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.

Modernize your marketing with AdQuick

AdQuick unlocks the benefits of Out Of Home (OOH) advertising in a way no one else has. Approaching the problem with eyes to performance, created for marketers with the engineering excellence you’ve come to expect for the internet.

Marketers agree OOH is one of the best ways for building brand awareness, reaching new customers, and reinforcing your brand message. It’s just been difficult to scale. But with AdQuick, you can easily plan, deploy and measure campaigns just as easily as digital ads, making them a no-brainer to add to your team’s toolbox.

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.

Don’t Forget To Follow Me On TikTok 📲

@venzelwenzel

Reason #1345 why I think Meta ads are a scam for #crowdfunding #greenscreenvideo

@venzelwenzel

I love telling founder stories that highlight the power of crowdfunding. One of my favorites is about a company building a construction ap... See more

Reply

or to participate.