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PREPARATION GUIDE

What is email marketing? Planning an email

Understand email marketing and prepare your message, audience, template and pre-send checks.

Define your objective

Start with the audience, purpose and priority action. Share what success looks like for your team and which materials already exist.

Prepare your materials

Email marketing communicates a brand message to a defined audience through email. Effective design starts with a clear goal, readable content and one primary action.

Agree on scope and responsibilities

List deliverables, formats, channels and the people responsible for approvals. Clarify what is included in the proposal and what needs separate planning.

Plan approvals and delivery

We confirm the sending platform, audience and campaign goal, then adapt the design. Automation, sending operations and measurement are scoped separately.

Review before publishing

Check the agreed formats, links and responsive behaviour where relevant. Combine feedback into a clear approval and keep the final files organised.

Turn preparation into a clear brief.

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