Email Marketing Checklist Mindmap

Plan your projects and define important tasks and actions

Get Started. It's Free
or sign up with your email address
Rocket clouds
Email Marketing Checklist Mindmap by Mind Map: Email Marketing Checklist Mindmap

1. 5. Offline Thank You Page

1.1. Part 1 - Basics

1.1.1. 1. Headline thanking the new subscriber for signing up.

1.1.2. 2. Welcome video introducing you or your company

1.1.3. 3. Instructions to access the promised offer (free video, free PDF, etc)

1.1.4. 4. Instructions on how to whitelist your email address

1.1.5. 5. Instructions on how to contact you (form, phone, email)

1.2. Part 2 - Split Tests

1.2.1. 1. Have you tested different call to actions on the thank you page?

1.2.2. 2. Have you tested different layouts on the thank you page?

1.3. Part 3 - Configuration & Tracking

1.3.1. 1. Have you tested all download links are working correctly?

1.3.2. 2. Have you placed a conversion tracking pixel on the thank you page?

1.4. Part 4 - Copy & Design

1.4.1. 1. Have you tested the page in mobile responsive?

1.4.2. 2. Have you checked for any grammar or spelling errors

1.5. Notes

1.5.1. Depending on funnel you might be asking the new subscribers to complete a form, or call you or both.

2. 6. Webinar sign up Page

2.1. Part 1 - Basics

2.1.1. 1. Attention Grabbing Headline

2.1.2. 2. Subheadline that backs up the main headline or / and offers more value

2.1.3. 3. Clearly State The Date & Time Along With Countdown Timer

2.1.4. 4. List the benefits of joining the webinar (what you will teach)

2.1.5. 5. Optin box asking for first name, last name & email?

2.1.6. 6. Additional Field in Optin box asking for phone number?

2.1.7. 7. Text message reminder in optin box or on thank you page

2.1.8. 8. Add urgency with limited number of seats available.

2.2. Part 2 - Split Tests

2.2.1. 1. Have you split tested the main headline?

2.2.2. 2. Have you split tested the sub headline?

2.2.3. 3. Have you split tested with and without ebook cover image?

2.2.4. 4. Have you spilt tested with and without video on squeeze page?

2.2.5. 5. Have you split tested with and without clickable image forcing optin?

2.2.6. 6. Have you split tested different colour and images?

2.2.7. 7. Have you split tested with and without Social Proof?

2.2.8. 8. Have you split tested with Social Media Links & Fan Page Likes Boxes?

2.2.9. 9. Have you split tested with and without testimonials?

2.2.10. 10. Have you split tested with and without your name and profile image?

2.3. Part 3 - Configuration & Tracking

2.3.1. 1. Have you a followup email in place?

2.3.2. 2. Have you an optin form settings configured to single option?

2.3.3. 3. Is the subscriber delivered to the correct thank you page after optin?

2.3.4. 4. Have you a FB Tracking Pixel in place?

2.3.5. 5. Have you a popup form in place when someone goes to leave the page?

2.3.6. 6. Have you privacy, terms and disclaimer and support links in the footer?

2.4. Part 4 - Copy & Design

2.4.1. 1. Have you checked for any grammar or spelling errors?

2.4.2. 2. Have you tested the page in mobile responsive?

2.4.3. 3. Have you checked for any grammar or spelling errors?

2.5. Notes

2.5.1. 1. If you plan on closing sales via phone we highly recommend collecting phone numbers on the optin page or thank you page.

2.5.2. 2. The process would be the same for automated and live webinars.

2.5.3. 3. If using a standard Optin Page (Not Go to webinar) we use Zapier to automatically register new leads for the webinar.

3. 8. Followup Email

3.1. 1. Use A Subject Line Like "Thank You For Signing Up - Access Inside"

3.2. 2. Get excited and welcome the new subscriber to your list

3.3. 3. Remind the new subscriber what they signed up for.

3.4. 4. Introduce yourself or your company to the new subscriber

3.5. 5. Give them instructions on how to whitelist your email address?

3.6. 6. Provide details on how to move the email into Priority Inbox is using Gmail

3.7. 7. Provide links to your social media accounts so people can follow you.

3.8. 8. Provide details on what they'll expect from you in the future.

