Email Campaign Pre-Launch Checklist

We all forget things sometimes! Here’s a handy checklist you can use to make sure your campaign sends successfully. 

1. Make sure each question has an email template with updates prompt text and subject line?
   Without a selection, this defaults to your standard email template, which won’t include a relevant prompt or email text ahead of your question, and will have your default subject line.
   Learn more about templates. 

2. Create and/or edit your workflows for each question?
   Workflows make sure something happens when someone takes the time to reply.
   Learn more about creating workflow actions, and view a summary of the different types of actions. 

3. Turn on your workflows?
   Workflows that are off do not work.

4. Double-check the email send dates or spacing between emails?
   These default automatically, which may not reflect your desired timing.

5. Decide whether or not your emails will have reminders?
   Your emails will default to having a reminder 2 days later, unless you've set your default to another set of reminder timings. 
   Learn more about reminders.

6. Create a workflow for contacts or upload a list of contacts?
   Without people to go to, your emails won’t get sent.
   Learn more about adding contacts to a campaign.

7. Send yourself a test of each email?
   This allows you to double-check your templates and your workflows. If you used any personalization, be sure to check that as well!

8. Create a suppression list and add it to the campaign?
   Not all campaigns need a suppression list, but if you want to remove contacts in between each check-in or between check-ins and reminders based on data in your AMS (such as a changed expiration date, which happens after someone renews) then you'll need a suppression list.
   Learn more about creating and attaching suppression lists. 

Once you've completed the above steps and you are ready to "turn on" the campaign, you can change the status from draft to "Go Live." You'll want to start at the end of the conversations and turn live any web/embed campaigns first and work your way back to the emailed campaign, which needs to be turned live last (otherwise you'll get an error screen).

If you have any questions or would like a second set of eyes, our Client Success Managers are here to help! Simply reach out to your CSM (or email support@propfuel.com if you're not sure who manages your account) and we'll be glad to take a look.