Email Marketing Audit (A Steps Based Quick Checklist – to the Point)

An email marketing audit is credited as an effective practice for a brand’s email marketing campaign. It offers strong lead generation by correcting the mistakes earlier. It’s not just the talk. 89% of marketing specialists have said they have yielded promising results from email marketing because of the audits. 

So if you have started your email marketing but aren’t sure how to track its progress to fix things right away, this stepwise guide will show you how to do an email marketing audit. 

Table of Contents

Why is an Email Marketing Audit Important?

Why is email auditing important anyway? Can’t you wait and see things work on their own? Yes, you can, but it will take a tremendous amount of time to figure out what to fix. 

With an email marketing audit, you’ll be able to analyze the success of your marketing strategies, the response you’re getting, and every other expenditure in promotional campaigns. It’s worth looking into future opportunities for business improvement and development. 

If done right, the audit will help you decide how much effort is required before choosing whether to restructure the email marketing list or boost production for launches. 

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So let’s dive into the checklist and help you get started. 

The Quick Checklist for Email Marketing Audit

1. Understand Audience Market Share

When you’re unsure how to proceed with an email marketing audit, make a customer profile, which is a hypothetical portrayal of your core audience that incorporates relevant data and behavioral tendencies.


This step tells how well you recognize prospective clients and their critical worries about your unique value proposition.

How to build a buyer persona?

  • Study your current customers and why they use their products.
  • The age group your product is aiming at
  • The group’s interests
  • The location where you are offering services to
  • Who is the decision-maker for your product purchase

2. Analyze Your Purpose for Email Marketing

Your email marketing audit should be SMART (specific, measurable, attainable, relevant,time-bound). You can have a solid understanding of what you want to accomplish and when. Try dividing the goals down into long- and short-term goals. 

Mainstream objectives of email marketing can be:

  • Profitability
  • share price
  • brand awareness
  • growth possibilities 

Tools to Use:

  • Spreadsheet for targeted keywords 
  • Analytics insights from Google Search Console 
  • Monitoring tools such as social media 

3. Use Tools to Reach Target Mailboxes

In the third step for email marketing audit, you need software to reach the correct mailboxes to save your time and money. We’re talking about the core technological and organizational framework that every organization requires to verify their emails go to the proper mailboxes on time. 

Here’s what to do:

  • IP reputation and dedicated IP address. 
  • Authentication of DNS records. 
  • Addresses for DMARC
  • Integrations of standardized and required links.
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4. SWOT Analysis for Your Marketing Strategy

Strengths, Weaknesses, Opportunities, and Threats are the letters in the acronym SWOT analysis. They are all aspects that influence how effectively you can sell your company or goods supply. 

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You should also devise plans to address your company’s shortcomings and seize any prospects. 

Tools that will Help:

  • SWOT analysis worksheets 
  • spreadsheets for word processing documents 
  • market research reports and data sets  


Email marketing audit drives your email marketing’s success. Once you know who your customers are, what your goal of email marketing is, use technology to optimize the process, and use SWOT analysis to measure the efficacy of your email marketing.

To prevent the entire process from getting overwhelming, take each section one at a time. Begin with dividing the email marketing audit into little segments if you don’t have sufficient resources.

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