Email Strategy Template

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Email Strategy Template

What is an Email Strategy?

An email strategy is an organized approach to creating, delivering, and optimizing emails to your target audience. It is an important tool for marketing and email campaign teams in various industries, as it helps to improve open rates, click-through rates, and conversions. An effective email strategy should cover focus areas, objectives, key performance indicators (KPIs), and related projects needed to achieve the desired results.

What's included in this Email Strategy template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Email Strategy template for?

This email strategy template is designed to help marketing and email campaign teams in various industries develop an effective email strategy. The template provides a structure to define clear focus areas, objectives, key performance indicators (KPIs), and related projects in order to optimize email open rates, click-through rates, user engagement, and conversion rates.

1. Define clear examples of your focus areas

Your focus areas are the broad categories that your email strategy should cover. Examples of focus areas could include optimizing email open rates, improving user engagement, and increasing email subscribers. It’s important to define your focus areas so that you have a clear understanding of what should be covered in your strategy.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals you want to achieve within each focus area. For example, under the focus area of optimizing email open rates, objectives could include increasing open rate and increasing click through rate. These objectives should be measurable and attainable.

3. Set measurable targets (KPIs) to tackle the objective

Key performance indicators (KPIs) are measurable targets that you can use to track progress towards each objective. Examples of KPIs within the focus area of optimizing email open rates could include increasing the open rate by 10% and increasing the click through rate by 20%. It is important to set realistic and attainable KPIs.

4. Implement related projects to achieve the KPIs

Projects are the concrete steps that you can take to achieve the KPIs. For example, to increase the open rate, you could A/B test subject lines. To increase the click through rate, you could optimize content. These projects should be specific and achievable.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

The Cascade Strategy Execution Platform is an easy-to-use platform that helps you develop, manage, and track your email strategy. With Cascade, you can quickly create a strategy and set measurable goals, track progress towards objectives, and see faster results from your email strategy.

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Email Strategy Template
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Or import into an existing account