Email Campaign Planner Template
Plan, test, and track your email campaigns just like we do.
Watch this 13-minute walkthrough to see exactly how to use the planner for your campaigns.
Everything You Need to Plan Successful Email Campaigns
Three connected tabs that work together:
1. Campaign Planner
Plan every detail from launch date to creative assets. Organize by campaign type (promotional, lifecycle, content, engagement) and funnel stage (awareness, consideration, conversion, retention).
2. Campaign Test Planning
Document your A/B tests with built-in prompts for what to test and how to measure success. Auto-populates when you mark campaigns for testing.
3. Campaign Results Tracker
Track performance metrics with automatic calculations for open rate, CTR, delivery rate, and more. Color-coded spam complaint alerts keep you out of trouble.
Bonus: Complete field definitions and best practice tips built right into the template.
This planner is for you if you’re a…
→ Small business owner or manager running your own email marketing
→ Marketing professional planning campaigns for your organization
→ Nonprofit professional coordinating multiple campaigns
→ Freelancer or agency tracking campaigns for clients
→ Person who needs to plan campaigns and who's tired of disorganized systems