Send a marketing email

Work through each stage in order. Your ticks are saved in this browser; reset any stage to start again.

1. 1

   Plan the campaign

   Open SOP → create campaign
   0 of 2 complete Reset

   • Objective, audience and dates written down.
   • Campaign created and named.
2. 2

   Prepare the audience

   Open SOP → active segmentOpen SOP → exclusionsOpen SOP → send eligibility
   0 of 3 complete Reset

   • Send to segment built and spot-checked.
   • Purchaser (and realtor, if buyer-only) exclusions ready.
   • Segment count looks right.
3. 3

   Create the email

   Open SOP → create emailOpen SOP → sender detailsOpen SOP → email contentOpen SOP → personalization
   0 of 4 complete Reset

   • Email cloned or created, renamed, campaign associated.
   • Sender, reply-to, subject, preview text and subscription type set.
   • Primary CTA near the top; links, alt text and footer checked.
   • Every token has a fallback.
4. 4

   Test and review

   Open SOP → device checkOpen SOP → test and review
   0 of 3 complete Reset

   • Desktop, mobile and dark mode previews checked.
   • Test email opened on phone and desktop.
   • Second person reviewed it.
5. 5

   Send or schedule

   Open SOP → presend schedule
   0 of 4 complete Reset

   • Pre-send checklist complete.
   • Recipient estimate and exclusion reasons reviewed.
   • Warnings reviewed.
   • Date, time and timezone confirmed.
6. 6

   Measure and improve

   Open SOP → review performanceOpen SOP → follow up audience
   0 of 3 complete Reset

   • Performance reviewed after 24–72 hours.
   • Lessons recorded.
   • Follow-up audience decided deliberately.