Email Operations Review List

What are you going to do that last week of December?  Many customers are taking time off and you may find yourself with some extra time to review, refresh and revamp.  A good place to start is to review systems and procedures that you typically set and forget.  If you’re not reporting and monitoring activity on those platforms on a regular basis, you may be missing out on some vital opportunities.
 
Take Email Marketing for example.  When is the last time you reviewed your email preference lists, brand lists, and workflows?  It’s common to complete the initial set-up and then assume automation is working well, but we’ve found that a quick review can often uncover some easy-to-fix problems.  
 
Here are 4 quick steps to get you started:

  1. Log in to your email marketing platform and go to your lead database and/or customer management section.
  2. Review the lists you have set up (may be set up by brand, customer segment, or interest).  Look for any discrepancies.  Are the quantities what you expect to see?  Are the lists increasing?
  3. Check the automated workflows.  Are your customers landing in the correct buckets so that they receive the messaging that’s best for them?
  4. Check the email preference center.  Can your customers manage their preferences in a logical way without unsubscribing completely?

Sometimes a quick review can uncover new customers and new marketing opportunities.  What a great way to jump-start your new business year and make sure your customers receive the information they’ve asked for.  Happy New Year!
 
If you’d like us to take a look for you, let us know!  You can check out our other services by clicking here.

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