean email marketing planning template that helps us (and hope you too) keep track of:

• Which email are you sending
• Different A/B tests you are doing
• High level results of each email you sent

We use it as an All -One Checklist, a calendar, and communication tool.

Let’s find out how it works, will we do?

How to plan your email campaigns and track results

We realize that every company does not send emails in the same way. We encourage you to customize the template according to your individual needs and your organization’s goals.

Since frequency, timing, messaging, content, design, and other elements of email marketing will be all different, so if you do not need them or add new, we will feel free to adjust the template by hiding some columns.

Without further ado, let’s start.

Step 1: Download the template.

You would like to download your copy of the template so you can follow it because we tell how it can help you get more strategic.

Step 2: Open an email planning template in Excel or Google Sheets.

Once you download and open your email marketing template in Excel or Google Sheets, you will see that it has two tabs. The self -template, which we will find in this post, lives in the “email planning template” tab.

Download the template

You will quickly know that the email planning template tab is divided into three parts:

1. E -mail planning (green cells)
2. Tracking the results of the email (yellow cells)
3. A/B Testing Plan and Results (red cells)

Each of the three parts contains 18 columns for details for which you should plan or keep track of the stages of planning, testing, and email marketing results, which I will enter in a second.

The planning template will help you think about the 18 details given below to ensure that you have closed all your I and crossed all your teas before pressing this unprofessional “Send” button.

Step 3: Fill the Template’s ’email planning’ section.

This is the place where you will record the logistics of each email, as it is sent out and who is sending. In this section you will record it is:

1. Send Email Date: When do you need to get this email in your potential inboxes? In the template, Column A has the date of sending your email.

Pro Tip: If you are not sure when is the best time to send an email for your campaign, see the figures we’ve gathered to find the right time.

2. E -mail title: What about your email? For example: new eBook or monthly email newsletter.

3. Owner: Who is preparing this email on your team?

4. Status: For example: not started, in progress, ready for testing, scheduled, sent.

5. Subject line: Which article line will you use to persuade recipients to open your email?

Pro Tip: If you are struggling to make the best copy for your emails.

6. Email Draft link: Copy and paste your email Draft link from your email software so that you have to keep track or review your team. Once the email is directly, you can convert the Draft link directly with the email link

7. Send the list: Name your email list, such as “corporate executives who are interested in social media topics.”

8. Pressing list (tongues): Names of the lists you want to exclude from sending. For example: “Corporate Executives from Unusual Leeds and/or SMB.”

Step 4: Fill out the Template’s ‘Email Resulting tracking’ section.

How did your email do? You will record the results in this section.

1. Total email sent: How many email addresses did you send to your email?

2. Total emails supply: Of the email addresses you sent to your email, how successfully did you get into the inbox?

3. Total emails opened: How open were you from the email addresses you sent to your email?

4. Total clicks: How many unique people click the link in your email?

5. Supply: Automatically calculates the total emails / total emails sent. More than 95 % is ideal, but if your list (tongues) is purchased, it is difficult to get it. (And you should not buy the first place lists.)

6. Open rate: This automatically accounts for the total number of open/provided emails. The open rate of 20 -of will mean that out of every 10 emails delivered, 2 were actually opened.

7. Click throw rate: It automatically calculates the percentage of recipients who clicked on a link in your email from the total emails opened.

8. Leeds developed: How many new potential business contacts do you get from email recipients who enter the form on your landing page?

Pro Tip: Get better results by cleaning your email contact list regularly. You can do this by separateing your contacts.

Step 5: Fill the ‘A/B Testing Planning and Results’ section.

There are several ways to test your emails. You can determine the lines, image, call to action layout, social sharing links and buttons, and the element you want. Here, you will record the A/B tests that you did on every email.

1. A/B test detail – Describe any A/B test you will use to send this email and which matrix will be used to evaluate success.

2. Summary of A/B test results – What were the results? Which change won?

And voyilà!

With a big plan and organization, you will not ignore the big details, your team will be kept in the loop, you can track your results better, and – because you have thought about your need when planning campaigns – your emails also perform better.

Editor’s Note: This post was originally published in August 2014 and has been updated and for freshness, accuracy, and comprehensiveness.