{"id":73269,"date":"2025-01-13T17:32:42","date_gmt":"2025-01-13T22:32:42","guid":{"rendered":"https:\/\/www.litmus.com\/?p=73269"},"modified":"2026-02-06T14:52:37","modified_gmt":"2026-02-06T19:52:37","slug":"successful-email-workflow-management","status":"publish","type":"post","link":"https:\/\/www.litmus.com\/blog\/successful-email-workflow-management","title":{"rendered":"8 Tips for Successful Email Workflow Management"},"content":{"rendered":"\n\n\t<div id=\"simple-text-block-block_ac8e3e1d1ee8e6ca7cea0781e363dc59\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<p><span style=\"font-weight: 400;\">An email workflow isn\u2019t just about moving an email from \u201cidea\u201d to \u201csend\u201d\u2014it\u2019s about streamlining the entire process and alleviating the pain every marketer has felt:<\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">\u201cIs this approved?\u201d<br \/>\n<\/span><span style=\"font-weight: 400;\">\u201cWill this be ready in time?\u201d<br \/>\n<\/span><span style=\"font-weight: 400;\">\u201cIs \u2018.final_v3\u2019 the final version\u201d?<\/span><\/em><\/p>\n<p><span style=\"font-weight: 400;\">These phrases are all too familiar because every send has many decision points and variables<\/span><span style=\"font-weight: 400;\">, which can make email workflow management difficult. But with the right approach to an email workflow, you can mitigate the back-and-forth and bring efficiency to the forefront.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While you might not have full say on the demands placed on your email marketing team, you do have a say in how your team gets things done.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we\u2019ll show you how to build an email workflow that not only speeds up your processes but also ensures fewer mistakes and a smoother path, from concept to inbox.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What is email workflow management in email marketing?<\/span><\/h2>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/successful-email-workflow-management\"><span style=\"font-weight: 400;\">Email workflow management<\/span><\/a><span style=\"font-weight: 400;\"> is the practice of completing a series of steps needed to run an email program, from ideation to send and post-send analysis.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Every team who sends emails has an email workflow, but that doesn\u2019t mean every team has a <\/span><i><span style=\"font-weight: 400;\">good<\/span><\/i><span style=\"font-weight: 400;\"> workflow. (It is a tall order, after all).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your email workflow management strategy should include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#growth\"><span style=\"font-weight: 400;\">List growth<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#planning\"><span style=\"font-weight: 400;\">Planning<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#production\"><span style=\"font-weight: 400;\">Production<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#automation\"><span style=\"font-weight: 400;\">Automation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#testing\"><span style=\"font-weight: 400;\">Testing<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#analysis\"><span style=\"font-weight: 400;\">Analysis<\/span><\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Let\u2019s dive into what that might look like for you and your team.<\/span><\/p>\n<figure style=\"width: 1944px\" class=\"wp-caption alignnone\"><img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2020\/06\/emailworkflow.png\" alt=\"An infographic illustrating a digital marketing\/email marketing workflow, including stages such as campaign planning, content development, email development, and post-send reporting, with icons representing each step like strategy, assignments, analytics, email testing, and feedback loops.\" width=\"1944\" height=\"1084\" \/><figcaption class=\"wp-caption-text\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2020\/06\/emailworkflow.png\" target=\"_blank\" rel=\"noopener\">\ud83d\udd0d Click to expand<\/a><\/figcaption><\/figure>\n<h3 id=\"growth\"><span style=\"font-weight: 400;\">List growth<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">At the heart of every successful email strategy is your <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/the-marketers-guide-to-revenue-email-lists\"><span style=\"font-weight: 400;\">email list<\/span><\/a><span style=\"font-weight: 400;\">. These subscribers have opted in to hear from your brand, and without them, even your best-crafted emails go unnoticed.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Building your list is the first step in creating an effective email workflow that delivers value and enhances the subscriber experience. Let\u2019s explore some key entry points where subscribers begin their journey:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Website homepage.<\/b><span style=\"font-weight: 400;\"> This could be a signup form at the bottom of your page or in your navigation bar.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Pop-up forms<\/b><span style=\"font-weight: 400;\">. Timed and targeted newsletter signup forms that prompt visitors to subscribe.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-successfully-integrate-email-and-social-media#promote-your-newsletter\"><b>Social media<\/b><\/a><span style=\"font-weight: 400;\">. Use a \u201clink in bio\u201d tool on Instagram or a landing page tailored to your company\u2019s profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Landing page<\/b><span style=\"font-weight: 400;\">. Forms for gated content, exclusive discounts, and special offers<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve set up these entry points, ensure you\u2019ve got the right marketing automation tactics in place to keep your workflow running smoothly:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Opt-in confirmation email<\/b><span style=\"font-weight: 400;\">. Typically the first email a subscriber gets from your brand. Immediately confirms an email subscription, whether that\u2019s a <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/single-opt-in-vs-double-opt-in-case-for-soi\"><span style=\"font-weight: 400;\">single opt-in (SOI) or double opt-in (DOI)<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Lead magnet delivery email<\/b><span style=\"font-weight: 400;\">. Gives access to the promised content (e.g., ebook, checklist, discount code).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Confirmation emails<\/b><span style=\"font-weight: 400;\">. For webinar sign-ups, eCommerce order confirmations, subscription renewal reminders, and other key actions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-templates\/welcome-email\"><b>Welcome emails<\/b><\/a><span style=\"font-weight: 400;\">. A warm greeting, perhaps with a discount as an incentive or a simple introduction to your brand.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Having these elements in place sets the foundation for a seamless email workflow that nurtures your subscribers at every step.<\/span><\/p>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"post-cta-buttonblock_ba927eb47323f398b84b9bea72b31db6\" class=\"block-post-cta-button mt-5\">\n  <div class=\"container px-0\">\n    <div class=\"row\">\n      <div class=\"blog-post-cta-button-wrapper col-12 col-lg-10 mx-auto p-4 d-block d-lg-flex align-items-lg-center align-items-start\">\n\t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t \t\t\t  \t\t  \t\t  <div class=\"blog-post-cta-button-icon col-2 float-start mx-auto float-lg-start float-none background-white d-flex flex-column justify-content-center align-items-center text-center\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/03\/Workflow-Icon-1.png\" alt=\"Workflow icon\" width=\"316\" height=\"298\"\/>\n\t\t\t\t\t  \t\t  <\/div><!--blog-post-cta-button-icon-->\n\t\t\t\t\t\t\t\t  \t\t  <div class=\"col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0\">\t\t\t  \t\t\t  <h2 class=\"h-sm\"><strong>The Ultimate Email Workflow Toolkit<\/strong><\/h2>\n\t\t\t   \n\t\t\t  \t\t\t\t\t<p>7 essential tools to streamline and simplify your email workflow.<\/p>\n\t\t\t\t\t \n\t\t\t  \t\t  <\/div><!--col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0-->\t\t\t  \t\t  <div class=\"text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"btn btn-primary\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/ultimate-email-workflow-kit\">\n\t\t\t\t\t\tGet your free kit\t\t\t\t\t\t<\/a>\n\t\t\t  \t\t  <\/div><!--text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t        <\/div><!--blog-post-cta-button-wrapper-->\n    <\/div><!--row-->\n  <\/div><!--container-->\n<\/div>\n\n\n\n\t<div id=\"simple-text-block-block_9aad5466f96d2a72e60c63490216b2b4\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<h3 id=\"planning\"><span style=\"font-weight: 400;\">Planning<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The art of a great workflow is characterized less by control and more by flexibility. Instead of creating rigid rules around your email marketing workflow, think more about creating light structure.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When it comes to email workflow management, it all starts with a solid plan. Without one, things can quickly get off track. Setting realistic goals, timelines, and expectations ensures everyone stays on the same page and things run smoothly from start to finish.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">(Pro tip: an <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/email-brief-planning-worksheet\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">email campaign planning template<\/span><\/a><span style=\"font-weight: 400;\"> can help you get there!)<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Set realistic goals<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Start by thinking about what you really want to achieve with each email campaign. Are you trying to boost sales, get more people to engage with your content, or grow your email list?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whatever it is, keep your goals specific and measurable. Try not to get too ambitious\u2014aim for progress over perfection. Breaking bigger goals into smaller, manageable steps helps you stay on track without feeling overwhelmed.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Create realistic timelines<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Time is always of the essence, but rushing never works out well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plan out every stage of the process, from brainstorming ideas and writing copy to designing, testing, and scheduling the email.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keep your team\u2019s workload in mind so you\u2019re not overloading their plates. (And if you\u2019re a team of one, be sure to give your own bandwidth careful consideration, too!) Leave breathing room for last-minute tweaks or feedback\u2014it\u2019s always better to overestimate than to fall behind.<\/span><\/p>\n<blockquote class=\"instagram-media\" style=\"background: #FFF; border: 0; border-radius: 3px; box-shadow: 0 0 1px 0 rgba(0,0,0,0.5),0 1px 10px 0 rgba(0,0,0,0.15); margin: 1px; max-width: 540px; min-width: 326px; padding: 0; width: calc(100% - 2px);\" data-instgrm-permalink=\"https:\/\/www.instagram.com\/p\/DDu8rrlJSNr\/?utm_source=ig_embed&amp;utm_campaign=loading\" data-instgrm-version=\"14\">\n<div style=\"padding: 16px;\">\n<p>&nbsp;<\/p>\n<div style=\"display: flex; flex-direction: row; align-items: center;\">\n<div style=\"background-color: #f4f4f4; border-radius: 50%; flex-grow: 0; height: 40px; margin-right: 14px; width: 40px;\"><\/div>\n<div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center;\">\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 100px;\"><\/div>\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; width: 60px;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"padding: 19% 0;\"><\/div>\n<div style=\"display: block; height: 50px; margin: 0 auto 12px; width: 50px;\"><\/div>\n<div style=\"padding-top: 8px;\">\n<div style=\"color: #3897f0; font-family: Arial,sans-serif; font-size: 14px; font-style: normal; font-weight: 550; line-height: 18px;\">View this post on Instagram<\/div>\n<\/div>\n<div style=\"padding: 12.5% 0;\"><\/div>\n<div style=\"display: flex; flex-direction: row; margin-bottom: 14px; align-items: center;\">\n<div>\n<div style=\"background-color: #f4f4f4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(0px) translateY(7px);\"><\/div>\n<div style=\"background-color: #f4f4f4; height: 12.5px; transform: rotate(-45deg) translateX(3px) translateY(1px); width: 12.5px; flex-grow: 0; margin-right: 14px; margin-left: 2px;\"><\/div>\n<div style=\"background-color: #f4f4f4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(9px) translateY(-18px);\"><\/div>\n<\/div>\n<div style=\"margin-left: 8px;\">\n<div style=\"background-color: #f4f4f4; border-radius: 50%; flex-grow: 0; height: 20px; width: 20px;\"><\/div>\n<div style=\"width: 0; height: 0; border-top: 2px solid transparent; border-left: 6px solid #f4f4f4; border-bottom: 2px solid transparent; transform: translateX(16px) translateY(-4px) rotate(30deg);\"><\/div>\n<\/div>\n<div style=\"margin-left: auto;\">\n<div style=\"width: 0px; border-top: 8px solid #F4F4F4; border-right: 8px solid transparent; transform: translateY(16px);\"><\/div>\n<div style=\"background-color: #f4f4f4; flex-grow: 0; height: 12px; width: 16px; transform: translateY(-4px);\"><\/div>\n<div style=\"width: 0; height: 0; border-top: 8px solid #F4F4F4; border-left: 8px solid transparent; transform: translateY(-4px) translateX(8px);\"><\/div>\n<\/div>\n<\/div>\n<div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center; margin-bottom: 24px;\">\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 224px;\"><\/div>\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; width: 144px;\"><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p style=\"color: #c9c8cd; font-family: Arial,sans-serif; font-size: 14px; line-height: 17px; margin-bottom: 0; margin-top: 8px; overflow: hidden; padding: 8px 0 7px; text-align: center; text-overflow: ellipsis; white-space: nowrap;\"><a style=\"color: #c9c8cd; font-family: Arial,sans-serif; font-size: 14px; font-style: normal; font-weight: normal; line-height: 17px; text-decoration: none;\" rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.instagram.com\/p\/DDu8rrlJSNr\/?utm_source=ig_embed&amp;utm_campaign=loading\" target=\"_blank\" rel=\"noopener\">A post shared by Litmus (@litmusapp)<\/a><\/p>\n<\/div>\n<\/blockquote>\n<p><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n<p><span style=\"font-weight: 400;\">Don\u2019t forget to factor in flexibility (within reason) as part of your email workflow.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Set clear expectations<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Open communication makes all the difference. Make sure everyone knows what\u2019s expected of them\u2014who\u2019s handling what, when it\u2019s due, and what the approval process looks like. That way, no one\u2019s left guessing, and you can avoid unnecessary back-and-forth. When everyone knows their role and deadlines, it makes the entire workflow a lot more manageable and helps avoid those last-minute scrambles.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Share your team\u2019s responsibilities and workflows in a central location for better visibility, clearly outlining roles and tasks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s an example from Litmus\u2019 own email team: outlined are key areas of responsibility for each member and how stakeholders can get in touch with requests.<\/span><\/p>\n<img decoding=\"async\" class=\"wp-image-107641  aligncenter\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/07\/2024.12-Blog-Graphic-showing-documentation-1.jpg\" alt=\"Webpage from Litmus on 'How to work with us' in the Email Marketing section. The page features profiles of two team members, Carin Slater, Lifecycle Marketing Manager, and Catrina Yee, Email Marketing Specialist. Each profile includes a photo of the individuals smiling, a list of their areas of responsibility such as managing email strategy and coding emails, and links to further connect or submit ideas via Slack.\" width=\"646\" height=\"767\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/07\/2024.12-Blog-Graphic-showing-documentation-1.jpg 1200w, https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/07\/2024.12-Blog-Graphic-showing-documentation-1-253x300.jpg 253w, https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/07\/2024.12-Blog-Graphic-showing-documentation-1-862x1024.jpg 862w, https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/07\/2024.12-Blog-Graphic-showing-documentation-1-768x912.jpg 768w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/>\n<p><span style=\"font-weight: 400;\"><br \/>\n<strong>\ud83d\udd25 LitTip<\/strong>: A tool like Litmus can help you create and send better emails faster. <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/\"><span style=\"font-weight: 400;\">Learn more about how Litmus can help<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"post-cta-buttonblock_0c926755083575ced02571ddae850426\" class=\"block-post-cta-button mt-5\">\n  <div class=\"container px-0\">\n    <div class=\"row\">\n      <div class=\"blog-post-cta-button-wrapper col-12 col-lg-10 mx-auto p-4 d-block d-lg-flex align-items-lg-center align-items-start\">\n\t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t \t\t\t  \t\t  \t\t  <div class=\"blog-post-cta-button-icon col-2 float-start mx-auto float-lg-start float-none background-white d-flex flex-column justify-content-center align-items-center text-center\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2020\/06\/streamline-workflow-icon.png\" alt=\"\" width=\"194\" height=\"194\"\/>\n\t\t\t\t\t  \t\t  <\/div><!