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Know Before it Goes
Testing For Your Email Design
Normal People’s Worst Nightmare.Normal People’s Worst Nightmare.
Email Marketer’s Worst Nightmare.Email Marketer’s Worst Nightmare.
Why test?
• Preserve your brand and reputation
• Retain conversions and revenue
• HTML and CSS are not always well
supported
• Dozens of different email clients
and devices out there
Good QA is good
customer service.
- Chad White, The Retail Email Blog
Lay a Solid FoundationLay a Solid Foundation11
Email HTML ≠ Web HTML
• Use table-based layouts
• Inline CSS only
• Limited or no support for:
• Forms/surveys
• Video
• Javascript
• Flash
• Background images
• Animated .gifs
Verify ContentVerify Content22
Triple check spelling and pricing
to avoid embarrassing errors
Format the plain text version for
readability and usability
Your testing checklist
• Remove/convert symbols and nonstandard characters
® © “ • ™ £ ¢ € °
• Ensure images and URLs start with http://www
• Proofread & spell check
•Preheader, from name, subject line, body copy, text version
• Are prices and other critical information correct?
• Replace default or placeholder values
• Verify personalization or dynamic content
• Does email content lead to relevant landing pages?
• Perform a spam check
Confirm FunctionConfirm Function33
Add “style=display: block;” to
sliced images to prevent gaps
Be sure to include ALT text to
combat image blocking
Test your emails in
a variety of
programs to be
sure they display
as you expected.
Your testing checklist
• Tested in common/popular email clients
• Set up test accounts or use an online tool
• Preview with images on and images off
• Check rendering in desktop, mobile and webmail
• Verify all links work and go to the correct pages
• Verify web analytics tagging is in place and working
• Are CAN-SPAM elements in place?
• Working unsubscribe mechanism, mailing address, etc.
Create (and Follow!) a ProcessCreate (and Follow!) a Process44
We are by nature flawed
and inconstant creatures.
- Atul Gawande, The Checklist Manifesto
Your testing checklist
• Makes you a smarter, more systematic decision-maker
• Creates a culture of discipline and teamwork
• Gets the dumb stuff out of the way
Creating checklists
• Short and simple
• Use task checks for ‘dumb’ but critical stuff
• Did you select the right setting? Press the red button?
• Use communication checks for complex stuff
• When coordination or knowledge sharing is necessary, communication
checks a balance between freedom and discipline
• Pick the right type of list:
• READ-DO (read each step, then do it)
• DO-CONFIRM (do the steps from memory, then pause and check)
Tools & ResourcesTools & Resources**
Validation
http://validator.w3.org/
http://validator.w3.org/
• Look out for ‘Start tag’ or ‘end tag’ omitted errors
• End tag for TABLE / TD / TR omitted
• End tag for element A which is not open
• End tag for P which is not finished
• Empty elements are okay
• “NET-enabling start-tag requires SHORTTAG YES”
• Deprecated tags are okay
• “there is no attribute BACKGROUND”
full details: https://litmus.com/blog/validating-html-for-email
Innovyx Campaign Audit
Runs your email through a
series of checks and balances;
emails you a report.
Industry Guides
from Campaign
Monitor, MailChimp,
etc. are written by
experts and chock
full of information
Litmus
Takes screenshots of what
your emails look like on a
variety of email programs
and mobile devices, performs
spam check, validates links,
etc.
emailchecklist.org
performs 7 quality
and best practice
checks on your
HTML
EmailMonday.com Checklist
Provides a framework for
following best practices and
starting your own QA process
Happy testing!
Justine Jordan
Marketing Director
e: justine@litmus.com
t: @meladorri

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Know Before it Goes: Testing Your Email Design

  • 1. Know Before it Goes Testing For Your Email Design
  • 2. Normal People’s Worst Nightmare.Normal People’s Worst Nightmare.
  • 3. Email Marketer’s Worst Nightmare.Email Marketer’s Worst Nightmare.
  • 4. Why test? • Preserve your brand and reputation • Retain conversions and revenue • HTML and CSS are not always well supported • Dozens of different email clients and devices out there
  • 5. Good QA is good customer service. - Chad White, The Retail Email Blog
  • 6. Lay a Solid FoundationLay a Solid Foundation11
  • 7. Email HTML ≠ Web HTML • Use table-based layouts • Inline CSS only • Limited or no support for: • Forms/surveys • Video • Javascript • Flash • Background images • Animated .gifs
  • 9. Triple check spelling and pricing to avoid embarrassing errors Format the plain text version for readability and usability
  • 10. Your testing checklist • Remove/convert symbols and nonstandard characters ® © “ • ™ £ ¢ € ° • Ensure images and URLs start with http://www • Proofread & spell check •Preheader, from name, subject line, body copy, text version • Are prices and other critical information correct? • Replace default or placeholder values • Verify personalization or dynamic content • Does email content lead to relevant landing pages? • Perform a spam check
  • 12. Add “style=display: block;” to sliced images to prevent gaps Be sure to include ALT text to combat image blocking
  • 13. Test your emails in a variety of programs to be sure they display as you expected.
  • 14. Your testing checklist • Tested in common/popular email clients • Set up test accounts or use an online tool • Preview with images on and images off • Check rendering in desktop, mobile and webmail • Verify all links work and go to the correct pages • Verify web analytics tagging is in place and working • Are CAN-SPAM elements in place? • Working unsubscribe mechanism, mailing address, etc.
  • 15. Create (and Follow!) a ProcessCreate (and Follow!) a Process44
  • 16. We are by nature flawed and inconstant creatures. - Atul Gawande, The Checklist Manifesto
  • 17. Your testing checklist • Makes you a smarter, more systematic decision-maker • Creates a culture of discipline and teamwork • Gets the dumb stuff out of the way
  • 18. Creating checklists • Short and simple • Use task checks for ‘dumb’ but critical stuff • Did you select the right setting? Press the red button? • Use communication checks for complex stuff • When coordination or knowledge sharing is necessary, communication checks a balance between freedom and discipline • Pick the right type of list: • READ-DO (read each step, then do it) • DO-CONFIRM (do the steps from memory, then pause and check)
  • 19. Tools & ResourcesTools & Resources**
  • 21. http://validator.w3.org/ • Look out for ‘Start tag’ or ‘end tag’ omitted errors • End tag for TABLE / TD / TR omitted • End tag for element A which is not open • End tag for P which is not finished • Empty elements are okay • “NET-enabling start-tag requires SHORTTAG YES” • Deprecated tags are okay • “there is no attribute BACKGROUND” full details: https://litmus.com/blog/validating-html-for-email
  • 22. Innovyx Campaign Audit Runs your email through a series of checks and balances; emails you a report.
  • 23. Industry Guides from Campaign Monitor, MailChimp, etc. are written by experts and chock full of information
  • 24. Litmus Takes screenshots of what your emails look like on a variety of email programs and mobile devices, performs spam check, validates links, etc.
  • 25. emailchecklist.org performs 7 quality and best practice checks on your HTML
  • 26. EmailMonday.com Checklist Provides a framework for following best practices and starting your own QA process
  • 28. Justine Jordan Marketing Director e: justine@litmus.com t: @meladorri

Hinweis der Redaktion

  1. Today we’ll be discussing email testing… there are two types of testing, A/B and QA. This is the least sexy of the two. While email QA (quality assurance) is decidedly not fun, it's an absolutely critical step before sending out a campaign. Let’s talk about how to create a consistent email experience to ensure you always put your best foot forward, and maximize the return on your email investment.
  2. Normal people have nightmares about clowns, killer bees or man-eating pirahnas.
  3. But every marketer's worst nightmare is sending out an email where something doesn't work… Broken images, missing links and countless other details can slip by, frustrating users and embarrassing brands.
  4. You invested time to create content and graphics for the email; don’t waste that investment!
  5. There are things I won’t talk about (like making sure that content is relevant, that images and copy are appropriate, etc.) – you’ll see these on a lot of email marketing checklists. This presentation is solely about making sure your email works after the subscriber receives it.
  6. Learn where your audience is opening their messages and
  7. Atool gawandee Is a surgeon, Harvard, columnist for The New Yorker and the author of this book. “ We don’t like checklists…It somehow feels beneath us to use a checklist, an embarrassment.” “The truly great among us are daring. They improvise. They do not have protocols and checklists. Maybe our idea of heroism needs updating.”
  8. Derek Harding
  9. The Email Checklist looks for: A web/hosted version to be sure that your email is viewable in all environments Absolute URLs for both images and links The presence of alt attributes on images Width and height attributes for images Inclusion of a title tag
  10. Covers content, strategy, analytics, reporting, and more.
  11. Please don ’t speak on this slide. This will be for viewer reference and included in your slide handouts (if applicable). Once you ’re satisfied with your slide deck, pass to MarketingProfs for final review before recording. Thanks again for your participation. Good luck!