Email Marketing Planning Template

Use this template to strategically organize your email marketing. Available for Microsoft Excel and Google Sheets.

Join thousands of professionals using this resource.

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Planning your email marketing schedule doesn't have to be stressful.

Whether email marketing is only part of your job or your sole responsibility, every email marketer could use some help planning all the moving parts of email campaigns. The more organized you are, the more strategic you can be about what content you send.

,Using this template will help you: Organize which emails you send to each segments of your database, remember what A/B tests you're conducting, and summarize high-level results. What's best of all is that you can customize this spreadsheet however you see fit for your own organization.
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So grab your free template by filling out the form below. And after downloading the email marketing template, be sure to check out this digital marketing plan template for general internet marketing tips.

Frequently Asked Questions (FAQs)

An email marketing calendar helps you to organize and analyze your email campaigns. The calendar will include the schedule of when you will send emails, follow-ups, eBooks, lead magnets, and other marketing collateral. You will also schedule when to analyze the results so you can tweak your plan to best meet your goals.

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Email Marketing Strategy: The Basics

  1. Define your goals
  2. Target your audience
  3. Build your email list
  4. Choose email marketing tools
  5. Decide what types of emails to send
  6. Set a schedule for sending emails
  7. Create the email content
  8. Format the content in the email program
  9. Start your campaign

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Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

A successful email marketing plan requires: targeting your audience, building your email lists, segmenting your lists, picking email marketing tools, defining your goals, making a send schedule, creating the content of the emails, formatting the emails, and sending the emails. Don't forget to implement tracking so you can monitor your success.

Email marketing remains one of the best strategies for reaching your customers, even though there is competition from other methods.

Set your goals. Target your audience. Write the email content. Plan out your send schedule. Implement. Analyze your results.

Save time and eliminate stress with this handy email marketing planning template.