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Email Design Checklists Save the Day: Avoiding Common Pitfalls

From the eec’s Member RoundtablesHitting “send” on any email campaign always leaves us with a small feeling of dread in the pit of our stomachs. “Did I forget something? Did I double-check EVERYTHING? Will my message render properly? Will I have a job in two hours?” We feel your pain.

Ever wish you had a buddy to rely on—someone competent, steadfast and efficient who would remember to help you double-check all the key elements of design and QA success? Well, now you have one—in the form of two email checklists from the eec’s Email Design Roundtable.

The first is the Code QA Testing Checklist, which covers what to check to make sure your email looks and acts exactly how you intended. The second is the Email Design Checklist, which covers what to check to maximize your email creative’s performance.

Both checklists are available in the eec’s Whitepaper Room—and all this week you can download them for free.

As part of the creation of these checklists, the Roundtable members discussed their value, their own send-button “feelings of dread,” and even some mistakes they’ve made. Learn how their real-world experience contributed to the checklists and about some trouble spots to avoid:

Brent Shroyer of Listrak: When you put together a web page, you can always go back and fix it later. But in an email you only have one shot. You have to be perfect. The importance of a checklist is critical for email more so than any other online effort, since it is once and done.

Chad White of the Email Experience Council: Subject lines are so important. Subject lines are right up there for the most frequent spot for mistakes. We tend to put writing them off until the end.

Stephanie Miller of Return Path: Yes, and then the result is that messages go out with TBD or “subject line goes here” or misspelled words or missing words. Instead, view it as a critical part of the content and spend time making it relevant and engaging. Oh, and that there are no errors!

Raj Khera of MailerMailer: Test different subject line lengths to see what garners higher open rates. In studying our customer base, we found that subject lines with 35 characters or less had a significant boost in opens.

Lisa Harmon of Smith-Harmon: One essential that often gets missed is that the primary link shows up just below the preview pane, so it’s not visible without scrolling. Oh, I think to myself, ouch! If they had just looked at it and moved it up 30 pixels, it would improve response so much!

Joanne Carry of DMG World Media: Always check the rendering. Ignore Lotus Notes! It’s increasingly important with Outlook 2007 not supporting CSS and Gmail being a growing part of many marketers’ files.

Brent: Be sure that everything that can be HTML text is actually HTML text. Avoid unnecessary images so that your message is completely visible even when images are turned off.

Chad: Image suppression is like a philosophy—a new way of constructing the message and approaching design. This needs to be adopted by email marketers.

And here’s one that is so fixable, and yet happens all the time: I so often see dead links. I know it seems silly to say that we would double-check the links, and it’s tedious, but it must happen frequently that this step gets skipped. I know what I do, when the link doesn’t work—I just abandon it and go on with my life.

Lisa: Oh, yes! And then what happens is that follow-up and conversions are down and no one can figure out why. Well, it was because the links were not working. Another important step is making sure not just that the link works, but that it goes to a place that is logical. Optimize your landing page as part of the overall email experience.

Stephanie: Isn’t it true that whenever response is down, the first thing we do is blame the creative? But it’s often the case that deliverability was poor, the message was not mailed at the optimal time for subscribers or there were back-to-back messages from the same company, or even that the list was not segmented properly. So many things that are not a function of design.

Brent: Make sure the price in the alt tag text matches the pricing in product imagery. If the price changes during the production cycle, then you can get caught with an old alt tag. Also make sure that the landing page matches as well.

Lisa: I’ve seen renewed interest in text files because of mobile, thinking about its importance being slightly renewed. Although I confess that it’s easy to never look at your text files or to bother matching them to the current offer. How many times I see that the copyright is last year, or the copy is outdated or is last week’s promotion.

Share your own pre-send jitters or advice by commenting below.

—eec Email Design Roundtable co-chairs Lisa Harmon and Julie Montgomery of Smith-Harmon

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the voices of email

The Email Experience Council's membership includes many of the brightest and most committed email marketing experts. We're pleased to have some of them share their insights here on these pages. Our blog contributors include:

Jordan Ayan is the chairman of Create-It!, a technology consulting organization, as well as the CEO of SubscriberMail, one of the leading email marketing companies. A two-time book author, a patent holder and a frequent speaker, Jordan has more than 20 years of experience in direct and database marketing. Read more.

