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Email Review - Design & Creative Checklist
This	acti	onable	checklist	is	a	compilati	on	of	Marketo	best	practi	ces	
around	deliverability	and	email	marketi	ng.This	comprehensive	pre-fl	ight	
check	maximizes	the	probability	of	the	email	reaching	the	intended	inbox,	
all	before	the	marketer	hits	send.	Using	this	checklist	will	ensure	that	all	
deliverability	best	practi	ces	are	implemented	before	any	marketi	ng	cam-
paign	launches.	
Introduction
Email	Review	-	Design	&	Creati	ve	Checklist 1
©	2011	Marketo,	Inc		|		+1.877.260.MKTO	(6586)		|		www.marketo.com		|		www.twitt	er.com/marketo		|		blog.marketo.com
Email	Review	-	Design	&	Creati	ve	Checklist 2
Message & Creative
Off	er	and	content	match	subject	line				 	 	 	 							Yes			 	 	 							No				
Off	er	explains	what’s	in	it	for	me	(WIIFM)			 	 	 	 							Yes			 	 	 							No				
Headlines	are	calls-to-acti	on	 	 	 	 	 	 							Yes			 	 	 							No				
Scanable	content	blocks	 	 	 	 	 	 							Yes			 	 	 							No				
Bullet	points									 	 	 	 	 	 	 							Yes			 	 	 							No				
Images	support	copy			 	 	 	 	 	 							Yes			 	 	 							No				
Images	don’t	replace	copy								 	 	 	 	 							Yes			 	 	 							No				
Image-based	calls-to-acti	on								 	 	 	 	 							Yes			 	 	 							No				
All	images	are	clickable						 	 	 	 	 	 							Yes			 	 	 							No				
Full	images	clickable	(No	image	maps)	 	 	 	 							Yes			 	 	 							No				
Text	based	calls-to-acti	on	 	 	 	 	 	 							Yes			 	 	 							No				
Acti	on	words	clickable	(most	verbs	clickable)		 	 	 							Yes			 	 	 							No				
Sense	of	urgency		 	 	 	 	 	 	 							Yes			 	 	 							No				
Obvious	pricing	(i.e.	Sale)		 	 	 	 	 	 							Yes			 	 	 							No				
Reader	reviews	/	Testi	monials	 	 	 	 	 							Yes			 	 	 							No				
Brand & Design – Conversion Optimization
Brand Recognition Elements
Recognizable	brand	name	and	message	purpose				 	 	 							Yes			 	 	 							No	
Clear	message	purpose	 	 	 	 	 	 							Yes			 	 	 							No
	 •		Operati	onal
	 •		Marketi	ng
Brand is included in
Friendly	from	address			(Display	name)	 	 	 	 							Yes			 	 	 								No
Email	alias	 	 	 				 	 	 	 	 							Yes			 	 	 								No				
Subject	line	 	 	 	 		 	 	 	 							Yes			 	 	 								No	
Design Impact Elements
Good	value	statement/snippet	text		 	 	 								 	 							Yes			 	 																					No
Viewable	online	link	 	 	 	 	 		 	 							Yes			 	 	 								No	
Alt	tags	on	images	 									 	 		 	 	 	 							Yes			 	 	 								No
Company	logo	included		 	 		 	 	 	 							Yes			 	 	 								No
Brand	name	in	text	copy							 	 		 	 	 	 							Yes			 	 	 								No
©	2011	Marketo,	Inc		|		+1.877.260.MKTO	(6586)		|		www.marketo.com		|		www.twitt	er.com/marketo		|		blog.marketo.com
Preview Pane Elements
Where	the	viewer	decides	to	read	the	email:
	 •		How	does	the	preview	pane	look	with	images	turned	off	/on?	
	 •		How	does	the	key	area	of	2-3	inches	of	screen	look?
	 •		Is	the	snippet	text	compelling?
Value	statement	or	table	of	contents	(TOC)	present							 	 							Yes			 	 	 							No
Viewable	online	link												 	 		 	 	 	 							Yes			 	 	 							No
View	mobile	link	 	 	 		 	 	 	 							Yes			 	 	 							No
Logo	(with	alt	text)											 	 		 	 	 	 							Yes			 	 	 							No
Clear	call-to-acti	on	above	the	fold									 	 		 	 							Yes			 	 	 							No
Layout
Standard	screen	resoluti	on	(1024	x	768):
Masthead	pixels
Width	(550	-	650	ideal)	 	 	 											
Height	(200	-	400	ideal)	 	 	 										
Color	use		 	 									
Tables	based	placement		 	 	 	 	 	 							Yes		 	 	 							No	
Bulleted	text																							 	 	 	 	 	 							Yes		 	 	 							No						
Alt	text	bullet	images			 	 	 	 	 	 							Yes		 	 	 							No						
Trust Center
Unsubscribe	language											 	 	 	 	 	 							Yes		 	 	 							No						
Company	name								 	 	 	 	 	 	 							Yes		 	 	 							No						
Company	address	/	Phone				 	 	 	 	 	 							Yes		 	 	 							No						
Company	URL									 	 	 	 	 	 	 							Yes		 	 	 							No						
Privacy	policy	URL									 	 	 	 	 	 							Yes		 	 	 							No						
Copyrights	/	Trademarks					 	 	 	 	 	 							Yes		 	 	 							No						
“You	have	received	this	email	because”		 	 	 	 							Yes		 	 	 							No											
“This	email	was	sent	to”											 	 	 	 	 							Yes		 	 	 							No						
“Add	to	address	book”											 	 	 	 	 	 							Yes		 	 	 							No						
Change	email	preferences									 	 	 	 	 							Yes		 	 	 							No						
Viral Growth & User Generated Content
Items to experiment with in your emails.
Forward-to-friend		 	 	 	 	 	 	 							Yes		 	 	 							No						
Subscribe	 	 	 	 	 	 	 	 							Yes		 	 	 							No						
Comments	 									 	 	 	 	 	 	 							Yes		 	 	 							No							
Membership	programs	 	 	 	 	 	 							Yes		 	 	 							No
Feedback										 	 	 	 	 	 	 							Yes		 	 	 							No						
Survey		 	 	 	 	 	 	 	 							Yes		 	 	 							No						
Email	Review	-	Design	&	Creati	ve	Checklist 3
Under	550	 							550-600	 							600-650	 							Over	650	
Under	200	 							200-300	 							300-400	 							Over	400			
Fonts	 																				Links	 							Borders	 							Cells
©	2011	Marketo,	Inc		|		+1.877.260.MKTO	(6586)		|		www.marketo.com		|		www.twitt	er.com/marketo		|		blog.marketo.com
Blog	 	 	 	 	 	 	 	 	        Yes		 	 	        No      
Video links	         	 	 	 	 	 	 	        Yes		 	 	        No      
Search		 	 	 	 	 	 	 	        Yes		 	 	        No      
Editorials`	 	 	 	 	 	 	 	        Yes		 	 	        No      
Common Spam Signatures to Avoid
Avoid these to avoid content based filtering:
	 •  Font Size (8pt <  >14pt)	 	 	 	 	        Yes		 	 	        No       
	 •  Repetitive use of key words   	 	 	 	        Yes		 	 	        No
	 •  Flash or rich media            	 	 	 	 	        Yes		 	 	        No
	 •  Misspelled words     	 	 	 	         	        Yes		 	 	        No
	 •  Invisible fonts (white on white)      		 	 	        Yes		 	 	        No
	 •  Full capitalization of words   	 	 	 	        Yes		 	 	        No
	 •  Light grey/red fonts        	 	 	 	 	        Yes		 	 	        No
	 •  Non-ASCII characters     	 	 	 	 	        Yes		 	 	        No
	 •  Missing <title> tag        	 	 	 	 	        Yes		 	 	        No
	 •  Phishing URL       	 	 	 	 	 	        Yes		 	 	        No
	 •  Java script          	 	 	 	 	 	        Yes		 	 	        No
	 •  Attachments       	 	 	 	 	 	        Yes		 	 	        No
	 •  Forms            	 	 	 	 	 	        Yes		 	 	        No
	 •  Embedded images     	 	 	 	 	        Yes		 	 	        No
For more best practices and tools on email deliverability, visit Marketo’s Resource Center:
http://www.marketo.com/b2b-marketing-resources/category/best-practices/email-deliverability
© 2011 Marketo, Inc  |  +1.877.260.MKTO (6586)  |  www.marketo.com  |  www.twitter.com/marketo  |  blog.marketo.com

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Email Review - Design & Creati ve Checklist

  • 1. Email Review - Design & Creative Checklist
  • 3. Email Review - Design & Creati ve Checklist 2 Message & Creative Off er and content match subject line Yes No Off er explains what’s in it for me (WIIFM) Yes No Headlines are calls-to-acti on Yes No Scanable content blocks Yes No Bullet points Yes No Images support copy Yes No Images don’t replace copy Yes No Image-based calls-to-acti on Yes No All images are clickable Yes No Full images clickable (No image maps) Yes No Text based calls-to-acti on Yes No Acti on words clickable (most verbs clickable) Yes No Sense of urgency Yes No Obvious pricing (i.e. Sale) Yes No Reader reviews / Testi monials Yes No Brand & Design – Conversion Optimization Brand Recognition Elements Recognizable brand name and message purpose Yes No Clear message purpose Yes No • Operati onal • Marketi ng Brand is included in Friendly from address (Display name) Yes No Email alias Yes No Subject line Yes No Design Impact Elements Good value statement/snippet text Yes No Viewable online link Yes No Alt tags on images Yes No Company logo included Yes No Brand name in text copy Yes No © 2011 Marketo, Inc | +1.877.260.MKTO (6586) | www.marketo.com | www.twitt er.com/marketo | blog.marketo.com
  • 4. Preview Pane Elements Where the viewer decides to read the email: • How does the preview pane look with images turned off /on? • How does the key area of 2-3 inches of screen look? • Is the snippet text compelling? Value statement or table of contents (TOC) present Yes No Viewable online link Yes No View mobile link Yes No Logo (with alt text) Yes No Clear call-to-acti on above the fold Yes No Layout Standard screen resoluti on (1024 x 768): Masthead pixels Width (550 - 650 ideal) Height (200 - 400 ideal) Color use Tables based placement Yes No Bulleted text Yes No Alt text bullet images Yes No Trust Center Unsubscribe language Yes No Company name Yes No Company address / Phone Yes No Company URL Yes No Privacy policy URL Yes No Copyrights / Trademarks Yes No “You have received this email because” Yes No “This email was sent to” Yes No “Add to address book” Yes No Change email preferences Yes No Viral Growth & User Generated Content Items to experiment with in your emails. Forward-to-friend Yes No Subscribe Yes No Comments Yes No Membership programs Yes No Feedback Yes No Survey Yes No Email Review - Design & Creati ve Checklist 3 Under 550 550-600 600-650 Over 650 Under 200 200-300 300-400 Over 400 Fonts Links Borders Cells © 2011 Marketo, Inc | +1.877.260.MKTO (6586) | www.marketo.com | www.twitt er.com/marketo | blog.marketo.com
  • 5. Blog Yes No Video links Yes No Search Yes No Editorials` Yes No Common Spam Signatures to Avoid Avoid these to avoid content based filtering: • Font Size (8pt < >14pt) Yes No • Repetitive use of key words Yes No • Flash or rich media Yes No • Misspelled words Yes No • Invisible fonts (white on white) Yes No • Full capitalization of words Yes No • Light grey/red fonts Yes No • Non-ASCII characters Yes No • Missing <title> tag Yes No • Phishing URL Yes No • Java script Yes No • Attachments Yes No • Forms Yes No • Embedded images Yes No For more best practices and tools on email deliverability, visit Marketo’s Resource Center: http://www.marketo.com/b2b-marketing-resources/category/best-practices/email-deliverability © 2011 Marketo, Inc | +1.877.260.MKTO (6586) | www.marketo.com | www.twitter.com/marketo | blog.marketo.com