Read This First!

About This Template

Let's face it. Sometimes it's tricky to stay organized when you have so many tasks to keep track of and get done everyday. When you're
so busy, it's difficult to manage all the moving parts of your email campaigns, which makes it hard to be strategic about what you send.
That's why we created this Email Planning Template. Using this template will help you keep track of what emails you're sending to
whom, the various A/B tests you're conducting (if applicable), and the high-level results of each email send you've planned.

How to Use This Template

The Email Planning Template (Email Template tab) is divided into three sections: Email Planning (columns A-O), A/B Testing Planning
& Results (columns P-Q), and Email Results Tracking (columns R-Z). Each section contains a column for various components you
should plan for or keep track of, as well as a description or example to help you understand what each column label means. Column A
also contains the week of the month (Week 1 - Week 4), and each week contains 3 rows to help you plan 3 email sends per week. If your
company sends more than 3 emails per week, you can insert additional rows as need.

How to Customize This Template

We realize not every company will send email the same way. We encourage you to customize this Email Planning Template however
you see fit to better suit your individual needs and your organization's goals to make it most useful for you. Since frequency, timing,
messaging, content, design, and other elements of email marketing will all vary, feel free to adjust the template by hiding certain columns
you don't need them, or by adding in new ones we didn't account for. You can also right click on the "Email Planning Template" tab and
select "Rename" to name the template after the current month. Once a new month starts, you can duplicate the "Email Planning
Template" tab by right clicking on it, selecting "Move or Copy," selecting the "Make Copy" checkmark, and then renaming the tab for
the current month.

Next Step: Learn More About Email Marketing Using HubSpot

Part of HubSpot's all-in-one inbound marketing software includes a robust email marketing tool. Most email software only allows you to
upload a list and send to it. Because email is integrated with lead generation tools, HubSpot helps you attract new subscribers and grow
your list over time. Even better? Using personalization features and marketing automation, you can ensure that your emails match the
unique interests of each recipient. Click below to learn more about all of HubSpot's email features.
Read This First!
 Read This First!

are only allows you to

w subscribers and grow
our emails match the
Read This First!
 Read This First!

Additional Educational Resources You Might Find Useful

The Anatomy of a Five-Star Email An Introduction to Email Marketing

The 9 Must-Have Components of Compelling Email

An Introduction to Email Marketing
Copy

Answers to 10 Email Marketing Questions You Were

How to Create a Fantastic Email Newsletter [Checklist]
Too Afraid to Ask
Read This First!
Scroll to the right to complete the Planning phase (green), A/B Testing (red-orange), and Results phases (yellow

Week of Month Email Topic

Description Ex: New Ebook or Monthly Email Newsletter

Week 1

Email Send Date

Email Send Date

Email Send Date

Week 2

Email Send Date

Email Send Date

Email Send Date

Week 3

Email Send Date

Email Send Date

Email Send Date

Week 4

Email Send Date

Email Send Date

Email Send Date

Testing (red-orange), and Results phases (yellow) of your email marketing. >>
EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING

Owner Status Subject Line

Choose from the drop down in each cell: Not

What subject line are you going to use to entice
Who on your team is crafting this email? Started, In Progress, Ready to Test, Scheduled,
recipients to open your email?
Sent.
NNING | EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING | EMAIL

Email Draft Link Goal Target Segment / Persona

Copy and paste the link to your email draft here High-level category of target audience. Ex:
Ex: Lead generation, clickthroughs, event sign-
from your email software for you to keep track Corporate Executives in mid-sized to large
ups.
of or your team to review. companies
EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING | EMAIL PLANNING

Send List Suppression List(s) Personalization Tokens

Names of lists you want to exclude from your Which elements of your email are you going to
Name of your email list, such as "Corporate
send. Ex: Unengaged Leads and/or Corporate personalize for the recipeient? Ex: Name,
Executives Interested in Social Media Topics"
Executives from SMBs company name.
LANNING

Link to Landing Page(s) or

Link to Image File Mailto Link
Other Assets

If you encourage email forwarding, create and

What website(s) are you trying to drive the paste your Mailto link here. Learn more:
Paste the link to any image file you need to use.
recipient to? http://blog.hubspot.com/marketing/make-
emails-more-clickable-list
 A/B TEST PLANNING & RESULTS

Social Share Links A/B Test Description Summary of A/B Test Results

If you're trying to incite email recipients to

tweet or share an element of your email, create Describe any A/B test you're conducting with
What were the results? Which variation won?
the social sharing links (ex: using this email send.
ClickToTweet), and paste them here.
 RESULTS TRACKING | RESUL

Total Emails Sent Total Emails Delivered Total Emails Opened

How many email addresses did you send your Of the email addresses you sent your email to, Of the email addresses you sent your email to,
email to? how many actually landed in an inbox? how many were opened?
ESULTS TRACKING | RESULTS TRACKING | RESULTS TRACKING | RESULTS TRACKING | RESULTS TRACKING

Total Clicks Deliverability Open Rate

Automatically calculates Total Emails Automatically caclucates Total Emails

How many unique individuals clicked a link in Delivered / Total Emails Sent. Above 95% is Opened / Total Emails Delivered. An open rate
your email? ideal, but hard to achieve if your list(s) are of 20% would mean that out of every 10 emails
purchased. delivered, 2 were actually opened.

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RESULTS TRACKING

Clickthrough Rate Leads Generated Other

Automatically caclulates the percent of

How many new contacts did you get from email Track your own metric here if none of ther
recipients who clicked through from your email
recipients filing out the form on your landing others align with your email goal(s). Ex:
(ex: to a landing page) out of total emails
page? Downloads, event sign-ups.
opened.

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