9 Essential Steps to Email Template Design [CHECKLIST]

If you’ve ever opened an email editor to start designing a template, you know just how many factors there are to consider before you can even think about hitting that “send” button — images, calls to action, copy, organization, and more. The good thing is, it’s not as complicated as it sounds. With some help from some of our clients, we’ve come up with a few best practices that will help you create effective email templates every time.

To begin with, start by going through the checklist below to make sure you’re not missing any essential steps. Then, take a look at the tip sheets and worksheets provided in our Email Template Handbook, and stay tuned for our Email Design Lookbook, which will feature ten examples of successful email templates provided by Pardot clients.

 Email Template Checklist

Have more questions about email template design? Download the full Email Template Handbook to get helpful tips, checklists, and worksheets to lead you through the B2B template design process.

Get the free handbook: your guide to B2B Email Template Designs

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2 thoughts on “9 Essential Steps to Email Template Design [CHECKLIST]

  • At the Exact Target Connect tour in Toronto Melinda Krueger gave an interesting presentation about responsive design for emails. Some of her points were:

    – Design for a nice experience even if the images are not downloaded.
    – Pay attention to the sub-header text: 1) avoid having “View as a web page” at the top of your template. 2) Work 80 characters message that will entice people to open the email
    – Use CSS @media for a better mobile experience . Bigger font when reading from a mobile device. Work with your web developers for this.

    I think it is very important that email templates take into consideration the number of opened email from mobile devices. I for example read more marketing like emails when I am killing time.

    • Those are all great suggestions, especially your point about mobile. Thanks for sharing!

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