--blog-post-cta-button-icon-->\n\t\t\t\t\t\t\t\t  \t\t  <div class=\"col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0\">\t\t\t  \t\t\t  <h2 class=\"h-sm\"><strong>Everything a marketer needs to get an email out the door<\/strong><\/h2>\n\t\t\t   \n\t\t\t  \t\t\t\t\t<p>We did the work; so you don\u2019t have to. Fill in this email campaign planning template to create your own actionable (and effective) email campaigns in no time.<\/p>\n\t\t\t\t\t \n\t\t\t  \t\t  <\/div><!--col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0-->\t\t\t  \t\t  <div class=\"text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"btn btn-primary\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/email-brief-planning-worksheet\">\n\t\t\t\t\t\tGet your free template\t\t\t\t\t\t<\/a>\n\t\t\t  \t\t  <\/div><!--text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t        <\/div><!--blog-post-cta-button-wrapper-->\n    <\/div><!--row-->\n  <\/div><!--container-->\n<\/div>\n\n\n\n\t<div id=\"simple-text-block-block_f58b727008ad47a99ccd50999d409a55\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<h3 id=\"production\"><span style=\"font-weight: 400;\">Production<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Time to put it all together! This is where your planning and strategy starts to take shape.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Creating great email campaigns isn\u2019t just about writing the perfect copy\u2014it\u2019s about having the right systems in place to make the whole process smoother and faster. That\u2019s where building email modules and setting up a solid email design system come in. By organizing your workflow this way, you can save time and keep things consistent across all your campaigns.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this section, we\u2019ll show you how to build your email modules, set up an email design system, and write copy that connects with your audience. These steps will help you create a more efficient email production workflow\u2014making it easier to get emails out the door and into your subscribers&#8217; inboxes. Let\u2019s get started!<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Build out your email modules<\/span><\/h4>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-modules-and-modular-email\/\"><span style=\"font-weight: 400;\">Email modules<\/span><\/a><span style=\"font-weight: 400;\">, sometimes referred to as components, are the building blocks of your emails. By building and testing them ahead of time, you\u2019ll save major time on development down the line.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These can be broken down into the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/snippets-partials-examples\"><b>Snippets<\/b><\/a><span style=\"font-weight: 400;\">, which are tailored to a specific email, like a <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/click-tap-and-touch-a-guide-to-cta-best-practices\"><span style=\"font-weight: 400;\">call-to-action (CTA)<\/span><\/a><span style=\"font-weight: 400;\"> button.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/create-and-manage-dynamic-code-blocks-easily-with-partials\"><b>Partials<\/b><\/a><span style=\"font-weight: 400;\">, which are consistent across multiple emails, like an <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-footer-best-practices\"><span style=\"font-weight: 400;\">email footer<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<figure style=\"width: 524px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2021\/05\/modules.png\" alt=\"\" width=\"524\" height=\"1489\" \/><figcaption class=\"wp-caption-text\">Examples of modules in the Litmus newsletter<\/figcaption><\/figure>\n<p><b>\ud83d\udd25 LitTip<\/b><span style=\"font-weight: 400;\">: with <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-modules-and-modular-email\/\"><span style=\"font-weight: 400;\">Design Library<\/span><\/a><span style=\"font-weight: 400;\"> in Litmus, you can store and organize your snippets in one place, making it easy to go modular.<\/span><\/p>\n\n<div class=\"container pt-3 pb-5 px-1\">\n\t<div class=\"row blog-cta-green rounded-5 p-4\">\n\t\t<div class=\"mx-auto col-12\">\n\t\t\t<div class=\"row d-flex align-items-center\">\n\t\t\t<div class=\"col-lg-6 col-12\">\n\t\t\t\t<p class=\"bold fs-4\">Data-driven email success<\/p>\n\t\t\t\t<p>Make smarter decisions with rich, reliable data. Understand subscriber behavior and boost your ROI.\n<\/p>\n\t\t\t\t<button class=\"button-blue arrow\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-analytics\" class=\"text-white text-decoration-none\">Book a demo<\/a><\/button>\n\t\t\t<\/div><!--col-6-->\n\t\t\t<div class=\"col-6 d-none d-lg-block\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/07\/blog-cta-email-guardian-07292024.svg\" width=\"210\" height=\"180\" alt=\"\">\n\t\t\t<\/div><!--col-6-->\n\t\t\t<\/div> <!--row-->\n\t\t<\/div><!--col-12-->\n\t<\/div><!--row-->\n<\/div><!--container-->\n\t\n\t\n\t\n\t\n\n<h4><span style=\"font-weight: 400;\">Set up an email design system<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">When it comes to email design, one tool we\u2019ve found incredibly effective\u2014and seen others embrace with great success\u2014is an <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-design-system\/\"><span style=\"font-weight: 400;\">email design system<\/span><\/a><span style=\"font-weight: 400;\">. These systems are built with two key goals in mind: efficiency and consistency.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An email design system typically includes:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Brand colors and assets like logos, icons, and imagery<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reusable email modules for building emails, such as snippets and partials<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Customizable <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-templates\"><span style=\"font-weight: 400;\">email templates<\/span><\/a><span style=\"font-weight: 400;\"> for consistent use across campaigns<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Investing the time, resources, and amount of time needed to create an email design system is well worth it. Trust us\u2014it\u2019s a game-changer for scaling your email efforts.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Craft your email copy<\/span><\/h4>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/email-copywriting-kit\"><span style=\"font-weight: 400;\">Email copy<\/span><\/a><span style=\"font-weight: 400;\"> is the bread and butter of your campaigns\u2014it\u2019s where messaging meets design to guide subscribers toward action. But writing for email isn\u2019t like writing for other marketing channels. Factors like character counts and truncation can make or break your message.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It all starts with your email marketing strategy: align with stakeholders on expectations, goals, CTAs, and segmentation to set the stage for your <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/foundations-of-email-copywriting\"><span style=\"font-weight: 400;\">email copy<\/span><\/a><span style=\"font-weight: 400;\"> to shine.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before you dive into writing, don\u2019t forget to consult with your <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/role\/designers-developers\"><span style=\"font-weight: 400;\">email designer<\/span><\/a><span style=\"font-weight: 400;\"> to determine the ideal character counts for your layout. This ensures your copy fits seamlessly into the design and avoids <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-recover-from-email-marketing-mistakes?utm_medium=organic-social&amp;utm_source=twitter&amp;utm_campaign=evrgrn-2024-blog\"><span style=\"font-weight: 400;\">awkward truncation<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"post-cta-buttonblock_5b5a080716c2abf041ccb461ccbe5292\" class=\"block-post-cta-button mt-5\">\n  <div class=\"container px-0\">\n    <div class=\"row\">\n      <div class=\"blog-post-cta-button-wrapper col-12 col-lg-10 mx-auto p-4 d-block d-lg-flex align-items-lg-center align-items-start\">\n\t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t \t\t\t  \t\t  \t\t  <div class=\"blog-post-cta-button-icon col-2 float-start mx-auto float-lg-start float-none background-white d-flex flex-column justify-content-center align-items-center text-center\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/10\/pen-icon-10232024.svg\" alt=\"\" width=\"25\" height=\"25\"\/>\n\t\t\t\t\t  \t\t  <\/div><!--blog-post-cta-button-icon-->\n\t\t\t\t\t\t\t\t  \t\t  <div class=\"col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0\">\t\t\t  \t\t\t  <h2 class=\"h-sm\"><strong>Meet your ultimate email copywriting companion<\/strong><\/h2>\n\t\t\t   \n\t\t\t  \t\t\t\t\t<p>Craft email copy that connects with our Email Copywriting Kit. Get ideal character counts, a customizable framework, and expert tips for crafting engaging copy and powerful CTAs\u2014all in one place.<\/p>\n\t\t\t\t\t \n\t\t\t  \t\t  <\/div><!--col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0-->\t\t\t  \t\t  <div class=\"text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"btn btn-primary\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/email-copywriting-kit\">\n\t\t\t\t\t\tGet your kit\t\t\t\t\t\t<\/a>\n\t\t\t  \t\t  <\/div><!--text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t        <\/div><!--blog-post-cta-button-wrapper-->\n    <\/div><!--row-->\n  <\/div><!--container-->\n<\/div>\n\n\n\n\t<div id=\"simple-text-block-block_30c7bc9b2627ecce5e65bfa1bde8900d\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<h4><span style=\"font-weight: 400;\">Build your email<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Now that your email copy is ready, it\u2019s time to bring it to life! Use pre-built email modules mentioned earlier to save time, or take it up a notch by creating your own set of reusable email templates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What makes a great email template? It should:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Have clear, reusable components that make building emails easy.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Be thoroughly <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/6-crucial-email-qa-tasks-you-can-automate-with-litmus\"><span style=\"font-weight: 400;\">QA tested<\/span><\/a><span style=\"font-weight: 400;\"> so everything works perfectly in your subscriber\u2019s inbox.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Be <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ultimate-guide-accessible-emails\"><span style=\"font-weight: 400;\">accessible<\/span><\/a><span style=\"font-weight: 400;\"> and look great in <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-ultimate-guide-to-dark-mode-for-email-marketers\"><span style=\"font-weight: 400;\">Dark Mode<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">\n<div class=\"container pt-3 pb-5 px-1\">\n\t<div class=\"row blog-cta-blue rounded-5 p-4\">\n\t\t<div class=\"mx-auto col-12\">\n\t\t\t<div class=\"row d-flex align-items-center\">\n\t\t\t<div class=\"col-lg-6 col-12\">\n\t\t\t\t<p class=\"bold fs-4\">Your next campaign awaits<\/p>\n\t\t\t\t<p>Choose from a wide range of professionally designed email templates to make your campaigns stand out and save time.\n<\/p>\n\t\t\t\t<button class=\"button-blue download\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-gallery\" class=\"text-white text-decoration-none\">Browse templates<\/a><\/button>\n\t\t\t<\/div><!--col-6-->\n\t\t\t<div class=\"col-6 d-none d-lg-block\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/download-blog-cta-09232024.svg\" width=\"221\" height=\"175\" alt=\"\">\n\t\t\t<\/div><!--col-6-->\n\t\t\t<\/div> <!--row-->\n\t\t<\/div><!--col-12-->\n\t<\/div><!--row-->\n<\/div><!--container-->\n\t\n\t\n\t\n\t\n<\/span><\/p>\n<h3 id=\"automation\"><span style=\"font-weight: 400;\">Automation<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We\u2019ve covered optimizing your day-to-day workflow as an email marketer, but what about an automated email workflow?<\/span><\/p>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/7-automated-email-workflows-to-keep-up-with-demand\"><span style=\"font-weight: 400;\">Automated emails<\/span><\/a><span style=\"font-weight: 400;\"> are triggered and sent based on a subscriber\u2019s behavior, preferences, or contact information. These emails work in sync to achieve a specific goal, such as:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/onboarding-email-optimization\"><b>Onboarding<\/b><\/a><b> new customers or users <\/b><span style=\"font-weight: 400;\">with a series of emails introducing them to the product or service.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reminding subscribers <\/b><span style=\"font-weight: 400;\">with an <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-templates\/cart-abandon#:~:text=When%20should%20I%20send%20a,shopper%20to%20return%20to%20cart.\"><span style=\"font-weight: 400;\">abandoned cart email<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Sending a warm greeting<\/b><span style=\"font-weight: 400;\"> to new subscribers with a <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/welcome-onboarding-emails\"><span style=\"font-weight: 400;\">welcome email<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Celebrating subscribers <\/b><span style=\"font-weight: 400;\">with a <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/milestone-birthday-emails\"><span style=\"font-weight: 400;\">milestone email<\/span><\/a><span style=\"font-weight: 400;\"> (e.g. anniversaries, birthdays) from your customer relationship management (CRM) software to enhance the customer experience.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Automating follow-up emails <\/b><span style=\"font-weight: 400;\">based on specific actions, like filling a form on your landing page or attending a webinar.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">In short, an email automation workflow can help you do more, with less\u2014saving time, reducing manual effort, and ensuring that the right message reaches the right person, at the right time. Win win!<\/span><\/p>\n<h3 id=\"testing\"><span style=\"font-weight: 400;\">Testing<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before you hit &#8220;send,&#8221; take a moment to run your email through checkpoints to ensure what you built is what they see. The goal is to make sure the email your team builds is <\/span><i><span style=\"font-weight: 400;\">exactly<\/span><\/i><span style=\"font-weight: 400;\"> what subscribers will see in their inbox, with no broken links, images, or surprises (like <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ama-email-developer-tips\"><span style=\"font-weight: 400;\">white lines in Outlook<\/span><\/a><span style=\"font-weight: 400;\">).<\/span><\/p>\n<p><b>\ud83d\udd25 LitTip: <\/b><span style=\"font-weight: 400;\">With Litmus, you can automate manual tasks when it comes to <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-testing-and-qa\">email QA<\/a> testing. This includes:<\/span><\/p>\n<ul>\n<li><a rel=\"noopener\" href=\"https:\/\/litmus.com\/spam-filter-tests\"><b>Pre-send spam testing<\/b><\/a> <span style=\"font-weight: 400;\">to improve deliverability.<\/span><\/li>\n<li><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/help.litmus.com\/article\/253-accessibility-testing-in-litmus\"><b>Accessibility testing<\/b><\/a><span style=\"font-weight: 400;\"> to ensure your email can be enjoyed by everyone, regardless of their ability.<\/span><\/li>\n<li><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-testing\"><b>Preview your emails<\/b><\/a><span style=\"font-weight: 400;\"> in 100+ email clients and devices to see how your subscribers see your emails.<\/span><\/li>\n<li><b>Automatically catch broken links and images<\/b><span style=\"font-weight: 400;\"> with <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-guardian\">Litmus Email Guardian<\/a>.<\/span><\/li>\n<li><b>Check ALT text and loading speed <\/b><span style=\"font-weight: 400;\">with<\/span> <span style=\"font-weight: 400;\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-testing\" target=\"_blank\" rel=\"noopener\">Litmus Previews &amp; QA<\/a>.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Manually checking your emails before every send? That\u2019s a great habit! Here\u2019s a list of key things to keep an eye on to ensure everything\u2019s in good shape:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Rendering<\/b><span style=\"font-weight: 400;\">. Check that your email <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/why-testing-the-rendering-of-every-email-you-send-increases-your-roi\/\"><span style=\"font-weight: 400;\">displays correctly<\/span><\/a><span style=\"font-weight: 400;\"> across mobile, desktop, and webmail environments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Plain-text version<\/b><span style=\"font-weight: 400;\">. Ensure your <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/best-practices-for-plain-text-emails-a-look-at-why-theyre-important\/\"><span style=\"font-weight: 400;\">plain-text email versions<\/span><\/a><span style=\"font-weight: 400;\"> are visually appealing and include working links.