Auditing email campaigns involves a review of email marketing strategies, content, performance metrics, and compliance with best practices and regulations. It's a strategy to improve performance and maintain compliance.
Why audit your email campaigns?
A study has shown that 53.3% of patients read 66–100% of emails from their physicians. This suggests that while email is important, not all emails are important. Auditing your email campaigns can ensure you effectively leverage this communication medium by identifying what works, optimizing performance, and maintaining compliance with industry regulations.
An email audit helps you:
- Identify what works and what doesn’t.
- Optimize content and design for better engagement.
- Improve deliverability and reduce bounce rates.
- Ensure compliance with regulations such as GDPR and CAN-SPAM.
- Maximize ROI through data-driven insights.
See also: HIPAA compliant email marketing: What you need to know
Steps to audit your email campaigns
Define your objectives
Start by clarifying why you’re auditing your email campaigns. Are you looking to improve open rates, increase click-throughs, or boost conversions? Clear objectives guide the audit process and keep your analysis focused.
Review campaign goals
- Are your campaigns aligned with overall marketing and business objectives?
- Evaluate if your target audience segmentation is precise and effective.
- Ensure that your campaigns address the specific needs and interests of your audience.
Analyze email content
Subject lines
- Are they clear, engaging, and action-oriented?
- Do they avoid spam-triggering words?
Body content
- Is the message concise and relevant?
- Does it provide value to the recipient?
Design and layout
- Are the emails mobile-friendly?
- Is the layout visually appealing and easy to navigate?
Call-to-action (CTA)
- Are your CTAs compelling and strategically placed?
- Do they align with the campaign’s purpose?
Evaluate list management
- Review your email list-building strategies to ensure compliance with opt-in regulations.
- Segment your audience based on behaviors, demographics, or preferences.
- Identify and address inactive subscribers through re-engagement campaigns.
Check deliverability
- Bounce rates: Categorize soft and hard bounces and update your lists accordingly.
- Spam filters: Use tools to ensure your emails pass spam checks.
- Sender reputation: Monitor your domain and IP reputation.
Assess automation workflows
- Audit automated sequences like welcome emails, abandoned cart reminders, or follow-ups.
- Check if the triggers, timing, and content are optimized to match user behavior.
Monitor metrics
Analyze key performance indicators (KPIs):
- Open rate: Evaluate subject lines and sender names.
- Click-through rate: Assess how well your content and CTAs drive engagement.
- Conversion rate: Ensure your CTAs lead to meaningful actions.
- Unsubscribes and complaints: Identify patterns that may indicate content or frequency issues.
Ensure compliance
- Verify that your emails include clear opt-out options and company contact details.
- Ensure compliance with GDPR, CAN-SPAM, and other relevant regulations.
- Provide links to privacy policies when necessary.
Document findings
- Create a detailed report summarizing strengths, weaknesses, and opportunities for improvement. Include actionable recommendations and set priorities based on potential impact.
Implement changes
- Address quick wins such as improving subject lines or fixing broken links.
- Plan and execute long-term improvements, like refining audience segmentation or adopting advanced personalization techniques.
Related: What are the HIPAA audit requirements?
Benefits of regular email audits
Conducting routine email audits:
- Enhances user engagement by tailoring content to audience needs.
- Reduces unsubscribe rates and improves customer loyalty.
- Boosts ROI through targeted and effective campaigns.
- Builds trust by ensuring regulatory compliance.
FAQs
How often should I audit my email campaigns?
You should generally audit your email campaigns quarterly, or more frequently if you run high-volume campaigns or notice declining performance metrics.
What tools can I use for auditing email campaigns?
Popular tools include Google Analytics and HubSpot for analyzing metrics, design, and deliverability.