- Jeff "Fuzzy" Wenzel
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Email Marketing Platform Audit Guide
Discover the 6 critical levers to audit in your email marketing platform that could unlock 24-40% of your total revenue — and the exact benchmarks you need to measure success.
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Email Marketing Platform Audit Guide
Performing a full audit of your email marketing platform is critical to improving performance, identifying gaps, and unlocking more revenue from your list.
Here are the six levers you should review:
1. Overall Benchmark
Email should account for 24–40% of total revenue (varies by brand maturity and channel mix).
Identify your highest revenue-generating flows/automations and campaigns from the past 90 days.
Compare performance with industry benchmarks for your vertical.
Check average open and click rates to spot deliverability or engagement issues.
Run through the customer journey yourself—sign up, trigger automations, and look for friction or broken experiences.
2. Automations / Flows
Core automations every brand should have:
Welcome
Browse abandonment / site visit follow-up
Cart abandonment
Checkout abandonment / lead conversion
Post-purchase
Remove automations that drive zero engagement or revenue to protect deliverability.
Expansion logic:
If an email has a click rate >1%, add another follow-up.
If <1%, optimize subject line, copy, or design.
Add advanced flows (upsell, cross-sell, win-back, site abandonment).
Review automation details:
Triggers & filters
Conditional splits
Time delays
UTM tracking
Smart sending / frequency caps
Metrics to track:
Open, click, bounce, unsubscribe rates
Revenue generated per automation
Design checks:
Balanced text-to-image ratio (to avoid spam filtering)
CTAs work correctly
Coupon codes and dynamic fields function properly
Layout is mobile-friendly and accessible
3. Campaigns (One-Off Sends)
Measure deliverability (placement: inbox, promotions, spam).
Review past high-performing campaigns:
Targeted segments
Send times and frequency
Content type (newsletter, plain-text, design-heavy, promo)
Evaluate unsubscribe and bounce rates.
Define your winning mix of campaign types for your audience.
4. Segmentation
Audit list and segment definitions across the platform.
Confirm unengaged subscribers are suppressed or excluded from frequent sends.
Check if advanced segments are being leveraged (engaged last 30/60/90 days, VIPs, high LTV, churn risk).
Identify underutilized segments that could improve personalization.
5. Split-Testing / A/B Testing
Review past tests for insights:
Subject lines
Preview text
Send times and days
Content types (plain-text vs design-heavy)
Offer variations
CTA formats
Document what has worked and what hasn’t.
Create a plan for ongoing, structured testing.
6. Subscription Forms
Review which provider powers your forms (native platform forms, third-party apps, or integrated tools).
Benchmark conversion rate: aim for 5%, work toward 10%.
Optimize:
Offer (discount, free resource, exclusive content)
Timing and display conditions (exit intent, time on page, scroll depth)
Copy and creative
Mobile vs desktop versions (separate designs recommended)
Ensure the right data is being collected for segmentation and personalization.
Final Step
An audit is not a one-time exercise. It’s about identifying revenue leaks, engagement gaps, and missed opportunities.
Run this process quarterly, prioritize changes, and track revenue lift after every optimization round.
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