The Email Marketer’s Journey: Checklist for sending emails with Journey Builder

Embark on a journey to email marketing excellence while sidestepping common pitfalls. Prepare yourself! With a click of a button, you will be sending millions of emails.
In this article, “The Email Marketer’s Journey: Checklist for Sending Emails with Journey Builder,” we’ll navigate the intricacies of successful email campaigns.

This checklist will be your safeguard against costly mistakes, ensuring your emails consistently deliver the results you desire.

Whether you are a certified Marketing Cloud expert, or just getting started- Join us on this voyage to avoid errors and maximize your email marketing potential with Marketing Cloud’s Journey Builder!

Journey Builder Checklist

Entry Source

Entry Data Extension – Audience count (numbers make sense?)
Data Extension organized in the correct folder
Scheduled TimeZone & Daylight Saving Time

Journey Settings

Journey Name / Naming convention
Re-Entry Conditions
Email Address Source (Journey data vs. Contact Data)

Journey Canvas

Email Activities

Correct creative, subject line, preheader
Send-Classification / IP address selection
Marketing Cloud Campaign association

Delivery Options

Campaign UTMs
Publication Lists
Exclusion Scripts in place (if need be)
Exclusion Script – for each email send activity
Exclusion Script – right content? (didn’t leave copy-pasted content from another send?)
Throttling / Delivery window if need be

Decision Splits

Data paths of each attribute in the decision split (Contact data vs. Journey data)

Wait Periods

Extend until time necessary?
Did you take into account a few minutes it takes for  each email processing?

Quick Tip: Instead of “Wait 1 Day”, prefer “Wait 23 hours + extend until 9am” .
Remember to take into account a few minutes it takes to process each send!

Automation Studio

Automation Schedule and Timezone
Waiting activities match Journey builder waits (e.g. If refresh needed between sends)
Automation Activated

 

Section 3 : Objectives & Scope

⏱ 1 min. readSection 3: Objectives and Scope of a Marketing Cloud Project In this section you'll cover the following points: Clear definition of the project's objectives, outlining what is to be achieved and by when. Scope statement specifying the boundaries of the...

Section 2 : Project Introduction

In Section 2 we explain why it is recommended to document:

– The need at the origin of a Salesforce Marketing Cloud project;
– Current marketing processes/systems.
And more.

Section 1 : Executive Summary

The Executive Summary of a Marketing Cloud Project Why have an Executive Summary? An Executive Summary in a project plan offers a condensed yet comprehensive overview, enabling busy stakeholders to swiftly grasp the project's goals, alignment with organizational...
SFMC Insider Tip

Did You Know?
An External Consultant will save project costs!

The ROI on hiring a knowledgeable External Consultant is immediate!

  • Expedite time-to-market. Remember that your license period begins immediately upon purchase and that company revenue depends on your Marketing.
  • Save on recurring Licenses Costs by tailoring Salesforce Licenses to what you’ll actually use in each phase of your growth;
  • Reduce expenses by avoiding (very!) costly data design mistakes.
  • A Senior resource = Fewer hours of implementation.
  • Ensure ROI by establishing a Marketing Automation Strategy.

 

It is advisable to have a seasoned Marketing Cloud expert involved in every Marketing Cloud project.

Make sure to get a Consulting Partner focused on Marketing Cloud.

Download : Marketing Cloud Project Plan Worksheet

Download : Marketing Cloud Project Plan Worksheet

 

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