Nicholas Einstein is director of strategic and analytic services at Datran Media. Specializing in email and CRM strategy, he helps some of America’s top brands leverage online channels to communicate more effectively with their customers and prospects.

Lisa Harmon is a principal at Smith-Harmon, a creative services consultancy dedicated to email marketing strategy and production. She works with marketers to increase clickthrough, maximize revenue, and infuse delight into their email creative. Lisa is also the blogger behind edm.smith-harmon.com, an ongoing commentary on the best (and worst!) in email marketing creative. Read more.

Chip House is ExactTarget's VP of marketing services, leading the teams responsible for client success. He was named to BtoB Magazine’s 2005 “Who’s Who in B-To-B,” for being a vocal proponent of legitimate commercial email and an active lobbyist regarding spam and privacy issues. Read more.

Marco Marini is the CEO of ClickMail Marketing (CMM) and an acknowledged expert in e-marketing with over a decade and half's-worth of experience in the field. Before taking over as CEO, he was CMM's VP of Marketing & Operations. Marini has also held key marketing positions with CyberSource, eHealthInsurance, DoveBid and IBM Canada.

Stephanie Miller is VP of strategic services for Return Path, the leading email performance company. She works with marketers to earn a higher ROI and response from their acquisition and retention email programs—developing content, contact and segmentation strategies, along with testing, measurement and production programs. Read more.

Erick Mott is communications director at email service provider Lyris. He has 20 years of experience from enterprise, SMB, agency and start-up marketing, communications and innovation roles at companies including Habeas, Nokia, MarkMonitor, GlobalFluency, Cisco, Sun Microsystems, Philips Electronics and two of his own start-ups. Read more.

Jeanniey Mullen is the Email Experience Council's founder and the global EVP and CMO of global online publishing company Zinio. She is a thought leader and visionary in the email and digital marketing field. A columnist for ClickZ, she has published numerous papers and is a frequent speaker. Read more.

Kevin Senne is the Strategic Deliverability Director for Premiere Global Services. Kevin has been heavily involved in all facets of email marketing for more than a decade and he previously managed Email Operations for Travelocity.com. Kevin specializes in deliverability, strategy, and social media integratio and he focuses on helping marketers become permission-based one-to-one marketers. Read more.

Charles Stiles is the VP of worldwide business development at Goodmail Systems. In his role, Charles is focused on helping generate a better understanding of the email environment and potential solutions for a better consumer experience. He currently serves as the chairman for the Messaging Anti-Abuse Work Group. Read more.

Jeremy Swift is director of client relations for email service provider BlueHornet. He helped form BlueHornet’s founding team in 2000 and has been responsible for client services and marketing strategy since the company’s inception. Jeremy is known for his ability to articulate technical information in ways that clearly resonate with today’s online marketer.

Kara Trivunovic currently serves as the senior director of strategic services for StrongMail Systems, where she is responsible for helping marketers optimize their email marketing programs for greater returns. Most recently Kara was founder and principal of The Email Advisor, a respected email marketing consultancy. Prior to launching The Email Advisor, Kara led strategic services for the email division of Premiere Global Services. Kara brings a unique perspective to the space having worked on the client, agency and provider side for 10 years.

Chris Wheeleris the director of deliverability at Bronto Software. He is leading the charge for ensuring both Bronto's customers and staff are well informed about email marketing practices and technology as well as being the face of Bronto deliverability externally. Previously, Chris created the internal deliverability program at Amazon.com alongside program managing the operations of the email team and was at an ESP leading a team of deliverability consultants. Besides being a frequent contributor on Deliverability.com, Chris is a part of many email industry forums, both business and technical. Read more.

Chad White is the research director at Smith-Harmon, an email marketing strategy and creative services agency. He is the founder of the Retail Email Blog, a blog dedicated to tracking the email marketing practices of the largest online retailers. Chad regularly writes major research reports on email marketing and is an Email Insider columnist for MediaPost. Read more.

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