Our Ultimate Salesforce Marketing Cloud Email Checklist: Avoid Costly Mistakes & Boost Engagement

Let’s be honest—telling someone you “send emails” for work doesn’t do you any justice to all the work that’s involved. Especially with Salesforce Marketing Cloud (SFMC)—Journey Builder, AMPscript, segmentation, deliverability—there’s a lot that goes into it. And in email marketing, one tiny mistake can lead to problems that haunt you for your marketing career.

We’ve all been there at one point in our lives.

• A broken personalization tag?
• Hello, %firstName%% disaster.
• An open tag making your outlook render an email funny? Bound to be flagged by a senior leader.
• Dynamic content that was not aligned to the data and held the email back? Even though the Journey Builder makes it look like it deployed flawlessly.

That’s why we created this checklist, backed by  8 years of email marketing experience as an agency.

It’s your go-to guide to make sure every email is on-plan, on-brand, on-time and on-point so you can convert.

Plan like a pro – Align your email with your goals, segmentation, and compliance.
Set it up right – Personalization, A/B testing, design—it’s all covered.
Boost deliverability – No spam folder for you! Get IP warming, authentication, and sender reputation on point.
Test (and test again) – Run spam checks, preview on every device, and verify your journey logic.

Why You Need This Checklist

SFMC is powerful, but unforgiving. We’ve been able to catch these errors before deployment, by always reviewing the checklist with anyone who joins our team:

• A personalization fail that turns every subscriber into %firstName%% or French accents that turn into diamonds.
• Emails that look stunning—until you open them on mobile. Or Outlook. Our dear, dear friend, Outlook.
• Links that lead… nowhere. Oops.
• Compliance slip-ups that could damage trust (and sender reputation).

Let’s make sure these errors never haunt you. Benefit from our learnings—download this free Salesforce Marketing Cloud Email Checklist now to send with confidence.

If you’re overwhelmed by Salesforce Marketing Cloud and need to get campaigns out the door, or are a seasoned pro but want to learn how to build more efficient automations with AMPscript or more sophisticated segmentation, we’re your team. We can help with long-term engagements or short-term assessments to help you get the most out of your SaaS investment. Whether you’re at an enterprise company or a startup, we can find the right way to help you.

Get in touch with our team today or review our Case Studies to see how we’ve helped companies like yours.