If your web business depends on user acquisition and ongoing engagement then you're probably going be sending out a lot of mass email campaigns using tools such as Mailchimp. As a recently launched startup, we're just getting a handle on best practices for managing the creation and sending of those campaigns. And based on our short experience so far, we're realizing that having some sort of quality control on email campaigns seems essential to preventing mistakes and costly embarrassment. To that end, I drafted this Mass Email Checklist form.
I think that sometimes in our efforts to keep everything online and off of paper, we forget that simple forms can be very effective for managing critical workflows and forming the basis of organizational knowledge.
What I'm planning to do with these worksheets as they're completed is to file them in a binder together with printouts of the campaign mailer itself and the Mailchimp campaign report from a day or two later. That way, when the day comes that responsibility for email campaigns needs to be transitioned to someone else, they can be handed the binder and have a quick reference for what we've done historically, how that's worked and a sense of what our best practices might be.
Hope this form is helpful to your business. Please share your mass email campaign best practices with us in the comments and let us know if you have suggestions for how to make the form better.