New Company
Core Metrics
Email Optimization Index for New Company
Notes
These intro notes explain our summary take on their situation, identify priorities for action (linked below), and make summary recommendations.
Overall Open Rate
Engaged Subscribers Open Rate
Percentage of Audience with Low Engagement
Engaged audience growth percentage over past 30 days
Skip to Your High Priority Items:
Technical Factors
Technical Factors Summary
Notes
high amounts of unauthenticated email it can mean your system is not properly configured, that people may be attempting to spoof your domain for sending spam messages, or that one of your systems that sends email with your domain isn’t properly configured. Some number of DMARC failures is normal – sometimes when people forward your email from certain email tools such as Outlook it can record it as unauthenticated. Unless your number of unauthenticated emails is above 2% it’s nothing to worry about.
All Technical Factors
Authentication
Authentication Reports
Notes:
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Action Items:
Spam Analysis
Spam Analysis Reports
Is any authentication failure above 2%?
Yes
Notes:
Action Items:
Domain
Domain Analysis Reports
Notes:
Action Items:
IP Address
Does your email send from a dedicated or shared IP address?
Shared IP Address
IP Analysis Reports
Notes:
Action Items:
DNS Settings
DNS Analysis Reports
Notes:
Action Items:
Technical Content
Are your internal links branded?
No
Technical Content Analysis Reports
Notes:
Action Items:
Placement Test
Placement Test Results
Notes:
Action Items:
Engagement Factors
Overall Engagement Factors Score for New Company
Notes
Engagement factors notes here
Overall
Open Rate
Engaged Audience
Open Rate
Paid Customer
Open Rate
All Engagement Factors
Engagement Best Practices
Engagement Images
Segmentation
Do you send at different frequencies to different engagement levels?
No
Are you primarily sending emails only to people with engagement in past 120 days?
No
Do you have a Hot / Warm / Cold segmentation practice in place?
No
Do you segment your audience by key customer types?
No
Frequency
How often do you send to your HOT segment?
How often do you send to your WARM segment?
How often do you send to your COLD segment?
Reactivation
Do you have a reactivation strategy?
No
Do you run retargeting ads as part of your reactivation strategy?
No
What % is successfully reactivated?
Notes:
Action Items:
Personalization Best Practices
Personalization Images
Personalization
Is the subscriber name used in emails?
No
Are content blocks within emails regularly personalized?
No
Do you have different campaigns or automations for key customer types?
No
Notes:
Action Items:
Operations
Overall Operations Score for New Company
Notes
high amounts of unauthenticated email it can mean your system is not properly configured, that people may be attempting to spoof your domain for sending spam messages, or that one of your systems that sends email with your domain isn’t properly configured. Some number of DMARC failures is normal – sometimes when people forward your email from certain email tools such as Outlook it can record it as unauthenticated. Unless your number of unauthenticated emails is above 2% it’s nothing to worry about.
All Operations Factors
Automations
Automation Reports
Are there automations that are unnecessary or causing an unusual number of unsubsor spam complaints?
No
Do you have clear documentation and visibility for the purpose of every automation?
No
Have you recently audited your automations to know if they are all necessary and performing as desired?
No
Notes:
Action Items:
Data Management
Data Analysis Reports
Leveraging Your Data
Are you able to easily identify paying / non-paying subscribers?
No
Are you able to easily segment subscribers based on purchase history?
No
Do you know your minimum positive list growth requirement?
No
Subscriber Insights
Do you know your subscriber LTV?
No
Your Subscriber LTV is:
Are you able to calculate your subscriber value at different intervals (1 week, 30 days, 90 days, etc)?
No
Your dashboard should track (at least): Open rates, Unsubs, CTR, Revenue per email / subscriber, Hot / Warm / Cold segment sizes.
Your Dashboard & Reporting Includes:
Your Dashboard & Reporting Includes:
Notes:
Action Items:
Unsubscribe Process
Unsubscribe Process
Do you provide a preference center?
No
Is there a global nuclear unsub in each email?
No
Notes:
Action Items:
Subscriber Process
Subscriber Process
Are you maximizing your post opt-in screen?
Notes:
Action Items:
