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Email sending checklist

Settings to pay attention to before you send emails

Zoltan Wagner avatar
Written by Zoltan Wagner
Updated over 4 months ago

Use this checklist to ensure all settings are in place before you hit the send button.

For stopping scheduled emails and re-sending messages read this article.

Technical prerequisite

  • Ensure Domain Authentication (DKIM) is implemented for best possible inbox placement. This is not a mandatory setting but highly recommended.

The steps below are take place in the email editor:

On the Build tab:

On the Configure tab:

Sender and subject line

Check the following settings:

AB testing, archives page and link tagging

On the Recipients tab:

On the Recipients tab of the email editor:

  • Choose whether the message is sent to opt-in recipients or to contacts with mandatory consent

  • Select which subscription list to send the message to.

  • You can narrow down selection using tags and segments.

Using the Preview tab:

  • Use the Preview tab of the editor to check how the message looks on desktop and mobile devices.

  • Use the "Preview as..." option from the Preview tab to check how merge fields and dynamic content blocks are shown for specific contacts on your list.

Using the Test tab:

  • Send yourself a test message and check that all links work in the email

  • Confirm that the email layout appears in your inbox as intended

Using the Send... tab:

  • Go to the Send... tab to schedule the email to be sent at a future date or send it immediately.

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