Audit Checklist
Audit Checklist
tingSherpa Inc. It is forbidden to reproduce (except for private use), transform, communicate
publicly, make available to the public the contents of this kit. For permission, contact [email protected]
1
Email Audit Checklist
TASK: EMAIL
SECURITY/DELIVERABILITY
c Privacy policies in place and followed
c Strict bounce-removal process
c Easy unsubscribe process (with link/instructions)
c Easy/quick opt-out process
c Authentication/DNS issues avoided or quickly resolved
c Research/follow email service providers policies
FROM LINE
c Personal name (if recognizable)
c Name of newsletter of company
c Brand name appears
SUBJECT LINE
c Typed directly (no cut-and-paste shortcuts)
c Formatting of special characters/symbols checked
c Consistent/recognizable
c No spam-like words
c Benet-oriented
HEADER
c Name of newsletter and organization
c Tagline
c Company URL
c Date
NOTES:
Audit Checklist - A MarketingSherpa Kit Copyright 2008 MarketingSherpa Inc. It is forbidden to reproduce (except for private use), transform, communicate
publicly, make available to the public the contents of this kit. For permission, contact [email protected]
2
HEADLINE
c Short, snappy
c Benet-oriented
CONTENT
c Alternatives to articles
c Art/images
c Interactive elements: tools, surveys, usable templates
c Bullet points, charts, other elements
c Click buttons
c Personalized
c Benet-oriented information
c Calls to action
FOOTER
c Key contacts
c Unsubscribe link information
c Prompt to forward
c Teaser for next issue
FORMAT CHOICE
c Use a sniffer (multi-part MIME format)
c Offer recipients a choice of text or HTML
HTML FORMAT
c Small les and images
c Design with print in mind
c Avoid long hotlinks
TEXT ONLY
c Avoid tab key
c No special formats, bold, underlining, etc.
c Use white space or regular keyboard characters
(like asterisks) to separate sections
NOTES:
Audit Checklist - A MarketingSherpa Kit Copyright 2008 MarketingSherpa Inc. It is forbidden to reproduce (except for private use), transform, communicate
publicly, make available to the public the contents of this kit. For permission, contact [email protected]
3
TASK: AUDIT
c Interview staff
c Interview vendors
c Interview customers
c Analyze ow charts
c Delegate audit tasks
c Evaluate company-wide consistency
c Evaluate emails
c Gather statistics and historical data
c Evaluate reputation
c Fix reputation (if necessary)
VENDORS
c Pinpoint needs
c Evaluate current vendors
c Select additional vendors (if needed)
c Learn which stats/data vendor tracks
c Periodically re-evaluate vendor-related needs
EXPERIMENT
c Make changes
c Trial runs
c Track results
c Continue tweaking/tracking
c Do mini-audits of new emails
NOTES: