Email Newsletter Checklist Template

Write, design, test, send, and analyze email newsletters for your audience.

This free marketing checklist template includes 5 tasks organized into 2 sections. Use it to streamline your email newsletter process.

Preparation

  1. Plan content and write copy

    Define the newsletter theme, write the subject line and body copy, and finalize all links and calls to action.

    • Subject Line (required)
    • Preview Text (required)
    • Newsletter Type (required) — Options: Weekly Digest, Product Update, Promotional, Educational, Event Announcement

  2. Design email template

    Build or customize the email template with the finalized copy, images, and branding. Ensure the layout is mobile-responsive.

    • Email Platform (required)
    • Design Checklist (required) — Options: Brand Colors & Fonts, Images Optimized, Mobile Responsive, Unsubscribe Link Present, CTA Buttons Working

  3. Send test email

    Send a test version to the internal team for review. Check rendering across email clients, verify all links, and proofread one final time.

    • Email Clients Tested (required) — Options: Gmail, Outlook, Apple Mail, Yahoo Mail, Mobile (iOS), Mobile (Android)
    • Test Result (required) — Options: Approved - Ready to Send, Revisions Needed, Major Issues Found

Send & Analyze

  1. Schedule and send

    Select the recipient segment, set the send date and time, and schedule or manually trigger the newsletter send.

    • Recipient Segment (required)
    • List Size (required)
    • Send Date (required)

  2. Analyze open rates and engagement

    Review email performance metrics 24-48 hours after sending. Document open rates, click-through rates, and any notable trends or feedback.

    • Open Rate (required)
    • Click-Through Rate (required)
    • Performance Notes