Tips for Sending Emails

Copy Article URL

Copied

There’s a lot to consider before and after you send an email that can help your campaign performance. This all depends on your business, your content, and your audience, so it's not an exact science.

In this article, you'll find recommendations that can help you get the most out of your email marketing.

Before you send

We know pressing that Send button can be intimidating, no matter how many times you've sent an email to your audience. A thorough checklist can help you feel confident you've done everything you can to ensure a successful email campaign.

Here are some things to check before you send an email.

Review your audience

Confirm you are sending to the right audience in the To section of the email builder.

  • Verify you have permission to send to the selected contacts.
  • If you're sending to a segment, review the conditions and subscriber counts are correct.

Getting Started with Segments The Importance of Permission

Review your email setup

Make sure you’ve set up your email properly. Ensure your subject line, content, and tracking options are properly configured in the builder. Check the box for Use Inbox to manage replies in the Settings & Tracking section if you want to manage replies, or make sure you have access to the From email address to receive direct replies to your email.

Best Practices for Email Subject Lines Additional Tracking Options for Emails

Proof Your Content

Click Edit Design in the Content section of the email builder to proofread your work.

  • Check for typos, then ensure all images are the correct size and include alt text.
  • Scan for spammy words that could affect delivery.
  • Review merge tag default values, then use Preview mode with the Enable live merge tag info slider to verify they look correct.
  • Ask a friend or colleague to look over the email after you have checked it yourself.

Set Default Merge Values for an Audience About Spam Filters Upload, Add, and Edit Images in Emails and Landing Pages Preview your Merge Tags Collaborate on Emails

Verify every link in your email is valid and leads to the correct URL.

  • New builder: Broken links are marked with an exclamation point icon.
  • Legacy builder: Use the Link Checker to scan for issues.
  • Ensure you have included the required unsubscribe link.

Why We Require an Unsubscribe Link Troubleshoot Broken Links

Preview and test

After you've thoroughly checked your audience, setup, and content, use our preview and testing tools to make sure your email displays as expected. The Inbox Preview tool is included with an Essentials plan or higher. Use it to see what your email will look like in different email clients.

Preview and Test Your Email Email Testing Tips Test with Inbox Preview

Send your email

Have you crossed all your t's and dotted all your i's? Great! After you've completed this checklist, you're ready to hit that Send button. To learn how, check out Send a Regular Email.

After you send

It's important to evaluate your email statistics after every email you send, so you can determine how the performance of an email compares to what's normal for your organization. Use your email reports, stats overview, and audience analytics to track trends and return on investment (ROI) over time. Although this won't help you improve your sent email, it'll give you the data you need to make informed email marketing decisions in the future.

About Email Reports

Here are some things to consider as you evaluate your sent emails.

Monitor deliveries

Check your email report a few hours after sending to monitor delivery rates. If many emails are not delivered, they may be blocked by firewalls or spam filters.

About Spam Filters My subscribers aren't receiving my emails About Email Reports

Track engagement

Monitor your engagement for each email, as well as engagement over time, to get an idea of how your content resonates with your subscribed contacts. Consider statistics like opens, clicks, forwards, and social performance. Connect your store to track additional statistics like total orders and revenue.

About Open and Click Rates

Determine top locations and send time

Pay attention to the top locations in your email reports and audience analytics to see which regions respond best to your content. If you've sent your emails at different times, determine if there's a particular time of day that seems to get the most opens, clicks, and purchases.

About Email Reports About the Audience Analytics

Assess your revenue

If you have a connected store and track your e-commerce activity, or include products in your emails, we'll show you your sales in your email reports. Use this information to assess your ROI and inform future email decisions.

Monitor unsubscribes and bounces

Monitor your bounces and unsubscribes over time so you can intervene if there are issues with your audience, email content, or delivery. If you notice a lot of unsubscribes, your permission may have gone stale, or something in your email content could have caused more people to unsubscribe.

If you notice a high bounce rate on an email, we'll store bounce reasons in your email report for 30 days after you've sent it. Each bounced email typically includes an “SMTP Reply” that explains why the message bounced.

When Email Addresses Go Stale View Bounce Reasons Soft vs. Hard Bounces


Preview and Test Your Email

We recommend that you always preview and test your email before sending to your subscribers.


Schedule or Pause a Regular Email

Learn how to send, schedule, pause an email, and other options.


Troubleshooting Your First Email

Learn about tips and tricks for troubleshooting your first email.