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Images<\/b><span style=\"font-weight: 400;\">. Use <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/understanding-retina-images-in-html-email\/\"><span style=\"font-weight: 400;\">retina images<\/span><\/a><span style=\"font-weight: 400;\"> to guarantee crisp, clear visuals and check that no images are broken. Don\u2019t forget to add <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-ultimate-guide-to-email-image-blocking\"><span style=\"font-weight: 400;\">ALT text<\/span><\/a><span style=\"font-weight: 400;\">!<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Dynamic content and personalization<\/b><span style=\"font-weight: 400;\">. Test dynamic content and make sure you have fallbacks in place for personalization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Dark Mode<\/b><span style=\"font-weight: 400;\">. Test your email in <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-ultimate-guide-to-dark-mode-for-email-marketers\/\"><span style=\"font-weight: 400;\">Dark Mode<\/span><\/a><span style=\"font-weight: 400;\"> to ensure your colors aren\u2019t inverted.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Merge tags<\/b><span style=\"font-weight: 400;\">. Verify that merge tags work as expected and include fallbacks where necessary.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Load time<\/b><span style=\"font-weight: 400;\">. Aim to keep your email load time under 2-3 seconds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>File size<\/b><span style=\"font-weight: 400;\">. Ensure your email is under 102KB to <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-keep-gmail-from-clipping-your-emails\"><span style=\"font-weight: 400;\">prevent Gmail from clipping it<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Accessibility<\/b><span style=\"font-weight: 400;\">. Check that your <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/ultimate-guide-to-email-accessibility\/\"><span style=\"font-weight: 400;\">email is accessible<\/span><\/a><span style=\"font-weight: 400;\"> to screen readers and visually impaired users.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Links<\/b><span style=\"font-weight: 400;\">. Test your links to ensure they work and are being tracked properly (e.g., with UTM parameters).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Analytics<\/b><span style=\"font-weight: 400;\">. Make sure your analytics code is added and activated for tracking campaign performance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Preview text<\/b><span style=\"font-weight: 400;\">. Optimize your preview text to avoid awkward truncation (typically around 50 characters). Use our <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-little-known-preview-text-hack-you-may-want-to-use-in-every-email\/\"><span style=\"font-weight: 400;\">preview text hack<\/span><\/a><span style=\"font-weight: 400;\"> if needed, and remember that <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ai-generated-summaries\"><span style=\"font-weight: 400;\">AI-generated summaries<\/span><\/a><span style=\"font-weight: 400;\"> might replace your preview text!<\/span><\/li>\n<\/ul>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"post-cta-buttonblock_c980a9614f2387c4f406bdd451c0c77c\" class=\"block-post-cta-button mt-5\">\n  <div class=\"container px-0\">\n    <div class=\"row\">\n      <div class=\"blog-post-cta-button-wrapper col-12 col-lg-10 mx-auto p-4 d-block d-lg-flex align-items-lg-center align-items-start\">\n\t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t \t\t\t  \t\t  \t\t  <div class=\"blog-post-cta-button-icon col-2 float-start mx-auto float-lg-start float-none background-white d-flex flex-column justify-content-center align-items-center text-center\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/08\/icon-mail-check-08212024.svg\" alt=\"\" width=\"24\" height=\"24\"\/>\n\t\t\t\t\t  \t\t  <\/div><!--blog-post-cta-button-icon-->\n\t\t\t\t\t\t\t\t  \t\t  <div class=\"col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0\">\t\t\t  \t\t\t  <h2 class=\"h-sm\"><strong>The Ultimate Email Marketing Pre-Send Checklist<\/strong><\/h2>\n\t\t\t   \n\t\t\t  \t\t\t\t\t<p>We compiled 29 of the most common (and critical) checkpoints, all in one place so you can hit send with confidence.<\/p>\n\t\t\t\t\t \n\t\t\t  \t\t  <\/div><!--col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0-->\t\t\t  \t\t  <div class=\"text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"btn btn-primary\" rel=\"noopener\" target=\"_blank\" href=\"https:\/\/page.litmus.com\/email-marketing-checklist.html\">\n\t\t\t\t\t\tGet your checklist\t\t\t\t\t\t<\/a>\n\t\t\t  \t\t  <\/div><!--text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t        <\/div><!--blog-post-cta-button-wrapper-->\n    <\/div><!--row-->\n  <\/div><!--container-->\n<\/div>\n\n\n\n\t<div id=\"simple-text-block-block_08c9284a4e62c49eb6948c2bc893f4a1\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<h3 id=\"analysis\"><span style=\"font-weight: 400;\">Analysis<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Taking the time to look at how your emails performed is a key part of any successful email workflow. It\u2019s not just about tracking open rates or clicks\u2014it\u2019s about learning from each campaign and using those lessons to make your next one even better.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few questions to ask yourself:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">How did this email stack up against your usual results?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What did your A\/B test reveal?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What can you take away from this campaign to improve the next one?<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-deliverability\">Reviewing your performance<\/a> helps refine your strategy and paves the way for future success\u2014something your future self will thank you for. \ud83d\udcaa<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Why is it important for marketing teams to effectively manage email workflows?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A well-managed workflow operates like a fine-tuned machine: when running smoothly, it keeps the engine of your marketing efforts moving without a hitch.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most importantly, it makes your day-to-day processes easier by adding clarity and keeping things organized. No more guessing who\u2019s doing what or stressing over last-minute scrambling (like last-minute email requests).<\/span><\/p>\n<p>A well-managed email workflow runs so smoothly that when the inevitable \u201ccan we send another email?\u201d request comes in, you can handle it without a hitch.<\/p>\n<blockquote class=\"instagram-media\" style=\"background: #FFF; border: 0; border-radius: 3px; box-shadow: 0 0 1px 0 rgba(0,0,0,0.5),0 1px 10px 0 rgba(0,0,0,0.15); margin: 1px; max-width: 540px; min-width: 326px; padding: 0; width: calc(100% - 2px);\" data-instgrm-permalink=\"https:\/\/www.instagram.com\/p\/CukV3dHMa4O\/?utm_source=ig_embed&amp;utm_campaign=loading\" data-instgrm-version=\"14\">\n<div style=\"padding: 16px;\">\n<p>&nbsp;<\/p>\n<div style=\"display: flex; flex-direction: row; align-items: center;\">\n<div style=\"background-color: #f4f4f4; border-radius: 50%; flex-grow: 0; height: 40px; margin-right: 14px; width: 40px;\"><\/div>\n<div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center;\">\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 100px;\"><\/div>\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; width: 60px;\"><\/div>\n<\/div>\n<\/div>\n<div style=\"padding: 19% 0;\"><\/div>\n<div style=\"display: block; height: 50px; margin: 0 auto 12px; width: 50px;\"><\/div>\n<div style=\"padding-top: 8px;\">\n<div style=\"color: #3897f0; font-family: Arial,sans-serif; font-size: 14px; font-style: normal; font-weight: 550; line-height: 18px;\">View this post on Instagram<\/div>\n<\/div>\n<div style=\"padding: 12.5% 0;\"><\/div>\n<div style=\"display: flex; flex-direction: row; margin-bottom: 14px; align-items: center;\">\n<div>\n<div style=\"background-color: #f4f4f4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(0px) translateY(7px);\"><\/div>\n<div style=\"background-color: #f4f4f4; height: 12.5px; transform: rotate(-45deg) translateX(3px) translateY(1px); width: 12.5px; flex-grow: 0; margin-right: 14px; margin-left: 2px;\"><\/div>\n<div style=\"background-color: #f4f4f4; border-radius: 50%; height: 12.5px; width: 12.5px; transform: translateX(9px) translateY(-18px);\"><\/div>\n<\/div>\n<div style=\"margin-left: 8px;\">\n<div style=\"background-color: #f4f4f4; border-radius: 50%; flex-grow: 0; height: 20px; width: 20px;\"><\/div>\n<div style=\"width: 0; height: 0; border-top: 2px solid transparent; border-left: 6px solid #f4f4f4; border-bottom: 2px solid transparent; transform: translateX(16px) translateY(-4px) rotate(30deg);\"><\/div>\n<\/div>\n<div style=\"margin-left: auto;\">\n<div style=\"width: 0px; border-top: 8px solid #F4F4F4; border-right: 8px solid transparent; transform: translateY(16px);\"><\/div>\n<div style=\"background-color: #f4f4f4; flex-grow: 0; height: 12px; width: 16px; transform: translateY(-4px);\"><\/div>\n<div style=\"width: 0; height: 0; border-top: 8px solid #F4F4F4; border-left: 8px solid transparent; transform: translateY(-4px) translateX(8px);\"><\/div>\n<\/div>\n<\/div>\n<div style=\"display: flex; flex-direction: column; flex-grow: 1; justify-content: center; margin-bottom: 24px;\">\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; margin-bottom: 6px; width: 224px;\"><\/div>\n<div style=\"background-color: #f4f4f4; border-radius: 4px; flex-grow: 0; height: 14px; width: 144px;\"><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p style=\"color: #c9c8cd; font-family: Arial,sans-serif; font-size: 14px; line-height: 17px; margin-bottom: 0; margin-top: 8px; overflow: hidden; padding: 8px 0 7px; text-align: center; text-overflow: ellipsis; white-space: nowrap;\"><a style=\"color: #c9c8cd; font-family: Arial,sans-serif; font-size: 14px; font-style: normal; font-weight: normal; line-height: 17px; text-decoration: none;\" rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.instagram.com\/p\/CukV3dHMa4O\/?utm_source=ig_embed&amp;utm_campaign=loading\" target=\"_blank\" rel=\"noopener\">A post shared by Litmus (@litmusapp)<\/a><\/p>\n<\/div>\n<\/blockquote>\n<p><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n<p><span style=\"font-weight: 400;\">What does an effective email marketing workflow look like?<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Boosts efficiency and productivity.<\/b><span style=\"font-weight: 400;\"> Automates repetitive tasks and eliminates redundancies, giving you back time in your day to focus on planning, strategy, analysis, <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ab-testing-foundation\"><span style=\"font-weight: 400;\">A\/B testing<\/span><\/a><span style=\"font-weight: 400;\">\u2014you name it.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Ensures consistency and branding.<\/b><span style=\"font-weight: 400;\"> Uses repeatable processes (like <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-modules-and-modular-email\"><span style=\"font-weight: 400;\">email modules<\/span><\/a><span style=\"font-weight: 400;\">), <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/snippets-partials-examples\"><span style=\"font-weight: 400;\">snippets and partials<\/span><\/a><span style=\"font-weight: 400;\">, an <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-design-system\"><span style=\"font-weight: 400;\">email design system<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-templates\"><span style=\"font-weight: 400;\">email templates<\/span><\/a><span style=\"font-weight: 400;\"> to maintain brand standards\u2014regardless of who creates the email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Improves accuracy.<\/b><span style=\"font-weight: 400;\"> Integrates tools to seamlessly transfer data and minimize <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/common-email-marketing-mistakes\"><span style=\"font-weight: 400;\">email mistakes<\/span><\/a><span style=\"font-weight: 400;\"> (after all, we\u2019re all human!).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enhances visibility and collaboration.<\/b><span style=\"font-weight: 400;\"> Centralizes workflows to create a single source of truth\u2014keeping every stakeholder aligned and informed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Drives scalability and growth.<\/b><span style=\"font-weight: 400;\"> Streamlines email creation to free up time for experimenting and expanding your program.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Maintains compliance.<\/b><span style=\"font-weight: 400;\"> Automatically includes legally required elements to ensure compliance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Delivers actionable insights.<\/b><span style=\"font-weight: 400;\"> Manages consistent efforts more effectively, and provides valuable opportunities to iterate and improve.<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">What are common challenges in email workflow management?<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Everyone wants work to be as easy and effective as possible\u2014so why do so many teams struggle with their processes?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to our research, the biggest blockers marketers face during email production are building, designing, and testing their emails. Other major hurdles include collecting feedback, creating content, and getting buy in.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s clear: it\u2019s tough out there for busy email marketers. Let\u2019s break down the common workflow management roadblocks that slow teams down.<\/span><\/p>\n<figure id=\"attachment_107446\" aria-describedby=\"caption-attachment-107446\" style=\"width: 1080px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"size-full wp-image-107446\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2025\/01\/Email-production-blockers.png\" alt=\"Chart of email production blockers\" width=\"1080\" height=\"1080\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2025\/01\/Email-production-blockers.png 1080w, https:\/\/www.litmus.com\/wp-content\/uploads\/2025\/01\/Email-production-blockers-300x300.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2025\/01\/Email-production-blockers-1024x1024.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2025\/01\/Email-production-blockers-150x150.png 150w, https:\/\/www.litmus.com\/wp-content\/uploads\/2025\/01\/Email-production-blockers-768x768.png 768w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><figcaption id=\"caption-attachment-107446\" class=\"wp-caption-text\">Source: <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/state-of-email-workflows\" target=\"_blank\" rel=\"noopener\">The State of Email Workflows Report<\/a><\/figcaption><\/figure>\n<h3><span style=\"font-weight: 400;\">Lack of centralized processes and tools for collaboration<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Taking different routes and modes of transportation works for meeting up with your friends, but the same isn\u2019t true for email workflows.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If team members and stakeholders all use slightly different processes and tools, there\u2019s a greater chance you\u2019ll lose vital information along the way. At the very least, a lack of centralized methods and tools slows down your email workflow.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Inefficient approval processes leading to delays<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When we <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/state-of-email-workflows\"><span style=\"font-weight: 400;\">surveyed email teams about their workflows<\/span><\/a><span style=\"font-weight: 400;\">, two of the most common bottlenecks were collecting feedback and getting buy-in from all stakeholders. Too many approvers and a fragmented review process cause email workflow delays.<\/span><\/p>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p><span style=\"font-weight: 400;\">\u201cIt\u2019s hard to get people to read emails! Even harder to get them to leave feedback that\u2019s actionable for you and your team. This is a pain point for leaders, too\u2014since 17% of email marketing leaders cite collecting feedback and approvals as one of their biggest frustrations.\u201d<\/span><\/blockquote><figcaption class=\"blockquote-footer\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/state-of-email-workflows\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">The State of Email Workflows Report<\/span><\/a><\/figcaption><\/figure>\n<p><b>\ud83d\udd25 LiTip: <\/b><span style=\"font-weight: 400;\">Use a tool like <\/span><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/help.litmus.com\/article\/717-litmus-proof\"><b>Litmus Proof<\/b><\/a><span style=\"font-weight: 400;\"> to streamline your process by centralizing feedback in one place\u2014just like the 700,000+ users who already rely on it for clear and efficient collaboration.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Difficulty in maintaining version control and tracking changes<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your inbox and messaging apps fill up too quickly to rely on them to track feedback and changes for each email campaign. While informal version control and changes may work for a while on a team of one or two, as your team and output grow, this can lead to problems.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Inability to integrate with other marketing tools and systems<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you feel like you work on an email island, you aren\u2019t alone. Only <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/state-of-email-workflows\"><span style=\"font-weight: 400;\">24% of email marketing programs<\/span><\/a><span style=\"font-weight: 400;\"> are highly integrated into other marketing channels!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Manually moving info between tools takes time and could lead to errors. Or, you may leave valuable insights undiscovered with marketing tools and systems that don\u2019t integrate. Or, going through an <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-migrate-esps-easily\" target=\"_blank\">email migration<\/a> between ESPs without a strategy can lead to a lot of issues.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Time-consuming manual tasks and repetitive processes<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A single grain of sand is insignificant, but put enough of them together, and you have a beach.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Small, manual tasks and repetitive processes don\u2019t seem problematic, but small inefficiencies add up. Considering 62% of <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/role\/marketers\"><span style=\"font-weight: 400;\">email marketing teams<\/span><\/a><span style=\"font-weight: 400;\"> take two weeks or more on an email, even tiny time-savings on each message add up over the year.<\/span><\/p>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"post-cta-buttonblock_5252369fc5fb2fe3179b8fe2639be709\" class=\"block-post-cta-button mt-5\">\n  <div class=\"container px-0\">\n    <div class=\"row\">\n      <div class=\"blog-post-cta-button-wrapper col-12 col-lg-10 mx-auto p-4 d-block d-lg-flex align-items-lg-center align-items-start\">\n\t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t \t\t\t  \t\t  \t\t  <div class=\"blog-post-cta-button-icon col-2 float-start mx-auto float-lg-start float-none background-white d-flex flex-column justify-content-center align-items-center text-center\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2023\/03\/Workflow-Icon-1.png\" alt=\"Workflow icon\" width=\"316\" height=\"298\"\/>\n\t\t\t\t\t  \t\t  <\/div><!--blog-post-cta-button-icon-->\n\t\t\t\t\t\t\t\t  \t\t  <div class=\"col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0\">\t\t\t  \t\t\t  <h2 class=\"h-sm\"><strong>Your email workflow: streamlined<\/strong><\/h2>\n\t\t\t   \n\t\t\t  \t\t\t\t\t<p>Access our comprehensive toolkit to optimize your email workflow. Ready to increase efficiency and drive better results?<\/p>\n\t\t\t\t\t \n\t\t\t  \t\t  <\/div><!--col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0-->\t\t\t  \t\t  <div class=\"text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"btn btn-primary\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/the-ultimate-email-workflow-toolkit\">\n\t\t\t\t\t\tGet the toolkit\t\t\t\t\t\t<\/a>\n\t\t\t  \t\t  <\/div><!--text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t        <\/div><!--blog-post-cta-button-wrapper-->\n    <\/div><!--row-->\n  <\/div><!--container-->\n<\/div>\n\n\n\n\t<div id=\"simple-text-block-block_9bb9d661b54e9bb78d85392d0bc32b66\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<h2><span style=\"font-weight: 400;\">8 tips and best practices to manage your email workflows better<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Yes, the entire process of your email workflow has a lot of moving parts. But even a few simple changes can drastically improve how your team works. Let\u2019s explore a few tips to manage your email marketing:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip1\"><span style=\"font-weight: 400;\">Establish clear roles and responsibilities.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip2\"><span style=\"font-weight: 400;\">Create a centralized email calendar for your team members.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip3\"><span style=\"font-weight: 400;\">Implement collaboration tools for effective communication.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip4\"><span style=\"font-weight: 400;\">Clean up your approvals process.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip5\"><span style=\"font-weight: 400;\">Develop standardized email templates and guidelines.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip6\"><span style=\"font-weight: 400;\">Utilize workflow automations to streamline processes.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip7\"><span style=\"font-weight: 400;\">Implement <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-guardian\">quality assurance checks and testing<\/a>.<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tip8\"><span style=\"font-weight: 400;\">Continuously analyze and optimize email performance.<\/span><\/a><\/li>\n<\/ol>\n<h3 id=\"tip1\"><span style=\"font-weight: 400;\">Tip 1: Establish clear roles and responsibilities<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When everyone is clear on what they need to do they can hone their skills and avoid duplicating work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first step in improving your email workflow is writing out your current process and ensuring everyone knows their role. Establishing responsibilities also helps you identify gaps in your workflow that may be causing backups.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Action items to consider:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ultimate-email-checklist\/\"><span style=\"font-weight: 400;\">pre-send email checklist<\/span><\/a><span style=\"font-weight: 400;\"> and assign tasks to team members<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Manage permissions in your email marketing automation software to keep folks focused on their responsibilities<\/span><\/li>\n<\/ul>\n<h3 id=\"tip2\"><span style=\"font-weight: 400;\">Tip 2: Create a centralized email calendar for your team members<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Knowing what\u2019s ahead helps with resource planning and a division of responsibilities. Workloads likely won\u2019t always be perfectly balanced, but a <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-best-content-planning-tools-for-email-marketers\/\"><span style=\"font-weight: 400;\">centralized email campaign calendar<\/span><\/a><span style=\"font-weight: 400;\"> helps.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Try this:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Start with the tools you know\u201460% of teams use Google apps like Drive and Calendar to plan email content.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reserve planning time on your calendar well in advance of important <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/black-friday-cyber-monday-email-marketing\/?utm_campaign=oa-2021-10-rge_sponsored_article-get_more&amp;utm_medium=sponsored&amp;utm_source=rge\"><span style=\"font-weight: 400;\">campaigns like Black Friday and Cyber Monday<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<h3 id=\"tip3\"><span style=\"font-weight: 400;\">Tip 3: Implement collaboration tools for effective communication<\/span><\/h3>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/collaboration\"><span style=\"font-weight: 400;\">Email collaboration<\/span><\/a><span style=\"font-weight: 400;\"> and communication is easier and faster with the right tools. Apps like Slack, Jira, Asana, and Trello help email teams keep track of and assign work.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next steps to consider:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use our <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/supercharge-your-email-process-and-improve-collaboration-with-litmus-free-email-workflow-template-in-trello\/\"><span style=\"font-weight: 400;\">free email workflow template for Trello<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Review your past few email series to find recurring tasks. Can you automate the tasks (or any reminders) in your project management software?\u00a0<\/span><\/li>\n<\/ul>\n<h3 id=\"tip4\"><span style=\"font-weight: 400;\">Tip 4: Clean up your approvals process<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Having a fresh perspective on a message before you send it to your entire list is nice. Still, the approvals process can swell to manageable steps. Aim to include only the required stakeholders and keep comments and questions in a single spot.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Consider this:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get email feedback out of the inbox and ensure everyone uses the same method, even if it\u2019s just a Google Doc.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-make-collecting-campaign-feedback-less-painful\"><span style=\"font-weight: 400;\">Limit email reviewers<\/span><\/a><span style=\"font-weight: 400;\"> to 2-3 people.