3.9. 9. Provide details on what they signed up for (PDF, Video, Webinar)

3.10. 10. Remind the subscriber of any special offers on the thank you page.

3.11. 11. Have a followup sequence (webinar reminders, offer reminder, funnels)

4. 3. IM Thank You Page

4.1. Part 1 - Basics

4.1.1. 1. Headline thanking the new subscriber for signing up.

4.1.2. 2. Welcome video introducing you or your company

4.1.3. 3. Instructions to access the promised offer (free video, free PDF, etc)

4.1.4. 4. Instructions on how to whitelist your email address

4.1.5. 5. Special offer with massive discount or trial offer

4.2. Part 2 - Split Tests

4.2.1. 1. Have you tested different offers on the thank you page?

4.2.2. 2. Have you tested different layouts on the thank you page?

4.3. Part 3 - Configuration & Tracking

4.3.1. 1. Have you tested all download links are working correctly?

4.3.2. 2. Have you placed a conversion tracking pixel on the thank you page?

4.4. Part 4 - Copy & Design

4.4.1. 1. Have you tested the page in mobile responsive?

4.4.2. 2. Have you checked for any grammar or spelling errors?

4.5. Notes

4.5.1. 1. In general, 40% of new subscribers in the IM space never open the first email so your download page is important.

4.5.2. 2. We recommend always sell after directly after sign up like a special introduction offer with massive discount.

5. 4. Offline Squeeze Page

5.1. Part 1 - Basics

5.1.1. 1. Attention Grabbing Headline

5.1.2. 2. Subheadline that backs up the main headline or / and offers more value

5.1.3. 3. Optin box asking for name, email and phone number is required?

5.2. Part 2 - Split Tests

5.2.1. 1. Have you split tested the main headline?

5.2.2. 2. Have you split tested the sub headline?

5.2.3. 3. Have you split tested with and without ebook cover image?

5.2.4. 4. Have you spilt tested with and without video on squeeze page?

5.2.5. 5. Have you split tested with and without clickable image forcing optin?

5.2.6. 6. Have you split tested different colour and images?

5.2.7. 7. Have you split tested with and without Social Proof?

5.2.8. 8. Have you split tested with Social Media Links & Fan Page Likes Boxes?

5.2.9. 9. Have you split tested with and without testimonials?

5.2.10. 10. Have you split tested with and without your name and profile image?

5.3. Part 3 - Configuration & Tracking

5.3.1. 1. Have you a followup email in place?

5.3.2. 2. Have you an optin form settings configured to single option?

5.3.3. 3. Is the subscriber delivered to the correct thank you page after optin?

5.3.4. 4. Have you a FB Tracking Pixel in place?

5.3.5. 5. Have you a popup form in place when someone goes to leave the page?

5.3.6. 6. Have you privacy, terms and disclaimer and support links in the footer?

5.4. Part 4 - Copy & Design

5.4.1. 1. Have you tested the headline strength?

5.4.2. 2. Have you tested the page in mobile responsive?

5.4.3. 3. Have you checked for any grammar or spelling errors?

5.5. Notes

5.5.1. 1. Offline marketing squeeze pages require more work than your standard MMO squeeze page.

5.5.2. 2. Here we recommend ask for Name / Email & Phone Number.

5.5.3. 3. Keep in mind when you ask for Phone Number your conversions will decrease significantly.

5.5.4. 4. If you campaign is entirely email marketing based, phone number might not be required.

5.5.5. 5. For an offline marketing page we would use more social proof and testimonials.

6. 7. Webinar Thank You Page

6.1. Part 1 - Basics

6.1.1. 1. Headline thanking the new subscriber for signing up.

6.1.2. 2. Welcome video getting people excited about the webinar.

6.1.3. 3. Access to any free gifts you were offering. (ex free PDF or video)

6.1.4. 4. Instructions on how to whitelist your email address

6.1.5. 5. Remind the new subscriber of the webinar date and time and number of seats,

6.1.6. 6. Option to add webinar time and date to online calendars

6.1.7. 7. Add name & profile image of any speakers.

6.1.8. 8. Add social proof or case study of results from the training.

6.2. Part 2 - Split Tests

6.2.1. 1. Have you tested different call to actions on the thank you page?

6.2.2. 2. Have you tested different layouts on the thank you page?

6.3. Part 3 - Configuration & Tracking

6.3.1. 1. Have you tested all download links & registration links are working correctly?

6.3.2. 2. Have you placed a conversion tracking pixel on the thank you page?

6.4. Part 4 - Copy & Design

6.4.1. 1. Have you tested the page in mobile responsive?

6.4.2. 2. Have you checked for any grammar or spelling errors?

6.5. Notes

6.5.1. Depending on your funnel and business model you can offer special deals on the thank you such as trial offers or discounts on other products.

7. 2. IM Squeeze Page

7.1. Part 1 - Basics

7.1.1. 1. Attention Grabbing Headline

7.1.2. 2. Subheadline that backs up the main headline or / and offers more value

7.1.3. 3. Optin box asking for email address only

7.2. Part 2 - Split Tests

7.2.1. 1. Have you split tested the main headline?

7.2.2. 2. Have you split tested the sub headline?

7.2.3. 3. Have you split tested with and without ebook cover image?

7.2.4. 4. Have you spilt tested with and without video on squeeze page?

7.2.5. 5. Have you split tested with and without clickable image forcing optin?

7.2.6. 6. Have you split tested different colour and images?

7.2.7. 7. Have you split tested with and without Social Proof?

7.2.8. 8. Have you split tested with Social Media Links & Fan Page Likes Boxes?

7.2.9. 9. Have you split tested with and without testimonials?

7.2.10. 10. Have you split tested with and without your name and profile image?

7.3. Part 3 - Configuration & Tracking

7.3.1. 1. Have you a followup email in place?

7.3.2. 2. Have you an optin form settings configured to single option?

7.3.3. 3. Is the subscriber delivered to the correct thank you page after optin?

7.3.4. 4. Have you a FB Tracking Pixel in place?

7.3.5. 5. Have you a popup form in place when someone goes to leave the page?

7.3.6. 6. Have you privacy, terms and disclaimer and support links in the footer?

7.4. Part 4 - Copy & Design

7.4.1. 1. Have you tested the headline strength?

7.4.2. 2. Have you tested the page in mobile responsive?

7.4.3. 3. Have you checked for any grammar or spelling errors?

8. 10. Aweber Campaign Setup

8.1. Part 1 - Create Your List

8.1.1. 1. Click Manage Lists In Top Menu

8.1.2. 2. Click Create List

8.1.3. 3. Enter Your Company Name

8.1.4. 4. Enter Your Company Website

8.1.5. 5. Choose The Address To Use A The End Of Your Emails

8.1.6. 6. Enter Sender Name

8.1.7. 7. Enter Sender Email

8.1.8. 8. Click Next Step

8.1.9. 9. Enter List Name

8.1.10. 10. Enter List Description

8.1.11. 11. Click Next Step

8.1.12. 12. Click Approve Message & Create List

8.2. Part 2 - Create Your Optin Form

8.2.1. 1. Click Sign Up Forms In Top Menu

8.2.2. 2. Click Create Your First Sign Up Form

8.2.3. 3. Remove name if not required, add phone if required.

8.2.4. 4. Remove We respect your privacy and Powered by Aweber

8.2.5. 5. Click Save Your Form

8.2.6. 6. Click Go To Step 2

8.2.7. 7. Enter Your Form Name

8.2.8. 8. Enter the Thank You Page URL

8.2.9. 9. Enter the already subscribed page (normally same as thank you)

8.2.10. 10. Click Save Your Form

8.2.11. 11. Click Go To Step 3

8.2.12. 12. Click I Will Instant My Form

8.2.13. 13. Click Raw HTML Version

8.2.14. 14. Copy the code with or without sytle and paste into your optin page.

8.3. Part 3 - Adding Your First Welcome Email

8.3.1. 1. Click Messages in the top menu

8.3.2. 2. Click create a message, select Drag & Drop Email Builder

8.3.3. 3. Write your welcome email using the followup email checklist.

8.3.4. 4. Click Save & Exit

8.3.5. 5. Click Send Options & Send a test email.

8.3.6. 6. Check the email for formatting, grammar and all links are working.

8.3.7. 7. Click Send Options again and click Add to Followup Series

8.3.8. 8. Click Add to Followup Series Again

9. 9. Autoresponder Settings

9.1. 1. Is the sender name field correct (Company name or person)?

9.2. 2. Is the sender email the same as the company URL?

9.3. 3. Is optin form settings enabled to single optin and single optin via API?

9.4. 4. Have I a welcome email in place and active to go out directly after sign up?

9.5. 5. Is the confirmation page set correctly inside your autoresponder?

10. 1. Email Marketing Quick Start Guide

10.1. Part 1 - The Basic Requirements

10.1.1. 1. Have you a website domain and hosting?

10.1.2. 2. Have you a way to build and host a landing page? (ex. Optimize Press)

10.1.3. 3. Have you an autoresponder service? (ex. Aweber/Active Campaign)

10.2. Part 2 - Your Offer & Funnel

10.2.1. 1. Have you a free report or video as a bride for people to sign up to your list?

10.2.2. 2. Have you created a squeeze page and connected your autoresponder?

10.2.3. 3. Have your created a download page with access to your bride?

10.2.4. 4. Have you a followup email in place thanking the subscriber for signing up?

10.3. Part 3 - Getting Traffic To Your Offer

10.3.1. 1. Have you shared my free offer on Facebook with an interesting post asking people to comment if interested or just providing the link to the optin page?

10.3.2. 2. Have you created a blog post on the topic directing people to the optin page?

10.3.3. 3. Have you shared my blog post in online forums, groups and other places allowed?

10.3.4. 4. Have you created a video on the topic and posted in one YouTube

10.3.5. 5. Have you created a Fanpage and posted links to your squeeze page and blog?

10.3.6. 6. Have you built your Facebook Audience using the tracking pixel?

10.3.7. Have you ran ads to your posts and retargeted visitors who did not sign up with different offers or angles?

10.3.8. Have you repeated this process for at least 4 weeks and seen results?

10.4. Part 4 - Scaling Things Up

10.4.1. Have you split tested your squeeze page always looking to increase conversions?

10.4.2. Have you run Facebook Advertising campaigns to scale up the traffic?

10.4.3. Have you purchase Solo Ads from Trusted sellers?

10.4.4. Have you a followup series in place which is converting to sales?

10.4.5. Have you any promos noted in advance to profit more from your list?

10.4.6. Are you engaging with your list at least 5 times a week?

10.4.7. Are you re-mailing unopens and split testing your emails and subject lines?

11. 11. Active Campaign Setup

11.1. Part 1 - Create Your List

11.1.1. 1. Click Lists in top menu.

11.1.2. 2. Click Add New List

11.1.3. 3. Enter your list name

11.1.4. 4. Enter your website URL

11.1.5. 5. Enter your product name or a reminder to subscribers.

11.1.6. 6. Click Create List

11.2. Part 2 - Create Your Optin Form

11.2.1. 1. Click Forms in top menu

11.2.2. 2. Click New Form

11.2.3. 3. Enter Form Name

11.2.4. 4. Leave on Inline Form

11.2.5. 5. Choose Action Subscriber to list

11.2.6. 6. Choose the list you created in part 1

11.2.7. 7. Click Add action, add a tag and enter a tag (ex. leadimchecklist)

11.2.8. 8. Click Create

11.2.9. 9. Remove the headline and description if not needed.

11.2.10. 10. Click Option on the right and look for Form Action

11.2.11. 11. Click the settings icon on form action

11.2.12. 12. Turn Opt-in confirmation to OFF and click save.

11.2.13. 13. Click Integrate and copy / paste the full embed code to your optin page.

11.2.14. 14. Click Save & Exit

11.3. Part 3 - Create Your Automation

11.3.1. 1. Click on Automations in the top menu

11.3.2. 2. Click New Automation

11.3.3. 3. Click Start from Scratch and click Continue

11.3.4. 4. Click Subscribe to a list and click Continue

11.3.5. 5. Select the list you created in step 1 and click Add Start

11.3.6. 6. Add New Action will appear and choose Send Email

11.3.7. 7. Choose an email and enter the email name (internal use)

11.3.8. 8. Choose a template or create an email using the Followup Email Checklist

11.3.9. 9. Enter your sender name, email and subject line and click continue

11.3.10. 10. Click save and exit

11.3.11. 11. Enter your automation name in the top left

11.3.12. 12. Turn the automation to Active in the top right

11.3.13. 13. Add any additional tags and score inside the automation.

