| Task | Step |
| Pre-Sending Checks | | |
| 1 | Verify Email Content | Double-check for typos and grammatical errors |
| 2 | Check Personalization | Ensure personalization tags (e.g., {FirstName}) are correctly set up and functioning |
| 3 | Test All Links | Verify all links lead to the correct destinations |
| 4 | Review Call-to-Action | Ensure the call-to-action is clear and actionable |
| 5 | Validate Images | Confirm all images load correctly and have appropriate alt text |
| Technical Setup | | |
| 6 | Verify Sender Information | Check the “From” name and email address |
| 7 | Set Up Reply-to Address | Confirm the correct reply-to address is set |
| 8 | Configure Subject Line | Ensure the subject line is clear and compelling |
| 9 | Review Preheader Text | Ensure the preheader text complements the subject line |
| Sending List/DE | | |
| 10 | Check List/DE | verify the the lists or DE are correct |
| 11 | Create List/DE (if not shared by cient) | Create the list or DE accoridng to the client requirement |
| 12 | Add List/DE | Add sedning list or DE |
| Testing and Preview | | |
| 13 | Send Test Emails | Send test emails to ensure proper display on different devices |
| 14 | Verify Unsubscribe | Make sure that the unsub is added |
| 15 | Peer Review | Test with your peer |
| Final Review and Sending | | |
| 16 | Conduct a Final Review | Review the email with key stakeholders |
| 17 | Confirm Timing | Ensure the timing for sending the email is optimal |
| 18 | Send or Schedule Email | Send the email or schedule it for sending |
| Post-Send Activities | | |
| 19 | Monitor Deliverability | Track email deliverability rates |
| 20 | Track Engagement Metrics | Monitor open rates, click-through rates, and other engagement metrics |