<\/span><\/li>\n<\/ul>\n<h3 id=\"tip5\"><span style=\"font-weight: 400;\">Tip 5: Develop standardized email templates and guidelines<\/span><\/h3>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/what-is-an-email-template\"><span style=\"font-weight: 400;\">Email templates<\/span><\/a><span style=\"font-weight: 400;\"> and design systems speed up email production and create brand consistency.<\/span><\/p>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p><span style=\"font-weight: 400;\">\u201cImplementing an email design system with snippets and partials can help you or your team save hours of time. If you already have an email framework or set of templates, you\u2019re part of the way there! You can use your templates to create snippets and partials for future email creation.\u201d<\/span><\/blockquote><figcaption class=\"blockquote-footer\"><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/carinslater\/\" target=\"_blank\" rel=\"noopener\">Carin Slater<\/a>, Manager, Lifecycle Email Marketing at Litmus<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Actionable next steps to take:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create standardized email templates to save up to an hour for every campaign.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Establish an <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-design-system\/\"><span style=\"font-weight: 400;\">email design system<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ul>\n<h3 id=\"tip6\"><span style=\"font-weight: 400;\">Tip 6: Utilize workflow automations to streamline processes<\/span><\/h3>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/integrations\/\"><span style=\"font-weight: 400;\">Email integrations<\/span><\/a><span style=\"font-weight: 400;\"> (like the <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/salesforce-marketing-cloud-email-integration-litmus\" target=\"_blank\">Salesforce Marketing Cloud integration<\/a>) are your email workflow management best friend because they automate repetitive tasks. For example, the <\/span><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/help.litmus.com\/article\/83-enable-litmus-notifications-for-slack\"><span style=\"font-weight: 400;\">Litmus and Slack integration<\/span><\/a><span style=\"font-weight: 400;\"> sends real-time status updates and approval requests to keep projects moving. Look for connections between your tools to automatically move work between apps, send alerts, and manage in-progress campaigns.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Action items to consider:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use the <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/litmus-assistant-beta-launch\/\"><span style=\"font-weight: 400;\">Litmus Assistant Beta<\/span><\/a><span style=\"font-weight: 400;\"> automatically to create subject lines, check tone of voice, and translate copy to work faster.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/esp-sync\/\"><span style=\"font-weight: 400;\">Sync your ESP and email editor<\/span><\/a><span style=\"font-weight: 400;\"> to move email code between environments automatically.<\/span><\/li>\n<\/ul>\n<h3 id=\"tip7\"><span style=\"font-weight: 400;\">Tip 7: Implement quality assurance checks and testing<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Email QA testing is non-negotiable that doesn\u2019t have to halt the momentum. Start simple with a QA checklist to quickly reference what you need to do, or automate parts of testing like spam filter tests and device rendering.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Try this:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use Litmus to <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-analytics\/\"><span style=\"font-weight: 400;\">see what your email looks like across devices<\/span><\/a><span style=\"font-weight: 400;\"> and browsers without manually sending the email to yourself.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-help-your-team-use-litmus-in-their-workflow\/\"><span style=\"font-weight: 400;\">Tailor your testing workflow<\/span><\/a><span style=\"font-weight: 400;\"> to your build environment and team, like using project-specific test email addresses.<\/span><\/li>\n<\/ul>\n<h3 id=\"tip8\"><span style=\"font-weight: 400;\">Tip 8: Continuously analyze and optimize email performance<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Every campaign is a learning opportunity, both internally and externally. Analyze email performance to identify your audiences\u2019 preferences and create better emails on the first try. Regularly review your workflow, too, to find areas to improve.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next steps to consider:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/analyze-data-with-email-analytics\/\"><span style=\"font-weight: 400;\">email analytics<\/span><\/a><span style=\"font-weight: 400;\"> to find the most popular devices and then narrow your testing scope to save time and work for a majority of your audience.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Track the time it takes to create an email from beginning to end and monitor how it changes.<\/span><\/li>\n<\/ul>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n\n\n\t<div id=\"simple-text-block-block_1e54a36e3458bb453e5ca9b551d449fa\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<h2><span style=\"font-weight: 400;\">Transform your email campaigns and entire process today!<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A solid email marketing strategy will likely have many moving pieces, and your type of workflow will vary from program to program (especially if you&#8217;re using <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ai-email-workflow\" target=\"_blank\">AI in email workflow)<\/a>. Whether you&#8217;re building email modules, setting up a design system, or fine-tuning your QA process, every step in your workflow brings you closer to better, faster results.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Remember, the key to success is consistency and optimization\u2014keep refining your workflow, and you&#8217;ll be ready to tackle any campaign with confidence.<\/span><\/p>\n<p>&nbsp;<\/p>\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n\n\n<div id=\"post-cta-buttonblock_88808ebdbb558f70fcf73fd40c98da3d\" class=\"block-post-cta-button mt-5\">\n  <div class=\"container px-0\">\n    <div class=\"row\">\n      <div class=\"blog-post-cta-button-wrapper col-12 col-lg-10 mx-auto p-4 d-block d-lg-flex align-items-lg-center align-items-start\">\n\t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t  \t\t \t\t\t  \t\t  \t\t  <div class=\"blog-post-cta-button-icon col-2 float-start mx-auto float-lg-start float-none background-white d-flex flex-column justify-content-center align-items-center text-center\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/08\/icon-sparkle-08212024.svg\" alt=\"\" width=\"24\" height=\"24\"\/>\n\t\t\t\t\t  \t\t  <\/div><!--blog-post-cta-button-icon-->\n\t\t\t\t\t\t\t\t  \t\t  <div class=\"col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0\">\t\t\t  \t\t\t  <h2 class=\"h-sm\"><strong>Design tools anyone can use<\/strong><\/h2>\n\t\t\t   \n\t\t\t  \t\t\t\t\t<p>Build emails from scratch with our HTML email builder or drag-and-drop your way to the emails of your dreams.<\/p>\n\t\t\t\t\t \n\t\t\t  \t\t  <\/div><!--col-12 col-lg-9 ps-lg-4 ps-0 text-center text-lg-start mt-3 mt-lg-0-->\t\t\t  \t\t  <div class=\"text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"btn btn-primary\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-builder\">\n\t\t\t\t\t\tTry email builder\t\t\t\t\t\t<\/a>\n\t\t\t  \t\t  <\/div><!--text-center text-lg-end col-12 col-lg-1 ms-lg-2 ms-0-->\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t        <\/div><!--blog-post-cta-button-wrapper-->\n    <\/div><!--row-->\n  <\/div><!--container-->\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":54,"featured_media":73016,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"tags":[9363,10372,10295],"blog_category":[10301,10306],"class_list":["post-73269","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-email-marketing-strategy","tag-email-workflows","tag-workflows","blog_category-email-campaign-management","blog_category-email-marketing-strategy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Mastering Email Workflows: Streamline Your Campaigns for Success - Litmus<\/title>\n<meta name=\"description\" content=\"Discover how to create an effective email workflow to streamline your email marketing campaigns. Learn the key steps, tools, and strategies for improved collaboration, automation, and performance tracking.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.litmus.com\/blog\/successful-email-workflow-management\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"8 Tips for Successful Email Workflow Management\" \/>\n<meta property=\"og:description\" content=\"Discover how to create an effective email workflow to streamline your email marketing campaigns. 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