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Email Marketing Planning Template

Use this template to strategically organize your email marketing campaigns so that you can check this item off your to-do list.

Use this template to:

  • Organize which emails you send to each segments of your database

  • Remember what A/B tests you're conducting

  • Summarize high-level results

  • Gather data on individual email performance

  • Compile data on Excel or Google Sheets

  • Automatically calculate delivery, open, and click through rates

Planning your email marketing schedule doesn't have to be stressful.

Whether email marketing is only part of your job or your sole responsibility, every email marketer could use some help planning all the moving parts of email campaigns. The more organized you are, the more strategic you can be about what content you send.

Using this template will help you: Organize which emails you send to each segments of your database, remember what A/B tests you're conducting, and summarize high-level results. What's best of all is that you can customize this spreadsheet however you see fit for your own organization.

So grab your free template by filling out the form below.

Frequently Asked Questions (FAQs)

What is an email marketing calendar?

An email marketing calendar helps you to organize and analyze your email campaigns. The calendar will include the schedule of when you will send emails, follow-ups, eBooks, lead magnets, and other marketing collateral. You will also schedule when to analyze the results so you can tweak your plan to best meet your goals.

Why do I need to fill out the information requested?

We will always keep your personal information safe.

We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here.

How do you write an email marketing plan?

Email Marketing Strategy:

  • The BasicsDefine your goals

  • Target your audienceBuild your email list

  • Choose email marketing tools

  • Decide what types of emails to send

  • Set a schedule for sending emails

  • Create the email content

  • Format the content in the email program

  • Start your campaign

Is it really free?


Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

How do you plan an effective email marketing campaign?

A successful email marketing plan requires: targeting your audience, building your email lists, segmenting your lists, picking email marketing tools, defining your goals, making a send schedule, creating the content of the emails, formatting the emails, and sending the emails. Don't forget to implement tracking so you can monitor your success.

Does email marketing still work in 2024?

Email marketing remains one of the best strategies for reaching your customers, even though there is competition from other methods.

How do I write an email marketing campaign?

Set your goals. Target your audience. Write the email content. Plan out your send schedule. Implement. Analyze your results.

Save time and eliminate stress with this handy email marketing template

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