Email QA Process
*All emails must follow the process prior to sending for client approval.
Once the email is built →
Run through the check list below to QA your own work
Run Litmus test if HTML coded
THEN use your QA Pod slack channel to have a teammate QA before we share the test send with the client
Then send to client for approval
If your client does not want to QA, add an extra QA person (i.e. AM/AD)
Checklist
Messaging / Copy / Creative:
Typos
Punctuation
Capitalization
Trademarks
Subject Line/Preview Text
Correspond with most up to date Copy Doc and/or creative (should be sent over from email lead)
Address in Footer
Promotions:
Correct Dates
Correct Price
Correct Promo Details (% off, $ off, BOGO, etc)
Inclusion of any disclaimers (if necessary)
Promotion setup on backend (check manually or ask AD / AM)
If dynamic/unique discount, send a LIVE test to client to ensure the code pulls in correctly
Links / Images/ Products:
All images linked
All links are correct
Images included match product being discussed or featured
Product in Stock (or noted that it’s on pre-order if that is the intent)
Strategist ONLY QA (not needed for QA buddy):
Check correct date & time
Ensure time sent is correct not PM or AM when the alternate is intended
Ensure time is not sent in local time if specific is intended
Check segment
Litmus
Do this for your own emails before scheduling them.
*This is super important because your email may look fine when you preview it with your ESP but it could get messed up on other email providers or devices!!!
Step 1: login to Litmus
-the login is in lastpass and it’s the one for Julie Zubak
Username: julie@powerdigitalmarketing.com
Password: PowerSEO1*
Step 2:
-send your test email to: powerdigital@litmusemail.com
Step 3:
-go back to Litmus and see that it came through on the dashboard under “Recent Emails”
Step 4:
-click on that email and go to “Checklist” at the top
Step 5:
-look at allllll the versions of your email
Internal QA Structure
We will be utilizing a pod structure as noted below for internal QA. Use your QA pod! Please send test emails at least 48-72 hours prior to deployment date – this is our goal 😀
Step 1: Self-QA (run through checklist)
Step 2: Tag your Pod to send a test
Pod 1 - Send-it Squad | Pod 2 - Slay the Send | Pod 3 - Hit Send & Chill |
Alexis | Miguel | Bri |
Andrea | Felipe | Dennard |
Sam | Isabella | Lauren |
Sharon | Melissa | Melia |
Jordan | Gabi | Paula |
| Katelyn |
|
Step 3: Use template:
Client:
Reference Doc:
Review Needed By:
Step 4: Reviewer uses checklist and confirms edits (if) needed in thread.