What is a Template for an Email Campaign Launch?
It’s a structured checklist that includes a sequence of documented steps for preparing an email campaign. In practice, this means you have a Jira issue with a list of all the things you need to complete. Each of them has a separate sub-goal and can require the involvement of different people. Automatically generating these Jira issues speeds up the process and improves resource management.
Why Use an Email Campaign Template in Jira?
Smooth project organization
After your template is prepared, you can initiate the campaign setup in just a few clicks. You also have the option to put this process on autopilot with Jira automation. Then, the template for your next campaigns will be applied automatically according to your workflow rules. Apart from that, the documented process structure and the checklist format make it easier to track progress. You will always know which stage you are at and which steps are already completed.
Better team alignment
Keeping everyone on the same page is crucial for efficient campaign management and cross-team collaboration. With the whole end-to-end process laid up in one checklist template, everyone can see the complete picture. When the next steps are well-defined, and everyone has clear instructions, your team is more aligned and productive.
Time optimization
There’s no need to start from scratch every time. An email campaign template allows you to automate repetitive tasks and save time on planning and managing the process. Pairing it with an AI email assistant can further streamline personalized follow-ups and inbox management. You only need to provide the goals for a new campaign and set deadlines. All the steps, documented as checklist items, will be already included in your email campaign template. This saves significant time, especially if you launch campaigns regularly.
Standardized processes
A reusable template enables you to document the campaign creation process and reproduce it accurately. This ensures that your team is not reliant on a single knowledge holder and their availability. With an email campaign template, it’s easy to organize the process even with minimum background knowledge. This allows you to reduce the risk of errors, ensure seamless work, and easily onboard new team members.
As a result, having an email campaign template in Jira helps you boost efficiency and launch campaigns faster.
How do you Create a Template for an Email Campaign Launch?
You will need to use Smart Checklist for Jira to add the templatized checklist to your issue. You can take our generalized template as a basis and customize it for your needs. For example, add new stages and deadlines, tag people, and so on.
You will get a structured checklist like the one below:
