| Task | Step |
| Planning and Preparation | | |
| 1 | Get Details | Make sure required info is availabel |
| 2 | Email Type | Define the email type |
| 3 | Gather Content | Collect all necessary content (text, images, links) |
| 4 | Outline Structure | Develop a structured outline for the email |
| 5 | Choose Email Template | Select a suitable email template or design a new one (According to client need) |
| Design and Layout | | |
| 6 | Create Header | Design a compelling header with branding elements |
| 7 | Craft the Main Content | Write clear, concise, and engaging copy |
| 8 | Use Subheadings and Sections | Organize content into logical sections with subheadings |
| 9 | Add Visual Elements | Include relevant images, graphics, and videos |
| 10 | Design the Call-to-Action (CTA) | Create a prominent and actionable CTA |
| 11 | Footer Information | Include necessary footer information (e.g., contact info, unsubscribe link) |
| Content and Copywriting | | |
| 12 | Write Subject Line | Craft a compelling and relevant subject line |
| 13 | Create Preheader Text | Write a brief preheader text that complements the subject line |
| 14 | Personalize Content | Use personalization tags (e.g., {FirstName}) where appropriate |
| 15 | Proofread and Edit | Check for typos, grammatical errors, and readability |
| Technical Setup | | |
| 16 | Verify Links | Ensure all hyperlinks and URLs are correct |
| 17 | Optimize Images | Ensure images are optimized for quick loading |
| 18 | Add Alt Text | Provide alt text for all images |
| 19 | Mobile Optimization | Design the email to be responsive and mobile-friendly |
| Testing and Review | | |
| 20 | Send Test Emails | Send test emails to check display |
| 21 | Test on Mobile Devices | Verify the email displays correctly on mobile devices |
| 22 | Peer Review | QA with Peer |
| 23 | Gather Feedback | Review the email with key stakeholders and incorporate feedback |
| Final Review and Sending | | |
| 24 | Conduct a Final Review | Perform a final review of all email elements |
| 25 | Confirm Sending Details | Verify sender name, reply-to address, and scheduling details |