11.3.14. 14. Add any other followup emails and use Wait Actions to delay them.

12. 12. Market Hero Campaign Setup

12.1. 1. Click on Streams in the side menu

12.2. 2. Click New Stream in top right

12.3. 3. Enter Steam Name

12.4. 4. Drag Opt-In onto the Stream Map

12.5. 5. Drag Email Sequence onto the Stream Map

12.6. 6. Drag the arrow from Opt-in to Stream inside the Map

12.7. 7. Click the Settings icon on Opt-in

12.8. 8. Edit the button and text if required

12.9. 9. Click form and enter the Default Thank You Page Address (URL)

12.10. 10. Click editor, choose a template.

12.11. 11. Disable first name and last name if not required.

12.12. 12. Click Select Template and click OK

12.13. 13. Click the Settings icon on Send Email

12.14. 14. Choose an email template or create one using the Followup Email Checklist

12.15. 15. Give the email a name

12.16. 16. Enter Sender Name

12.17. 17. Enter Sender URL

12.18. 18. Click Save

12.19. 19. Click Publish

12.20. 20. Click the icon on Opt-in (top right) click Show public optin link

12.21. 21. Click HTML code and copy / paste to your optin page

13. 13. Optimize Press Landing Page Setup

13.1. 1. Have Optimize Press installed and active on your WordPress blog.

13.2. 2. Go to Optimize Press > Dashboard > Email Marketing Services and connect the service you use.

13.3. 3. Choose Optimize Press in the side menu and Create New Page

13.4. 4. Choose Opt-in / Landing Pages and choose Simple Landing Page

13.5. 5. Click Use This Template, Enter The Page Name and click Create Page

13.6. 6. Depending on the type of landing page use the IM, Offline or Webinar Checklist to complete.

13.7. 7. Depending on which Autoresponder you use, use the checklist to connect the autoresponder. You can also use API if connected inside Optimize Press (step 2)

13.8. 8. To edit the background colour or image on any row click the Pencil icon on that row.

13.9. 9. To edit the page background image go to Colour Scheme Settings > Overall Page Colour and upload a image.

13.10. 10. To edit any text, the colour or size double click on the text.

13.11. 11. To edit overall page fonts and sizes click Typography Settings in the side menu.

13.12. 12. To edit the page title for Social Media sharing click Page Settings > SEO Option

13.13. 13. To add an image to use when shared on social media click Page Settings > SEO Options > Facebook Image and select image (1200 px X 635 px we recommend)

13.14. 14. To edit any tracking scripts select Page Settings > Other Scripts

13.15. 15. To add the footer menu click Layout Settings > Footer Area > Footer Navigation

13.16. 16. In the side menu change from Draft to Publish in the drop down menu.

13.17. 17. Click Save & Continue

14. 14. Thrive Themes Landing Page Setup

14.1. 1. Have Thrive Architect installed and active on your WordPress blog.

14.2. 2. Go to Thrive Dashboard and activate the licence

14.3. 3. Create New Page in Wordpress and click publish

14.4. 4. Open the page using Thrive Architect

14.5. 5. Click on the settings cog in the top left of the tools panel

14.6. 6. Select Template Setup > Choose Landing Page Template

14.7. 7. Select a template or a blank page

14.8. 8. If you build from blank page you must first add a background row

14.9. 9. You can edit the size and colour, or image used for the background in the properties panel on the left of the screen

14.10. 10. Place columns or content boxes inside the background layer

14.11. 11. Add your content (text, buttons, videos and images) inside the content box or column

14.12. 12. You can change the properties of each layer using the properties panel.

14.13. 13. Depending on the type of landing page use the IM, Offline or Webinar Checklist to complete.

14.14. 14. Depending on which Autoresponder you use, use the checklist to connect the autoresponder. You can also use API if connected inside Optimize Press (step 2)

14.15. 15. To edit any tracking scripts select Page Settings > Custom Scripts

14.16. 16. To add the footer menu click "Custom Menu" from the panel

14.17. 17. To edit any tracking scripts select Page Settings > Custom Scripts

14.18. 18. Click Save

15. 15. Free Landing Page Setup Method

15.1. 1. Using WordPress install and activate the free plugin "Free Squeeze Page, Landing Page Builder & Templates Creator For WordPress". (see note below)

15.2. 2. In your WordPress side menu choose WP Lead Plus X > Make Pages

15.3. 3. Add your rows and place elements inside each row

15.4. 4. Use Paragraph to add your headline and sub headline

15.5. 5. Use the other elements to add images and countdown timers.

