Self-Assessment Scorecard

The first step is to identify where you could improve. The next step is to determine where you should improve.

Note: If some of the following terms seem foreign, please go back and (re)read the chapter.

  POOR NEEDS IMPROVEMENT TYPICAL BEST PRACTICE
Mailing List Growth Invitation to register limited to a few of your website's pages Invitation to register appears site-wide Prominent invitation to register appears sitewide, supported by offline promotion Subscriber outreach via: offline promotion, sitewide call-outs, co-registration, sponsored mailings, and exit pop-ups
Registration Incentive None Unrelated to your cause Related to your cause Related to your cause, and compelling, at a reasonable cost compared to the lifetime value of a new subscriber
Subject Line Vague or "clever" Conveys topic Conveys topic and benefit Conveys the topic within 15 characters and the benefit within 45 characters
Appeal No rationale offered for call-to-action Appeal focuses on features, not benefits Appeals to one motivator: greed, self-esteem, sex, or avoidance of fear Appeals to at least two motivators: greed, self-esteem, sex, or avoidance of fear
Personalization Impersonal Personalization limited to name Multiple variables personalized; list segmentation and offer based on prior behavior Dynamic message assembly based on prior behavior
Testimonials None Wordy Concise and motivating Concise, motivating, and makes extraordinary claims that you could not say yourself
Photographs None Vaguely related to the cause Related to the cause Related to the cause and conveys the benefit
Split-Cell Testing No testing Roll-out results reviewed, but no split-cell testing Split-cell tests prior to roll-out Ceteris paribas split-cell tests prior to roll-out using a minimally-sufficient sample size
Optimization No testing Sporadic or statistically-invalid testing Frequent, statistically-valid testing limited to offers and creative approaches Frequent, statistically-valid testing improves: offers, creative approaches, mailing list sources, "subject" and "from" lines, landing pages, contact frequency and timing, personalization, and format
List Segmentation None Gaps or duplication Demographic Behavioral or sequential
Success Metrics Not measured or not reported Ambiguous or unrelated to the call-to-action Call-to-action click-thrus Call-to-action conversion
Email Format Text only HTML only Text or HTML based on subscriber preference and email browser capability Text or compatible HTML based on subscriber preference and email browser capability
Email Appearance and Function Testing Reviewed casually on sender's screen All links tested; proofread on-screen and on paper Links tested and appearance reviewed on all email browsers used by at least 5% of your subscribers Links tested and appearance reviewed on all email browsers, screen resolutions, security settings, platforms, and connection speeds used by at least 5% of your subscribers
Inbox Delivery Monitoring Reactive Reviewed from campaign-level reporting Reviewed from domain-level reporting Reviewed from domain-level reporting and seed accounts at domains used by at least 5% of your subscribers
Bounce Handling Not recognized Hard bounces removed Hard bounces removed; all soft bounces removed Hard bounces removed; soft bounces and  unresponsive subscribers conditionally removed subject to periodic re-checking
Unsubscribe Handling Not offered Offered but high complaint rate to ISPs and your email server host Reliable Reliable; unsubscribers suppressed from all future lists regardless of source
Blacklisting Not monitored; highly vulnerable due to list rental, poor list hygiene, high complaint rate, or shared IP address Monitored occasionally; highly vulnerable due to list rental, poor list hygiene, high complaint rate, or shared IP address Monitored occasionally; moderately vulnerable due to good list hygiene and double opt-in registration Automatic notification of status changes; low vulnerability due to good list hygiene, double opt-in registration, and mailing from dedicated, clean IP addresses
Whitelisting and Sender Accreditation Not requested Whitelisted at a handful of domains Whitelisted, authenticated, accredited, and/or certified at every email domain that hosts at least 5% of your subscribers Whitelisted, authenticated, accredited, and/or certified at every email domain that hosts at least 5% of your subscribers. Access to emergency troubleshooting due to personal relationships with postmasters at key email domains
Spam Law Compliance Ignored Unnecessarily restrictive interpretation Observed Observed without impacting response rate
Privacy Policy Undefined Too restrictive Permission granted to leverage data for marketing purposes Far-reaching permission granted to leverage data for marketing purposes and share data with third-parties
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