15.6. 6. Use form to add the Opt-in form and paste the HTML code (use the checklist or your autoresponder to create the form code)

15.7. 7. Click on Page Settings in the top menu and Enter the Page Title

15.8. 8. Change the page width to 800 (recommended)

15.9. 9. Click Save As

15.10. 10. Click View Page

15.11. 11. Test Setup > Edit If Required

16. 16 Email Deliverability & List Hygiene

16.1. 1. We recommend don't use [email protected] or [email protected] - Use [email protected] when sending emails.

16.2. 2. Use a professional email address tied to your company or website name.

16.3. 3. Ensure the domain does not include spammy words like money or wealth.

16.4. 4. Ensure your email disclaimer does not include any spammy words.

16.5. 5. Ensure your email content does not contain a massive amount of links.

16.6. 6. Use MX Toolbox to do a MX Lookup

16.7. 7. Use MX Toolbox to do a blacklist check on your domain

16.8. 8. Remove all bounces emails from your autoresponder

16.9. 9. Segment people who have not opened your emails in 90 - 120 days.

16.10. 10. Remove this Segment from your autoresponder. (import to another Autoresponder to test before deleting for good)

16.11. 11. Be consistent with the number of emails you send from the beginning.

16.12. 12. Never use spammy or misleading subject lines

17. 17. Email Marketing Improvements

17.1. 1. Are you talking to your subscribers as individuals, not as a group?

17.2. 2. Are your emails consistently full of useful information?

17.3. 3. Are your emails coming from a personal name?

17.4. 4. Do your emails use powerful and exciting words, rather than boring?

17.5. 5. Are you asking your readers questions in the email, getting a micro commitments with a yes response?

17.6. 6. Are you asking your subscribers to reply back to your emails?

17.7. 7. Are you asking your new subscribers to whitelist your email address?

17.8. 8. Are you adding your own personality to your emails?

17.9. 9. Are you adding urgency to your emails to increase conversions?

17.10. 10. Are you emailing your list on a regular basis?

17.11. 11. Are you constantly split testing your email broadcast subject lines?

17.12. 12. Have you testing the type of emails you write? (Story vs Detailed Pitch)

17.13. 13. Have you testing medium length emails vs short emails?

17.14. 14. Are your emails mobile responsive?

17.15. 15. Have you tested using images in your emails for a higher CTR?

17.16. 16. Are you including the call to action high up in the email?

18. 18. List Building Methods

18.1. Part 1 - Wordpress Blog Opt-in Forms

18.1.1. 1. Slide-in Form

18.1.2. 2. Full Screen Popup

18.1.3. 3. Lightbox Popup

18.1.4. 4. Scroll Mat

18.1.5. 5. Ribbon Bar

18.1.6. 6. In Content Optin Form

18.1.7. 7. Sidebar Optin Form

18.1.8. 8. Exit Splash Optin Form

18.2. Part 2 - Where To Advertise Your Squeeze Page

18.2.1. 1. Facebook Personal Profile

18.2.2. 2. Facebook Fan Page

18.2.3. 3. Twitter Bio

18.2.4. 4. Instagram Bio

18.2.5. 5. YouTube Bio

18.2.6. 6. Google+1 Bio

18.2.7. 7. LinkedIn Profile

18.2.8. 8. Blog Menu

18.2.9. 9. In the description for every YouTube video

18.2.10. 10. At the end of every blog post

18.3. Part 3 - Paid Traffic To Squeeze Page

18.3.1. 1. Facebook Ads

18.3.2. 2. Google Adwords

18.3.3. 3. Solo Ads

18.3.4. 4. WSO Banners

18.4. Part 4 - Other Traffic Methods

18.4.1. 1. Facebook Giveaway Contests

18.4.2. 2. Product Launches & Joint Ventures

18.4.3. 3. Craigslist & Classified Ads